Core Viewpoint - The article discusses the judicial auction of a commercial property owned by Licheng International Trade Co., Ltd. in Chengdu, which is linked to the luxury brand Meimei Licheng, following the company's previous operational challenges and license revocation [1][10]. Group 1: Auction Details - The property located at No. 999, North Tianfu Avenue, Chengdu, consists of 48 commercial units with a total area of 26,911.61 square meters and is set to start auctioning at an initial price of approximately 4.44 billion [1][3][8]. - The auction is scheduled to begin on July 5 at 10 AM, and the property is currently in a vacant state [1][3]. Group 2: Company Background - Licheng International Trade Co., Ltd. was established in 2001 and is associated with the founder of Meimei Licheng, Chen Long [10][20]. - The company previously acquired the commercial property in question in 2012 from Chengdu Dahong Real Estate Co., Ltd. for approximately 2.24 billion [7][8]. Group 3: Market Context - The property is situated in a commercially vibrant area, surrounded by several major shopping complexes within a 1.5-kilometer radius, including SKP and In99 [5][3]. - The auction's success is uncertain due to the competitive commercial environment and the property's previous operational issues [3][5]. Group 4: Historical Context - Meimei Licheng has a history of significant luxury brand partnerships, including the first stores of Gucci and Cartier in Chengdu, but has faced financial difficulties since 2015 due to market competition [13][17][19]. - The company was declared bankrupt in 2020, and its operational status was revoked in 2024 [20][21].

Group 1 - Kering Group's board has approved the appointment of Luca de Meo as the new CEO, a decision driven by Chairman François-Henri Pinault, marking a decisive step in the group's governance development [1] - The governance structure will be enhanced as the roles of Chairman and CEO will be separated, aligning with best practices for large publicly listed companies [1] - The adjustments will take effect after the board's resolution, with a meeting scheduled for September 9, 2025, following the shareholders' meeting [1] Group 2 - Luca de Meo has nearly 30 years of experience in the automotive industry, having held various significant positions at major companies including Volkswagen Group and Renault [2] - His previous roles include being the CEO of Renault Group and the President of the European Automobile Manufacturers Association (ACEA) [2] - De Meo is also the CEO of Ampere, a leading company in the field of zero-emission and software-defined vehicles, from November 2023 to March 2025 [2]

Group 1 - The luxury goods industry, represented by LV, is attracting attention with its recruitment of retail interns, which some speculate could lead to a new entertainment venture [1][2] - Interns in luxury brands often come from prestigious universities and have extensive extracurricular experiences, indicating a highly competitive environment [8][12] - The work culture in luxury brands emphasizes a balance between professional and glamorous lifestyles, with interns participating in high-profile events [6][7] Group 2 - Interns at LV experience a stark divide from full-time employees, often feeling excluded from social gatherings [14] - English is the primary language for communication in luxury brands, highlighting the international nature of the industry [15][16] - Employees enjoy significant discounts on products, fostering a culture of loyalty to the brand [17] Group 3 - The fast-moving consumer goods (FMCG) sector is described as a "modern Huangpu Military Academy," emphasizing a rigorous and competitive training environment [34][36] - Interns in FMCG companies often face demanding work hours and a high-pressure atmosphere, with expectations to perform under challenging conditions [43][44] - The FMCG industry values creativity and unique perspectives, with companies like Coca-Cola focusing on brand strength and market positioning [46][49] Group 4 - The fashion magazine industry is characterized by a closed network, where most job opportunities arise from personal connections rather than public postings [63][64] - Interns in fashion magazines often face low pay and high living costs, requiring financial support from family to sustain their lifestyle [67][69] - The perception of luxury and high fashion is maintained through curated experiences, despite the reality of financial struggles faced by interns [81][83] Group 5 - The economic downturn has led to significant layoffs in top FMCG companies, with Procter & Gamble announcing a reduction of 7,000 jobs, representing 6.5% of its workforce [85] - The luxury sector has been experiencing a decline since 2020, with major brands like Kering and Chanel reporting significant drops in profits and sales [85] - The changing economic landscape has shifted public perception of luxury and fashion industries, leading to a sense of disillusionment among consumers [86]

