在服装行业的版图架构中，快时尚是一片高价值的拼图。 共研产业研究院发布的《2025-2031年中国快时尚服装市场全景调查与行业竞争对手分析报告》显示， 2018-2023年，中国快时尚服装行业市场规模由2063.07亿元增长至3008.99亿元，期间年复合增长率 7.84%；预计2024-2028年，中国快时尚服装行业市场规模由3382.39亿元增长至5356.49亿元，期间年复 合增长率12.18%。放眼全球，据QYResearch调研团队最新报告《全球快时尚市场报告2023-2029》显 示，预计2029年全球快时尚市场规模将达到2643.2亿美元。 2006年，国际快时尚巨头ZARA进驻中国市场，中国快时尚行业进入快速发展阶段。也正是这一年，中 国本土快时尚品牌URBAN REVIVO（以下简称UR）于广州诞生，在全球快时尚行业的发展起伏中，逐 步成长为中国快时尚行业的领军品牌。 UR全球首店位于广州正佳广场 诞生到领军 中国快时尚品牌UR的发展基因 2006年，UR在广州开设第一家店铺，开启在快时尚行业的"厮杀"之路。2014年，UR迎来快速发展的转 折点，线上入驻天猫，搭上电商时代的"快车"。线下开 ...

Group 1 - COS, a brand under H&M Group, is restarting its expansion plan in China, opening new stores in major cities like Beijing and Shenzhen after nearly two years of inactivity [1][4] - As of now, COS has a total of 40 stores in China, with a focus on first-tier and new first-tier cities, maintaining a similar strategy to its previous expansion efforts [1][3] - The brand's recent store openings are part of a broader trend where fast fashion brands are facing challenges in the Chinese market, leading to a pause or reduction in expansion for many mid-range brands [3][4] Group 2 - COS's store selection criteria resemble those of luxury brands, primarily opening in high-end projects managed by top real estate developers [6] - The brand has gained attention as a "premium alternative" amid the global luxury market slowdown, with a notable rise in its ranking on fashion search engines [6][7] - COS has launched a high-end line, COS Atelier, to differentiate itself further, although the effectiveness of this strategy remains uncertain [7][8]

Group 1: Market Entry and Expansion - CHAGEE opened its first store in North America at Westfield Century City in Los Angeles, showcasing modern tea drinks and attracting long queues [1] - The new tea beverage industry in China is experiencing rapid growth, with brands like ChaPanda, MIXUE, HEYTEA, and CHAGEE expanding internationally [3] - Several tea companies, including MIXUE, have successfully listed in Hong Kong, indicating a trend of Chinese retail brands going global [4] Group 2: Factors Driving International Expansion - The global expansion of brands is driven by the need for internationalization, competitive domestic markets, and the growing overseas Chinese population [4][5][6] - Establishing physical stores abroad enhances brand visibility and can attract investment, which may lead to better domestic store locations in the future [5] - The increasing number of overseas Chinese consumers creates demand for Chinese products, which are often perceived as cost-effective [4] Group 3: Key Markets for Chinese Brands - Hong Kong is a significant market for brands due to its proximity to mainland China, making it easier for brands with established retail networks in southern China to enter [7] - Southeast Asia, particularly Singapore, is a competitive market for Chinese brands, driven by a large Chinese population [8] - European cities like London and Paris are viewed as essential for brands aiming for international recognition, although cultural differences pose challenges [9] Group 4: Challenges in International Markets - Chinese brands face challenges in gaining local consumer recognition and adapting to cultural differences, particularly in Europe [17] - Supply chain and logistics issues require careful planning before entering new markets [18] - High operational costs in markets like Singapore and Europe necessitate thorough financial planning [18] Group 5: Localization Strategies - Successful market entry requires understanding local consumer habits and preferences, with brands needing to adjust their offerings accordingly [19][20] - Brands should focus on high-traffic areas for store locations to maximize visibility and customer engagement [19] - The importance of local partnerships for smooth market entry and operations is emphasized, as they can help navigate local regulations and consumer preferences [18]

