摘要：近日，迪士尼首席执行官Bob Iger宣布，公司将在未来十年投资600亿美元扩展主题乐园及体验业务，并将推出受《阿凡达》、《汽车总动员》和《狮子王》等热门IP启发的新景点。扩建计划包括奥兰多魔法王国、迪士尼加州探险乐园以及巴黎迪士尼乐园的多个大型项目。Iger
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue245 | 2025.3.31-4.6
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|迪士尼600亿美元投资将包含热门IP新景点
近日，迪士尼首席执行官Bob Iger宣布，公司将在未来十年投资600亿美元扩展主题乐园及体验业务，并将推出受《阿凡达》、《汽车总动员》和《狮子王》等热门IP启发的新景点。扩建计划包括奥兰多魔法王国、迪士尼加州探险乐园以及巴黎迪士尼乐园的多个大型项目。Iger强调，创新科技让乐园体验更具沉浸感，并将创造数千个新岗位。
01|Disney's $60 billion investment will include hot new IP attractions
Disney CEO Bob Iger announced that Disney will invest $60 billion over the next decade to expand its theme parks and experiences business, with new attractions inspired by popular IPs such as Avatar, Cars and The Lion King.
The expansion plan includes several major projects at the Magic Kingdom of Orlando Disney, Disney California Adventure Park and Disneyland Paris. Iger emphasized that innovative technologies will make the park experience more immersive and will create thousands of new jobs.
02|LVMH集团重组两大巴黎百货商店
LVMH集团宣布重组其在巴黎的两大百货商Le Bon Marché蓬马歇和La Samaritaine莎玛丽丹的管理架构，将莎玛丽丹从旅游零售DFS的体系中剥离并与蓬马歇整合至同一运营体系。
今年1月LVMH时任首席财务官Jean-Jacques Guiony在财报会议上透露，莎玛丽丹的业务主要面向中国游客团体，而该市场的疲软对其运营产生重大影响，因此集团决定将其从DFS体系中剥离并调整至更广泛的市场定位。
02|LVMH reorganizes its two biggest Paris department stores
The LVMH Group has announced a restructuring of the management structure of two major department stores in Paris, Le Bon Marché and La Samaritaine, separating La Samaritaine from the DFS system and integrating it into the same operating system as Le Bon Marché.
Jean-Jacques Guiony, LVMH's CFO at the time, said in an earnings call in January that the weakness of the market, which mainly caters to Chinese tourist groups, had a significant impact on La Samaritaine’s operations, so the group decided to divest it from the DFS system and adjust it to a broader market positioning.
03|奥兰多环球影城新酒店盛大开幕
奥兰多环球影城的全新酒店Terra Luna Resort于近日正式开业。酒店位于即将开幕的“史诗宇宙”主题乐园附近，配有750间客房和度假式设施，提供独特的住宿体验。酒店以行星元素为主题，其姐妹酒店“Stella Nova”则聚焦太空奇观。
03|Grand opening of the new hotel in Universal Orlando
Terra Luna Resort, a brand new hotel at Universal Orlando, has officially opened. Located near the upcoming Epic Universe theme park, the hotel offers a unique experience with 750 rooms and resort-style facilities. The hotel has a planetary theme, while its sister hotel, Stella Nova, focuses on space wonders.
04|格鲁吉亚首家奥特莱斯即将试营业
自2022年起历经多次推迟，位于格鲁吉亚首都第比利斯的Tbilisi Outlet Village最终确定于2025年5月29日开业。
该项目由格鲁吉亚奥莱与度假村集团与TORG合作实施，总投资为1亿美元，目前已经投资了超过4千万拉里。项目一期总可租面积达1.25万平方米，包含70家店铺，未来三年内购物村将扩大到2万平方米的总可租面积，最终容纳110家店铺。
04|Georgia's first Outlets to open for soft opening
After several delays since 2022, the Tbilisi Outlet Village in Tbilisi, the capital of Georgia, has finally been set to open on 29 May 2025.
The project is being implemented by the Georgian Outlets & Resorts Group in cooperation with TORG, with a total investment of $100 million, of which more than 40 million laris have been invested so far. PhaseⅠhas a total lettable area of 12,500 square meters, including 70 stores, and the shopping village will expand to 20,000 square meters of lettable area in the next three years, eventually accommodating 110 stores.
PART.02
零售品牌 Brands' News
01|霸王茶姬美国首店落户洛杉矶
3月25日，霸王茶姬美国首店官宣落户洛杉矶Westfield Century City购物中心。Westfield Century City作为洛杉矶核心商圈地标，日均客流量超8万人次。
01|The first US store of CHAGEE landed in Los Angeles
The first US store officially landed in Westfield Century City Shopping Center in Los Angeles on 25 March. Westfield Century City, as a landmark in the core business district of Los Angeles, has an average daily passenger flow of more than 80,000 people.
