「第171期 | 2023年7月31日-8月6日」
资讯总览 Commercial News Overview
项目动态 Projects' New
1.马来西亚云顶王城预计2026年首期竣工
Phase I of King's Park expected to be completed in 2026
2.Alamanda购物中心重建计划公布
Putrajaya’s Alamanda Shopping Centre’s redevelopment plan announced
3.环球影业申请VR专利
Universal Pictures files for VR patent
……
零售品牌 Brands' News
1.鹿牌中国首店开业
Captain Stag opened its first store in China
2.网红炸鸡Popeyes中国首店或将重新开业
Popular Fried Chicken Popeyes’ first store in China may reopen
3.无印良品将开中国最大旗舰店
MUJI will open its largest flagship store in China
……
行业资讯 Industrial New
1.中国化妆品在日本人气正逐步上升
Chinese cosmetics are gaining popularity in Japan
2.中等价位手表在二手市场更受欢迎
Mid-priced watches are more popular in the second-hand market
3.奢侈品牌正面临客户群不断萎缩的风险
Luxury brands are at risk of shrinking customers
……
投融资 Investment and Financing
1.欧莱雅集团将继续寻求新的收购目标
L 'Oreal continues to seek new acquisition targets
2.贝恩资本出售旗WWP Beauty在中国的业务
Bain Capital sells WWP Beauty's business of China
项目动态
Projects' New
01|马来西亚云顶王城预计2026年首期竣工
King's Park Development Sdn Bhd公司最近为旗下即将在马来西亚云顶高原开发的云顶王城综合娱乐项目开设了展销廊。
这个占地150英亩的五期项目将包括两个主题公园、服务式公寓、30层的云顶高原瑞士酒店、清真中心、占地1.1万平方米的文化街。
01|Phase I of King's Park expected to be completed in 2026
King's Park Development Sdn Bhd recently opened a sales gallery for its upcoming King's Park entertainment complex in Malaysia's Genting Highlands.
The five-phase, 150-acre project will include two theme parks, apartments, a 30-story Swissotel Genting Highlands, a halal center, and a 11,000 square meters cultural street.
02|Alamanda购物中心重建计划公布
零售资产管理集团Suria KLCC Sdn Bhd发布了马来西亚布城Alamanda购物中心的重建计划：包括一个约50,000平方英尺新的零售空间，同时还将扩大娱乐设施，扩建保龄球区以及Esplanade的冒险公园。
重建项目已经开始，预计于2024年完工并重新开放，该项目是今年在布城启动的规模最大的项目。
02|Putrajaya’s Alamanda Shopping Centre’s redevelopment plan announced
Retail asset management group Suria KLCC Sdn Bhd has released plans for the redevelopment of the Alamanda Shopping Centre in Putrajaya, Malaysia. The redevelopment will include an expanded retail space of approximately 50,000 square feet, along with enlarged entertainment facilities, enlarged entertainment facilities and an adventure park at the Esplanade.
The project has already started and is set for completion and relaunch in 2024 and it is the largest to kick off commencement in Putrajaya this year.
03|环球影业申请VR专利
近日，环球影业公司申请了一项专利，通过在虚拟世界中加入物理反应来改进其主题公园的VR游乐设施。即在带有VR元素的游乐设施上，游客可以佩戴一个带有摄像头的设备，该摄像头面对游客，可以检测包括面部表情和手势在内的身体特征。这可以解决某些VR游乐设施显示的虚拟世界“与周围环境不相似”的问题，以保证游客的游玩体验。
03|Universal Pictures files for VR patent
Universal Pictures has applied for a patent to improve VR rides at its theme parks by incorporating physical reactions into the virtual world.Visitors can wear a device with a camera that faces the visitor and can detect physical features including facial expressions and gestures on the rides with VR elements. This can solve the problem that the virtual world displayed by some VR rides is "not similar to the surrounding environment" to ensure tourists’ experience.
04|梦工厂主题园区将入驻奥兰多环球
奥兰多环球影城度假区计划于2024年在伍迪啄木鸟儿童乐园旧址上开设一个新的园区。该园区将以梦工厂动画公司的动画系列为主题，例如“盖比的娃娃屋”、“功夫熊猫”和“怪物史莱克”，为游客们提供角色扮演、主题景点和互动游戏空间。
04|Dreamworks Themed Park is coming to Universal Orlando Resort
Universal Orlando Resort plans to open a new campus in 2024 on the site of Woody Woodpecker's KidZone. The new park will be themed after DreamWorks Animation's animated series such as "Gabby's Dollhouse, ""Kung Fu Panda" and "Shrek". There will be role-playing, themed attractions and interactive spaces for visitors.
