Core Insights - Longchamp has opened a pop-up store in Beijing's Sanlitun Taikoo Li after two years, utilizing celebrity endorsements and adding bakery and coffee products to attract consumers [1][2] - The brand has experienced double-digit growth in recent years, contrasting with the general decline in the performance of luxury brands, but is projected to see a decrease in growth rate from 44% in 2023 to 20% in 2024 [1][4] - Longchamp's positioning as a necessity for high-end consumers has contributed to its stable growth, but the brand must continue to innovate and meet consumer expectations to maintain its market share [1][7] Company Performance - Longchamp's sales in China reached three times the 2019 figures by 2022, with a sales increase of 84% in 2023 and plans to expand from 40 to approximately 60 stores by 2025-2026 [3][4] - In 2024, Longchamp's sales are expected to rise by 20%, with significant growth in various regions: Europe (33%), the U.S. (27%), South Korea (93%), and the Middle East [4][5] - Despite the growth, the 20% increase in 2024 is a decline from the previous year's 44% growth, indicating potential challenges ahead [4][5] Market Context - The luxury goods market in China is projected to decline by 17% in 2024, leading to a reshuffling of brands, with high-end brands likely to benefit from consumer upgrades while others may fall into the mass market [5][7] - The opening of the pop-up store comes amid a shift in the Sanlitun Taikoo Li area, where several trendy brands have exited, indicating a changing retail landscape [5][6] Strategic Positioning - Longchamp's differentiation from other luxury brands lies in its focus on high-end consumers, whose purchasing power is less affected by economic fluctuations [1][7] - The brand's strategy of opening pop-up stores instead of permanent locations allows for lower costs and greater flexibility, enhancing customer experience and potentially increasing sales [7][8] - To sustain its market position, Longchamp must continue to innovate its product offerings and enhance operational efficiency through technology [7][8]

特朗普撤销行政令，小额包裹免税暂时恢复。 美国总统特朗普宣布，暂时撤销 2 月 4 日生效的对来自中国的低货值商品免税待遇的禁令。根据白 宫新闻网站的公告，新的行政命令暂时允许对中国包裹实行关税豁免，直到 "商务部长通知总统， 已建立适当的系统来全面、迅速地处理关税收入"。目前，白宫还没有给出具体实施时间表。 过去几天，新政给美国海关、邮政和快递服务商带来了混乱，大量包裹在海关清关出现拥堵，一些 分拣中心因此瘫痪，Temu 、Shein 等平台不得不对一部分全托管商品涨价或下架。该消息公布 后，云途、燕文等服务商已宣布取消报关手续费与预收保证金。跨境电商平台有一段时间采取更多 措施，如鼓励更多商家转向半托管，降低政策影响。 软银集团即将完成对 OpenAI 的 400 亿美元投资。 据媒体报道，这笔 400 亿美元的投资即将敲定，将在未来一到两年内支付，第一笔付款最早将于今 年春季到位。OpenAI 投后估值将达到 3000 亿美元。去年完成 100 亿美元融资时，OpenIA 估值约 为 1570 亿美元。这轮投资后，软银也将取代微软，成为 OpenAI 最大的投资方。 据称，部分资金将用来支撑 "星际之门 ...