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Core Insights - The rise of luxury goods flash sales has become a significant trend in China, with increasing consumer interest and participation in such events [2][12][16] - Consumers are increasingly prioritizing value for money, leading to a shift in purchasing behavior from traditional retail to discount platforms [10][18][19] Group 1: Consumer Behavior - The popularity of luxury flash sales is evident, with significant engagement on social media platforms, such as 270 million views and nearly 2 million discussions related to flash sales on Xiaohongshu [1] - Consumers are drawn to the thrill of securing luxury items at steep discounts, often participating in competitive environments both online and offline [5][6] - The perception of luxury goods is changing, with consumers like Zhao Na expressing that they no longer feel the need to buy the latest collections, opting instead for past season items that offer better value [10][11] Group 2: Market Dynamics - The luxury flash sale market is characterized by a dual benefit: it helps brands clear inventory without damaging their overall pricing strategy while expanding their consumer base [16][18] - The pricing strategies for luxury items in flash sales are influenced by various factors, including international price disparities and tax exemptions, which allow for lower prices [17][18] - Despite concerns about profitability, the discount retail channel for luxury goods is experiencing growth, contrasting with an overall decline in the luxury market [18][19] Group 3: Brand and Retail Strategies - Brands are increasingly utilizing flash sales as a method to manage inventory, particularly for older or classic styles that need to be sold to make way for new collections [17] - The involvement of certification bodies, such as China Inspection, adds credibility to the authenticity of products sold in flash sales, reassuring consumers about their purchases [15] - The shift towards online flash sales reflects a broader trend of consumers seeking convenience and value, moving away from traditional luxury shopping experiences [12][16]

Core Viewpoint - A significant lobbying effort by multinational companies is underway to oppose Clause 899 of Trump's tax reform, which is perceived as a potential threat to millions of American jobs and could reshape international capital flows [1][2]. Group 1: Impact on Employment and Investment - Approximately 840,000 jobs in the U.S. are provided by foreign companies, and the implementation of Clause 899 could directly threaten this substantial employment base [2]. - The lobbying effort involves around 70 company representatives, including major firms like Shell, Toyota, SAP, and LVMH, indicating widespread concern among foreign investors [1][2]. Group 2: Tax Implications of Clause 899 - Clause 899 is viewed as a "capital expulsion order" that would allow the U.S. to impose additional taxes on companies and investors from countries deemed to have "unfair foreign tax policies" [2][3]. - The clause would increase U.S. tax rates on stock dividends and certain corporate bond interests by 5 percentage points annually over four years, and it would also tax sovereign wealth funds' U.S. investment portfolios, which are currently exempt [3]. Group 3: Financial Market Concerns - The implementation of Clause 899 is expected to disrupt foreign direct investment and could lead to financial market volatility, as highlighted by the International Bankers Association [3]. - In 2023, foreign banks lent over $1.3 trillion to U.S. companies, supporting $5.4 trillion in foreign direct investment and generating $270 billion in revenue, underscoring the importance of foreign capital in the U.S. economy [3]. Group 4: Legislative Outlook - Despite the potential to raise $116 billion for the U.S. government over the next decade, there are concerns that the overall tax reform could increase U.S. debt by $2.4 trillion by 2034 [4]. - There is a growing momentum in the Senate to repeal Clause 899, as lawmakers recognize that it contradicts the government's goal of attracting more investment to the U.S. [4].

Financing and Investment - Shenzhen Photon Leap Technology Co., Ltd. has completed several hundred million yuan in angel round financing, with funds primarily allocated for AI imaging algorithm development, global expansion, and smart hardware product mass production preparation [1][3] - Shanghai Lin Qingxuan Biotechnology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with a revenue growth from 691 million yuan in 2022 to 1.21 billion yuan in 2024, representing a compound annual growth rate of 32.3% [5] Mergers and Acquisitions - Anta Group has announced the completion of the acquisition of German outdoor brand Jack Wolfskin, enhancing its competitiveness in the professional outdoor sports sector [8] - Neo Investment Partners is exploring potential investors for the luxury leather brand Valextra, considering an exit from its investment since holding approximately 60% of the brand since 2013 [11] Product Launches and Brand Strategies - Luckin Coffee has launched a new product, the Feather Light Fruit and Vegetable Tea, priced at 9.9 yuan per large cup, aiming to align with the growing health-conscious consumer demand [13] - Antonia has opened two new flagship stores in China, marking a significant milestone in its Asian market strategy [16] Data Security and Brand Reputation - Cartier has confirmed a data breach affecting customer information globally, highlighting the need for luxury brands to enhance their data protection mechanisms [18] Executive Appointments - Nike has appointed former McDonald's executive Michael Gonda as the new Chief Communications Officer, effective July 7, as part of a significant executive committee overhaul [20] - Kizik has appointed Gareth Hosford, a former Nike executive, as its new CEO, aiming to lead the brand into a new phase of omnichannel expansion [23] - Dr. Martens has appointed Paul Zadoff as President of the Americas market, bringing over 30 years of leadership experience to drive growth and profitability [25][26]

