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从寒潮到热潮,中国好羽绒在抖音电商集中爆发
Jiang Nan Shi Bao· 2025-12-08 02:49
当行业都在追问"如何让品牌被记住",答案或许早已超越产品本身,藏匿于品牌能否与时代情绪同频、与用户生活共振的叙事之中。当寒冬来临,中国羽绒 服品牌迎来的不仅是一场销量竞赛,更是一场关乎品质信任、科技体验与情感连接的全面升级。 今年,抖音电商「中国好羽绒」IP的全面升级,以 "新场景、新需求、新趋势" 为核心,为国货羽绒品牌开辟了新的品效协同场域。在这里,鸭鸭、波司 登、坦博尔等品牌,超越了"保暖"的单一功能,进阶为一种被认可、被向往的生活方式,实现品牌声量与生意销量的集中爆发。 自活动上线后,「中国好羽绒」活动相关视频播放量约700万,话题曝光量突破27亿,热点话题曝光量突破6800万。10万赞视频不断涌出、多个热点话题占 据抖音热榜前排,登顶种草榜TOP1;国货羽绒品牌GMV持续走高,截止到4号,中国好羽绒品牌整体同比爆发38%,个别羽绒服品牌同比爆发高达80%。一 场冬日里的消费新潮,已在抖音电商掀起波澜。 深度溯源,让好品质被看得见 在信息过载的时代,品质需要被"看见"才能被"相信"。那么,如何让品质被看见?「中国好羽绒」IP选择与人民网、达人及品牌方携手,通过真实溯源与情 感表达,让"好羽绒"不仅被快 ...
亚羊毛趋势向上关注龙头毛企;大众护肤国货自然堂递交上市申请
SINOLINK SECURITIES· 2025-12-07 13:33
Investment Rating - The report indicates a positive investment outlook for the wool industry, particularly focusing on leading wool enterprises due to expected price increases and inventory replenishment [1][11]. Core Insights - The wool trend is upward, with a focus on investment opportunities in leading wool companies. After a period of low demand and destocking from 2024 to the first half of 2025, the industry is expected to see a cyclical turning point in the second half of 2025. Downstream demand is gradually recovering, as evidenced by a 42% year-on-year increase in contract liabilities for New Australia Holdings in Q3 2025, and a 12.6% year-on-year decrease in raw material inventory across the industry. This supply-demand dynamic supports a strengthening of wool prices, with the spot price of Australian 19-micron wool rising by 20.44% year-on-year in September 2025 [1][12][13]. - Natural堂 Group has submitted a listing application to the Hong Kong Stock Exchange. As China's third-largest domestic cosmetics group, its main brand, Natural堂, remains a leader among domestic brands. The company focuses on mass-market skincare products, with 68.8% of revenue coming from online channels and a broad offline network. In the first half of 2025, the company's revenue grew by 6.4% year-on-year, aligning with the growth rate of the mass-market skincare industry [1][14][24]. Industry Data Tracking - In October, clothing retail sales began to recover, showing a year-on-year growth of 6.3%, attributed to seasonal promotions and improved consumer traffic due to reduced extreme weather conditions. Jewelry retail also continued to recover, with a year-on-year increase of 9.6% [2][27]. - The cosmetics sector saw a year-on-year retail increase of 9.6% in October, with a significant acceleration in growth compared to September [2][39]. Investment Recommendations - For the apparel sector, Hai Lan Home is recommended for its innovative transformation and strong profitability potential. Li Ning is undergoing operational adjustments, with a potential turning point expected in 2025. In the beauty sector, recommendations include Giant Biological, which has shown resilience, and Jinbo Biological, a leader in collagen products expected to launch new products in the second half of the year. In the gold and jewelry sector, the report recommends Laopu Gold due to its strong brand power amid rising gold prices [3][43].
3000一双的“牛马仿生鞋”,被打工人买疯了?
凤凰网财经· 2025-12-07 12:07
以下文章来源于凤凰WEEKLY ,作者馍王 凤凰WEEKLY . 有温度、有情感、有趣味 来源丨凤凰WEEKLY 作者丨馍王 编辑丨闫如意 打工人自称牛马,早已不是什么新鲜事。 但为打工人设计"牛马仿生鞋",还是有些太超越了。 最近,马吉拉的tabi鞋在社交媒体火了。 不是因为它极简的设计,也不是因为它解构的理念。 而是它像极了偶蹄目脚趾的设计,让打工人跟牛马实现了高度共情。 〓 图源小红书用户@CASH开始 5G冲浪的老G,被这款设计过于"先锋"的神鞋震惊了。 认真一搜才发现,此鞋不仅设计不基础,连价格也不基础。 网上看着人手一双的普及率,一翻价格才发现,原价居然要3000多元起。 这样一双造型勇敢、价格大胆的小众鞋,凭啥这么火? 01 脚趾夹万物,做回灵长目 尽管马吉拉的分趾鞋型有很多,可人们对它们的评价却可以分成两大类: 能欣赏的人觉得美丽,不能欣赏的人觉得美味。 俗人老G显然属于觉得美味那一派。 第一次看到这双 马吉拉m6和CL的联名款分趾高跟鞋的时候,老G内心只有一个感叹: 头一次见这么贵的卤猪蹄。 有朋友推着行李箱出差路上,不小心低头看到自己的脚, "还以为牛站起来了 。" 有外国网友为了验证马吉 ...
