1、杭州湖滨银泰in77：迎IQUNIX杭州首店、ANNA ABIGAL浙江首店等9家品牌门店 1月中下旬至2月初，武汉武商Mall再添重磅品牌，女装品牌AMONAVIS（湖北首店）、法国时装品牌American Vintage、超级猩猩健身、英国百年经典户 外品牌Barbour及法国时装品牌Maison Margiela悉数亮相。 American Vintage新店以温柔藕粉色为主色调，木质肌理与经典瓷砖碰撞交融，营造出松弛自在的法式日常空间。值此开业之际，品牌2026年新春限定系列 同步上新，带来法式穿搭新选择。 3、北京国贸商城：迎Bacha Coffee大陆首店等3大首店；JEMPER君佩将开 1月下旬至2月初，北京国贸商城迎来了3大首店：泽田本家铜锣烧（北京首店）、法国高级植物精粹美容品牌Sisley（北京首家旗舰店）、新加坡高端咖啡品 牌Bacha Coffee（大陆首店）。与此同时，项目还预告了中国高端黄金珠宝品牌JEMPER君佩将于2月7日开业。 1 月中下旬至2月初，杭州湖滨银泰in77迎来家7家品牌新店与2家品牌门店的焕新启幕，新开门店包括高端金属外设品牌IQUNIX（杭州首店）、设计师 ...

本土设计师潮牌SMFK的最新一家店，落在广州聚龙湾太古里。 作为太古地产在华南地区的首个太古里，聚龙湾太古里是近些年备受瞩目的高规格商业地产项目，大牌 与新锐云集。 SMFK拿到数一数二的好位置，在紧邻街边和地铁站出口的一幢独栋建筑里开出双层旗舰店。与之比邻 的是鬼冢虎、lululemon，不远处还有安德玛、Fila等，都是时下商场里热门的户外运动类品牌。 算上这家店，SMFK目前已经开出38家门店，除了位于美国、加拿大和澳大利亚的3家，其余35家分布 在中国内地的27座城市，多选址在万象城等高端购物中心。 智通财经记者 | 朱咏玲 智通财经编辑 | 楼婍沁 SMFK从2020年进入线下，但加快节奏是在疫情之后，尤其是刚过去的2025年，品牌门店数量净增25 家。SMFK创始人之一刘宇宸（Frank）告诉智通财经，预计未来几年SMFK将继续保持每年新开20家到 25家门店的速度；2026年品牌新店规划已经完成，正在逐步落地。目前SMFK约三分之一门店为品牌直 营，其余由代理商开出。 这在中国线下时尚零售市场里是少数。最近几年，收缩和调整存量店铺才是主流。 何况SMFK开的还都是重金装修的数百平大店。据刘宇宸介 ...

Core Viewpoint - Shanghai is experiencing a vibrant consumer atmosphere as the 2026 Lunar New Year approaches, with various brands launching festive activities and new store openings, highlighting the city's economic recovery and consumer engagement [1][3]. Group 1: Consumer Market Dynamics - Shanghai's total retail sales of consumer goods reached 16,600.93 billion yuan in 2025, marking a year-on-year growth of 4.6%, surpassing the national average [3]. - The Huangpu District has led the city in attracting high-profile flagship and experience stores, with 919 new stores introduced since the 14th Five-Year Plan began [3][5]. - The integration of new store openings with historical space renovations has revitalized areas like Dongtai Road, which has transformed into a vibrant commercial street with a 30% share of new stores [5]. Group 2: Brand Engagement and Innovations - High-end brands such as Darphin Paris and LA MER have opened flagship stores in Shanghai, showcasing their commitment to the Chinese market [5]. - The Swatch flagship store has undergone a significant upgrade, merging art and retail by displaying over 500 watch models, including exclusive and vintage pieces [6]. - The global fashion retail platform MUSINSA has seen rapid growth in China, achieving over 50.59 million yuan in transactions within 100 days of entering the market [6]. Group 3: Policy Support and Economic Environment - The Shanghai government has implemented policies to enhance the business environment, including a "white list" for new consumer goods to facilitate imports and streamline customs processes [7][8]. - Since the pilot program began in May 2025, 34 multinational headquarters and 54 international brands have been included in the "white list," significantly reducing the time for new products to enter the market [7]. - The Shanghai Customs has established a dedicated bonded warehouse to support high-end consumer goods, enhancing the shopping experience for consumers [8]. Group 4: Future Outlook and Strategic Initiatives - The Shanghai Municipal Commission of Commerce plans to focus on building an international consumer center city by enhancing both goods and service consumption, promoting new consumption models, and creating immersive shopping experiences [9][10]. - The city aims to attract more domestic and international consumers by innovating consumption scenarios and launching new initiatives like the "Global Food Festival" [9][10]. - The ongoing development of the first-store economy is expected to drive high-quality economic growth in Shanghai [10].

