Rapha正式进入中国市场；宜家尝试在中国布局更小门店；中国电商在韩国全面扩张……
第199期 | 2024年3月25-31日
PART.01
项目动态 Projects' News
01|Central Chidlom百货将进行奢侈品转型
曼谷中央百货公司是泰国中央零售公司的子公司，近日其公布了将向Central Chidlom百货注入40亿泰铢（1.097亿美元）的重建计划，旨在将该资产打造成曼谷的奢侈品中心。
重建旨在满足三个主要客户群：需要精心的产品组合的高消费客户，对时尚和艺术充满热情的年轻人，以及在泰国的旅行者和外籍人士。
01|Central Chidlom to undergo luxury transformation
Central Department Store, a subsidiary of Central Retail Corporation, has disclosed an infusion of THB4 billion (USD109.7 million) into the redevelopment of Central Chidlom, aiming to fashion the property into a luxury hub in Bangkok.
The redevelopment aims to cater to three main customer groups: high-spending customers seeking well-curated products, young individuals passionate about fashion and art, and travellers and expatriates in Thailand.
02|全球首座龙珠主题公园将落地沙特
近日，位于沙特阿拉伯的Qiddiya投资公司宣布，将建设全球第一座《龙珠》主题公园。该乐园总占地面积将超过50万平方米，共设有7个不同的主题区域，重现原作系列中的各种标志性地点，例如龟仙屋、胶囊公司和比鲁斯星球等。
主题公园将拥有30多个景点，其中包括5个最先进的游乐设施。甚至还计划在园区内建造一座高达70米的“神龙”地标性建筑。
02|The world's first Dragon Ball theme park landing in Saudi Arabia
Qiddiya Investment, based in Saudi Arabia, has announced that it will build the world's first Dragon Ball theme park.
The park covers a total area of more than 500,000 square meters and features 7 different themed areas, recreating iconic locations from the original series, such as Turtle Fairy House, Capsule Company and Planet Beerus.
The theme park will feature more than 30 attractions, including 5 leading-edge rides. There are even plans to build a 70-meter-high "Divine Dragon" landmark in the park.
03|Harrods举办一系列活动庆祝175周年
英国奢侈品百货公司Harrods（哈罗德）为庆祝其成立175周年，将举办为期一年的活动，包括创意合作和纪念合作为特色，以展示商店的传统。据悉，Harrods自本月开始将在每晚8点举办一场灯光秀，以庆祝其标志性的外观。4月1日至7日，Harrods还将举办首届“Harrods Design-A-Bear Studio”活动，届时顾客将参与一场设计熊的竞赛，并将其制成可在Harrods商店出售的Harrods Bear。
03|Harrods is celebrating its 175th anniversary with a series of events
British luxury department store Harrods is celebrating its 175th anniversary with a year-long event, with creative collaborations and commemorative collaborations to showcase the store's heritage.
Starting from March, Harrods will celebrate its iconic building with a light show at 8pm every night. From 1-7 April, Harrods will also host the first Harrods Design-A-Bear Studio, where customers will participate in competition to design bear and turn it into a Harrods Bear that can be sold in Harrods stores.
04|上海梅龙镇伊势丹百货将停业
上海梅龙镇伊势丹百货近日表示，由于租约到期，公司将于6月30日终止营业。伊势丹是最早进入中国市场的外国百货品牌之一。该店停业后，伊势丹百货在中国将仅剩天津的仁恒伊势丹百货一家门店。
04|Isetan Department Store in MeiLong Town of Shanghai will be closed
Isetan Department Store in MeiLong Town, Shanghai, recently stated that it would terminate operations on 30 June due to the expiration of its lease. Isetan is one of the first foreign department store brands entering the Chinese market. The closure of the store will leave only one Isetan Department Store in China, Yanlord Isetan in Tianjin.
PART.02
零售品牌Brands' News
01|Rapha正式进入中国市场
全球领先的骑行生活方式服饰品牌Rapha宣布正式进入中国市场。
Rapha表示，进军中国市场是一重大里程碑事件，标志着公司成立20年来的重要发展。随着中国消费者对骑行运动热爱的日增，Rapha 将其独特的风格、对性能和质量的承诺，以及对社区的独到见解带来给新老品牌爱好者。
01|Rapha officially entered the Chinese market
Rapha, the world's leading cycling lifestyle apparel brand, has announced its official entry into the Chinese market.
Rapha stated that entering the Chinese market is a major milestone, marking an important development of the company since its founding 20 years ago. With the growing love of cycling among Chinese consumers, Rapha brings its unique style, commitment to performance and quality, and unique insight into the community to both old and new consumers.