02|字节推出付费短剧应用PikoShow
近日，字节跳动再次拓展海外市场，面向日本市场，推出付费短剧APP“PikoShow”。PikoShow隶属于字节旗下海外文娱业务Fizzo。
PikoShow选择付费观看模式，用户可免费观看前几集，之后需付费解锁完整内容。
02|ByteDance launched paid short drama app PikoShow
Recently, ByteDance expanded overseas markets once again, launching a paid short drama APP PikoShow for the Japanese market. PikoShow belongs to ByteDance's overseas entertainment business Fizzo.
PikoShow has the paid view model, allowing users to watch the first few episodes for free, and then pay for the rest content.
03|蜜雪冰城宣布日本开放加盟
近日，蜜雪发布消息称正式开放日本加盟，优先东京区域申请。目前，蜜雪冰城在日本仅开放单店加盟模式，投资预算预计需150万人民币。
03|MIXUE announced that Japan is open to join
Recently, MIXUE announced that it officially opened franchise in Japan, priority to Tokyo application. At present, MIXUE is only open to single-store franchise mode in Japan, and the investment budget is expected to require 1.5 million yuan.
04|GREGORY中国首店开业
GREGORY中国首店于近日在上海盛大启幕。
据了解，GREGORY于1977年在美国创立，自创立以来，始终深耕户外装备领域，以其卓越的背负系统、耐用环保的材料和创新的设计闻名于世。经过半个世纪的沉淀，GREGORY已然成为户外领军品牌。
04|GREGORY opened its first store in China
GREGORY's first Chinese store landed in Shanghai.
Founded in 1977 in the US, GREGORY has been deeply involved in the field of outdoor equipment since its inception, and is known for its outstanding load systems, durable and environmentally friendly materials and innovative design. After half a century of precipitation, GREGORY has become a leading outdoor brand.
05|奥乐齐开启今年首轮大降价
德国超市“卷王”奥乐齐再放大招，今年首轮大规模降价正式开启，超200款商品直降，最高降幅45%。与此同时，奥乐齐新品如潮，主打本土化与高性价比，全面瞄准中国消费者的购物需求。
05|ALDI has its first big price cut of the year
German supermarket ALDI amplified big move, with this year's first large-scale price cut officially opened, more than 200 products cutting the price, the biggest cut is to 45% off. At the same time, new products focusing on localization and high cost performance are bursting, fully targeting the shopping needs of Chinese consumers.
06|The Ordinary进军中国市场
日前，雅诗兰黛集团旗下功能护肤品牌The Ordinary宣布进军中国市场，将入驻Sephora丝芙兰中国大陆地区零售渠道独家发售，覆盖其全国逾320家线下门店及丝芙兰APP和小程序，为中国消费者带来卓效护肤方案与体验。
06|The Ordinary enters the Chinese market
Recently, The Ordinary, a functional skincare brand of Estee Lauder Group, announced that it will enter the Chinese market and will be exclusively sold in Sephora in the mainland of China, covering more than 320 physical stores and Sephora APP and small programs, bringing excellent skincare solutions and experiences to Chinese consumers.
07|Louis Vuitton亚洲最大门店或入驻香港
据报道，新世界发展与法国奢侈品牌Louis Vuitton就香港K11 Musea开设亚洲最大门店之一进行深度洽谈，该门店拟占地约4万平方呎，规划包含博物馆、咖啡厅及VIP客户休息室等复合业态。据知情人士透露，双方已就空间设计、运营模式等核心条款展开实质性磋商，但具体租金条款尚未披露。
07|Louis Vuitton may open its biggest Asian store in Hong Kong
According to reports, New World Development is in advanced talks with French luxury brand Louis Vuitton to open one of Asia's largest stores in Hong Kong's K11 Musea, which is planned to cover an area of about 40,000 square feet and is planned to include a museum, cafe and VIP lounge.
According to people familiar with the matter, the two sides have launched substantive negotiations on core terms such as space design and operation model, but the specific rental terms have not been disclosed.
PART.03
行业资讯 Industrial News
01|SHEIN成年度增长最快的时尚零售商
近日，咨询机构GlobalData发布数据显示，2024年，从全球时尚市场的市场份额来看，中国跨境电商SHEIN成为增长最快的时尚零售商，市场份额在2024年增长0.24个百分至1.53%，成为全球第三大时尚零售商。
01|SHEIN became the fastest growing fashion retailer of the year
Recently, consulting agency GlobalData released data show that in 2024, China's cross-border e-commerce SHEIN has become the fastest growing fashion retailer from the market share of the global fashion market, and its market share has increased by 0.24 percentage points to 1.53%, becoming the third largest fashion retailer in the world.
02|Versace与北京国际电影节携手合作
近日消息，Versace宣布将与北京国际电影节合作，成为第十五届电影盛典的官方指定高级时装品牌。
Versace将积极参与北京市场的「创投训练营」，与青年创作者共创聚焦当下与时代的优秀故事短片，让更多的青年创作者被发现、被看见。
02|Versace has partnered with the Beijing International Film Festival
Recently, Versace announced that it will cooperate with the Beijing International Film Festival to become the official designated high fashion brand of the 15th film festival.
Versace will actively participate in the Training camp in the Beijing market, creating excellent short stories focusing on the present and the Times with young creators, so that more young creators can be discovered and seen.
