南极电商吊牌授权模式"爆雷"？深陷6.4亿元商标侵权诉讼，南极电商称新和兆逃避违约责任反诉 据经济观察报道，1月4日，南极电商股份有限公司公告披露两起涉及同一合作方的诉讼案件，涉案总金额超6.4亿元。其 中，上海新和兆企业发展有限公司对南极电商提起的诉讼金额高达5.65亿元，而南极电商反诉上海新和兆的索赔金额约 为8000万元。两起诉讼均围绕"卡帝乐鳄鱼"品牌商标授权事宜展开。 公告显示，南极电商与上海新和兆的合作始于2018年，双方签订了为期近十年的商标授权合同，南极电商许可上海新和 兆使用卡帝乐系列商标，合作期限至2027年12月31日。上海新和兆主营多品牌经营管理，旗下拥有POLOWALK、圣大保 罗等多个知名品牌。 据南极电商方面透露，合作期间，上海新和兆存在多项违约行为，擅自将授权商标再许可给下游经销商使用、私自修改 商标样式，且修改后的商标模仿了LACOSTE、BURBERRY等品牌的设计风格，导致相关品牌方提起商标侵权诉讼，南 极电商作为连带责任人被卷入多起纠纷，不仅遭受罚款损失，公司及董事长还被采取限制高消费措施。 2023年，南极电商在发现上述违约行为后，向上海新和兆发送了终止合作的邮件。这 ...

1月4日下午，南极电商股份有限公司（002127.SZ，下称"南极电商"）公告披露两起诉讼，案件均涉及同一合作方——上海新和兆企业发展有限公司（下 称"上海新和兆"），南极电商同时以被告、原告身份涉诉，其中作为被告的案件诉讼金额高达5.65亿元。诉讼主要与南极电商旗下品牌"卡帝乐鳄鱼"的授权 使用有关。 与合作伙伴发生商标使用冲突 两起诉讼的时间线与诉求分别是：2025年1月，上海新和兆率先向法院提起诉讼，初始诉讼请求金额约2000万元；同年12月，该公司大幅提高诉讼金额至 5.65亿元。南极电商则于2025年4月对上海新和兆提起另案诉讼，请求法院判令对方赔付约8000万元。 公开资料显示，上海新和兆主营多品牌、多品类经营管理，旗下拥有POLO WALK、POLOWALK KIDS、圣大保罗、Golden Bear、LA MARTINA等多个品 牌。 公告显示，南极电商与上海新和兆自2018年开始合作，彼时双方签订商标授权合同，南极电商授权上海新和兆使用卡帝乐系列商标，许可期限至2027年12月 31日。 从天眼查信息来看，南极电商作为原告的案件将于2026年1月22日开庭，上海新和兆作为原告的案件将于202 ...

一款标称"北京同仁堂"的南极磷虾油产品，宣称高含量成分实测为零，将老字号品牌的"贴牌"乱象推至台前。记者调查发现，从南极人转型离场，到"雅 鹿们"的吊牌生意依旧火热，"只授牌、不品控"的粗放授权模式已成为消费维权的重灾区。 当品牌退化为一张可买卖的标签，法律规定的监督责任何在？平台审核能否守住最后防线？消费者的信任又该如何安放？ 同仁堂宇宙：一块招牌，N种商标 一款标称"北京同仁堂99%高纯南极磷虾油"的产品，宣称磷脂含量达43%，经上海市消保委实测结果却为0。涉事生产商为北京同仁堂（四川）健康药业 有限公司，其母公司中国北京同仁堂（集团）有限责任公司随后发布声明，责令下架涉事产品。 此前报道： 北京同仁堂就"南极磷虾油"致歉：深感痛心！消保委约谈涉事企业视频曝光 然而，齐鲁晚报·齐鲁壹点记者调查发现，同款产品仍在部分电商平台售卖，包装标注"俄罗斯进口"。但用户评价晒图实为北京同仁堂（四川）键康药业 有限公司出品的南极磷虾油凝胶糖。 13:46 @ 手脚 林不 OK NUTT Im orted from Russia L를 Antarctic Krill Oil OMEGA-3/EPA/DHA DIETARY ...

来源： 南极电商股份有限公司 12月1日，南极电商股份有限公司发布公告称，南极电商股份有限公司（以下简称"本公司"、"上市公司"）为充分借助专业投资机构的资源优势及 专业力量，进一步提升公司资产运营管理能力，拓宽公司产业布局，拟作为有限合伙人（LP）之一，与普通合伙人厦门逸代鸿企业管理合伙企业 （有限合伙）以及其他有限合伙人共同设立宁波黑蚁四号股权投资合伙企业（有限合伙）（暂定），并计划以自有资金不超过5,000 万元认购宁波 黑蚁四号股权投资合伙企业（有限合伙）份额。宁波黑蚁四号股权投资合伙企业（有限合伙）目标规模为 5 亿元人民币，本公司出资比例预计为不 超过 10%。 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 每日｜荐读 ...