名创优品(09896)发布公告，于2026年1月30日，该公司斥资193.42万港元回购5.26万股股份，每股回购 价36.4-37.94港元。 ...

Core Viewpoint - MINISO has officially announced its partnership with China Central Television (CCTV) for the 2026 Spring Festival Gala, marking its first collaboration with the event [2][5] Group 1: Partnership Details - The collaboration will feature a co-branded product series themed around the Year of the Horse, set to launch on February 4 [2][5] - This partnership represents a deep integration of a classic national cultural symbol with a national brand [2][5] Group 2: Product and Market Impact - MINISO aims to use trendy products as a medium to connect with global consumers, showcasing a modern interpretation of traditional New Year celebrations [2][5] - The initiative is expected to create memorable experiences for consumers during the festive season [2][5]

Group 1 - MINISO officially announced its partnership with China Central Television (CCTV) for the 2026 Spring Festival Gala, marking its first collaboration with the event [1] - The co-branded product series for the Year of the Horse will be launched on February 4 [1] - This partnership highlights MINISO's role as a significant platform for Chinese IP and culture to reach a global audience [3] Group 2 - The collaboration represents a deep integration of classic cultural symbols with modern branding [3] - MINISO aims to use trendy products to connect with global consumers and create new memories of the traditional New Year celebration [3]

Core Viewpoint - The "Guangdong Goods Going Global" initiative aims to enhance local consumption, deepen national market penetration, and expand global reach, showcasing Guangdong's economic vitality and industrial strength through various promotional activities during the Spring Festival [1][2]. Group 1: Local Consumption Initiatives - Guangzhou will distribute 50 million yuan in government dining consumption vouchers to stimulate holiday spending [1][2]. - The "Guangzhou Goods Going Global" action will create a vibrant consumer ecosystem, featuring local culinary experiences and discounts through partnerships with financial institutions and platforms like Meituan and Douyin [2][3]. Group 2: National and Global Market Expansion - The initiative includes a dual approach of online and offline strategies to build a comprehensive distribution network for Guangdong goods across the nation [2]. - Online events like the New Year Goods Festival will promote Guangdong products nationwide, while trade fairs and cross-border e-commerce will facilitate global outreach [2]. Group 3: Cultural and Technological Integration - Guangzhou will introduce immersive tech-driven cultural tourism projects during the Spring Festival, blending technology with traditional cultural experiences [4]. - The "Cyber Lantern Festival" will utilize advanced technologies to enhance the traditional lantern display, promoting Guangdong's cultural heritage [4][5]. Group 4: Special Events and Promotions - The city will host specialized promotional events focusing on clothing, food, and automotive sectors to further enhance the "Guangdong Goods" brand [7]. - The "Guangdong Year Flower" campaign will feature both online and offline activities, including a comprehensive guide for purchasing flowers and local agricultural products [9].

