今天分享的是：跨境电商运营：2024年服饰鞋靴及配饰品类研究报告 报告共计：130页 《跨境电商运营：2024年服饰鞋靴及配饰品类研究报告.pdf》由任小姐出海战略咨询发布，聚焦全球服饰鞋靴与配饰跨境电商市场现状、DTC品牌案例、运 营策略及用户心智洞察，为跨境运营提供方向。全球服饰鞋靴市场2023年规模达18187.4亿美元，搜索量近年平缓波动，头部媒体与品牌官网流量2023年达 峰值，北美东部、欧洲为高关注度区域，跑步、游戏、跳舞人群市场声量高，裙子、鞋、短裤等产品及Nike、Adidas等品牌受关注，消费者重视风格、尺 寸、质量等需求；配饰市场2023年规模6634亿美元，2020年后持续增长，北美东部、欧洲关注度高，瑜伽、棒球人群市场声量高，手表、包、珠宝等产品及 Omega、Ralph Lauren等品牌热门，消费者关注风格、材质、设计等。DTC品牌成行业新机会，服饰鞋靴领域如ARITZIA（女性服饰，2022年销售额15亿美 金）、OOFOS（恢复鞋，2022年2.1亿美金），配饰领域如STANCE（运动袜子，2021年2.29亿美金）、Away Travel（旅行箱包，2022年1.5亿美金）， ...

Core Insights - The rental economy in China is experiencing significant growth, with a projected transaction scale exceeding 4.2 trillion yuan in 2024, representing a 32% year-on-year increase and serving over 750 million users [1] - The shift from ownership to sharing reflects a new consumer philosophy that emphasizes cost-effectiveness, trial experiences, and green consumption [1] - However, the rapid growth of the rental economy is accompanied by challenges such as information asymmetry and weak consumer rights awareness, leading to issues like counterfeit goods, contract traps, and privacy concerns [1] Industry Challenges - The lack of comprehensive laws, regulations, and industry standards for the rental economy is a significant issue, necessitating improved regulatory mechanisms for transaction processes [1] - There is a need for relevant authorities to expedite the establishment of clear responsibilities and rights among platforms, lessors, and consumers, particularly in high-dispute areas like damage assessment and information leakage [2] - Platforms should enhance their responsibilities by improving credit evaluation systems, standardizing offline item delivery, and ensuring user fund security [2] Recommendations for Improvement - Lessors are encouraged to invest more in product quality inspection and maintenance, moving away from short-term speculative thinking [2] - Consumers should enhance their risk awareness and ability to identify legitimate platforms, promoting a culture of honest rental consumption [2] - Addressing these challenges and optimizing service offerings will contribute to a more stable and vibrant rental economy, ultimately stimulating consumer activity [2]

Core Insights - The article highlights the evolution of the cup and pot industry from mere functional items to expressions of lifestyle and aesthetic taste, with Gemi positioning itself as a high-end Chinese brand since its establishment in 2018 [1] Group 1: Market Strategy - Gemi initially entered the market through a "shop-in-shop" model, collaborating with high-end supermarkets like Cool Play, Pang Donglai, Sam's Club, and Ole, achieving coverage in over 35,000 shop-in-shop locations within a few years [2] - The brand's strategy balances user demand with commercial goals, allowing consumers to perceive fashionable cups and pots as diverse expressions of lifestyle and social culture [2] Group 2: Consumer Experience - With market recognition established, Gemi is shifting focus from broad outreach to in-depth consumer experiences by setting up independent counters in key cities starting in 2025 [3] - These independent counters offer a complete brand narrative, emphasizing the choice of materials like titanium and the characteristics of artist collaboration products, providing an immersive experience of Gemi's lifestyle aesthetics [3] Group 3: Brand Narrative and Future Plans - Gemi aims to redefine the value of "Made in China" by transforming beauty into tangible cultural art, with each product serving as a portable piece of art [4] - The brand has strengthened its narrative by enlisting global ambassadors, such as Song Qian and Pan Zhanle, to embody the core attributes of high-end, fashionable, and healthy living, thereby expanding its retail presence and brand influence both domestically and internationally [4]