02|宜家：尝试在中国布局更小门店
近日，宜家所属的英格卡集团全球零售总裁托尔加·恩库，提到了关于宜家中国尝试布局更小门店的业态拓展计划：目前宜家的标准门店是大型的商场，难以触达北京、上海等大型城市的市中心，所以宜家希望能够开拓新的更小形态的线下触点，触达都市人群的生活、工作、社交等场景。
02|Ikea: try smaller stores in China
Recently, Tolga Öncü, president of global retail of IKEA's parent company, Ingka Group, mentioned the format expansion plan of IKEA China's smaller stores: At present, IKEA's standard stores are large, which are difficult to reach the downtown of large cities such as Beijing and Shanghai, thus IKEA hopes to develop new and smaller offline stores to contact with consumers’ life, work and society.
03|Fenty Beauty进军中国市场
美国歌手Rihanna个人品牌Fenty Beauty日前宣布，将于4月1日正式进驻中国的 Sephora，以拓展品牌全球布局。届时，Fenty Beauty将在Sephora中国线下门店及线上渠道上架产品。
03|Fenty Beauty enters Chinese market
Fenty Beauty, the US singer Rihanna's personal brand, announced that it will officially enter Sephora in China on 1 April to expand the brand's global business format. Fenty Beauty will list its products in Sephora's offline stores and online channels in China by the time.
04|速卖通将首次在英国推出直播购物
阿里巴巴旗下电商平台速卖通，日前宣布将在英国推出全新直播电商服务。该直播购物服务目前通过阿里巴巴的互动“小店”计划提供，消费者可通过该平台上的短视频和直播进行购物，消费者还可以在现场演示过程中加入实时聊天讨论。
04|Aliexpress is launching live streaming in the UK for the first time
Alibaba's e-commerce platform AliExpress has announced that it will launch a new live streaming in the UK. The live streaming is currently available through Alibaba's interactive program, which allows consumers to shop through short videos and live streaming on the platform, and consumers can also join live chat discussions during live streaming.
05|Chanel正准备迎接更加艰难的2024年
据悉，受原材料和人力资源成本增加的影响，Chanel已于3月27日在全球范围内正式上调产品价格，涨幅或将达到10%至15%。
全球奢侈品市场增长放缓已波及到Chanel，Chanel时尚总裁Bruno Pavlovsky在接受采访时也坦承，虽然顶级消费者仍在购买，但品牌门店的首次和偶尔购买的消费者访问量下降。他表示，奢侈品“不可能永远保持两位数的增长”，Chanel正准备迎接更加艰难的2024年。
05|Chanel is entering an even tougher 2024
It is reported that, affected by the increase in the cost of raw materials and human resources, Chanel officially raised prices worldwide on 27 March, with the increase reached 10% to 15%.
The slowdown in the global luxury market has spread to Chanel, and Chanel fashion President Bruno Pavlovsky admitted in an interview that while top consumers are still buying, first-time and occasional consumer visits to Chanel stores have declined. He stated luxury can't maintain double-digit growth forever and that Chanel is preparing for a tougher 2024.
PART.03
行业资讯 Industrial News
01|中国电商在韩国全面扩张
截至今年2月，速卖通AliExpress及Temu在韩国的应用用户数合计已破1300万。速卖通的用户数仅次于韩国电商巨头Coupang平台，去年7月开始提供韩国服务的Temu已成为第四大电商平台。
随着中国电商用户剧增，去年中国首次超过美国，成为韩国最大海外直购消费目的地。
01|Chinese e-commerce is expanding in South Korea
As of February 2024, AliExpress and Temu had the total user base of more than 13 million in South Korea. The number of users of AliExpress is second only to that of South Korean e-commerce giant Coupang, and Temu, which started offering Korean services in July 2023, has become the fourth largest e-commerce platform in South Korea.
With the surge in Chinese e-commerce users, China surpassed the US for the first time to become the largest overseas direct purchase destination for South Korea in 2023.
02|Time Out全球最酷街道榜单出炉
墨尔本一条繁忙的街道正式成为全球最酷街道。全球刊物Time Out公布了2024年全球最酷街道排行榜，墨尔本的高街排第一。这条街贯穿Northcote, Thornbury 和 Preston。排名第二的是香港的荷李活道，这里有众多高档餐厅，包括获评米其林星级的泰特餐厅，还有文化景点文武庙和世界上最长的有盖室外扶手电梯——中环至半山的扶手电梯。
02|“World’s coolest” streets for 2024 named by Time Out
A busy street in Melbourne has officially become the coolest in the world. Global publication Time Out has released its list of the coolest streets in the world for 2024, with Melbourne's High street topping the list.
The street runs through Northcote, Thornbury and Preston. Coming in at number two is Hollywood Road in Hong Kong, home to incredible restaurants including Michelin-starred Tate Dining Room, as well as cultural site Man Mo Temple and the escalator from Central to Mid Levels, the world’s longest outdoor covered escalator.