Core Viewpoint - 小黄鸭德盈控股 announced a financing plan through the placement of existing shares and subscription for new shares, aiming to raise approximately HKD 80.23 million [1] Group 1: Financing Details - The company plans to place 71,000,000 shares at a price of HKD 1.13, which represents an approximate discount of 11.0% compared to the previous trading day's closing price of HKD 1.27 [1] - The total funds raised from both the placement and subscription will amount to approximately HKD 80.23 million, with net proceeds expected to be around HKD 80 million after expenses [1] - The shares being placed represent about 7.2% of the existing issued share capital and will account for approximately 6.8% of the enlarged share capital post-financing [1] Group 2: Use of Proceeds - Approximately HKD 48.14 million will be allocated for the development of amusement equipment and the expansion of self-operated urban entertainment projects [1] - Around HKD 24.07 million is designated for the development of retail store networks and related product manufacturing [1] - Approximately HKD 8.02 million will be used for general working capital [1] Group 3: Company Overview - 小黄鸭德盈控股 is an investment holding company primarily engaged in providing licensing services, design consulting services, and trading of licensed brand products in Hong Kong and mainland China [1]

Core Viewpoint - The company "Nanji Ren" has transitioned from a successful business model focused on selling tags to self-operated sales, resulting in a significant financial loss in 2024, amounting to 237 million [1] Group 1 - Over the past 17 years, "Nanji Ren" has developed over 100,000 SKUs and has consistently earned tens of billions annually, establishing itself as a dominant player in the tag market [1] - The company's previous model allowed it to generate easy profits, but the shift to self-operated sales has led to financial difficulties [1] - In 2024, the company reported a loss of 237 million, indicating a drastic change in its financial performance due to the new business strategy [1]

Core Viewpoint - Recent rumors suggested that Chinese sportswear giant Anta was set to acquire Reebok, but ABG, Reebok's parent company, denied these claims, stating that Reebok will not be sold now or in the future [2] Group 1: Overview of ABG - ABG, founded in 2010, owns over 50 well-known consumer brands, including Reebok, Champion, and Forever 21, and has a significant presence in the sports and apparel sectors [3][4] - ABG's revenue model primarily involves acquiring brands and then licensing them, allowing third parties to produce and sell products under these brands [5][6] - As of the latest disclosures, ABG's annual sales from its brands have exceeded $32 billion, making it the second-largest brand licensor globally [3][5] Group 2: Business Model and Strategy - ABG typically acquires struggling, historically significant brands at low prices, such as Brooks Brothers and Reebok, and then revitalizes them through strategic licensing [4][6] - The company has a vast network of over 1,800 partners globally, which helps mitigate operational risks associated with brand management [7] - ABG's licensing agreements often include minimum guaranteed income clauses, ensuring stable revenue even if product sales are low [5][9] Group 3: Challenges and Criticisms - ABG faces criticism for altering the image and culture of acquired brands, focusing on maximizing short-term profits at the expense of brand heritage [8] - Quality issues have been reported with products from brands like Reebok and Brooks Brothers post-acquisition, raising concerns about the effectiveness of ABG's management [8] - The company's significant debt, approximately $1.8 billion by the end of 2020, poses financial risks, especially if market conditions affect partner operations [9]

Core Insights - Authentic Brands Group (ABG) has established its Asia-Pacific headquarters in Shanghai, aiming to capture significant growth opportunities in the Chinese market [1][3] - ABG is a leading global brand development and licensing platform, managing over 42 well-known brands, including Reebok, Champion, and Nautica, with a global annual revenue exceeding $32 billion [2][3] Group 1: Company Overview - ABG operates as a platform integrating mergers, brand strategy, creativity, and digital innovation, making it the largest sports and entertainment licensing company globally [1] - The company has a vast sales network in over 150 countries, with more than 13,000 stores and 400,000 points of sale [1] Group 2: Market Strategy - The establishment of the Asia-Pacific headquarters in Shanghai is seen as a strategic move to tap into the Chinese market, with expectations of significant growth [3] - ABG has formed strategic partnerships with Chinese companies, such as Belle Fashion and Baozun E-commerce, to enhance brand presence in Greater China [4] Group 3: Brand Performance - ABG's revenue in the Asia-Pacific region is reported at $4 billion, while the U.S. headquarters generates $20 billion [3] - The performance of brands like Reebok and Nautica in the Greater China market has been underwhelming, prompting potential adjustments in business strategies by local partners [6][7] Group 4: Future Collaborations - ABG plans to strengthen collaborations with local Chinese brands, with recent partnerships including a collaboration between Roxy and Anta [7] - The company aims to create products in China that could gain popularity in other markets, such as the U.S. and Europe [9]

Core Insights - The company reported a revenue of 729 million yuan for Q1 2025, representing a year-on-year growth of 2.03% [1] - The net profit attributable to shareholders was a loss of 13.63 million yuan, compared to a profit of 47.74 million yuan in the same period last year [1] - The basic earnings per share were -0.0057 yuan for Q1 2025 [1] - For the year 2024, the company achieved a revenue of 3.358 billion yuan, with a year-on-year growth of 24.75% [1] - The net profit attributable to shareholders for 2024 was a loss of 237 million yuan, compared to a profit of 112 million yuan in the previous year [1] - The basic earnings per share for 2024 were -0.1004 yuan [1] - The company plans to distribute a cash dividend of 0.4 yuan (including tax) for every 10 shares to all shareholders [1]