喜茶登陆韩国；环球“史诗宇宙“披露最新细节；泡泡玛特法国巴黎老佛爷快闪店开业……
第201期 | 2024年4月8-14日
PART.01
项目动态
Projects' News
01|新加坡滨海湾金沙宣布45亿新元扩张计划
新加坡滨海湾金沙，这家集旅游、商业于一体的综合度假度圣地，在开业近10年后，于4月初宣布了45亿新元的扩张计划。目前，已进入扩建项目的最后设计阶段。
01|Singapore's Marina Bay Sands announced a S$4.5 billion expansion plan
Singapore's Marina Bay Sands, a tourist and commercial resort, announced a S$4.5 billion expansion in early April, nearly 10 years after it opened. At present, it has entered the final design stage of the expansion project.
02|申亚集团与DFS迪斐世集团达成合作关系
4月9日，申亚集团与DFS迪斐世集团在三亚举行签约仪式，双方将联手打造三亚首个世界级奢侈品零售休闲娱乐胜地——申亚迪斐世DFS亚龙湾项目，该项目计划于2026年前建成。
据介绍，该项目整体规模19万平方米，计划引入超1000个国际品牌，涵盖时装箱包、美妆香水、腕表珠宝、酒类、高档餐饮、食品饮料等多个品类。
02|Shenya Group cooperated with DFS Group
Shenya Group and DFS Group held a signing ceremony in Sanya on 9 April, and the two sides will jointly build Sanya's first world-class luxury retail leisure and entertainment resort - Shenya7& DFS Yalong Bay, which is planned to be completed before 2026.
According to reports, the overall scale of the project is 190,000 square meters, and it plans to introduce more than 1,000 international brands, covering fashion bags, cosmetics, perfumes, watches& jewelry, alcohol, high-end catering, food& beverage and other categories.
03|环球“史诗宇宙“披露最新细节
奥兰多环球度假区近日披露了更多关于“史诗宇宙“主题乐园的最新细节。“驯龙高手伯克岛”园区将包含家庭过山车Hiccup’s Wing Gliders，Dragon Racer’s Rally和Fyre Drill三个游乐设施，同时设有一个名为Viking Training Camp的互动娱乐区。游客还可在园内欣赏现场表演The Untrainable Dragon。
03|Universal's Epic Universe revealed more details
Universal Orlando Resort has revealed more details about its Epic Universe theme park. "How to Train Your Dragon - Isle of Berk" will feature family roller coaster Hiccup's Wing Gliders, Dragon Racer's Rally and Fyre Drill. There is also an interactive entertainment called Viking Training Camp. Visitors can also enjoy a live performance of The Untrainable Dragon.
04|全球首个皇家马德里主题公园在迪拜正式开放
4月9日，备受期待的主题乐园——皇家马德里世界在迪拜公园与度假村开业，这是全球首个也是目前唯一一个以皇家马德里俱乐部为主题的足球和篮球主题乐园。
据报道，该主题乐园有 40 多个原创的皇马主题体验项目和景点，为游客提供与足球偶像近距离接触的独特机会。球迷们还可以在迪拜的皇家马德里世界购买皇家马德里官方零售商品。
04|The world's first Real Madrid World opened in Dubai
The highly anticipated Real Madrid World opened in Dubai Parks and Resorts on 9 April, which is the world's first and only football and basketball theme park featuring the Real Madrid club.
The park reportedly features more than 40 original Real Madrid themed experiences and attractions, offering visitors a unique opportunity to get up close and personal with football icons. Fans can also buy official Real Madrid merchandise there.
PART.02
零售品牌
Brands' News
01|木屋烧烤进军香港开店
继太二老坛酸菜鱼、农耕记、呷哺呷哺等餐饮品牌陆续登陆香港开店之后，木屋烧烤也进军香港市场，计划连开两家分店，其中旺角店将于4月15日开业。
木屋烧烤2003年在深圳创立，主打提供价格相宜的烧烤和串烧，目前已在全国18座城市布局了220余家直营店。
01|MUWU BBQ opening store in Hong Kong
After Chinese Sauerkraut Fish, Nonggengji, Xiabu Xiabu and other catering brands landing in Hong Kong, MUWU BBQ barbecue plans to open two stores in Hong Kong, of which Mong Kok store will be opened on 15 April.
Founded in Shenzhen in 2003, MUWU BBQ focuses on providing affordable barbecue, and now has more than 220 stores in 18 cities in China.
