Core Insights - FIL Limited has increased its stake in Edvance International Group (09919) to 10%, demonstrating confidence in the long-term value of this leading high-end brand experience marketing service provider in Greater China [1] - Edvance has successfully executed benchmark projects for top luxury brands, including the "Extraordinary Journey" exhibition for Louis Vuitton in Shanghai, which has become a focal point in the industry [1] - The luxury goods market is showing signs of recovery, with Bain & Company predicting a 3% to 5% growth in the global personal luxury goods market by 2026, particularly in the Chinese market [2] Company Performance - Since the launch of the "Extraordinary Journey" exhibition, the Nanjing West Road business district has seen an average daily foot traffic of over 500,000, with total consumption exceeding 13 billion yuan, a year-on-year increase of 13.3% [2] - The regional consumption total has surpassed 2 billion yuan, reflecting a significant year-on-year growth of 59.3% [2] - Swire Properties reported a 41.9% year-on-year increase in performance for the Shanghai Taikoo Hui in Q3 2025, aided by the success of luxury projects [2] Industry Trends - The luxury goods sector is experiencing a recovery phase, with brands accelerating their focus on high-end offline experiences [2] - Edvance's established relationships with top brands and its creative execution capabilities position it well to meet the growing industry demand [2] - FIL Limited's continued investment signals strong confidence in Edvance's leading position in high-end brand experience marketing, suggesting potential for sustained growth in the fashion marketing sector [2]

Group 1 - LVMH reported a 4% year-on-year decline in revenue for Q3, totaling €18.2 billion, but achieved organic growth of 1%, exceeding analyst expectations and marking the first sales rebound of the year [1] - The Asia-Pacific market, particularly China, saw organic revenue growth of 2%, significantly outperforming the expected decline of 3.6%, becoming a key driver for LVMH's recovery [1] - The "Louis Voyage" experiential space in Shanghai, launched in June, has become one of the brand's top global sales locations for luggage, highlighting the effectiveness of experiential marketing [1] Group 2 - Edvance Group holds a 13.8% market share in high-end brand experience marketing in Greater China for 2024, maintaining its leading position [2] - The group has served over 550 world-class brands, including Cartier, Chanel, Dior, and Louis Vuitton, while also expanding into the sports fashion sector [2] - LVMH's strong Q3 performance is seen as a positive signal for the luxury goods industry, with expectations for increased marketing budgets in luxury brands as the Chinese consumer market recovers [2]

Group 1 - LVMH reported a 4% year-on-year decline in revenue to €18.2 billion for Q3, but achieved organic growth of 1%, exceeding analyst expectations and marking the first sales rebound of the year [1] - The Asia-Pacific market, particularly China, saw organic revenue growth of 2%, significantly outperforming the expected decline of 3.6%, which was a key driver for LVMH's performance recovery [1] - The "Louis Voyage" experiential space launched in Shanghai in June has become one of the brand's top global sales locations for luggage, highlighting the effectiveness of experiential marketing [1] Group 2 - Edvance Group holds a 13.8% market share in high-end brand experience marketing in Greater China for 2024, maintaining its leading position [2] - The group has served over 550 world-class brands, including luxury names like Cartier, Chanel, Dior, and Louis Vuitton, as well as mid-to-high-end automotive and local Chinese brands [2] - Edvance is expanding into the sports fashion sector, successfully executing events for Adidas Originals and Under Armour, showcasing its resource integration capabilities in both luxury and sports fashion [2]