03|老铺黄金上市后首份年报
3月31日收盘后，老铺黄金发布2024年度业绩：营收同比大涨167.5%至85.06亿元人民币。盈利方面，毛利同比增长162.9%至35.01亿元，毛利率稳定在41.2%；归母净利润同比大涨256.2%至14.80亿元。
这是老铺黄金去年6月28日在港交所主板上市后发布的首个年度财报。业绩发布后，公司在接下来的交易日（4月1日）股价上涨19.07%至868港元/股，总市值达1461亿港元。
03|Laopu released the first annual report after listed
After the close of trading on 31 March, Laopu released 2024 annual results: revenue rose 167.5% y-o-y to 8.506 billion yuan. In terms of profit, gross profit increased by 162.9% y-o-y to 3.501 billion yuan, and gross profit margin was stable at 41.2%; Net profit attributable to the parent jumped 256.2% y-o-y to 1.48 billion yuan.
This is the first annual financial report released after Laopu was listed on the main board of the Hong Kong Stock Exchange on 28 June 2014. After the results were released, the company's share price rose 19.07% to HK $868 / share on the following trading day (1 April), with a total market value of HK $146.1 billion.
04|欧莱雅今年设定中国市场增长目标约5%
欧莱雅北亚区首席执行官Vincent Boinay日前表示，2025年欧莱雅在中国的销售目标是增长约5%。今年年初市场已展现出积极信号，品牌对未来充满信心。
04|L 'Oreal set the growth target of about 5% for the Chinese market this year
Vincent Boinay, CEO of L 'Oreal North Asia, said recently that L 'Oreal's sales target in China in 2025 is to grow by about 5%. The market has shown positive signals at the beginning of this year, and the brand is confident about the future.
05|lululemon去年营收突破100亿美元
lululemon在2024财年业绩显示，营收同比增长10%至106亿美元，首次突破100亿美元大关，净利润同比大涨17%至18.15亿美元。期内，国际业务净营收同比增长34%，中国大陆市场净营收同比增长达41%。展望未来，lululemon预计2025财年销售额将在111.5亿美元至113亿美元之间。
05|lululemon had more than $10 billion in revenue last year
lululemon's fiscal year 2024 results showed that revenue increased by 10% to $10.6 billion, breaking the $10 billion mark for the first time, and net profit rose 17% to $1.815 billion. Looking ahead, lululemon expects fiscal 2025 sales to be between $11.15 billion and $11.3 billion.
06|迪卡侬集团去年营收超160亿欧元
迪卡侬集团日前发布2024财年业绩报告显示，其净销售额同比增长3.8%至162亿欧元，净利润则较2023年的9.31亿欧元下降至7.87亿欧元。其中，迪卡侬线上销售额大幅增长，营收占比从17.4%上升至20%。
期内，迪卡侬共有200家门店新开张或经过现代化改造，同时优化了品牌组合，以提供更清晰的定位并更好地服务客户。
06|Decathlon had revenues of more than €16 billion last year
Decathlon Group recently released its fiscal year 2024 results report, showing that its net sales increased by 3.8% y-o-y to €16.2 billion, while net profit fell to €787 million from €931 million in 2023. Among them, Decathlon's online sales increased significantly, and the share of revenue rose from 17.4% to 20%.
During the period, Decathlon opened or modernised 200 stores and optimized its brand portfolio to provide a clearer positioning and better service to customers.
PART.04
投融资 Investment and Financing
01|雀巢水业务吸引多家私募竞购
近日，PAI Partners、贝恩资本等私募机构正考虑竞购雀巢旗下估值约50亿欧元（约合人民币391亿元）的水业务，KKR和Clayton Dubilier & Rice（CD&R）也被指一直参与评估。
对此，雀巢、贝恩、CD&R、KKR和PAI的代表拒绝置评。雀巢的该业务包含巴黎水、圣培露等品牌，收入占比不足集团总营收4%。
01|Nestle's water business attracting a number of private equity bids
Recently, PAI Partners, Bain Capital and other private equity firms are considering bidding for Nestle's water business, which is valued at about €5 billion (about 39.1 billion yuan), and KKR and Clayton Dubilier & Rice (CD&R) are also said to have been involved in the evaluation.
Representatives for Nestle, Bain, CD&R, KKR and PAI declined to comment. The business, which includes brands such as Perrier Water and Saint-Pellegrine, accounts for less than 4% of group revenues.
02|开云集团完成巴黎房地资产出售
近日，开云集团宣布巴黎房地产资产出售计划已完成。此次交易涉及三处位于巴黎的房地产资产，总价值达 8.37亿欧元。开云集团与投资公司Ardian达成协议，但集团仍保留该资产组合40%的股份，其中包括诺塞酒店以及蒙田大道的两栋建筑。
02|Kering Group completes sale of property assets in Paris
Kering Group recently announced the completion of the sale of real estate assets in Paris. The transaction involves three Paris-based real estate assets with a total value of €837 million. Kering struck a deal with investment firm Ardian but retains a 40% stake in the portfolio, which includes Hôtel de Nocé and two buildings on Avenue Montaigne.
来源：中购联