丨 2025年7月1日 星期二 丨 NO.2 英皇系个股昨日几乎全线大跌 6月30日，杨受成旗下公司英皇国际一度大跌超15%，收盘下跌11.76%。同日，英皇系个股几乎全线大 跌。截至6月30日收盘，英皇钟表珠宝跌8.33%，英皇娱乐酒店跌5.26%，英皇资本跌18.18%，英皇文化 产业跌14.89%。近日，英皇国际发布2024/2025年度全年业绩公告，股东应占亏损47.43亿港元，同比扩 大131.75%。英皇国际这份全年业绩被核数师德勤出具非标准报告：不就集团综合财务报表发表意见。 每经记者｜丁舟洋 每经编辑｜张海妮 NO.1 《哪吒2》最终票房出炉！ 据网络平台数据，电影《哪吒之魔童闹海》（即《哪吒2》）密钥于6月30日到期，累计总票房154.45亿 元，总观影人次3.24亿，上映至今共打破113项纪录，获得308项里程碑成就，成为影史传奇。 点评：这一现象级影片不仅以精彩剧情、精良制作吸引观众，更凭借中国传统神话的创新演绎，激发了 大众对传统文化的热爱与关注，也为国产动画电影的商业成功与文化传播树立了新标杆，其深远影响将 持续推动动画产业迈向新高度。 点评：路易威登母公司LVMH集团2025年一季 ...

上个周末，上海吴江路和石门一路交叉口"停泊"的路易威登（LV）全新概念"路易号"，吸引了海量人流，成为市民竞相打卡的热门新地标。 "快看，这'巨轮'太壮观了！" g / XTF ropianand 0 Chinese 4 E < 2 2 4 193 3 4 P e 7 C 4 9 金 8 e e 4 � � 0 8 A 0 0 A 米业大古儿 e 0 4 4 0 10 0 全球唯一"巨轮"上海亮相 "路易号"空间设置在兴业太古汇商场内部，外侧被装修成金属邮轮造型，长114.5米、高30米，总面积达1600平方米。船身上装饰着金属Monogram印 花，最顶部的楼层则是品牌传统的硬箱轮廓，极具辨识度。其设计灵感源自19世纪路易威登为越洋旅程打造硬箱的传奇历史，同时也代表了上海作为"东方 门户"的港口文化。 6月28日起，《路易威登非凡之旅展览》在"路易号"免费对公众开放。但不论是展览还是餐厅，都需要提前在小程序上预约方可入内。据记者了解，目 前预约情况异常火爆，餐厅的预订已排到了7月下旬。 e a 11 1 e 0 d 12 ERC e e c v ... 17 200 . 0 8 PS - 6 - FRS 2 ...

Investment Rating - The report indicates a positive investment outlook for the luxury goods industry in China, emphasizing the potential for sustained growth driven by high-net-worth consumers and evolving consumer behaviors [10][12][17]. Core Insights - The luxury goods market in China is undergoing a structural transformation, with a shift from "symbolic consumption" to "cultural recognition," reflecting deeper consumer values and preferences [41][44]. - High-net-worth individuals are increasingly viewing luxury goods as essential, with 43% indicating plans to increase their spending on daily luxury items in the coming year [21][24]. - The report highlights the role of Xiaohongshu (Little Red Book) as a critical platform for luxury brands, facilitating consumer engagement and decision-making through a unique content ecosystem [9][10][50]. Summary by Sections Chapter 1: Consumer Behavior Changes - The report outlines a behavioral map of consumers, noting that high-net-worth individuals exhibit resilience in luxury spending, even during economic downturns [17][24]. - Four new trends in luxury consumption among high-net-worth individuals are identified, including a focus on cultural values and experiences over mere materialism [24][25]. - The concept of "long-termism" is gaining traction, with consumers increasingly valuing classic designs and sustainable luxury products [30][35]. Chapter 2: Xiaohongshu's Role in Luxury Consumption - Xiaohongshu is positioned as a pivotal platform for luxury brands, acting as a "relationship incubator" that fosters trust and engagement between brands and consumers [64][66]. - The platform's unique search behavior, where 70% of users start their luxury product searches from a scene or category perspective, enhances brand visibility and consumer connection [54][55]. - Xiaohongshu's content-driven approach allows luxury brands to create emotional resonance and cultural narratives that align with consumer identities [49][50]. Chapter 3: Market Dynamics and Strategic Implications - The report emphasizes the importance of cultural empathy and storytelling in luxury branding, as consumers seek deeper connections with brands that reflect their values [44][45]. - The luxury market is characterized by a dual demand for both exclusivity and accessibility, necessitating a nuanced approach to marketing and consumer engagement [24][25]. - Brands are encouraged to leverage Xiaohongshu's ecosystem to enhance their market positioning and drive sustainable growth through targeted content strategies [66][74].

怎么说呢，每次长假过后，总有些消费数据让人眼前一亮。今年五一期间，武汉的商业表现就特别抢镜 ——国际名品和黄金珠宝居然成了外地游客的购物首选，这事儿还真有点意思。 奢侈品柜台排长队，百万级消费不稀奇 走进武商MALL的一楼中庭，路易威登的柜台前永远围着三五成群拖着行李箱的顾客。店员小张告诉 我，假期里最夸张的一单是个浙江客人，半小时内配齐了当季新款手袋、丝巾和皮鞋，"连试穿都省 了，直接按小红书博主推荐清单刷卡"。 隔壁卡地亚的销售数据更惊人：5月2日当天售出三枚均价28万的蓝气球系列腕表，其中两枚被同一位江 西客人买走。你懂的，这种消费力放在二三线城市可能够开家专卖店了。 黄金柜台变景点，跨省采购成新常态 话说回来，比起奢侈品，黄金专柜的热闹程度更像个旅游景区。周大福的玻璃柜台被围得水泄不通，试 戴黄金手镯的顾客得排队取号。店员小王边给客人试戴古法金镯子边解释："最近金价波动大，加上我 们满减活动，算下来比很多城市专柜便宜10%左右。" 最夸张的是老铺黄金门店，有位穿着朴素的阿姨带着四个保镖来取货——提前订制的200克金条和翡翠 吊坠，总价直接冲破七位数。后来才知道，这是某山西煤老板的夫人专门打飞的来采购女 ...