朗姿股份有限公司关于接受关联方担保的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-07 06:09
Group 1 - The company, Langzi Co., Ltd., has applied for a credit limit of RMB 100 million from Ningbo Bank, with guarantees provided by its controlling shareholder, Shen Dongri, and his spouse, Weng Jie, at no cost to the company [1][3] - The guarantee is a joint liability guarantee, covering the principal and interest of the main debt, overdue interest, penalties, and all related costs [3] - The board of directors believes that this related party transaction is in the interest of the company and all shareholders, with no negative impact on the company's financial status or independence [4][3] Group 2 - The total amount of various related party transactions with the controlling shareholder and related parties from January 1, 2025, to November 30, 2025, is RMB 79.1432 million [4] - The company is not listed as a dishonest executor [2]
一年五千亿,河北电商凭啥打败义乌,成了“价格黑洞”
Sou Hu Cai Jing· 2025-12-07 01:33
Core Viewpoint - Hebei has emerged as a significant force in the e-commerce sector, driving down prices across various product categories, which has disrupted the national pricing system [3][19]. Group 1: Hebei's E-commerce Dynamics - Hebei is often referred to as a "price butcher" or the "Northern Yiwu," indicating its aggressive pricing strategies in the e-commerce landscape [3]. - The region's manufacturing base is characterized by a high density of small workshops and family-run businesses, which contribute to its competitive pricing [3][4]. - Local labor stability is a key factor, as workers are primarily from the area, reducing turnover and associated costs [6][7]. Group 2: Production and Logistics Efficiency - Hebei's production chain is marked by proximity, strong collaboration, and quick response times, allowing for efficient manufacturing processes [10][13]. - The logistics infrastructure in Hebei is robust, with high shipping volumes that keep delivery costs low, enabling faster service at competitive prices [15][16]. - The business model in Hebei focuses on high sales volume with lower margins, aiming for market share rather than profit per unit [17][18]. Group 3: Challenges and Opportunities - A significant challenge for Hebei is the lack of brand recognition, which limits pricing power and makes it vulnerable to cost increases [19][20]. - The low-price strategy may compromise product quality, posing risks in maintaining customer trust and satisfaction [22]. - To evolve, Hebei must focus on three key paths: enhancing product quality, developing local brands, and expanding into larger markets, including international e-commerce [23][25][28]. Group 4: Future Outlook - If Hebei can shift its focus from low prices to quality and brand development, it has the potential to redefine its position in the manufacturing sector [27][28]. - The future success of Hebei's e-commerce will depend on its ability to balance affordability with value, ultimately leading to a stronger manufacturing presence [28].
东莞市果子食品有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-12-06 21:19
天眼查App显示,近日,东莞市果子食品有限公司成立,注册资本10万人民币,经营范围为一般项目: 食品销售(仅销售预包装食品);食品互联网销售(仅销售预包装食品);互联网销售(除销售需要许 可的商品);保健食品(预包装)销售;服装服饰批发;服装服饰零售;家居用品销售;箱包销售。 (除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
冲锋衣比较试验:骆驼、狼爪、海澜之家等样品抗湿性能较弱
Zhong Guo Neng Yuan Wang· 2025-12-06 15:15
Core Insights - The article discusses the results of a comparative test conducted by the Shenzhen Consumer Council on 16 brands of outdoor jackets, highlighting the performance of these jackets in terms of waterproofing, breathability, and durability [1][3][4]. Group 1: Test Results Overview - All 16 jacket samples met the basic requirements for tear strength according to national standards, but over half of the samples had tear strength below 20N, indicating weaker performance [1][6]. - Specific brands such as UNDER ROCK, Camel, and The North Face showed lower tear strength, with UNDER ROCK's sample having a tear strength of only 9.3N, which is a quarter of the strength of the best-performing brand [3][6]. - The overall quality of the samples was stable, but significant performance differences were noted across various tests [3][4]. Group 2: Waterproofing and Moisture Resistance - The test evaluated surface moisture resistance and static water pressure, both critical for assessing waterproof performance [7][9]. - Seven brands, including Li Ning and Anta, achieved a surface moisture resistance rating of 4 or higher after three washes, indicating better waterproof capabilities [7][9]. - Conversely, brands like Camel and The North Face scored lower, with moisture resistance ratings of 2.5 and 3, respectively [9]. Group 3: Recommendations for Consumers - The Shenzhen Consumer Council advises consumers to check for the GB/T 32614-2023 standard label when purchasing jackets, as it indicates the level of waterproof and breathability features [10]. - Consumers are encouraged to select jackets with tightly woven fabrics and high-quality waterproof coatings, and to avoid those with strong odors that may indicate harmful chemical residues [10]. - It is recommended to minimize high-intensity washing and prolonged soaking of jackets to maintain their functional properties [10].