Core Insights - MINISO has strategically launched its innovative store format MINISO LAND in Chongqing, marking its first entry into the southwestern market with dual openings in key commercial areas [1] - The simultaneous opening in two major shopping districts is expected to enhance local consumer engagement and contribute to Chongqing's goal of becoming an international consumption center [1] Group 1: Strategic Location and Market Impact - Chongqing's unique urban structure and vibrant cultural atmosphere make it a prime location for trendy consumption, with MINISO targeting two core commercial engines: the Jiefangbei-Chaotianmen area and the Guanyinqiao shopping district [2] - By establishing a presence in these complementary top-tier shopping areas, MINISO LAND aims to connect with both tourist and local young consumer demographics, thereby strengthening its market penetration and influence in the southwestern region [2] Group 2: Retail Experience Innovation - MINISO LAND differentiates itself from traditional retail by creating immersive shopping experiences through scenographic and curated design, with the Jiefangbei store spanning over 1,600 square meters and the Guanyinqiao store themed as a "Galactic Paradise" over 1,400 square meters [3] - The stores utilize a blend of virtual and real design elements, vibrant colors, and interactive installations to cater to the aesthetic preferences of Generation Z, transforming traditional shopping into an experience focused on interests and emotional resonance [3] Group 3: IP Strategy and Brand Value - The dual stores in Chongqing feature a strong focus on popular global IPs, with over 80% of products being IP-related and more than 6,100 SKUs available, providing consumers with both visual and emotional satisfaction [4] - MINISO's dual-wheel IP strategy combines top-tier licensed IPs with exclusive in-house creations, enhancing emotional connections with consumers and establishing a robust brand moat, facilitating the transition from a retail channel operator to an IP content ecosystem operator [4] Group 4: Expansion and Future Outlook - The commercial model of MINISO LAND has been validated through strong customer attraction and sales conversion during the trial operation period in Chongqing, reinforcing the effectiveness and replicability of its "open good stores, open large stores" and IP strategies [5] - By creating immersive IP landmarks in high-potential urban areas, MINISO not only evolves its business model but also injects lasting momentum into urban commercial innovation and consumption quality improvement, with plans for further expansion across the country and globally [5]

格隆汇1月27日丨喆丽控股(02209.HK)公告，根据对集团未经审核综合管理账目以及目前所掌握的其他 资料所作出之初步评估，集团预期于报告年度录得未经审核综合收益约5亿美元(上一年度：3.47亿美元 附注)，较上一年度增加约1.53亿美元或44.1%，主要是受惠于YesStyle持续的市场多元化，以及 AsianBeautyWholesale在线上和线下双渠道的新客户数量增加。 由于集团在韩国的实体产生了更多利润，而购股权开支及上述保险保单已确认的亏损为不可扣减税项， 报告年度的所得税开支预计约为640万美元，高于上一年度的约450万美元。因此，于报告年度的未经审 核综合纯利预期不少于2200万美元(上一年度：1900万美元)，增加约300万美元或15.8%。 ...

文|《次世代潮研所》栏目 闫妍 99元的发圈、200元的吸管杯、300元的收纳盒……性价比至上的消费市场里，被称作 "小玩意界爱马 仕"的Tagi． 定价堪称 "任性"，却让年轻人上头"边骂边买"，用短短几年时间，从淘宝小店一路逆袭为 现象级生活方式品牌。 在小红书上，Tagi．拥有近百万讨论与破亿浏览量，其手机壳、水杯等单品频繁出现在赵露思、章若楠 等明星的自拍中，且长期处于断货状态。商业数据同样惊人：2023年其淘天平台GMV同比增长近 300%，2025年618大促登顶天猫化妆品周边类目TOP1。 随着生意的日益火爆，Tagi．的渠道网络的入口正变得日益"挑剔"。据Tagi．负责渠道合作的工作人员 向《次世代潮研所》栏目透露，目前品牌已不再接受单一门店的授权合作申请。该负责人进一步说明， 所有经销合作均需满足"至少开设三家可授权门店"的基本条件，显示出其对渠道质量和规模化运营的更 高要求。 不过，在快速崛起的背后，质疑声也在不断累积。一边是网友"贵到离谱""毫无性价比""割韭菜"的吐 槽，一边是现在门店排队买单的消费热潮。Tagi．到底做对了什么？它的爆火是偶然还是必然？ "买Tagi．不是买产品" T ...