2025年12月19日（欧洲时间），红杉中国宣布将收购全球新锐时尚领导品牌Golden Goose集团（Golden Goose Group S.p.A.）的控股股权，淡马锡及其全资持有的 资产管理公司淡明资本旗下基金将作为少数股东共同参投。原股东Permira仍将保留少数股权，继续支持集团未来发展。此轮投资后， 红杉中国将帮助Golden Goose继续传承意大利匠心品牌基因，并且进一步加速其全球扩张 。 Golden Goose是一家融合奢华格调、生活美学与运动风格的全球新锐 时尚品牌 。自2020年以来，集团营收从2.66亿欧元增长至2024财年的6.55亿欧元，业绩持续盈 利，且维持稳健、强劲的增长势头。近年来，Golden Goose大力推进直营零售（DTC）渠道布局，推出Forward Store概念店，丰富产品矩阵，并在共创（Co- Creation）体验项目上持续投入，与全球消费者建立更深的情感联结。2019年以来，Golden Goose全球直营门店数量从97家增长至227家，且2025年的前9个月，得 益于直营渠道21%的增长以及门店网络的持续扩张，集团在全球各区域均实现两位数增长，营收同 ...

美国知名高端鞋履与生活时尚品牌Cole Haan近日宣布，其位于上海兴业太古汇的全新门店正式焕新启幕。作为上海高端商业地标之一，兴业太古汇凭借其 独特的奢华定位与生活方式体验，持续吸引着国内外时尚爱好者与精英消费群体。此次品牌门店的升级回归，不仅展现了Cole Haan深耕中国市场的战略决 心，更通过空间设计与服务体验的双重升级，为消费者带来更具沉浸感的购物场景。 兴业太古汇的客群构成以时尚从业者、潮流先锋及国际旅客为主，其消费行为呈现出对品质、设计与独特性的高度追求。Cole Haan选择在此布局，既是对 目标客群消费习惯的精准捕捉，也是品牌提升上海市场渗透率的关键举措。通过空间升级与服务迭代，品牌期望进一步巩固其在高端鞋履领域的领导地位， 同时借助商圈的集聚效应扩大品牌影响力。 新门店营业时间与商场同步，为每日10:00至22:00，消费者可前往静安区石门一路288号兴业太古汇二层体验。此次焕新不仅标志着Cole Haan在中国市场的 又一里程碑，更通过空间叙事与消费场景的重构，为高端零售行业提供了品牌本土化运营的新范本。 新门店坐落于静安区南京西路核心商圈，与众多国际一线品牌形成高端零售矩阵。115平方 ...

Trade and Economic Data - In the first 11 months of this year, China's total goods trade value reached 41.21 trillion yuan, reflecting a year-on-year growth of 3.6% [1] - Exports amounted to 24.46 trillion yuan, increasing by 6.2%, while imports were 16.75 trillion yuan, showing a slight growth of 0.2% [1] - Trade with countries involved in the Belt and Road Initiative reached 21.33 trillion yuan, marking a 6% increase and accounting for 51.8% of China's total foreign trade [1] - Private enterprises in China recorded a total import and export value of 23.52 trillion yuan, which is a year-on-year increase of 7.1% [1] AIDC Energy Storage Market - The global AIDC (Artificial Intelligence Data Center) energy storage market is expected to experience explosive growth, with lithium battery shipments projected to exceed 300 GWh by 2030, which is 20 times the 15 GWh expected in 2025 [2] E-commerce and Taxation - Japan's government proposed a tax reform that requires e-commerce platforms with annual sales exceeding 5 billion yen to collect consumption tax on behalf of cross-border sellers, effective from 2026 [3] Mobile Gaming Revenue - In November, 33 Chinese companies ranked among the top 100 global mobile game publishers, collectively generating revenue of 19.5 billion USD, which accounts for 35.8% of the total revenue of the top 100 publishers [4] Cross-border E-commerce Developments - The well-known video blogger team "Yingshi Pifeng" has joined Alibaba's international platform, utilizing AI to expand overseas markets and has received cooperation intentions from over 30 countries [5] - The cross-border marketing service provider Miduo Duo has submitted its prospectus for a mainboard listing on the Hong Kong Stock Exchange, showing steady revenue growth from 65.17 million USD in 2022 to 71.13 million USD in 2024 [6] - Amazon is reportedly considering ending its long-term contract with the USPS, which has generated over 6 billion USD in annual revenue for USPS [7] Financing and Growth - AirCloud has completed a Series G financing round, raising 330 million USD, with a valuation of 8 billion USD, marking a nearly 30% increase from its previous funding round [8] - JD Logistics reported a doubling of order volume from its global overseas warehouses during the Black Friday sales event [10] - TEMU signed a memorandum of understanding with bpost to enhance cross-border e-commerce supply chain capabilities [11] - FundPark announced a partnership with HSBC Express Finance to provide embedded financial services to local sellers in Hong Kong [12] Performance of Chinese Goods in Russia - Russian e-commerce platform OZON reported a fivefold increase in order volume for Chinese goods during the Black Friday sales, indicating a growing demand and market penetration for Chinese products in Russia [13]