既然无法以质量原因为由申请退货,胡女士就申请了七天无理由退货。但商家再次拒绝,并提出该商品的 商品详情页面已写明"该商品不支持七天无理由退货"。胡女士已经看到该提示仍购买,属自行放弃"无理 由退货"。 于是,胡女士将商家和平台告上了北京互联网法院,要求退货退款。 有的商家面对七天无理由退货要求,以"产品被拆封""产品被激活"等为由拒绝;有的商家以"产品被使用 过"为由,要求退货时扣除一定的款项;还有的商家直接在产品页面规定"不适用七天无理由退货"。 那么,这些商家规定的条款成立吗?符合法律的规定吗? 湖北武汉的胡女士在北京某电商平台的一个店铺购买了一款包,价款为7060元。 胡女士收到商品后,发现这款包与专柜的货样有明显的差异,就与客服商议退货退款。但是,客服却表示这 并不是质量问题,而是特殊的皮质效果,不是瑕疵,不支持退换。 在《说法》栏目此前针对平台经济中消费者权益保护相关案例的线索征集中,有一类问题被消费者广泛 反映,那就是网购退货难问题。 法院会支持胡女士的请求吗?互联网上商家动辄设置限制消费者无理由退货的条款,都符合法律规定吗? 说案例、讲法律,本期"说法"关注网购退货难问题。(金歆) ...

证券代码：603958 证券简称：哈森股份 公告编号：2025-043 哈森商贸（中国）股份有限公司 2025 年半年度服装行业主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （二）按线上线下 （三）按品牌 （四）按产品 哈森商贸（中国）股份有限公司（以下简称"公司"）根据《上海证券交易 所上市公司自律监管指引第 3 号行业信息披露：第十号--服装》的相关规定，现 将 2025 年半年度公司鞋包业务主要经营数据（未经审计）公告如下： | | | | | 单位：家 | | --- | --- | --- | --- | --- | | 项目 | 本期新开 | 本期关闭 | 本期净减少 | 期末店铺数量 | | 直营店铺合计 | 20 | 100 | 80 | 736 | | 其中：哈森 | 9 | 40 | 31 | 326 | | 卡迪娜 | | 17 | 17 | 83 | | 诺贝达 | | 11 | 11 | 92 | | 派高雁 | 5 | 16 | 11 | 138 | | 其他 | 6 | 16 ...

Core Insights - The article discusses a shift in consumer behavior among high-net-worth individuals, particularly women, who have historically been significant consumers of luxury goods. This change reflects a broader trend in the luxury market as these consumers become more discerning and value experiences over material possessions [10][54]. Group 1: Consumer Behavior Changes - High-net-worth individuals, previously characterized by impulsive luxury purchases, are now more cautious and deliberate in their spending, reflecting a shift from "buying" to "measuring" [15][30]. - The luxury consumption patterns of individuals like Sissi and Ivy illustrate a transition from frequent purchases of luxury items to prioritizing experiences, such as high-end hotel stays and immersive travel [44][51]. - The luxury market is experiencing a slowdown, with LVMH reporting an 11% decline in sales in the Asia-Pacific region (excluding Japan) and a 20% drop in the Chinese luxury market last year [36][37]. Group 2: Economic Context - The economic environment has influenced consumer sentiment, with factors such as currency fluctuations and tightening profit margins prompting a reevaluation of spending habits [24][35]. - Sissi's family business, which focuses on cross-border trade, has faced challenges, leading to a more cautious approach to luxury spending [21][23]. - Ivy's family, involved in the pharmaceutical industry, has also adjusted their spending habits in response to changing market conditions and policy shifts [26][28]. Group 3: Luxury Market Implications - The luxury industry is recognizing the need to adapt to changing consumer behaviors, as evidenced by comments from LVMH executives regarding reduced spending by Chinese tourists [35]. - The decline in luxury goods consumption, particularly in high-value categories like watches and jewelry, indicates a significant shift in market dynamics [37][38]. - The evolving preferences of affluent consumers suggest a potential redefinition of luxury, focusing more on personal fulfillment and experiences rather than mere ownership of luxury items [54][56].

Core Insights - The article highlights the increasing trend of inbound tourism in China, driven by the optimized departure tax refund policy and the growing popularity of "China travel" transforming into "China shopping" [1][2] Group 1: Departure Tax Refund Policy - The departure tax refund policy allows foreign travelers to reclaim VAT on purchases made in designated stores when leaving China, with a refund rate of 11% [1] - In the first four months, the Beijing Customs verified 8,075 departure tax refund applications, totaling approximately 369 million yuan, marking a year-on-year increase of 114.82% and 79.41% respectively [1][2] - The Ministry of Commerce and other departments announced measures to optimize the departure tax refund policy, including lowering the minimum purchase amount for refunds to 200 yuan [2] Group 2: Inbound Tourism Growth - The implementation of a 240-hour visa-free transit policy significantly boosted the number of foreign travelers to China, with 7.07 million travelers recorded in the first four months, a year-on-year increase of 22.3% [2] - The number of flights at Beijing's two major airports reached 40,622, reflecting a year-on-year growth of 23.9% [2] Group 3: Enhanced Traveler Experience - Beijing Customs introduced measures to streamline the departure tax refund verification process, enhancing the convenience for travelers [3] - During the recent "May Day" holiday, the number of departure tax refund applications at the two major airports increased by 105.14%, with the total amount growing by 155.81% year-on-year [3] - Customs officials reported a significant increase in the volume of departure tax refund applications, necessitating the establishment of multiple verification points at the airports [3][4]