海澜之家“玩票”,跨界投资饮用水赛道,分析师:不看好
Sou Hu Cai Jing· 2025-12-06 09:09
Core Viewpoint - Haier's expansion into the beverage industry through the establishment of Jiangyin Hailan Water Beverage Co., Ltd. is seen as a strategic move to diversify and meet internal demands, although the competitive landscape poses significant challenges for market entry [1][3][5]. Company Overview - Jiangyin Hailan Water Beverage Co., Ltd. is a wholly-owned subsidiary of Hailan Home, with a registered capital of 5 million yuan, focusing on the manufacturing of beverages and related products [3][4]. - The company aims to leverage its extensive network of over 7,200 stores to enhance customer service and reduce costs [4][6]. Financial Performance - Hailan Home reported a revenue of 15.599 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 2.23%, while net profit decreased by 2.37% to 1.862 billion yuan [1][5][6]. - The company's sales expenses have significantly increased, reaching 3.524 billion yuan in the first three quarters, compared to 2.403 billion yuan in 2020 [6]. Market Challenges - The beverage market is characterized by intense competition, with established players dominating the landscape, making it difficult for new entrants like Hailan Water to gain market share quickly [5][6]. - Analysts express skepticism about Hailan's ability to compete effectively due to challenges in brand recognition, channel distribution, and supply chain management [5][6]. Strategic Insights - The move into the beverage sector is viewed as a low-risk diversification strategy, allowing Hailan to experiment with new business models without significant financial commitment [4][5]. - Hailan's reliance on a strong marketing strategy and extensive store network has been a key driver of its sales, but this approach may lead to long-term challenges in product innovation and market relevance [6].
AI造假“死螃蟹”诈骗商家195元退款,“顾客”被行拘8日,细节曝光
Mei Ri Jing Ji Xin Wen· 2025-12-06 05:45
据央视新闻报道,眼下,AI技术正赋能千行百业,为人们的工作、学习、生活带来很多便利。但最近,一些人竟然用AI制作虚假图片和视频向网店商家 索赔。来看江苏苏州一位大闸蟹经销商的遭遇。 买家发来"死螃蟹"图片视频 疑点重重 11月17日,在江苏苏州相城区经营大闸蟹生意的高女士,根据客户订单,发出了一箱8只装大闸蟹。第二天,广州的买家就收到了货,完成签收。就在签 收后10多分钟,高女士收到平台发来的客户反馈。 江苏苏州相城区大闸蟹经销商高晶:11月18日早上11点40分左右就签收了,11点53分就来反馈说8只螃蟹死了6只。 高女士对此也非常疑惑,立即联系消费者,请他们提供相应的证据。 很快,买家就发来了一张照片,画面显示,6只螃蟹腹部朝上躺在台盆边,但这张照片引起了高女士的怀疑。带着疑惑,高女士让客户再拍一段视频。 据齐鲁晚报报道,此后高女士选择发布视频曝光此事。 该视频曾被举报下架,但在修正后重新发布。高女士表示,自己主动修正,重新发布一条与原视频差不多的视频,隐去了顾客的隐私。"我本来不较真 的,让他吃就吃吧。 江苏苏州相城区大闸蟹经销商高晶:第一眼看上去就感觉像AI制作的,运镜很奇怪。如果再细看,螃蟹脚出现了 ...
从标准制定到纪录认证!美力城以硬核实力改写鹅绒服行业格局
Jin Tou Wang· 2025-12-06 05:20
Core Insights - The article highlights the significant advancements made by the Chinese high-tech apparel brand Meili City, including the launch of the "Six-Dimensional Standard" and the achievement of a Guinness World Record, marking a transition from a "follower" to a "rule-maker" in the goose down apparel industry [1][8]. Group 1: Industry Standards - The "Six-Dimensional Standard" addresses long-standing issues in the goose down market, such as vague technological concepts and inconsistent quality, helping over half of consumers better understand product value [3]. - This standard includes specific requirements for goose down quality, such as a down content of ≥95% and a loftiness of 1000+, as well as performance metrics for thermal insulation [4]. Group 2: Product Innovation - The products developed under the "Six-Dimensional Standard" utilize advanced materials and technologies, including a structure inspired by polar bear fur and rare white goose down from Siberia, achieving a balance between lightweight design and warmth in extreme cold [6]. - The collaboration with world record holder Li Zechuan to break the Guinness World Record further validates the application of biomimetic technology and showcases the technical strength of Chinese brands in the high-end apparel sector [6]. Group 3: Market Positioning - Meili City benefits from a robust supply chain established over 20 years by its parent company, enabling standardized control throughout the research and production processes [8]. - Previous product lines, such as the Warm Swan series and Black Knight series, have already achieved significant market recognition, with single-season sales exceeding 1 billion yuan, reinforcing the brand's position in the industry [8]. Group 4: Future Outlook - The brand aims to continue leveraging biomimetic technology to promote the "Six-Dimensional Standard" as an industry-wide norm, enhancing the global market presence of Chinese high-tech apparel [8]. - The founder, You Lin, emphasizes that the establishment of standards and records is just the beginning, with aspirations for greater influence in the global market for Chinese high-tech apparel [8].