Core Viewpoint - The concert featuring tenor Rolando Villazón and harpist Savie de Mestre at the National Centre for the Performing Arts in China showcased a unique blend of Latin American music, emphasizing the emotional depth and artistic collaboration between the two performers [1][6]. Group 1: Concert Highlights - The concert included a variety of representative Latin American songs, such as "Lullaby," "The Rose and the Willow," and "The Gypsy Girl," which were adapted for harp and voice, creating a distinct musical atmosphere [6]. - Villazón expressed that the collaboration with de Mestre allowed for a unique interpretation of the pieces, highlighting the need for balance between voice and harp, which differs from traditional piano and voice combinations [6]. - The performance was described as a true duet, emphasizing dialogue and emotional exchange between the tenor and harpist, resulting in a rich musical experience [6]. Group 2: Villazón's Relationship with Rolex - Rolando Villazón has been a Rolex ambassador for 20 years, expressing gratitude for the support received from the brand throughout his artistic career [7]. - He noted that Rolex's commitment to excellence aligns with his own artistic values, fostering a sense of responsibility and connection within the "Rolex family" of artists [7]. - Villazón highlighted the importance of collaboration and shared passion among artists and craftsmen, drawing parallels between the meticulous craftsmanship of Rolex watches and the dedication required in the arts [7][8].

Core Viewpoint - The luxury goods industry is facing a slowdown in growth due to excessive price increases, which have begun to suppress consumer demand and negatively impact company revenues and profits [1][5]. Group 1: Company Performance - Chanel reported a 5.3% decline in revenue to $18.7 billion and a 28.2% drop in net profit to $3.4 billion for 2024, marking the first time since the pandemic that both revenue and profit have decreased [1][3]. - Burberry's latest financial results showed a 17% decrease in revenue to £2.461 billion and a 94% drop in adjusted operating profit to £26 million [4]. - The CEO of Burberry acknowledged that the company's previous high-end pricing strategy led to a misalignment with its core audience, resulting in excessive product pricing [4]. Group 2: Pricing Strategy - Luxury brands have been increasing prices at a double-digit rate annually since 2020, outpacing inflation and leading to a significant rise in average selling prices [2][5]. - For instance, the price of Chanel's 2.55 handbag surged by 120% from RMB 38,100 in May 2019 to RMB 84,000 in March 2024 [2]. - The aggressive pricing strategy has resulted in a 50% average price increase across the industry, which has diminished consumer interest in luxury goods [5]. Group 3: Market Dynamics - The luxury market's growth has been heavily reliant on Chinese consumers, who accounted for over 30% of global personal luxury goods consumption [6]. - The second-hand luxury market is experiencing a downturn, with previously stable prices for brands like Chanel and Hermes beginning to falter [7]. - The perception of luxury goods as investment items is changing, with consumers becoming more cautious about high-priced purchases [8]. Group 4: Future Outlook - Companies are now considering price adjustments to regain consumer interest, with Burberry planning to lower leather goods prices and Mulberry aiming to keep 60% of its products priced below £1,095 [8].

卖到欧洲的中国电动车将最高面临 48% 的关税 卖到欧洲的中国电动车将最高面临 48% 的关税 欧盟委员会公告称，如无法与中方达成解决方案，7 月 4 日起，将对比亚迪、吉利汽车和上汽集团三家 抽样公司分别加征 17.4%、20% 和 38.1% 的反补贴税。目前欧盟对所有进口车征收 10% 的关税，叠加反 补贴税后，关税最高达 48.1%。 针对欧盟的做法，商务部新闻发言人回应称，中方敦促欧盟立即纠正错误做法，切实落实近期中法欧领 导人三方会晤达成的重要共识，通过对话协商妥善处理经贸摩擦。中方将密切关注欧方后续进展，并将 坚决采取一切必要措施，坚定捍卫中国企业的合法权益。 劳力士涨价，因为金价涨了 苹果大模型系统的更多细节 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 除了上述三家车企，参与调查但未被抽样的车企平均加征 21% 的反补贴税，这些公司包括特斯拉、宝 马、奇瑞、一汽、长安、东风、长城、零跑、南京金龙、蔚来、小鹏、爱驰和江淮，它们需要缴纳的关 税合计达 31%。提出申请的特斯拉可能适用单独的税率。其他未配合调查的企业，将要面对总计 48.1% 的关税。 上汽集团面临的税率最高，可能与其出 ...