02|泡泡玛特法国巴黎老佛爷快闪店开业
4月5日，泡泡玛特位于老佛爷百货中心旗舰店的Galeries Lafayette快闪店正式开业，吸引了大量法国消费者热情参与，快闪店将持续至8月。
泡泡玛特相关负责人表示：今年是我们开拓法国市场的重要年份，不仅是因为有世界级的赛事，也是因为法国市场积累到了一定程度，来到了厚积薄发的关口。
02|Pop Mart opened pop-up in Paris Galeries Lafayette
Pop Mart’s pop-up store, located in the flagship store of Galeries Lafayette, officially opened on 5 April. The store attracted a large number of French consumers and the pop-up store will last until August.
The relevant person in charge of Pop Mart said: This year is an important year for us to develop the French market, not only because of world-class events, but also because the French market has reached the development period.
03|中国首家“宜家设计灵感中心”落户深圳
宜家即将在深圳万象食家开出中国首家“宜家设计灵感中心”，该门店占地面积约200-300平米，成为万象食家新的门头品牌及主力店角色，预计将在5月底亮相。
03|The first Chinese "IKEA Design Center" landing in Shenzhen
The first Chinese "IKEA Design Center" will land in Shenzhen and the store covers an area of about 200-300 square meters, becoming the new leading store in UNStudio. The store is expected to debut at the end of May.
04|喜茶登陆韩国
日前，喜茶首次登陆韩国首尔开设海外门店，这是继新加坡、英国、澳大利亚、加拿大、马来西亚、美国之后，喜茶出海的最新一站。
喜茶表示，这家店将吸引寻求比目前市场上更健康、更高质量的茶饮料的韩国消费者，接下来还将在韩国开设更多门店。
04|HEYTEA entered the South Korea market
HEYTEA opened its first overseas store in Seoul, South Korea, recently which is the latest oversea store after Singapore, the UK, Australia, Canada, Malaysia and the US.
HEYTEA said the store would appeal to Korean consumers looking for healthier and higher quality tea drinks than those currently available on the market, with more stores to follow in South Korea.
05|7-11首次在中国试水无人机配送服务
近日，广东7-Eleven与美团无人机正式达成合作，首次在中国深圳试水无人机配送服务。商品装箱后最快4分钟就能送达降落点，配送速度比之前快了将近10分钟。
7-Eleven目前上线商品种类超3000种，其中鲜食商品有近百种。未来，随着更多门店上线，该服务将覆盖景区、高校等更多场景。
05|SevenEleven is testing drone delivery services in China for the first time
Recently, Guangdong SevenEleven and Meituan Drone officially reached a cooperation to test the water of drone delivery service in Shenzhen, China. Goods can be packed and delivered to the landing point in as fast as 4 minutes, which is nearly 10 minutes faster than before.
At present, SevenEleven has more than 3,000 kinds of online products, including nearly 100 kinds of fresh food. In the future, the service will cover more stores in scenic spots and universities.
PART.03
行业资讯
Industrial News
01|上海为奢侈品牌开设亚洲首店推出奖励政策
2024“首发上海”全球推介启动仪式正式在张园举行。上海市商务委主任朱民表示，为打响“首发上海”品牌，每年3月至5月，上海将举办“首发上海·FIRST in Shanghai”全球新品首发季活动，对在上海开设亚洲首家门店的品牌，给予100万元人民币的奖励。
01|Shanghai offers incentives for luxury brands to open first Asian stores
The global launch ceremony of 2024 Debut in Shanghai was held in Zhangyuan. Zhu Min, director of the Shanghai Municipal Commission of Commerce, said that Shanghai will hold the "FIRST in Shanghai" from March to May every year, and the brand that opens the first Asian store in Shanghai will be rewarded with 1 million yuan.
02|Brunello Cucinelli将涨价
尽管分析师预计奢侈品一季度整体市场下跌，主要原因是奢侈品需求下降，以及去年同期的高基数效应，意大利奢侈品集团Brunello Cucinelli表示，公司第一季度业绩喜人，其中中国市场尤其出色。
该公司计划今年涨价1%至2%，去年的涨幅为4%。得益于高端化战略，Brunello Cucinelli去年销售额增长了23.9%，营业利润增长39.4%，预计2024年销售额将增长10%。
02|Brunello Cucinelli to raise prices
Although analysts expect the overall luxury goods market to decline in Q1, mainly due to lower demand for luxury goods and a high base effect in the same period last year, Italian luxury goods group Brunello Cucinelli recently said that the company had a good first quarter, especially in China.
The company plans to raise prices by 1% to 2% this year, compared with 4% last year. Thanks to its premium strategy, Brunello Cucinelli saw sales grow 23.9% in 2023, operating profit rise 39.4%, and expects sales to grow 10% in 2024.