Core Insights - Dior has opened its largest boutique in China, located in Beijing's Sanlitun Taikoo Li, showcasing the brand's deep connection with the Chinese market [1] - The new boutique, designed by renowned architect Christian de Portzamparc, features a sculptural design that reflects Dior's elegance and modern aesthetics [1] - The boutique includes a dedicated art space displaying works from various artists, including Chinese artists Wang Qianyao and Xu Zhen, as well as furniture designs by notable European designers [2] - A French restaurant named "Monsieur Dior," led by Michelin-starred chef Anne-Sophie Pic, adds a culinary experience to the boutique, blending gastronomy with fashion [3] Summary by Sections Boutique Design and Features - The Beijing Dior House is a five-story structure, the largest of its kind in China, featuring a blend of classic and modern elements [1] - The exterior design includes flowing lines and handcrafted glass bricks, symbolizing luxury in Chinese culture [1] - Inside, the boutique showcases a variety of products, including women's and men's ready-to-wear, accessories, jewelry, watches, home goods, and exclusive limited-edition items [1] Art and Cultural Integration - The boutique serves as an art space, featuring works from both Chinese and international artists, celebrating the connection between Dior and contemporary art [2] - Special artworks created by Chinese artist Hong Hao commemorate the opening of the Beijing Dior House [2] - An art installation designed by OMA showcases Dior's craftsmanship through white fabric dresses, enhancing the boutique's artistic ambiance [2] Culinary Experience - The "Monsieur Dior" restaurant offers a unique dining experience, inspired by the life and legacy of Christian Dior, merging culinary art with fashion [3] - Chef Anne-Sophie Pic's menu reflects a poetic interpretation of French cuisine, providing a multi-sensory experience for visitors [3]

渠道网络的建设同样展现出战略眼光。截至2025年6月末，公司拥有568家常设线下门店，其中自营门店257家，分销门店311家，并设有50家季节性店铺。品 牌打造的第六代户外概念旗舰店从青州山水与户外文化中汲取灵感，凭借独特的设计理念荣获美国缪斯设计奖。同时，精心打造的"高山美学"体验店通过场 景化布局，为消费者带来沉浸式的品牌体验。 2025年9月24日，西湖畔的"雪舞山巅"大秀见证了专业户外服饰品牌坦博尔TANBOER的重要蜕变。这场与北京电影学院"未来影像实验室"共创的盛事，将科 技面料与光影艺术完美融合，标志着品牌从功能保障向场景适配的战略转型。就在大秀落幕一个月后，坦博尔TANBOER正式向港交所递交主板上市申请， 踏上了资本市场的新征程。 当前户外运动产业正迎来前所未有的发展机遇。根据行业预测，到2030年体育产业总规模将突破7万亿元，其中冰雪经济规模预计在2027年达到1.2万亿元。 专业户外服饰市场2024年规模已达1319亿元，未来五年复合年增长率预计保持16.8%的高速增长。在这个集中度较低的市场中，前十品牌市占率仅24.3%， 为具备核心竞争力的企业提供了广阔的成长空间。 财务数据印证了坦 ...

中国商报（记者 于佳鑫）成立于1850年的香港高端买手店品牌连卡佛（Lane Crawford），近日宣布将在明年2月底关闭其位于成都国际金融中心的门店—— 这是继2021年关闭北京银泰中心店后，连卡佛在中国内地市场关闭的第二家精品店。 从收缩线下业务，到尝试发展线上渠道，这家拥有175年历史的老牌买手店后续将如何调整？ 成都门店确认将不再续约 12月9日，连卡佛通过短信、邮件、官网通知等形式确认，其将不再续签成都国际金融中心门店，该门店最后营业日为2026年2月28日。 连卡佛在通知中称，虽然其无法在成都门店继续提供服务，但仍将与消费者保持联系，消费者可继续享受最新会员优惠与礼遇，并通过官网、微信、小红书 线上平台及上海、北京、香港门店处理各类咨询与需求。 连卡佛称，成都国际金融中心门店营业结束后，消费者的会员等级仍然保持有效，可继续在北京、上海、香港的实体门店及线上平台享受会员权益并累积积 分。此外，针对会员账户中尚有未兑换的积分回馈礼品卡的成都门店消费者，连卡佛也提醒，应在2026年2月28日前前往该门店完成兑换。 主打"买手制"经营模式 连卡佛不仅是历史悠久的精品百货品牌，更以其在高端零售领域大规模、 ...