智通财经APP获悉，随着美国当地时间周五正式取消对低价小型包裹的关税豁免，一些电商业务覆盖全 球的零售商已停止向美国市场的客户们发货与销售任何产品，另一些零售商则寄望于中美贸易谈判早日 开启以推动中美之间的关税税率大幅下调，他们暂时通过涨价等手段来寻找变通办法。 更加重要的是，对于面临持续多年通胀重压且口袋捉襟见肘的美国消费者们来说，"通胀猛兽"可能因必 需消费品零售商们、热门服饰零售商们陆续逃离美国而卷土重来，进而导致他们面临的严峻生活成本压 力进一步升级，最终极有可能导致美国劳动力市场崩盘以及美国经济步入衰退境地。 来自美国最大规模日用品以及必需消费品贸易国——中国的电子商务商品普遍面临高达145%的关税， 并且美国对中国低价值商品的关税豁免于周五结束，一些线上零售商，尤其是聚焦于日用品、必需消费 品以及热门服饰类产品的线上零售商们因关税问题停止为美国市场提供服务。 华尔街大行高盛近日将截至2025年年末的核心PCE通胀指标上调0.5%个百分点至3.5%，并且预计升至 4%的可能性非常大，强调即使到2026年核心PCE也难以回到美联储锚定的2%目标。今年3月，核心PCE 指标为同比增长2.6%。核心PCE ...

潮生TIDE . 36氪旗下生活方式内容品牌。潮来潮去，生活不息。 以下文章来源于潮生TIDE ，作者J、Haru 潮汐Mail第9期， 让我们看看4月那些值得回看的新闻。 01 走进宫崎骏动漫的梦想， 已经实现了？ 这个月，社交平台被网友们的吉卜力风格照片占领了。只需通过AI一键转变，任何人都能化身为 宫崎骏动画中的人物。 ● 吉卜力风格《蒙娜丽莎的微笑》 生活潮汐，每月浮沉。信息涌浪，日日不息。 潮生TIDE本月为你捕捉6件最值得关注的事， 它们包含城市生活、消费趋势与潮流热点。我们关注事 件，更关注事件之间的关联与延伸。 这项技术来自于全球人工智能领军企业OpenAI推出的ChatGPT全新多模态模型GPT-4o（o意 为"Omni"，即全能）。只需短短15秒，不仅能精准地根据文字指令生成图像，还能将用户上传的 图像转变为任意风格。 吉卜力风格是其中最受欢迎的一个，除了人像以外，风景、宠物也不在话下，感觉"整个世界都变 可爱了"——就连美国总统特朗普的各种新闻图都蒙上了一层柔和治愈的色彩。 ● 吉卜力风格特朗普，图源@推特Mikolaj Teperek 一方面网友们踊跃尝试，一方面也有人质疑这项技术对作 ...

智通财经APP获悉，在关税正式生效前夕，美国经济传来一组"喜忧参半"的数据，美联储偏爱的通胀指 标3月几乎停止上涨，而消费者支出则表现强劲。这为未来物价面临上行压力之前的经济运行带来了一 丝喘息之机。 值得注意的是，3月实际可支配收入出现一年多来最强劲的增长，为消费提供了重要支撑，尤其推动了 汽车等耐用品支出创下自2023年初以来的最大增幅。服务支出也有所回升，尤其是在餐饮方面表现亮 眼。 从价格构成来看，3月不含食品和能源的商品价格首次出现下滑，而不含住房和能源的核心服务价格也 几乎持平，是自2020年以来最温和的增长，进一步缓解了市场对通胀持续升温的担忧。 不过，经济学家普遍认为，一旦关税正式实施，企业很可能会将新增成本部分转嫁给消费者，尽管一些 零售商已表示，将在消费者购买力疲软的背景下自行吸收部分成本压力。 目前，包括快时尚巨头Shein、消费品巨头宝洁(PG.US)等公司已开始调涨价格，或正计划加价。而美国 航空(AAL.US)和通用汽车(GM.US)等企业则因政策不确定性而撤回了业绩指引，反映出企业对前景日 益谨慎。 总体来看，虽然3月通胀暂时放缓且消费表现强劲，为经济运行提供支撑，随着关税政策全 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 Shein美国大涨价，最高上调至377%。据中国基金报报道，近日快时尚巨头Shein为应对美国即将生效 的小额包裹关税，提前对美国市场从连衣裙到厨房用品等商品提价。数据显示，周五大部分价格上涨， 美容与健康类畅销品均价较周四涨51%，多款翻倍；家居、厨房用品及玩具类平均涨幅超30%，一套10 件装厨房毛巾暴涨377%；女士服装涨8%。 抖音新规治理"恶意营销号"十大违规行为。抖音发布《关于"恶意营销号"的治理规范》。规范明确，将 打击十类违规行为，从内容、账号、法律追责三个层面对"恶意营销号"进行处置。同时，抖音还推出账 号"健康分"评估机制，通过分值管理实现对违规账号的引导教育。 京东火速官宣猪猪侠联动：猪猪侠成虚拟骑手。京东外卖4月28日正式宣布与国产动画经典IP《猪猪 侠》达成合作，猪猪侠将以"虚拟骑手"身份入职京东外卖团队。京东外卖与猪猪侠的联动合作源于一次 意外的"撞衫"事件。近日，京东创始人刘强东亲自送外卖时，被网友发现京东外卖员的制服配色与动画 ...

