本报讯 （记者袁传玺）9月10日，以"潮塑新生"为主题的SS2026北京时装周在国家会议中心二期盛大开幕。作为本季北京 时装周官方指定潮玩合作伙伴，Letsvan奇梦岛携旗下潮流IP WAKUKU、SIINONO亮相开幕盛典，通过红毯互动、秀场植入、 联名产品首发等多元形式，开启"潮玩+时尚"跨界融合的全新篇章。 正如Letsvan奇梦岛的使命——"创造触动心灵的潮流体验，传递快乐与美好"，此次携手北京时装周，正是把潮玩独有的治 愈力与惊喜感注入高端秀场，让全球来宾在镁光灯下收获一份童真心动，也让"快乐"成为本季时装周最鲜活的注脚，这不仅是 一场跨界的内容盛宴，更是中国潮流文化生态演进的重要标志。未来，奇梦岛将继续拓展与时尚、体育、文旅等领域的深度合 作，构建以IP为核心的新消费场景，助力中国原创走向世界，推动中国文化创意产业的创新发展。 （编辑 郭之宸） （Letsvan奇梦岛旗下现象级IP WAKUKU与新晋热门IP SIINONO）（企业供图） 此次Letsvan奇梦岛与北京时装周达成战略合作，不仅是潮玩行业与时尚领域的一次突破性联动，更开创了"IP赋能时尚消 费"的新范式。作为中国原创潮玩领军厂牌，L ...

Core Insights - The U.S. is the largest consumer market globally, accounting for 24% of global retail sales in 2023, with stable growth in personal consumption expenditure and a rebound in consumer confidence [1][5][7] - E-commerce is thriving, with 255 million online shoppers in 2023, projected to reach 316 million by 2028, representing a 67.3% increase since 2019 [1][22] - Five key trends for the U.S. consumer market in 2024 include diverse demand scenarios, multi-channel shopping experiences, varied pricing strategies focusing on emotional value, rapid trend iterations, and diverse marketing opportunities [1][4][28] Group 1: Market Overview - The U.S. retail market remains robust, holding nearly a quarter of the global market share and continuing to grow steadily [5][7] - Personal consumption expenditure has shown consistent growth, supported by rising disposable income, indicating sustainable consumer power [7][8] - Consumer confidence is on the rise, with the University of Michigan's consumer confidence index reaching 79 in January 2024, a 13% increase from the previous year [9][11] Group 2: E-commerce Growth - The e-commerce market is experiencing significant growth, with 75% of the U.S. population shopping online in 2023 [1][22] - Social commerce is expected to see substantial growth, with 110 million users projected in 2024, making up 42% of internet users [1][22] - By 2025, U.S. social commerce retail sales are anticipated to exceed $100 billion, with per capita spending in social commerce expected to double from 2023 to 2027 [22] Group 3: Consumer Trends for 2024 - Demand scenarios are diversifying, with a rise in slow living, family activities, outdoor pursuits, and sports, driving new consumption needs [1][28][33] - Multi-channel shopping experiences are becoming essential, as consumers seek rich and varied shopping interactions [1][28][80] - Pricing strategies are evolving, with consumers placing greater emphasis on emotional value, allowing businesses to introduce high-margin products [1][28][29] Group 4: Marketing and Social Media Influence - TikTok is emerging as a key platform for global digital marketing, providing integrated solutions for businesses to tap into local markets and seize opportunities [1][28][59] - The marketing landscape is shifting towards diverse touchpoints, with brands needing to leverage various marketing moments effectively [1][28][29] - The rise of lifestyle marketing on platforms like TikTok is crucial for brands to connect with consumers and promote products in relatable contexts [1][28][63]

Core Viewpoint - The passing of Giorgio Armani raises questions about the future of the Armani Group, which has a revenue of €2.3 billion and is known for its strong brand identity and independence in the luxury fashion industry [2][12]. Group Structure and Governance - The Armani Group is privately held and has established a governance structure to ensure its independence, including a charter that requires any potential IPO to occur five years after its activation [5][6]. - The charter includes a dual-class share structure to maintain family control, with A and F class shareholders holding significant voting power [7]. - The board consists of eight members, with A class shareholders appointing three directors and F class shareholders appointing two, ensuring strategic decision-making remains within the family [7]. Brand Philosophy and Future Outlook - The charter mandates that the brand focus on a style that is essential, modern, elegant, and simple, emphasizing detail and wearability [8]. - Analysts suggest that while the brand has high recognition, it faces challenges in channel management and asset appreciation, indicating a need for revitalization and new perspectives [13]. Market Context and Challenges - The luxury goods industry is experiencing consolidation, with many family-controlled brands facing pressure from larger groups like LVMH and Kering [11][12]. - The Armani Group's revenue is projected to decline by 5% in 2024, with Europe being its largest market at 49% of sales [12]. - The brand's independence may be a driving force for its future, but the founder acknowledged the need to adapt to changing times [12].