Core Insights - The video blogger team "Film Hurricane" has joined the B2B overseas platform Alibaba International Station, utilizing AI to expand into international markets [1][4]. Group 1 - The Film Hurricane team employs multiple AI Agents on the Alibaba International Station platform to translate product information, generate multilingual product descriptions and videos tailored for overseas markets, and quickly establish their international store [3][6]. - The main products offered in their store include T-shirts, hoodies, sportswear, and accessories, which are consistent with those sold in domestic e-commerce [3][6]. - The team has received cooperation intentions from clients in over 30 countries [3][6].

坦博尔构建了以产品为核心的体系化能力，其关键在于从研发到制造的完整链条掌控。品牌通过自主研发，在材料科技上取得重要突破，开发出采用微孔结 构的专有薄膜技术，有效解决了传统膜层材料在透气性上的瓶颈，并已累计取得多项涵盖防水透气、蓄热保暖等领域的专利。为确保产品在极端环境下的可 靠性，坦博尔与北京服装学院联合建立了"极寒科技实验室"。该实验室配备了可在零下60摄氏度至50摄氏度区间内运作的极端环境模拟系统，为产品性能提 供了科学的验证标准，构筑起专业的技术壁垒。这些研发成果已高效转化为具体产品。截至2025年6月30日，其面向专业场景的顶尖户外系列已推出83个 SKU，并在报告期内实现了约10万件的销售，印证了其技术驱动的发展模式。 专业户外服饰品牌坦博尔已于近期正式向香港交易所提交主板上市申请，其凭借稳健的业绩增长与覆盖研发、生产及品牌建设的综合实力，迈出登陆资本市 场的重要一步。此举不仅是企业发展的关键节点，亦映射出在持续演进的市场格局中，专注产品创新与全链路的专业户外服饰品牌，其市场竞争力的进一步 提升。 根据灼识咨询数据，中国专业户外服饰市场2024年规模约1319亿元，预计至2029年复合年增长率达16 ...

根据Grand View Research的资料，2024年全球视讯串流市场规模估计为1292.6亿美元，预计于2030年前 将达到4168.0亿美元，从2025年到2030年的复合年增长率为21.5%，其中亚太地区预计将为增长最迅速 的市场。此外，根据Technavio的资料，受到电子商务平台兴起的显著带动，电视电影商品市场规模估 值将增加1374亿美元，从2024年到2029年的复合年增长率为11.2%。 董事会认为，该合作为集团提供宝贵机会，与声誉卓著及全球知名的串流平台建立战略合作关系。预期 是次合作可提升集团的企业形象、提升其市场地位，并促进在知识产权领域的业务拓展。该合作关系具 备随时间产生额外回报的潜力，符合公司及其股东的整体利益。 应星控股(01440)发布公告，公司一间全资附属公司已与NetflixCPX,LLC(授权人)订立一项整体商品授权 协议，以使用"怪奇物语"影集(第一至第五季)的知识产权(该知识产权)。是项协议授予附属公司该知识 产权的非独家许可期限，直至2026年9月底。 根据协议，附属公司获许透过不同渠道于香港及澳门使用该知识产权设计、制造、宣传、市场推广、分 销及销售多种商品 ...

Core Viewpoint - The company has entered into a licensing agreement with Netflix to utilize the intellectual property of the "Stranger Things" series, which is expected to enhance its market position and business expansion in the intellectual property sector [1][2] Group 1: Licensing Agreement Details - The agreement grants the company's wholly-owned subsidiary a non-exclusive license to use the intellectual property until the end of September 2026 [1] - The subsidiary is authorized to design, manufacture, promote, market, distribute, and sell various products, including clothing, accessories, pet-related products, and home decor, subject to prior written approval from the licensor [1] - The subsidiary will pay minimum guarantees and royalties to the licensor based on wholesale and retail sales net revenue [1] Group 2: Market Potential - The global video streaming market is projected to grow from $129.26 billion in 2024 to $416.80 billion by 2030, with a compound annual growth rate (CAGR) of 21.5% from 2025 to 2030 [1] - The television and movie merchandise market is expected to increase by $137.4 billion from 2024 to 2029, driven significantly by the rise of e-commerce platforms, with a CAGR of 11.2% [1] Group 3: Strategic Importance - The board believes that this collaboration provides valuable opportunities to establish a strategic partnership with a reputable and globally recognized streaming platform [2] - The partnership is anticipated to enhance the company's corporate image and market position, while also promoting business expansion in the intellectual property field [2] - The collaboration has the potential to generate additional returns over time, aligning with the overall interests of the company and its shareholders [2]