来源 | 潮阳区融媒体中心 转载请注明来源 在2025年全国商业精英挑战赛跨境电商竞赛全国精英赛上，潮阳区有12家优质电商企业参与人才双选会。 本平台法律顾问 | 广东金桥百信律师事务所-林塭丰 潮阳区直播电商协会会长、广东凯迪服饰有限公司董事长马庆宣表示："我们主要做直播电商供应链，给全国的达人供应商品，我们自己也有传统的外 贸，现在也在做跨境电商的转型，布局全域互联网。未来整个商业的发展方向是互联网商业，全球化的发展，通过跨境电商平台的链接，打通跨境整个链 路，包括一些服务机构，海外营仓。" 近年来，潮阳区从产业规划、行业规范、精准帮扶等方面发力，筑牢电商产业发展基础。据不完全统计，全区中小企业开展电子商务业务的比例约为 60%，骨干企业开展电子商务的比例约为90%，全区开展互联网销售的市场经营主体超2万家，已建成潮阳电子商务创业园、茂兴电商内衣产业园等众多 电商产业园，和平电商小镇16个电商聚集区相继涌现。今年我区还成立了潮阳区直播电商协会，形成了"政府引导、企业联动、资源整合"的电商发展新格 局，为潮阳电商产业的持续繁荣注入了新的活力。2024年全区网络零售额超150亿元，较2022年增长126%；2 ...

汕头市纺织服装产业协会副秘书长李瑞萍介绍，汕头作为全国纺织核心产区，产业根基深厚，2023年规 上工业总产值突破1118亿元，文胸内裤、家居服产量占全国60%，锦氨面料产量更是独占全国80%市场 份额，内衣、无缝产品等核心品类年产量稳居全国前列。 "此次对接为我们突破发展瓶颈提供了有效路径。"东莞市富民时尚数字产业投资发展有限公司副总经理 何锐祥表示，虽虎门具备强大的设计研发和快速反应能力，却长期面临高端面料依赖外购的结构性矛 盾。此次合作不仅打通了两地面料采购与服装生产的直接通道，更将依托"织染一体化优质产品+厂家 直供"的核心优势，助力企业降本增效、提升市场竞争力，实现产业链上下游的高效联动。 据透露，已有部分虎门企业通过前期试水，实现生产成本降低15%、新品上市周期缩短20%的显著成 效。值得关注的是，依托汕头国际纺织城的原料集采优势和虎门成熟的电商渠道网络，双方还拟共建跨 境直播基地，探索"前店后厂"新模式。 东莞市虎门服装服饰行业协会荣誉会长朱华泽表示，虎门与汕头两地在面料源头供应和纺织品制造方面 形成优势互补，希望通过精准匹配和产业链深度合作，推动汕头与虎门跨区域产业资源优化配置与深度 融合，共同 ...

格隆汇11月21日丨万事利(301066.SZ)在投资者互动平台表示，丝巾和围巾是万事利具有代表性的国潮 产品，产品运用了敦煌、故宫、西湖、生肖、汉字书法、青花瓷、锦绣山河等中国传统文化元素。家居 服采用了印花、刺绣等工艺，图案常包含祥云、瑞兽、花卉等传统纹样。 ...

Core Points - The event on November 12 showcased Shantou cuisine at the Guangzhou Main Media Center during the 15th Sports Games, featuring local dishes prepared by chefs from Shantou [1] - The media restaurant offered a variety of Shantou delicacies, including oyster omelets and lion head goose, attracting many media representatives [1] - The event also included the distribution of "warm gift packs" containing local products and cultural items from Shantou, enhancing the experience for attendees [1] Summary by Categories Event Overview - The Guangzhou Main Media Center hosted a Shantou food theme day as part of the media activities during the 15th Sports Games [1] - From November 9, various cities in Guangdong are participating in food theme days, promoting local culinary culture [1] Culinary Highlights - Featured dishes included oyster omelets, lion head goose, and fish balls, all made with fresh ingredients sourced from Shantou [1] - The event aims to present the effectiveness of Guangdong's "Hundred Thousand Project" through local food offerings [1] Cultural Promotion - Attendees received gift packs that included Shantou-themed products such as cultural items, homewear, thermal clothing, scarves, and wooden toys [1] - A "Cantonese Flavor Passport" activity was introduced, allowing participants to collect stamps from 168 different Guangdong specialty dishes [1]