零售品牌
Brands' News
01|鹿牌中国首店开业
7月22日，日本户外品牌鹿牌首家海外门店在上海开业。门店面积约140平方米，销售帐篷、椅子和炊具等约500种商品，也设有咖啡店。
鹿牌创立于1967年，有露营界优衣库之称，截至2021年已有大约20000款产品，覆盖露营新手到骨灰级玩家需求。
01|Captain Stag opened its first store in China
Japanese outdoor brand Captain Stag opened its first overseas store in Shanghai on 22 July. The store covers 140 square meters, selling about 500 kinds of goods such as tents, chairs and cooking utensils, along with a coffee shop;
Founded in 1967, Captain Stag is known as Uniqlo in the camping industry and has about 20,000 products by 2021, covering the needs of novice campers to hardcore gamers.
02|网红炸鸡Popeyes中国首店或将重新开业
据悉，曾经Popeyes淮海中路店的位置重新建起围挡，并写有“’Popeyes归来”字样。Popeyes于2020年5月在上海淮海路开出中国首店，曾创下“最高8小时的排队纪录”，后来宣布暂停营业。
02|Popular Fried Chicken Popeyes’ first store in China may reopen
It is reported that the location of Popeyes’ store in Huaihai Middle Road was rebuilt, and it was written with the words return. Popeyes, which opened its first store in China in May 2020 on Huaihai Road in Shanghai, had a "record queue of up to eight hours" before announcing its suspension.
03|无印良品将开中国最大旗舰店
近日消息，朝阳大悦城和MUJI無印良品已签约，将在朝阳大悦城开设一家面积约5000平方米的中国最大旗舰店，旗舰店预计将于2024年初开业。
03|MUJI will open its largest flagship store in China
Beijing Chaoyang Joy City and MUJI have signed a contract to open largest flagship store in China with an area of approximately 5,000 square meters inside Chaoyang Joy City, which is expected to open in early 2024.
04|Études加速扩张中国市场
法国时尚品牌Études将在深圳万象城开设中国市场最大门店，占地面积为1290平方英尺，并于北京SKP-S开设一家新门店，以加快扩张中国市场。Études于2017年首次进入中国市场，目前有20%的收入来自该市场业务。
04|Études accelerates expansion in Chinese market
French fashion brand Études is opening its largest store in the Chinese market with 1,290 square feet in Shenzhen's MIXC and a new store in Beijing's SKP-S to accelerate its expansion in the Chinese market. Études first entered the Chinese market in 2017 and now gets 20% of its revenue from Chinese market.
05|FENDI Casa中国首家旗舰店开幕
FENDI Casa宣布中国首家旗舰店于7月初正式开业，同时这也是继米兰、迈阿密后的全球第三家旗舰店，该旗舰店的开幕标志着FENDI Casa家居业务发展中的一座里程碑。
05|FENDI Casa opened its first flagship store in China
FENDI Casa announced the official opening of its first flagship store in China in early July, and also the third flagship store in the world after Milan and Miami, marking a milestone in the development of FENDI Casa's home products business.
06|茅台在澳推特调咖啡
近日消息，茅台将与澳洲冠军咖啡师Jack Simpson合作在墨尔本推出茅台咖啡。据悉，茅台咖啡在8月 4日在墨尔本店开业活动中限量赠送200杯。
06|Moutai debuted coffee in Australia
Moutai collaborated with Australian champion barista Jack Simpson to launch Moutai coffee in Melbourne. It is reported that Moutai coffee sent 200 cups for free at the opening of Melbourne store on 4 August.
07|LV日本将继续涨价
据LVMH首席财务官Jean-Jacques Guiony透露，上半财年中国消费者为日本地区时装与皮革部门贡献了约15%的销售额。销售额激增很大一部分原因是由于日元贬值，导致中国和日本的产品价差拉大，集团旗下品牌正在逐步提高日本市场的价格。
07|LV continues to raise prices in Japan
According to LVMH CFO Jean-Jacques Guiony, Chinese consumers contributed about 15% of sales in the fashion and leather division in Japan in H1 of the fiscal year. A large part of the sales surge was due to the depreciation of the yen, which led to a widening price gap between products in China and Japan, and LVMH is gradually raising prices in the Japanese market.
行业资讯
Industrial New
01|中国化妆品在日本人气正逐步上升
随着中国产品的质量不断提高，“国潮”趋势的不断扩大，完美日记等国产美妆品牌正接连登陆日本市场，开始影响日本女性消费者。有报告发现，中国化妆品在日本Z世代人群中的热度高涨，他们对中国化妆技术的关注度也迅速提升。
01|Chinese cosmetics are gaining popularity in Japan
As the quality of Chinese products continues to improve and the trend of "national tide" continues to expand, domestic beauty brands such as Perfect Diary are landing in the Japanese market one after another, beginning to affect Japanese female consumers. A report found that the popularity of Chinese cosmetics among Japanese Generation Z is rising, and their attention to Chinese makeup technology is also rising rapidly.
