箱包皮具卖不动，LV打起美妆的主意。LV近日推出全新美妆系列——La Beauté，包括口红、唇膏、眼 影盘等产品。奢侈品做美妆并不新鲜，例如爱马仕、开云集团早已布局美妆领域，但每支口红1200元的 定价引发不小争议。在业内人士看来，LV布局美妆产品更多是为增强对高端用户的服务能力，其目标 消费用户并非大众消费者，而是其母公司LVMH集团的忠诚用户。但在LV箱包、皮具都不太好卖的当 下，千元级口红的生意是否真的好做，恐怕还需要市场验证。 LV开卖化妆品 LV近日在南京德基广场揭幕全球首家香水美妆精品店，其全新美妆系列La Beauté同步在品牌官网和官 方小程序首发。据了解，南京德基广场的独立美妆门店为LV在全球范围内的首家美妆专门店。根据官 方信息，La Beauté美妆新品由全球顶级彩妆师Pat McGrath担任创意总监，包含55款口红、10款润唇膏 和8款眼影盘。 从整体行业看，奢侈品巨头布局彩妆已不是新鲜事。据北京商报记者粗略统计，2020年后，包括爱马 仕、普拉达、华伦天奴和Celine等数个奢侈品品牌相继宣布推出包括彩妆、护肤品、指甲油等品类，但 像LV产品的高定价并不常见。北京商报记者了解到， ...

Core Insights - The bag and leather goods manufacturing industry in Shiling Town, Huadu District, Guangzhou, produces over 700 million bags annually, capturing more than 60% of the European and American market share [1] - The industry faces challenges due to increased tariffs from the U.S., prompting companies to adapt their strategies and explore alternative markets [3][5] Industry Overview - Shiling Town hosts over 13,000 bag and leather goods manufacturers and more than 63,000 related individual businesses, making it a significant supply chain base for the domestic and international bag and leather goods industry [1][11] - The region has established five major wholesale markets and seven industrial parks, creating a complete industrial ecosystem [11] Company Strategies - Companies like He Da Leather Goods, which relies heavily on the U.S. market for 70% of its exports, are adjusting their operations in response to rising shipping costs and tariffs, with average costs increasing by $4 to $6 per bag [3] - Firms are focusing on brand development and independent design to reduce reliance on foreign brands and enhance their market position [7][9] Market Adaptation - The "market procurement" policy has been beneficial for small and micro businesses, enhancing their ability to withstand market pressures and improve their international trade capabilities [11][15] - Guangzhou's international bag and leather goods procurement festival is redefining the competitiveness of "Made in China" products in the context of U.S. tariffs, emphasizing the importance of product quality [13][15] Growth Metrics - In the first four months of this year, Guangzhou's market procurement exports reached 3.29 billion yuan, marking a 66.5% year-on-year increase [15]

Industry Overview - The Shiling Town in Guangzhou has over 13,000 bag and leather goods manufacturing enterprises and more than 63,000 related individual businesses, producing over 700 million bags annually, capturing over 60% of the European and American bag market share [1] - The local bag manufacturing companies are facing challenges due to increased tariffs from the U.S. and a complex foreign trade environment [1] Company Performance - Companies like He Da Leather Goods have seen a significant reduction in shipment volumes, from potentially 20,000 bags per week to only 1,000 to 2,000 bags per week due to tariff impacts [4][5] - He Da Leather Goods has 70% of its export share concentrated in the U.S. market, and the rising shipping costs have added an average of $4 to $6 per bag [5] Strategic Adaptation - The president of the Guangzhou Shiling Leather Goods Chamber of Commerce, Song Wenming, emphasizes that Chinese leather goods hold an indispensable position in the global supply chain, and many entrepreneurs are now focusing on brand development [7] - Companies are increasingly investing in their own brands while leveraging experience gained from manufacturing for international brands [8][10] Market Dynamics - Guangzhou has established five major wholesale markets and seven industrial parks, creating a complete industrial ecosystem that supports the bag and leather goods industry [12] - The market procurement policy has been beneficial for small and micro businesses, with exports reaching 3.29 billion yuan in the first four months of the year, a year-on-year increase of 66.5% [16] Innovation and Design - Companies are focusing on enhancing their original design capabilities to meet international market demands, with some firms reporting increased inquiries from overseas clients [20]