Core Insights - The "Double Eleven" shopping festival has seen a shift in consumer behavior, with younger consumers becoming more strategic and practical in their purchasing decisions, often prioritizing the use of coupons before making purchases [1][9] - The trend of "coupon hoarding" has emerged among local youth, reflecting their approach to uncertainty and desire for immediate benefits while retaining the option to change their minds [2][4] - Local businesses are adapting to the competitive landscape by integrating online and offline strategies, utilizing promotional activities to attract customers and increase sales [5][7] Consumer Behavior - Young consumers are increasingly purchasing multiple coupons during the "Double Eleven" period, with some spending thousands of yuan on local dining and service vouchers [2][4] - The practice of "coupon hoarding" has become popular in local social groups, with many sharing their coupon acquisitions, indicating a community-driven approach to savings [4] - The emotional aspect of shopping is highlighted, as consumers find satisfaction in securing discounts and offers, which has become a lifestyle choice [1][4] Business Strategies - Local merchants are leveraging promotional strategies such as government-subsidized coupons and online-offline activities to drive traffic and sales, with some reporting a 5% increase in average transaction value during the season [5][7] - Businesses are aligning their pricing and promotional strategies with online platforms to remain competitive, offering similar prices and additional incentives to attract customers [7] - The shift from price competition to service-oriented strategies is evident, as businesses focus on enhancing customer experience through value-added services rather than solely relying on discounts [8] Market Trends - The rising international gold prices have led some consumers to view gold as a safe-haven asset, with significant interest during the "Double Eleven" period, including the rapid sell-out of promotional gold coupons [8] - The demand for smaller gold items has increased, prompting retailers to adjust their marketing strategies to focus on customer service and added value rather than traditional price cuts [8] - The evolving consumer mindset reflects a broader trend towards rational and emotional purchasing decisions, with a focus on maximizing value in the face of changing market conditions [9]

Core Insights - Hongxing Co., Ltd. has seen a stock price increase of 5.05% on November 5, reaching 20.80 CNY per share, with a trading volume of 101 million CNY and a turnover rate of 5.18%, resulting in a total market capitalization of 2.736 billion CNY [1] - The company has experienced a cumulative increase of 4.16% over the past three days [1] Company Overview - Hongxing Co., Ltd. was established on May 20, 2004, and went public on July 23, 2021. The company is located in the Baiyun District of Guangzhou, Guangdong Province [1] - The main business activities include research, design, production, and sales of home apparel, with revenue composition as follows: home apparel 49.76%, underwear 37.47%, fabrics 6.19%, accessories and others 3.65%, and other 2.94% [1] Fund Holdings - Yimin Fund has a significant holding in Hongxing Co., Ltd., with its Yimin Core Growth Mixed Fund (560006) holding 14,100 shares, representing 1.06% of the fund's net value, making it the seventh-largest holding [2] - The fund has realized a floating profit of approximately 14,100 CNY today, with a total floating profit of 11,100 CNY during the three-day stock price increase [2] Fund Manager Performance - The fund manager Wang Yong has been in position for 2 years and 252 days, with a total fund asset size of 93.1782 million CNY and a best return of 81.49% during his tenure [3] - Co-manager Guan Xu has been in position for 2 years and 40 days, managing assets of 359 million CNY, with a best return of 34.04% during his tenure [3]

Core Insights - The latest data indicates that the fashion apparel category has seen robust growth during the Double 11 shopping festival, with overall growth exceeding double digits and specific segments like lingerie growing nearly 30% [1][3]. Group 1: Consumer Trends - **Trend 1: Lingerie and Loungewear as Growth Leaders** Lingerie and loungewear have emerged as the fastest-growing segments during this year's promotional event, with brands like Victoria's Secret seeing overall sales growth exceeding 200% [3]. - **Trend 2: Down Jackets and Outdoor Jackets as Essentials** With nationwide temperature drops, down jackets and outdoor jackets have become popular products, with down jackets accounting for 60% of women's apparel sales, significantly boosting the overall women's apparel category [5]. - **Trend 3: "High-Intelligence" Fashion as a New Trend** There is a rising demand for "high-intelligence" fashion, characterized by stylish and functional clothing, with significant interest from consumers aged 18-35 [7]. Group 2: Sales Performance - **Sales Performance of Down Jackets** Domestic down jacket brands have shown remarkable performance, with high-end brands like Gao Fan achieving over 50% growth [5]. - **Sales Performance of Footwear** Belle's Toast shoes have seen sales surpassing 90,000 pairs, representing nearly a threefold increase compared to last year, marking it as one of the top-selling items in the footwear category [5]. - **Sales Performance of "High-Intelligence" Fashion Items** The MaxMara earth-tone coat was included in the promotional matrix and achieved unexpectedly high sales, reflecting the growing consumer interest in "high-intelligence" fashion [7].

