智通财经记者 | 陈奇锐 智通财经编辑 | 楼婍沁 韩国设计师品牌Wooyoungmi近日在北京三里屯太古里和成都太古里接连围挡新店，并分别使用"中国首 店"和"西南首店"的称呼。但这并非其在中国的首家线下店。2025年2月，西单老佛爷百货在官方渠道发 帖，称商场内部设立了Wooyoungmi的"中国第一家线下独立首店"。 这种现象的发生，主要是因为运营方不同所致。 西单老佛爷百货内的Wooyoungmi门店由商场作为代理商进行运营。一位熟悉品牌招商业务的消息人士 向智通财经透露，开设在三里屯太古里和成都太古里的两家门店，由韩国可隆集团进行运营。 根据《韩国日报》的报道，2022年，可隆集团名誉会长李雄烈的长子李圭浩与Wooyoungmi创始人吴阳 米之女于英美——同时也是品牌联合创意总监——完婚。李圭浩曾在时尚行业工作，目前担任可隆集团 副会长。 可隆集团涉足纺织、汽车、航空、石油等多个领域，同时也是户外运动品牌Kolon Sport的母公司。在中 国，Kolon Sport以"可隆"的中文名存在，由子公司可隆工业和安踏集团成立的合资公司运营。除此之 外，可隆工业还是Khaite和Marc Jacbos等设 ...

Core Viewpoint - Uniqlo's collaboration with the popular IP "THE MONSTERS" from Pop Mart, particularly featuring the character Labubu, is expected to generate significant consumer interest and sales, although the sustainability of this strategy for long-term growth remains uncertain [3][5]. Collaboration and Product Launch - The new product line from the "THE MONSTERS" collaboration will be available for sale starting August 29, featuring adult and children's items such as T-shirts and sweatshirts priced between 79 to 199 yuan [4]. - The popularity of Labubu is highlighted by a record sale of an original Labubu figure for 1.08 million yuan, indicating strong consumer demand and interest in the collaboration [5]. - Uniqlo has a history of successful collaborations with various well-known IPs, including previous partnerships with Pop Mart in April 2022, which saw significant resale price increases for collaborative products [5][6]. Market Performance and Strategy - Uniqlo's collaboration strategy has proven effective in driving traffic and sales, with past collaborations resulting in products selling out quickly and achieving high resale values [6]. - The company has engaged in numerous collaborations this year, including with brands like Ghibli, Pokémon, and others, showcasing its commitment to leveraging popular culture for brand enhancement [5][7]. - Analysts suggest that Uniqlo's collaboration strategy not only boosts sales but also elevates its brand image, allowing it to maintain a fashionable appeal despite being a mass-market brand [7]. Competitive Landscape - Uniqlo faces increasing competition in the Chinese market, which is crucial for its revenue, contributing over 20% to its total income [9]. - Recent financial data indicates a decline in revenue and profit in the Greater China region, with a 3% drop in revenue and a 9% drop in profit projected for the 2025 fiscal year [9]. - Competitors like Zara and H&M are intensifying their strategies in the fast fashion sector, posing additional challenges for Uniqlo [9][10]. Financial Performance - Uniqlo's overall revenue growth has been slowing, with a 20.2% increase in the 2023 fiscal year, followed by a projected 12.2% increase in 2024 [10]. - The company is experiencing pressure from the shift towards online shopping and increased operational costs, which are common challenges faced by many fast fashion brands today [10].

Core Perspective - The article highlights the emergence of the "Perceiving China" cultural IP as a significant initiative to promote Chinese culture globally, particularly through innovative collaborations with international brands and artists [1][2][8]. Group 1: Cultural Promotion and Collaboration - "Perceiving China" is positioned as a cultural IP that transcends traditional one-way cultural output, aiming for a more interactive global cultural exchange [3][8]. - The initiative includes collaborations with notable entities such as Rolling Stone, CPD, and Feng Chen Wang, showcasing a blend of traditional Chinese cultural symbols with modern design [3][8]. - The "Perceiving China" exhibition at Hong Kong's ComplexCon serves as a platform for this cultural dialogue, featuring a visually striking display that merges Eastern and Western aesthetics [3][4]. Group 2: Product Offerings and Cultural Significance - The product line includes T-shirts, hoodies, pet clothing, hats, and bamboo bags, all infused with Chinese cultural elements while maintaining a contemporary fashion appeal [5][7]. - The collaboration with Rolling Stone features designs that combine rock elements with traditional Chinese calligraphy, symbolizing a fusion of rebelliousness and subtlety [5][7]. - The overarching goal of "Perceiving China" is not merely to sell products but to promote and share Chinese culture on a global scale, emphasizing cultural confidence and creativity [7][9]. Group 3: Future Vision and Impact - The initiative aims to continue evolving by interpreting traditional culture through a modern lens and collaborating with more international brands and artists [8]. - "Perceiving China" seeks to redefine cultural communication, moving from a one-way output to a co-creative global dialogue, thereby enhancing the global recognition of Chinese design [8][9].