Core Insights - Hunan Outeng Bag Manufacturing Co., Ltd. achieved an export value exceeding 9 million yuan in Q1 2023, with approximately 30 containers of bags shipped monthly from Huaihua International Land Port to overseas markets, and orders extending to June [1] - The Huaihua International Bag and Leather Goods Industrial Park is positioned as a key industry in the Huaihua International Land Port Economic Development Zone, with a goal to become the "International Bag Capital" [1] - The city has attracted over 150 projects in the bag and leather goods industry, with a total investment of 10.8 billion yuan, aiming for an output value of 3.012 billion yuan and foreign trade exports of 500 million yuan by 2024 [1] Company Developments - Hunan Outeng plans to increase production capacity by adding 3 to 4 production lines and enhancing R&D efforts to cater to local consumer demands in overseas markets, with an expected output value surpassing 100 million yuan this year [2] - The industrial park has established a complete ecosystem covering finished product manufacturing and components like wheels and linings, with a planned investment of 5 billion yuan for the first phase, accommodating over 1,000 enterprises [2] - As of the end of 2024, 54 companies have signed contracts, with 32 already in production, generating an output value of 800 million yuan and creating over 3,000 jobs [2] Logistics and Infrastructure - The Huaihua International Land Port has developed 7 international logistics corridors and 161 domestic and international transport routes, covering over 50 countries and 158 ports, enhancing its role as a logistics hub [2] - The port's operational efficiency has improved, with transportation costs now comparable to coastal regions, and logistics times even more favorable since the regular operation of the China-Laos and China-Vietnam freight trains [2][3] - The port aims to further reduce trade and channel costs for production and trade enterprises, enhancing its service capabilities [3] Industry Growth - The bag industry in Huaihua is transitioning from a nascent stage to a more robust phase, with a focus on building the "International Bag Capital" brand [3] - Future plans include the establishment of a bag exhibition and trading center, R&D design center, testing and certification center, and information service center to strengthen the industry's influence [3]

Core Insights - The 137th Canton Fair has highlighted leather bags and luggage as popular trading items [1] - Exhibitors have reported significant interest in innovative products, with one exhibitor receiving over 4.5 million yuan in intended orders, a 12% increase from the previous fair [3] - The fair showcases a variety of functional and aesthetically appealing products, including smart luggage and backpacks [7] Group 1: Product Innovations - Exhibitor Wang Feifei introduced over 200 products, with more than half being new designs specifically for the fair [3] - A GPS-enabled backpack has gained particular popularity, featuring wireless charging and anti-loss capabilities [5] - Other innovative products include gaming backpacks and drone storage bags, reflecting a focus on niche market development [5] Group 2: Market Performance - The Guangzhou leather goods and luggage export sector has seen a nearly 20% growth in export value over the first four months of the year [5] - The Canton Fair has attracted over 270 exhibitors from the leather goods hub of Shiling Town, showcasing the region's strong industrial foundation [11] - In the first quarter of this year, Guangzhou's leather products and luggage exports reached 3.263 billion yuan, marking a 4.14% year-on-year increase [13] Group 3: Design Trends - Innovative design elements, such as the incorporation of traditional Chinese art into modern products, have resonated well with international buyers [9] - The combination of traditional aesthetics with contemporary functionality has led to high sales and pre-sales figures, with thousands of units sold [9]

来源 | DT商业观察 （ID：DTcaijing） 以下文章来源于DT商业观察 ，作者DT商业观察 DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和 研究机构的禀赋，厘清趋势和商业间的关系，用年轻化的视角认识商业世界。 从北京三里屯到上海外滩源。 作者 | 林美汕、胡汉三 编辑 | 郑晓慧 设计 | 郑舒雅 运营 | 苏洪锐 从北京三里屯到上海外滩源，国货女包品牌的招牌越来越醒目。 在上海淮海中路，山下有松门口的队伍已经排到了隔壁；在北京国贸商城，端木良锦的 线下门店成为商场里最热闹的一块区域。 尽管这些包包的商品标签上标注着上千的价格，有些品牌甚至上万，但消费者依然乐此 不疲。 一位端木良锦的消费者在大众点评APP写道："小姐姐热情地给我讲解了包的细节和工 艺，让我觉得这个包上万确实物有所值。" 曾经活在义乌批发市场的国货女包，正在撕掉"廉价"标签，悄悄开进城市C位。 《DT商业观察》好奇，被称为"国产爱马仕"的千元国货女包到底卖得怎么样？又是如何 实现高端化升级的？消费者为什么抢着买单？ 千元国货女包，开始大卖 在小红书上，一条关于"国货包包大 ...