贝恩公司《2025年中奢侈品行业报告》显示，全球个人奢侈品市场2024年回落至3640亿欧元，跌幅 1%，预计2025年将延续2%-5%的下滑。但高端珠宝、眼镜等品类逆势增长。麦肯锡《2025年奢侈品行 业展望》预测："皮革制品和珠宝预计将以每年4%-6%的速度增长"。 瑞士证券公司Vontobel分析师Jean-Philippe Bertschy在研报中指出："历峰集团的业绩表现令人鼓舞，尤 其在与其他奢侈品企业对比时更为突出。其珠宝业务的领先地位和持续增长动能，构成了难以复制的竞 争优势。"市场反应印证了这一判断，集团股价在瑞士早盘交易中一度上涨2.4%，截止发稿报147.55瑞 士法郎。年内累计涨幅已超10%左右。 从区域市场看，美洲和欧洲地区成为本季度增长主力，销售额分别实现17%和11%的同比增长，主要受 益于本地消费需求提升及欧洲游客消费的复苏。包括中国在内的亚太市场则呈现企稳迹象，季度收入与 去年同期基本持平，较前三个月7%的降幅明显改善。 智通财经APP获悉，历峰集团(CFRUY.US)最新发布的Q2财报显示，按固定汇率计算，该集团最大珠宝 部门销售额同比激增11%，不仅远超分析师此前预测的8 ...

Core Viewpoint - The luxury goods company Richemont reported better-than-expected sales driven by increased demand for jewelry, particularly Cartier rings and bracelets, despite a generally sluggish luxury market [1] Group 1: Sales Performance - Richemont's jewelry segment saw a sales increase of 11% in the quarter ending June, surpassing analyst expectations of 8.6% [1] - Overall sales growth for the company was 6%, exceeding market forecasts [1] Group 2: Analyst Commentary - Analyst Jean-Philippe Bertschy from Vontobel noted that Richemont's performance is reassuring, especially compared to other luxury brands [1] - The company's strong growth and dominant position in the jewelry sector remain impressive [1]