同样是半导体领军股 为什么AMD如此弱势 是否值得左侧抄底？ 个股方面，新能源车板块普遍走高，蔚来涨逾5%，理想汽车涨逾3%，极氪涨逾3%。 不要被短期反弹所迷惑！高盛警告：美元正遭遇结构性贬值 Shah认为，虽然目前美国的硬数据仍然坚挺，劳动力市场数据尚未显示出迫在眉睫的预警信号，而进一 步削减关税或达成"贸易协议"的消息可能为短期市场注入缓解情绪。但需警惕的是，风险尚未解除—— 如果我们正走向一段更为严重的增长疲软时期，那么这种疲软可能需要较长时间才会显现。 公司新闻 苹果据称在研发20周年纪念款iPhone：折叠屏、全玻璃机身 价格将大涨 知名科技记者马克·古尔曼当地时间4月27日称，苹果正在开发两款20周年纪念版iPhone，计划于2027年 9月发布，其中一款是可折叠iPhone，另一款可能是以玻璃为中心的Pro版。2017年iPhone发布十周年 时，苹果推出了iPhone X，首次采用全面屏设计，取消Home键。但二十周年款不会像iPhone X那样彻底 改变用户交互方式，而是通过材质和形态的渐进式创新。 凤凰网财经讯 4月28日，美股三大指数涨跌不一，截止发稿，道指涨0.29%，纳指跌0.24 ...

Core Viewpoint - The impending tariffs on small packages from China are prompting fast fashion giant Shein to raise prices on its products sold in the U.S., indicating early signs of the trade war's impact on American consumers [1][2][3] Price Changes - Shein significantly increased prices across most product categories, with beauty and health items seeing an average price increase of 51% for the top 100 products, and some items doubling in price [1][2] - Home, kitchen goods, and toys experienced an average price increase of over 30%, with specific items like a 10-pack of kitchen paper towels rising from $1.28 to $6.10, a 377% increase [1][2] - Women's apparel saw an average price increase of 8% [1] Tariff Implications - The U.S. government is set to end the "de minimis" exemption for small packages from mainland China and Hong Kong, leading to potential tariffs of up to 120% on many products from e-commerce platforms like Shein and Temu [2][3] - Following the tariff changes, Shein's prices in the U.S. rose approximately 10% from April 24 to 26, with 30 out of 50 sampled products increasing by over 10% [3] Supply Chain Adjustments - To avoid tariffs, Shein has incentivized some Chinese suppliers to establish production bases in Vietnam, while Temu aims to ship products directly from Chinese factories to U.S. warehouses [3] - The trade war has led to a shift in sourcing, with companies moving production to Southeast Asia to mitigate tariff impacts, particularly affecting countries like Vietnam, Cambodia, and Bangladesh [5][9] Market Dynamics - The U.S. is the largest importer of apparel, with 97% of clothing and footwear sourced from overseas, making American consumers vulnerable to price increases due to tariffs [11] - Major fashion brands like Nike and Adidas are heavily reliant on Asian countries for production, with significant portions of their products sourced from Vietnam and Cambodia [12][13][14] Consumer Impact - A Yale University analysis predicts that consumer spending on footwear will increase by 87% and on apparel by 65% over the next three years due to tariffs, with long-term increases of 29% for footwear and 25% for apparel expected [15]

Shein将美国市场部分商品价格 最高上调至377% 快时尚巨头Shein在美国对从连衣裙到厨房用品等商品提前提价，以应对即将生效的小额包裹关 税。 数据显示，大部分价格上涨发生在周五，不同品类的涨幅差异显著。美容与健康类前100款畅 销商品的平均价格较周四上涨了51%，其中多款商品的价格翻倍。家居、厨房用品及玩具类商 品的平均涨幅超过30%，其中一套10件装厨房毛巾的价格暴涨了377%。女士服装的价格则上涨 了8%。 | 项目名称 | 价格变动 | 4月24日 | 4月25日 | | --- | --- | --- | --- | | 厚厨房清洁毛巾 | + 377 % | 1.28美元 | 6.10美元 | | 百叶窗空调缝隙刷 | 219 | 0.80 | 2.55 | | 手动鸡肉/肉类切碎机 | 210 | 2.91 | 9.02 | | 脱毛蜡纸和脱毛后湿巾 | 205 | 1.31 | 4.00 | | 眉胶,自然效果 | 199 | 0.97 | 2.90 | | 胶原蛋白防裂润唇膏 | 180 | 1.07 | 3.00 | | 超细去黑头银子 | 168 | 0.57 | 1.53 | | ...