Core Viewpoint - The passing of Giorgio Armani raises questions about the future of the Armani Group, which has maintained its independence and family control amidst a trend of consolidation in the luxury goods industry [1][7]. Company Structure and Governance - The Armani Group is privately held and has not gone public, with Giorgio Armani serving as the creative director, CEO, and sole shareholder [1]. - A governance framework was established in 2016, which includes the formation of the Giorgio Armani Foundation and stipulates that any potential IPO must occur five years after the governance framework comes into effect [3][4]. - The governance structure includes a dual-class share system to maintain family control, with A and F class shareholders holding 30% and 10% of the equity, respectively, while having enhanced voting rights [5][6]. Market Position and Future Prospects - The Armani Group generated revenue of €2.3 billion, with Europe being the largest market at 49% of sales, followed by the Americas at 22% and Asia-Pacific at 19% [7]. - Analysts suggest that the brand's high recognition could attract interest from the industry, although there are concerns about its loose channel management and declining asset appreciation [8]. - The company is expected to face challenges in maintaining its independence, as many luxury brands have been acquired following the death of their founders [7]. Succession Planning - Giorgio Armani had made succession plans years in advance, with family members and key associates positioned as potential leaders for the next phase of the company [3][8]. - The company aims to uphold the values and independence that Armani championed throughout his career, as stated in their official communications [6].

Core Insights - Ghana has launched a comprehensive apprenticeship program aimed at assisting 1.2 million young people who are unemployed or working in unstable informal jobs [1] - Approximately 70% of young people in Ghana are employed in the informal sector, lacking job security and clear advancement opportunities [1] - The official unemployment rate for youth aged 15 to 24 is 5.4%, but when considering unstable informal employment, the unemployment rate rises to 38.8% [1] Program Details - The national apprenticeship program aims to provide skills training to 10,000 beneficiaries aged 15 to 25, aligning with the demands of the modern labor market [1] - Training will cover key economic sectors such as agriculture and agro-processing, information technology, renewable energy, hospitality, fashion, beauty, construction, traditional crafts, and creative industries [1] - The focus areas of the program are aligned with sectors that Ghana identifies as having growth potential and the ability to create job opportunities [1]

Group 1 - The 2025 China International Service Trade Fair will be held from September 10 to 14 at Shougang Park in Beijing [1] - Beijing plans to issue a total of 3 million yuan in themed consumption vouchers to promote the integration of the service trade fair with consumer activities, focusing on the accommodation and catering sectors [1] - Over 300 catering enterprises and more than 20 hotels are expected to participate in the themed consumption voucher activities [1] Group 2 - The "Ticket Root" themed activities will target exhibitors and guests of the service trade fair and WTT Grand Slam, integrating various ticket root consumption resources and regularly updating promotional activities [1] - Six major business districts, including Xilongduo and Joy City, have gathered around 200 merchants' promotional activities [1] - During the service trade fair, Beijing Fashion Week and China International Fashion Week will be held simultaneously, creating a fashion consumption hotspot [1] Group 3 - Beijing Fashion Week will feature a trend exhibition at the National Conference Center, focusing on the integration of commercial resources and cultural technology innovation [1] - The "Beijing Fashion Week Shougang Park Flash Show" will take place at various locations, including the Shougang Three High Furnace Viewing Platform [1] - China International Fashion Week will host nearly 100 offline special activities for fashion brands and four brand release events at the Beijing Exhibition Hall [1]

Core Points - Giorgio Armani, the legendary Italian fashion designer and founder of the luxury brand, passed away at the age of 91 on September 4, 2023, just before the brand's 50th anniversary [1][2] - Armani was known for his work ethic and dedication to his brand, continuing to work until his last days [6][8] - The brand has a succession plan in place, with shares to be distributed among family members and a charitable foundation, ensuring the continuity of the brand [9][10] Company Background - Giorgio Armani was born in 1934 in Piacenza, Italy, and grew up in a modest family during World War II, which shaped his understanding of fashion and elegance [2] - He entered the fashion industry at the age of 40 after working as a medical student and later as a fashion buyer [2][3] - The Giorgio Armani brand was officially established in 1975 and became synonymous with Italian style, particularly known for the iconic "Armani Power Suit" [3][5] Brand Evolution - Armani's design philosophy emphasized "simplicity is beauty," which has remained timeless [5] - The brand diversified early on, expanding into various product lines, including fragrances, and later into restaurants, furniture, and hotels [6][7] - Despite multiple acquisition offers from luxury groups like LVMH, Armani maintained the brand's independence [7] Financial Performance - The Armani Group faced challenges, with a 5.2% decline in sales in 2016, marking the first drop in a decade [11] - By 2024, the group's revenue was reported at €2.3 billion, a 5% decrease from the previous year, with operating profit down nearly 69% [11] - The brand's performance in the Chinese market has also been affected, with a decrease in the Asia-Pacific revenue share from 21% to 19% [11][12] Future Outlook - The brand's future direction remains uncertain following the loss of its founder, with ongoing challenges in the luxury market [14] - The succession plan aims to ensure the brand's legacy continues, but the effectiveness of this plan in a competitive environment is yet to be seen [9][10][14]