Core Viewpoint - The new exit tax refund policy in Hainan has significantly boosted the number of tax refund applications and the amount refunded during the May Day holiday, indicating a positive impact on inbound tourism and consumer spending [1][2][4]. Group 1: Policy Changes - The exit tax refund threshold for foreign tourists has been lowered from 500 yuan to 200 yuan, making it easier for travelers to claim refunds [2][4]. - The new policy aims to enhance the convenience of exit tax refunds, promote the increase of participating stores, diversify product offerings, and improve service levels [4]. Group 2: Impact on Tourism and Refund Applications - During the May Day holiday, Hainan's airport ports processed 65 exit tax refund applications, a 103% increase compared to the same period last year, with the total refund amount increasing by 3.2 times [2][3]. - The first outbound flight during the holiday processed 15 exit tax refund applications, showcasing immediate interest from travelers [2]. Group 3: Infrastructure and Efficiency - Hainan has optimized the layout of tax refund stores, establishing 45 designated refund stores across major tourist areas, ensuring comprehensive coverage in key tourism counties [2][3]. - The customs authorities have implemented a streamlined "one-time inspection" model at the airports, enhancing the efficiency of the exit tax refund process and improving the overall travel experience for tourists [3].

Group 1 - The article discusses the increasing trend of Chinese companies expanding overseas, particularly in Europe and Southeast Asia, highlighting the competitive landscape [2][3] - European consumers have a long-standing negative perception of Chinese products, which has persisted for over 40 years despite improvements in quality and design [5][6] - The complexity of the supply chain means that "Made in China" does not always equate to products being entirely produced by Chinese companies, affecting perceptions of quality [6][10] Group 2 - The European market has stringent standards for design and quality, making it difficult for Chinese products to gain acceptance if they do not meet these expectations [6][12] - The core issue in the European market revolves around intellectual property protection, leading to significant anxiety among local producers regarding design theft and quality [11][12] - The introduction of ESG (Environmental, Social, and Governance) standards by Europe poses a new challenge for Chinese products, as compliance is necessary for market access [13][16] Group 3 - Current geopolitical tensions, such as the Ukraine-Russia conflict, have created unique opportunities for Chinese companies in Europe, particularly in the energy sector [20][22] - European countries are seeking to diversify their energy sources, which opens avenues for collaboration with Chinese firms in clean energy technologies [22][25] - However, strict EU regulations on subsidies and local production requirements complicate the entry of Chinese companies into the European market [24][26] Group 4 - The article outlines the challenges posed by the ongoing trade war and the need for Chinese companies to adapt to local standards and regulations in Europe [48][52] - In Southeast Asia, the industrialization level is lower, and Chinese products can disrupt local industries, leading to potential social unrest [55][56] - Chinese companies are advised to adopt a "middle to upper" standard strategy in Southeast Asia to build trust and create job opportunities [56][58] Group 5 - The article emphasizes the importance of understanding local cultures and building good relationships with local communities in Southeast Asia for long-term success [60][64] - Companies must navigate the complex political and economic landscape in Southeast Asia, which varies significantly from country to country [72][74] - The need for a balanced approach between local policy compliance and operational efficiency is crucial for Chinese enterprises operating in these regions [75][78]

哈森商贸（中国）股份有限公司（以下简称"公司"）根据《上海证券交易 所上市公司自律监管指引第 3 号行业信息披露：第十号--服装》的相关规定，现 将 2025 年第一季度公司鞋包业务主要经营数据（未经审计）公告如下： | | | | | 单位：家 | | --- | --- | --- | --- | --- | | 项目 | 本期新开 | 本期关闭 | 本期净减少 | 期末店铺数量 | | 直营店铺合计 | 6 | 51 | 45 | 771 | | 其中：哈森 | 2 | 23 | 21 | 336 | | 卡迪娜 | | 7 | 7 | 93 | | 诺贝达 | | 7 | 7 | 96 | | 派高雁 | 1 | 7 | 6 | 143 | | 其他 | 3 | 7 | 4 | 103 | | 经销商店铺合计 | | 13 | 13 | 120 | | 其中：哈森+卡迪娜 | | 10 | 10 | 117 | | 其他品牌 | | 3 | 3 | 3 | | 合计 | 6 | 64 | 58 | 891 | 一、报告期内门店变动情况 证券代码：603958 证券简称：哈森股份 公告编号：2025-0 ...