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高德康:波司登穿越周期的秘密
本版文章由中经记者季为民采访,索寒雪整理撰写 中国服装龙头企业波司登的成长历程常被业界和学界津津乐道。从江苏常熟的8台缝纫机起步,波司登 创始人、波司登集团董事局主席兼总裁高德康用49年时间将波司登打造成全球羽绒服行业标杆。波司登 成长几经波澜。1994年,羽绒服滞销严重,高德康亲赴东北调研,革新产品设计;2018年品牌转型阵痛 中,高德康果断剥离非核心业务,聚焦核心主业,守住本心。 再回首,与波司登同期创建的服装企业,市场影响力同等量级的已经寥寥无几。波司登"穿越周期"背后 是科技与时尚的融合,其智能制造工厂关键环节自动化率达90%,拥有1600多项专利,品牌上则借纽 约、米兰、伦敦时装周实现品牌高端化。不过从根本上说,波司登能穿越各种周期并长盛不衰,还是以 用户为本和顺应消费者的需求变迁,正如高德康所说的,消费者对品牌的信赖就是我们最大的财富。 在波司登即将迎来创业50周年之际,《中国经营报》记者采访了高德康,探究波司登穿越周期背后的心 得秘诀,探寻民族品牌的"登峰"之道。 高德康:我认为首先是品牌,品牌的价值和力量是波司登最重要的战略资源和最核心的竞争力。我们从 注册品牌开始,就视品牌为生命,坚定不移实 ...
波司登年报亮眼:经营韧性凸显,营收利润连续8年创新高
Guan Cha Zhe Wang· 2025-06-27 08:46
中国羽绒服之王波司登,正在展现出强大的经营韧性。 6月26日,波司登(3998.HK)发布24/25财年(截至2025年3月31日)年报。报告显示,收入提升11.6%至约人民币259.02亿元,实现了稳中有进的发展目 标;集团权益股东应占溢利提升14.3%至约人民币35.14亿元,均连续8年创同期历史新高。 children and and 更值得一提的是,连续8年以来,集团净利润增速均快于收入增速,经营质量优异。 亮眼业绩背后,是科技赋能下波司登品牌效应和供应链能力的持续升级。而中国户外运动热潮,也给传统羽绒服品牌带来了新的增量市场。 科技赋能的经营质量提升 2024-2025年的冬天,对羽绒服行业来说并不好过。 数据显示,这个冬天是1961年以来我国最暖的冬天。2024年11月,全国平均气温较常年偏高 2.0℃。 11月恰恰是羽绒服销售最重要的时点,暖冬自然会对行业带来不利影响。而全球宏观经济的压力也难免会传导到消费市场。 从财报数据来看,波司登确实受到一定程度影响,如库存周转天数从上一财年的115天小幅上升至118天。 不过整体来看,波司登的业绩仍然出色,经营溢利率还从去年的18.9%提升至今年的19. ...
波司登亮相中国品牌日晚会 以AI美学书写未来时尚新篇章
Core Viewpoint - Bosideng showcased its digital transformation in the fashion industry through an innovative AI fashion show at the 2025 China Brand Night, highlighting the integration of technology and fashion [1][2]. Group 1: Digital Transformation and AI Integration - Bosideng's AI model "BSD.AI Aesthetic Brain" demonstrated the complete process of creating a down jacket, from demand generation to design and rendering [2]. - The company has established a comprehensive clothing database by integrating decades of design and user research data with global fashion trends [5]. - The introduction of AI technology has significantly improved design efficiency, reducing sample development time from 100 days to 27 days [5]. Group 2: Product Innovation and Market Response - Bosideng launched various product lines, including the Summit Series and Extreme Cold Series, to meet diverse consumer needs while enhancing product value through technology [5]. - The Extreme Cold Down Jacket features a groundbreaking dynamic cold protection technology, achieving a milestone in the field of scientific research equipment [5]. Group 3: Sustainability and ESG Strategy - Bosideng is accelerating its green and low-carbon transformation, aiming for net-zero emissions in operational aspects by 2038 [6]. - The company has developed an intelligent manufacturing system, GiMS, utilizing digital technologies to enhance production efficiency and reduce carbon footprints [6]. - Bosideng's national-level intelligent manufacturing demonstration factory has achieved 100% coverage of energy consumption monitoring systems, continuously optimizing key performance indicators [6].
品牌时尚科技新高度 丨 波司登闪耀2025世界品牌莫干山大会
Core Points - The 2025 World Brand Moganshan Conference opened on May 10, focusing on the theme "Brands Make the World a Better Place" [1] - Bosideng Group was recognized in the Xinhua News Agency's brand project, marking significant progress in brand building and global communication [3][5] - Bosideng's brand value reached 107.582 billion yuan, ranking among the world's top 500 brands and consistently appearing in the top 50 most valuable apparel brands globally [7] Group 1: Brand Development and Innovation - Bosideng has consistently implemented a brand development strategy, enhancing its brand through continuous shaping, cultivation, and innovation [7] - The company integrates traditional craftsmanship with international fashion, showcasing its cultural confidence and professional strength on global platforms like New York Fashion Week and Milan [7] - Bosideng aims to align with national development, focusing on innovative paths to enhance brand influence and quality, contributing to market consumption and quality-driven national initiatives [7] Group 2: Technological Integration and Market Strategy - High-tech innovations are crucial for traditional industries to ascend to higher-end markets, with Bosideng focusing on high-quality supply to meet evolving consumer demands [9] - The company has launched various product lines, including the "Summit Series" and "Extreme Cold Series," which cater to diverse consumer needs and incorporate advanced technology [9] - Bosideng is expanding its global presence in the mid-to-high-end down jacket market, establishing a brand matrix with international influence [9] Group 3: Sustainability and Corporate Responsibility - Bosideng's fashion show at the China Brand Night highlighted the integration of AI technology and sustainable fashion, showcasing the company's commitment to ESG principles [10][11] - The company aims to create a green factory and supply chain system, with its MSCI ESG rating projected to reach AA by 2025 [11] - Bosideng emphasizes the importance of both "hard technology" and "soft power" in building a truly global brand, reflecting its commitment to cultural confidence and technological strength [12]