近日，突然传出知名奢侈品牌卡地亚用户数据被泄露的消息。 卡地亚邮件显示，泄露的信息包括客户姓名、出生日期等，但不涉及银行信息等。 社交平台截图 据澎湃新闻报道，迪奥相关工作人员表示，近期确实发生了客户信息泄露的事件，已立即采 取措施并聘请专业网络安全专家团队进行调查。 迪奥相关工作人员表示介绍，受影响的数据中不包含客户的银行卡等财务信息，主要涉及姓 名、性别、联系方式等个人信息。公司建议受影响客户保持警惕，避免打开不明来源的信息 或链接，如有任何可疑情况可随时拨打客服中心寻求帮助。此外，为进一步加强系统安全 性，迪奥方面已对可能受影响的信息实施监控，后续也将全力协助受影响客户。 来源 | 每日经济新闻、澎湃新闻 本期编辑 金珊 热搜！张雪峰怒斥：提出这问题的人，怎么那么闲 枕套惊现医院名字！亚朵再曝卫生问题，一季度住宿入住率下滑3.1% 雷军连发三问，点赞网友评论！小米股价走高 SFC 21君荐读 据《每日经济新闻》报道，6月4日上午，卡地亚官方客服向记者表示， 泄露消息属实，但泄 露的客户并非只有中国市场，而是涉及全球市场的部分卡地亚顾客。 其还表示，目前事件正在持续调查中，已向相关监督部门报备。"我们有一 ...

值得注意的是，5月13日，有多位网友反映称收到了迪奥发来的短信，其中显示，"我们于5月7日发现， 曾有未经授权的外部人员获取了我们持有的部分客户数据。在中国收集的受影响的客户个人信息的最大 范围可能包括姓名、性别、手机号码、电子邮箱地址、邮寄地址、消费水平、偏好，以及您可能已向我 们提供的其他信息。被访问的数据库中不包含诸如银行账户详情、国际银行账户号码（IBAN）或信用 卡信息等财务信息。" 迪奥表示，"初步调查显示，此次事件是由数据库遭受未经授权的访问所致。对于此事给您带来的任何 不便及困扰，我们深表歉意。"针对这一事件，迪奥官方客服向南都记者表示，"我们已采取措施加以控 制，目前暂无后续进展的相关信息。" 消费者称收到了卡地亚发来的邮件。 上述消费者向南都记者提供的邮件截图显示，卡地亚致歉称，"近期有未经授权者短暂进入系统并获取 部分有限的客户数据。我们已通知相关部门，正与外部网络安全专家合作处理此事。根据调查结果，您 的部分信息或受此次事件影响，其中包括姓名、电子邮件地址及所在国家/地区。任何密码、信用卡数 据或其他银行信息资料均未受到影响。对于此次事件可能给您造成的不便，我们深表歉意。" 对此，卡地 ...

Core Viewpoint - The luxury goods market is experiencing a significant downturn, with major brands like Chanel and LVMH reporting declines in sales and profits, indicating a shift in consumer behavior and a reevaluation of luxury items as investment assets [1][2][3]. Group 1: Industry Performance - Richemont reported a 4% increase in revenue to €21.4 billion for the fiscal year 2025, but a 1% decline in operating profit to €3.76 billion, with the Asia-Pacific market suffering a 13% revenue drop, particularly in China where it fell by 23% [3]. - LVMH's revenue decreased by 2% to €84.683 billion, with net profit down 17% to €12.25 billion, while Kering's revenue fell by 12% to €17.194 billion and net profit dropped by 62% [3]. - Chanel's sales for 2024 were $18.7 billion, a 4.3% decrease year-on-year, with operating profit down 30% [3]. Group 2: Market Trends - The luxury goods market in China is projected to decline by 18%-20% in 2024, returning to 2020 levels, with leather goods expected to drop by 20%-25% [4]. - High-end commercial properties are also affected, with Beijing SKP's sales plummeting 17% to ¥22 billion, and other malls experiencing a 6% revenue decline [4]. - The second-hand luxury market is seeing increased demand as consumers seek value, with significant price drops reported in the resale of luxury items [7][9]. Group 3: Consumer Behavior - Consumers are becoming more cautious, focusing on practicality and value rather than viewing luxury items as investment tools, with many preferring traditional investment options like ETFs and bank deposits [13][15]. - The perception of luxury goods as financial assets is shifting, with consumers recognizing the marketing illusion behind the idea of luxury items as reliable investments [15]. - The second-hand market is gaining traction, with consumers looking for high-value items at lower prices, and classic brands like Chanel and Hermes being viewed as more stable investments [10][14]. Group 4: Investment Shifts - The average annual price increase for Chanel's Classic Flap bag from 2015 to 2023 was 8.5%, while Hermes Birkin crocodile skin bags saw annual appreciation rates of 10%-15% [12][14]. - As traditional investment returns decline, gold is becoming a preferred investment choice among high-net-worth individuals, with 15.7% still considering it their top investment option [15].