Core Viewpoint - The rise of counterfeit goods is significantly reshaping the consumer market, with brands like Adidas and Nike facing overwhelming competition from fake products, leading to a decline in their market presence [1][3]. Group 1: Impact on Brands - Counterfeit sales of brands like Adidas and Nike have reportedly surpassed those of genuine products, indicating a market dominated by fake goods [3]. - Champion, once a popular brand, has seen a drastic decline in popularity due to the prevalence of counterfeit products, with consumers expressing dissatisfaction over quality and price [5][7]. - The high volume of counterfeit Champion products, including variations in logos, has contributed to its negative reputation [9][11]. Group 2: Specific Brand Analysis - Arc'teryx, known for its high-end outdoor gear, faces a counterfeit crisis, particularly with its popular jackets, where an estimated 80% of products in the market are fake [13][14]. - Ralph Lauren, a staple for middle-class consumers, is heavily affected by counterfeit goods, with many imitations featuring altered logos that can mislead consumers [18][20]. - Kappa, once a leading sports brand, has seen its reputation decline due to the influx of counterfeit products, which has confused consumers and diminished brand value [25][27].

美国政府针对中国商品设置的超高额关税政策已自当地时间4月9日起正式生效，这场由华盛顿掀起的贸易风暴正在美国本土引发连锁反应。随着中国商品价 格普遍上涨甚至出现供应短缺，普通美国民众尤其是中低收入群体正面临前所未有的生活成本压力。 但更严峻的考验还在前方，特朗普政府精心设计的关税壁垒，即将彻底颠覆美国穷人赖以维系基本生活的消费模式。 这场剧变的核心，直指美国沿用多年的T86清关政策。这项规定允许单件价格加运费不超过800美元的跨境商品免征关税进入美国市场，本质上构建了一条 专属于中国小商品的"免税快车道"。 以跨境电商平台Temu为例，美国消费者麦克只需支付40美元就能买到包邮到家的卫衣，这种近乎出厂价的消费体验，正是中国制造业通过数字化渠道直连 海外终端用户的典型场景。 过去两年间，去中间商的跨境电商贸易模式在美国中下层群体中迅速普及，让无数家庭首次体验到"用白菜价购买优质商品"的消费革命。 然而，这场消费平权运动即将在5月2日戛然而止。 特朗普签署的行政令将彻底改变游戏规则：从当天起，所有来自中国大陆和香港地区、单价800美元以下的商品，将面临120%从价税或每件100美元从量税 的双重选择；待到6月1日， ...

Core Viewpoint - The article discusses the rise of discount supermarkets like "万客来" and their impact on urban retail, highlighting their unique business strategies that attract a diverse customer base and generate high foot traffic. Group 1: Market Presence and Growth - Discount supermarkets like 万客来 have rapidly expanded across major cities in China, including Beijing, with stores often spanning thousands of square meters and attracting large crowds, especially on weekends [4][18][20]. - These stores have become local favorites, with 万客来 opening in 20 provinces and 潮衣库 reportedly generating nearly 10 billion in annual sales [4][5]. Group 2: Business Model and Customer Engagement - The business model of these discount supermarkets focuses on low prices and high volume, with products often displayed in a chaotic manner to create a sense of urgency and excitement among shoppers [11][12][27]. - Strategies such as offering free shopping bags and hosting promotional events help attract customers and encourage repeat visits, effectively turning these stores into community hubs [32][33][50]. Group 3: Consumer Trends and Preferences - There is a noticeable shift among younger consumers away from brand loyalty towards value-driven purchases, with many willing to buy non-branded or lower-cost items as long as they meet basic quality standards [41][43][47]. - The article emphasizes that the success of these discount stores is not solely based on low prices but also on providing a satisfactory shopping experience and customer service, including return policies and alterations [52][53][54].