03|英国2024年初销售额强于预期
据英国国家统计局，其商店和网络销售额在1月份增长3.6%，2月份则没有增长。经济学家此前预计2月份的跌幅为0.4%。
高级统计学家Heather Bovill表示，由于人们开始购买新一季的服饰，英国服装销售额在最近的下跌后出现了反弹。有零售商称，受到暴雨天气的影响，网络零售商的销售额实现了自2023年7月以来的最大增长。
03|Early 2024 sales in the UK were stronger than expected
According to the Office for National Statistics, the store and online sales rose 3.6% in January, after no growth in February. Economists had expected a 0.4% drop in February.
Senior statistician Heather Bovill said clothing sales in the UK had rebounded after a recent fall as people started buying for the new season. Online retailers reported their biggest increase in sales since July 2023 due to heavy rain.
04|全球营商环境排名：新加坡称冠、 香港排第9
经济学人智库(EIU)发布全球82个国家及地区的营商环境排名，新加坡连续十六年位列榜首，得分为8.56分，丹麦和美国以8.41分及8.4分排名第二及第三位，预期该三个国家将在未来五年内继续拥有最佳营商环境。
排名第四至第八位的分别为德国、瑞士、加拿大、瑞典及新西兰。至于香港则以8.24分排名第九位，第十位为芬兰。
04|Global rankings for geographies by business environment: Singapore tops the list, while Hong Kong ranks 9th
EIU released the Business Environment Ranking of 82 countries and regions around the world, and Singapore topped the list for the 16th consecutive year with a score of 8.56, while Denmark and the US ranked second and third with a score of 8.41 and 8.4, which are expected to continue to have the best business environment in the next five years.
Germany, Switzerland, Canada, Sweden and New Zealand ranked fourth through eighth. Hong Kong ranked ninth with 8.24 points, followed by Finland in 10th place.
05|贝恩称2023年亚太地区投资交易总额下降
根据贝恩发布的《2024年亚太区私募股权市场报告》，2023年亚太地区投资交易总额降至1470亿美元，募资总额跌至十年来最低点。数据显示，亚太市场的发展态势与全球市场基本同步，2023年投资交易额较前5年均值下降了35%，创下2014年以来的最低年度记录，投资交易量也较前5年均值下跌30%。
05|Bain says the total value of investment deals in the Asia-Pacific region will fall in 2023
According to the Asia-Pacific Private Equity Market Report 2024 released by Bain, the total value of investment deals in the Asia-Pacific region fell to $147 billion in 2023, and the total amount of funds raised fell to the lowest point in a decade.
According to the data, the development trend of the Asia-Pacific market is basically in step with the global market, and the investment volume in 2023 has fallen by 35% compared with the average of the previous five years, setting the lowest annual record since 2014, and the investment volume has also fallen by 30% compared with the average of the previous five years.
PART.04
投融资 Investment and Financing
01|六旗公司股东批准与雪松娱乐的合并提案
六旗公司近日在提交给美国证券交易委员会的文件中宣布，公司股东以压倒性多数投票通过了该公司与雪松娱乐的合并提案。美国司法部正对这项交易进行审查，合并预计将在今年上半年完成。
如果合并成功，合并后的公司将拥有约 80 亿美元的市值，并将管理分布在美国加拿大和墨西哥的42个游乐园和9个度假村。新公司将以六旗的名称运营，总部将设在北卡罗来纳州夏洛特。
01|Six Flags shareholders approve proposed merger with Cedar Entertainment
Six Flags announced in a filing with SEC that its shareholders have voted overwhelmingly to approve the company's proposed merger with Cedar Fair. The US Department of Justice is reviewing the deal, which is expected to close in H1 of this year.
If the merger goes through, the combined company will have a market capitalization of about $8 billion and will manage 42 amusement parks and 9 resorts spread across the US, Canada and Mexico. The new company will operate under the Six Flags name and will be headquartered in Charlotte, North Carolina.
02|Capri集团宣布收购制鞋商Sicla
为提高自身生产力，Michael Kors母公司Capri集团宣布签署收购意大利制鞋商Sicla的协议。Sicla拥有近250名熟练工匠，为Prada和Valentino等奢侈鞋类品牌提供服务，并以生产部分Jimmy Choo鞋类系列而有名。
02|Capri Group has announced the acquisition of shoemaker Sicla
To improve its own productivity, Michael Kors’ parent company Capri Group announced the signing of an agreement to acquire Italian shoemaker Sicla.
With nearly 250 skilled artisans, Sicla services luxury footwear brands such as Prada and Valentino and is popular for producing part of the Jimmy Choo.
END
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