03|劳力士CEO认为将腕表视作股票投资具有高风险
奢侈腕表品牌Rolex首席执行官Jean-Frederic Dufour日前表示不赞成将腕表与股票进行比较，他们制造的是产品而不是投资。
此外，他还强调，受市场环境低迷的影响，2024年对于整个钟表产业来说将是一个挑战。在经济上行时，制造商往往会生产过多的腕表，而随着市场降温，制造商则以打折促销的方式应对压力，这将有损产品价值。
03|Rolex CEO believes that viewing the watch as a stock investment is risky
Jean-Frederic Dufour, CEO of luxury watch brand Rolex, said that he doesn’t approve of comparing watches with stocks, and that they make products rather than investments.
In addition, he also stressed that due to the downturn in the market environment, 2024 will be a challenge for the entire watch industry. When the economy is up, manufacturers tend to produce too many watches, and as the market cools, manufacturers respond to the pressure with discounts, which will hurt product value.
04|变革将是奢侈品市场未来主题
管理咨询公司指出，奢侈品牌正处于前所未有的变革时期，稳定已成为奢侈品市场的历史，品牌必须适应市场的变化才能生存。全球奢侈品市场在过去一段时间和未来都将经历变革。
04|Change will be the theme of the luxury market in the future
The management consulting company pointed out that luxury brands are in a period of unprecedented change, stability has become the history of the luxury market, and brands must adapt to market changes to survive. The global luxury market has been and will be undergoing changes in the future.
05|2030年全球可持续时尚市场将达330亿美元
根据Coherent market Insights最近的一份报告显示，全球可持续时尚市场的价值在2023年为78亿美元，正处于快速扩张的阶段。随着消费者对服装可持续性的关注日益增长，行业内对再生面料等环保材料的需求也大幅提升，预计2030年市场价值将飙升至330.5亿美元。
05|The global sustainable fashion market will reach $33 billion by 2030
According to a recent report by Coherent market Insights, the global sustainable fashion market is valued at $7.8 billion in 2023 and is in rapid expansion.
With the growing interest in clothing sustainability and the demand for environmentally friendly materials such as recycled fabrics, the market value is expected to soar to $33.05 billion in 2030.
06|高盛将加倍押注奢侈品牌交易
高盛银行全球奢侈品与美容部门负责人Cosmo Roe近日推动多项美容产业交易，包括雅诗兰黛收购Tom Ford美妆产品线、开云集团收购香水品牌Creed，以及西班牙美妆巨头Puig收购美妆品牌Charlotte Tilbury、Byredo和Dr. Barbara Sturm等。
06|Goldman Sachs is doubling down on luxury brand deals
Cosmo Roe, global head of luxury and beauty at Goldman Sachs, has pushed for a number of deals in the beauty industry recently, including Estee Lauder's acquisition of the Tom Ford beauty line, Kering Group's acquisition of fragrance brand Creed, and Spanish beauty giant Puig's acquisition of beauty brands Charlotte Tilbury, Byredo and Dr. Barbara Sturm.
PART.04
投融资
Investment and Financing
01|欧舒丹将达成私有化交易
据Bloomberg称，欧舒丹集团所有者Reinold Geiger和黑石集团即将达成协议，将欧舒丹私有化，该公司在香港证券交易所14年的上市或将随之结束，Geiger正在考虑在每股26港元的基础上提供20%的溢价。
01|L 'Occitane to go private
L 'Occitane Group owner Reinold Geiger and Blackstone Group are nearing a deal to take L 'Occitane private, potentially ending L 'Occitane 14-year listing on the HKEX, Bloomberg reported. Geiger is considering offering a 20% premium to 26 Hong Kong dollars a share.
02|历峰集团重启出售旗下YNAP
据悉，瑞士奢侈品集团 Richemont（历峰集团）有意重启分拆旗下奢侈品电商业务 Yoox Net-A-Porter（简称YNAP）的工作。
历峰集团已委任高盛集团负责交易。德国奢侈品电商公司Mytheresa是潜在竞购方之一。私募股权投资公司贝恩资本、英国私募基金 Permira也在考虑参与竞购。
02|Richemont has restarted the sale of YNAP
It is reported that Swiss luxury goods group Richemont intends to restart the spin-off of its luxury e-commerce business Yoox Net-A-Porter (hereinafter referred to as YNAP).
Richemont has appointed Goldman Sachs to manage the transaction. Mytheresa, a German luxury e-commerce company, is among the potential bidders. Private equity firm Bain Capital and British private equity firm Permira are also considering bids.
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