02|中等价位手表在二手市场更受欢迎
据英国交易平台Subdial的最新报告，尽管整体腕表售价指数下滑，但欧米茄和卡地亚等中等价位的表款却逆势上涨，涨幅达到17%，小尺寸手表也愈发受到青睐，代表性的款式包括36mm OMEGA Seamaster、28mm Cartier Santos Galbee和36mm Rolex Datejust等。
02|Mid-priced watches are more popular in the second-hand market
According to the latest report from British trading platform Subdial, although the overall watch price index has declined, mid-priced watches such as Omega and Cartier have bucked the trend, rising by 17%, and small-size watches are increasingly favored. Examples include the 36mm OMEGA Seamaster, 28mm Cartier Santos Galbee and 36mm Rolex Datejust.
03|奢侈品牌正面临客户群不断萎缩的风险
据麦肯锡的信用卡数据，美国高收入消费者群体的支出在今年大部分时候呈现出下滑的趋势。同时，截至7月中旬，美国信用卡债务已经达到近1万亿美元的历史新高，信用卡利率则飙升至24.2%，进一步限制消费者的消费。
研究公司ACRC表示，在这个充满挑战的时代中，消费者行为发生转变，奢侈品的核心客户群正在动摇。
03|Luxury brands are at risk of shrinking customers
Spending from high-income consumers has been on a downward trend for much of this year, according to credit card data from McKinsey. Meanwhile, U.S. credit card debt has reached a record high of nearly $1 trillion as of mid-July, and credit card interest rates have soared to 24.2 %, further limiting consumer spending.
Research firm ACRC said that in these challenging times, consumer behavior is shifting and the core customers for luxury goods is wavering.
04|Crocs集团第二季度收入突破10亿美元
Crocs集团日前发布第二季度业绩显示，营收同比增长11.2%至10.7亿美元，创下历史新高，净利润大涨32%至2.124亿美元。其中，核心品牌Crocs营收同比增长13.8%至8.33 亿美元。
04|The Crocs Group surpassed $1 billion in revenue in Q2
The Crocs Group recently released its Q2 results, showing that revenue rose 11.2% y-o-y to $1.07 billion, a record high, and net profit jumped 32% to $212.4 million. Among them, the core brand Crocs revenue increased 13.8% to $833 million.
05|欧莱雅集团上半年销售额突破200亿欧元
美妆巨头欧莱雅集团在截至6月30日的第二财季内，销售额同比增长13.7%至102亿欧元。今年上半年，销售额同比增长13.3%至205.7亿欧元。
分地区看，欧洲超越北亚成为第一大市场，欧洲市场上半年销售额大涨18%至64.91亿欧元。中国所在的北亚市场销售额增长4%至56.53亿欧元。
05|L 'Oreal Group sales in H1 exceeded €20 billion
Beauty giant L 'Oreal reported a 13.7% y-o-y increase in sales to €10.2 billion in its fiscal Q2 (ended 30 June). In H1 of 2023, its sales rose 13.3% y-o-y to €20.57 billion.
By region, Europe overtook North Asia to become the largest market, with sales in the European jumping 18% to €6.491 billion in H1. Sales in North Asia, where China is located, rose 4% to €5.653 billion.
投融资
Investment and Financing
01|欧莱雅集团将继续寻求新的收购目标
欧莱雅集团首席执行官在最新的财报会议中表示，在今年4月以25亿美元的价格收购Aesop后，集团仍在寻求收购机会。他表示，欧莱雅作为全球最大的美妆集团，在完成Aesop这笔史上最大规模收购后，仍有剩余的财力。
01|L 'Oreal continues to seek new acquisition targets
L 'Oreal Group CEO said in the latest earnings call that the group is still looking for acquisition opportunities after buying Aesop for $2.5 billion in April this year. He said L 'Oreal, the world's largest beauty group, still had financial resources left after completing the largest-ever acquisition of Aesop.
02|贝恩资本出售旗WWP Beauty在中国的业务
国际私募基金贝恩资本已将旗下美妆包装生产商WWP Beauty在中国的生产业务出售给包装生产商AMPAC Ltd.，并将关闭其余业务。
据该公司称，WWP Beauty在中国的生产业务占其包装和配方专家员工总数的90% 以上。交易后，AMPAC将更名为WWP Beauty。
02|Bain Capital sells WWP Beauty's business of China
Bain Capital Private Equity has sold the China operations of its beauty packaging maker WWP Beauty to packaging maker AMPAC Ltd., and will close the rest of its operations.
According to the company, WWP Beauty's production operations in China account for more than 90% of its total staff of packaging and formulation specialists. After the transaction, AMPAC will be renamed WWP Beauty.
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