Industry Environment - In Q2 2025, major sports and apparel companies reported mixed financial results, with Nike's revenue at $11.097 billion, down 12% year-on-year, and a 21% decline in Greater China; Adidas saw a 2.2% increase in net sales to €5.952 billion, but a 3% drop in Greater China [2][3] - Anta's revenue grew by 14.3% in the first half of the year, with FILA brand revenue hitting a record high; Lululemon's quarterly revenue reached $2.525 billion, up 6.5% [2][3] - Puma's quarterly sales fell by 8.3%, resulting in a net loss of €247 million; Asics reported a 17.7% increase in net sales for the first half of the year [3] Trend Analysis - The "sneaker speculation" trend is waning, leading to reduced premiums in the basketball shoe market; however, new brands are emerging through platforms like Douyin, leveraging personal influence and fan economies [4] - Customization and national trend designs are becoming key drivers in jewelry consumption, with young women aged 24-30 leading the market; the demand for unique designs and emotional resonance is increasing [5] Shopping Center Dynamics - International fast fashion brands like H&M and Zara are losing ground in China due to e-commerce competition and brand aging, leading shopping centers to pivot towards high-rent sectors like dining and beauty [6][7] Global Expansion of Domestic Brands - Chinese apparel brands are increasingly targeting Southeast Asia for expansion, with companies like HLA and Semir opening numerous stores; however, overseas revenue remains low, typically under 2% of total revenue [8] High-End Functional Style - The rise of high-end functional fashion is influenced by cyberpunk aesthetics and a focus on human-centered design, with brands like Descente leading the trend by combining technology and aesthetics [9] Major Brand Developments - Lao Feng Xiang invested $24 million for a 20% stake in Maybach Luxury Goods Asia-Pacific to enhance its high-end business; this move aims to expand into the international market [10] - Tambor is transitioning from down jackets to outdoor sports and has filed for a Hong Kong IPO, facing challenges like brand recognition and high inventory turnover [11] - LVMH reported a 1% year-on-year revenue increase in Q3, leading to a significant rise in stock prices across the luxury sector, with a total market value increase of $70 billion [12][13] Market Innovations - Descente is gaining popularity among civil service professionals in China due to its functional designs, while facing challenges in maintaining a high-end image [14] - Bananain launched a pop-up store in Shanghai, focusing on immersive experiences and social causes, highlighting the brand's commitment to comfort and warmth [15] Lululemon's Challenges - Lululemon's recent quarterly report showed slowing revenue growth, particularly in men's apparel, with a significant drop in market value; the brand faces challenges in balancing core business and diversification efforts [16][17] Market Trends in Gold - The price of gold reached a new high, with institutions predicting further increases; brands like Chow Tai Fook are raising prices, but consumer sentiment remains cautious [18] Shein's Expansion - Shein is transitioning from an online-only model to a multi-channel retail approach, opening stores in France while facing localization challenges and regulatory pressures [19]

Group 1: Brand Strategy - The company adopts differentiated development strategies for leading and small-to-medium brands, focusing on brand promotion and local influence for leading brands, while leveraging online promotion and digital operations for smaller brands [3][4]. - The brand incubation strategy involves focusing on core brands for breakthrough growth, adjusting resource allocation based on competitive environment and market opportunities [4]. Group 2: Sales Performance - Leading brands, such as men's clothing and homewear, have reached a sales volume of 2 billion, indicating a significant scale in the Amazon platform [5]. - The company aims to explore new growth paths by enhancing brand influence, leveraging digital capabilities, and developing new regions and channels [5]. Group 3: Market Expansion - The company is actively expanding offline channels, collaborating with major retailers like Walmart, Sams, and Target, and progressing with negotiations with TJ Maxx and Costco [8]. - The focus remains on expanding in the U.S. and Europe, with significant growth in the European market anticipated in 2024 [10]. Group 4: Supply Chain Management - The company has preemptively established overseas supply chains to balance short-term cost-effectiveness with long-term strategic planning, primarily sourcing orders from China due to its stability and efficiency [9]. - Plans are in place to explore supply chain resources in Southeast Asia and Africa to ensure flexibility in supplier order planning [9]. Group 5: Competitive Landscape - The company is building a comprehensive defense system against market competition by enhancing brand promotion for leading brands and improving operational efficiency for smaller brands [12]. - The sales from Temu and TikTok combined account for approximately 5% of total sales, with distinct operational strategies for each platform [12].

Core Insights - The company, Saiwei Times Technology Co., Ltd., has successfully acquired a core land parcel in Longgang District, Shenzhen, for 154 million yuan, which will be used to establish a "Global Innovation and Digital Operations Center" [1][2] - This acquisition marks a strategic shift from a "light asset" model to a "heavy layout" approach, aimed at strengthening the company's long-term development foundation [1] - The project is expected to require an investment of approximately 1 billion yuan, raising questions about funding sources and potential impacts on short-term cash flow and debt ratios [1] Company Developments - The acquired land spans 26,863.91 square meters with a planned construction area of 139,298 square meters, and the land use period is set for 30 years [2] - The new center will integrate core business functions such as product research and development, brand incubation, supply chain management, and digital operations, enhancing the company's comprehensive service capabilities in the cross-border e-commerce sector [2][4] - The location is strategically positioned near major transportation lines, which will facilitate operational efficiency [2] Financial Performance - In the first half of 2025, the company reported total revenue of 5.346 billion yuan, a year-on-year increase of 27.96%, with the apparel and accessories segment generating 3.930 billion yuan, up 30.91% [3] - The net cash flow from operating activities reached 510 million yuan, reflecting a significant year-on-year growth of 365.65% [3] - The company has established a multi-brand matrix, with notable revenue contributions from brands such as COOFANDY, EKOUAER, and AVIDLOVE, all showing steady growth [3] Industry Context - The land acquisition by Saiwei Times is part of a broader trend among leading cross-border e-commerce companies, such as Anker Innovations and Zongteng Group, which are also establishing industrial bases in Shenzhen [3] - The establishment of the new center is expected to alleviate development space constraints and leverage regional industrial clustering advantages to deepen digital and intelligent transformation [4]