Group 1 - Huawei launched its second foldable smartphone, Mate XTs, with a starting price of 17,999 yuan, featuring the Kirin 9020 chip and a 36% performance improvement [3] - The global smartwatch shipment increased by 8% year-on-year in Q2 2025, with Huawei surpassing Apple for the first time in shipments [17] - The global foldable smartphone market saw a 45% year-on-year growth in Q2 2025, driven by strong demand in China and the US [19] Group 2 - Armani's founder, Giorgio Armani, passed away at the age of 91, marking a significant loss for the luxury fashion industry [5] - ByteDance reported the dismissal of 100 employees in Q2 for violating company policies, with 18 facing serious allegations [6] - Rivian is undergoing layoffs, affecting less than 1.5% of its workforce, as it prepares to launch a more affordable SUV [12] Group 3 - DeepSeek is developing an advanced AI model with improved agent capabilities, aiming to compete with US counterparts [7] - Tesla has opened its Robotaxi application to the public, indicating a broader rollout of the service [11] - Amazon completed the acquisition of Indian online financial platform Axio, enhancing its credit coverage in India [11] Group 4 - Cambricon's stock fell over 13%, resulting in a market value loss of more than 69.4 billion yuan [6] - Xiaohongshu's valuation surged by 5 billion USD in three months, reaching 31 billion USD, reflecting strong market confidence [6] - ZhuiMi Technology reported that its revenue for the first half of 2025 has already surpassed its total revenue for 2024 [10] Group 5 - Honeywell's quantum computing subsidiary, Quantinuum, completed a 600 million USD financing round, achieving a valuation of 10 billion USD [12] - The first batch of Tesla Model Y L vehicles produced at the Shanghai Gigafactory has been delivered [10] - The mini version of Labubu saw a price drop of 10% to 30% within a week of its online sale [7]

Group 1 - The African cultural and creative industries are experiencing significant growth, transitioning from marginal economic sectors to key areas of focus, showcasing greater autonomy, localization, and diversity [1] - Nigeria's Nollywood film industry consistently ranks among the top in global production, while investment in the creative sectors of Abidjan, Ivory Coast, is increasing, leading to a more refined industrial structure [1] - The African book market is actively exploring growth strategies to enhance its market share [1] Group 2 - Despite historical suppression during colonial times, Africa possesses rich resources and potential for cultural and creative industry development [2] - The European influence on African culture has historically stifled local autonomy and development, as Western standards often overshadowed indigenous expressions [2] - The recent resurgence of African cultural identity, termed the "second awakening," emphasizes political autonomy and cultural confidence, with initiatives like the African Union's Agenda 2063 focusing on cultural revival [3] Group 3 - The cultural and creative industries are becoming integral to Africa's economic development, with a report estimating the sector's valuation at $58 billion and its potential contribution of 4% to GDP by 2030, alongside the creation of over 20 million jobs [3][4] - The sustainability of this growth in the cultural creative sector is closely tied to the overall economic development and modernization of African nations [4] - African countries are encouraged to pursue independent and context-specific industrialization and modernization paths while enhancing cooperation with other Global South nations to foster a supportive external environment for development [4]

Group 1 - The 2025 China International Service Trade Fair (CIFTIS) will be held from September 10 to 14 in Beijing, with over 20 premium consumption activities planned to enhance consumer engagement and stimulate spending [1] - Beijing will host 13 premium consumption activities at Shougang Park and 12 additional activities in the surrounding areas, including events at Shijingshan Amusement Park and Beijing Garden Expo Park [1] - The city aims to create a vibrant consumption atmosphere by integrating various consumer needs and promoting regional collaboration [1] Group 2 - Beijing plans to issue themed consumption vouchers totaling 3 million yuan, targeting the accommodation and dining sectors, with over 300 participating restaurants and more than 20 hotels [2] - A "ticket root" themed activity will be organized to provide shared discounts for attendees of CIFTIS and WTT Grand Slam events, involving around 200 merchants from six major shopping districts [2] - Various experiential activities will be held, including a creative market at the Yongding River and a candy carnival at Shougang Park, enhancing the shopping and dining experience [2] Group 3 - During CIFTIS, Beijing Fashion Week and China International Fashion Week will take place simultaneously, featuring fashion events that integrate cultural and commercial elements [3] - The events will include the WEEK UP trend exhibition and various fashion brand activities across multiple venues, showcasing new collections and promoting fashion consumption [3] - Notable brand launches will occur at the Beijing Exhibition Hall, featuring renowned designers and brands [3]