摘要：为迎接开园70周年庆典，加州的迪士尼乐园与迪士尼冒险乐园近日进行大规模设施翻新工程，包括漫威主题的"银河护卫队——任务：突围"及漂流之旅"灰熊激流泛舟"等。深受游客喜爱的"印第安纳琼斯冒险乐园"与"小小世界"也将于4月25日重新开放。
资讯 INTERNATIONALNEWS
中购联国际商业周刊
Issue247 | 2025.4.14-20
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|喜迎70周年，迪士尼乐园多个经典设施将焕新
为迎接开园70周年庆典，加州的迪士尼乐园与迪士尼冒险乐园近日进行大规模设施翻新工程，包括漫威主题的"银河护卫队——任务：突围"及漂流之旅"灰熊激流泛舟"等。深受游客喜爱的"印第安纳琼斯冒险乐园"与"小小世界"也将于4月25日重新开放。
01|To celebrate its 70th anniversary, several classic facilities at Disneyland will be rejuvenated
To celebrate the 70th anniversary of their opening, Disney World and Disney California Adventure Park have recently carried out large-scale facility renovation projects, including the Marvel-themed “Guardians of the Galaxy: Galaxy -- Mission: Breakout and Grizzly River Run”and "Grizzly River Run", etc. The popular "Indiana Jones Adventure" and "It's a Small World" among tourists will also reopen on 25 April.
02|Chadstone购物中心启幕The Market Pavilion
Chadstone购物中心近期庆祝了The Market Pavilion的盛大开业，号称南半球最大的购物中心的Chadstone购物中心旨在打造世界级的美食和生活方式目的地。
该区域投资4.85亿美元，占地2.65万平方米，引入50多家人气颇高的零售商，为消费者提供最优质的新鲜农产品、食材和美食。
02|Chadstone celebrates the grand opening of The Market Pavilion
Chadstone, known as the largest shopping mall in the southern hemisphere, celebrates the grand opening of The Market Pavilion – a world-class food and lifestyle destination.
With an investment of $485 million, The Market Pavilion spans 26,500m2 and is home to more than 50 market-leading retailers, celebrating the finest in fresh produce, gourmet ingredients, and artisan delights.
03|GPT耗资2亿美元扩建Rouse Hill Town Centre
GPT集团已经批准了耗资2亿美元的Rouse Hill Town Centre（RHTC）改造项目，旨在为悉尼快速发展的西北部社区提供时尚、餐饮和休闲圣地。
改造工程于今年4月开始，完工后将为RHTC增加超过1.05万平方米的零售空间，涵盖50多家新零售商。
GPT集团首席执行官Russell Proutt表示：Hills区域的人口增速已达到悉尼都市区平均水平的五倍，而RHTC正是该区域的核心商业枢纽。自2008年投入运营以来，RHTC在提升客户体验与投资回报方面持续取得卓越成效，客流量保持稳健增长态势。此次追加投资将进一步丰富该地区的商业业态，为当地居民带来更多元化的时尚零售、餐饮娱乐及休闲生活选择。
03|GPT commences $200 million expansion of Rouse Hill Town Centre
The GPT Group has greenlit the $200 million transformation of Rouse Hill Town Centre (RHTC), expanding the fashion, dining and leisure options for the community in Sydney’s rapidly growing north west.
The project will commence in April 2025, adding more than 10,500m2 of retail space to RHTC, and bringing more than 50 new shops to the Hills District hub.
GPT’s CEO Russell Proutt, said: “The Hills District population is growing at five times the Sydney metro areas, and RHTC is the heart of the community. The shopping centre is a standout performer in terms of customer experience and returns, with progressively increasing traffic since it was first developed in 2008. Investing to bring more choice of fashion, dining and leisure to the district was an easy decision.”
04|阿联酋购物中心斥资13.6亿美元进行全面改造
近日消息，Majid Al Futtaim集团宣布斥资13.6亿美元对阿联酋购物中心进行全面改造，以庆祝其开业20周年。此次扩建工程将新增100家门店，并引入快闪空间与专属互动体验，进一步满足全球高端品牌与新一代消费者的需求，购物中心也将围绕健康、文化与娱乐打造沉浸式奢华体验。
作为中东零售旗舰地标，阿联酋购物中心2024年接待游客超过4000万，销售额达34亿美元。本次扩建将在确保可持续发展的前提下分阶段推进，首期项目预计今年完成，整体预计将于2030年全面落成。
04|Mall of the Emirates to be renovated under $1.36 billion
Majid Al Futtaim Group announced that it would invest $1.36 billion to carry out a comprehensive renovation of Mall of the Emirates to celebrate its 20th anniversary. This expansion project will add 100 new stores and introduce pop-up spaces and exclusive interactive experiences to further meet the demands of global high-end brands and the new generation of consumers. The shopping center will also create immersive luxury experiences centered around health, culture and entertainment.
As a flagship retail landmark in the Middle East, Mall of the Emirates received over 40 million visitors and achieved sales of $3.4 billion in 2024. This expansion will be carried out in phases under the premise of ensuring sustainable development. The first phase of the project is expected to be completed this year, and the overall project is expected to be fully completed by 2030.
PART.02
零售品牌 Brands' News
01|CAMPERLAB全国首店落地深圳
4月10日，来自西班牙的时尚品牌CAMPERLAB全国首店落地深圳。
据悉，CAMPERLAB成立于2015年，是以创意手法著称的西班牙鞋履品牌CAMPER推出的子品牌。相较于主线的朴素传统，CAMPERLAB更偏向年轻化和实验性，强调极致设计感。
01|The first CAMPERLAB store in China landed in Shenzhen
Spanish fashion brand CAMPERLAB’s first Chinese store officially landed in Shenzhen.
CAMPERLAB, founded in 2015, is a sub-brand launched by CAMPER, a Spanish footwear brand renowned for its creative approaches. Compared with the simple and traditional main line, CAMPERLAB leans more towards youthfulness and experimentation, emphasizing an ultimate sense of design.
02|王老吉将进入马来西亚市场
近日，王老吉大健康公司开启东南亚供应链布局，将通过多元化渠道网络进入马来西亚市场。王老吉与百达国际签署扩大市场经销协议，加速推进马来西亚业务布局。双方就王老吉在马来西亚市场的进一步销售与市场推广达成共识。
02|WALOVI to enter the Malaysian market
WALOVI Company initiated its supply chain layout in Southeast Asia and will enter the Malaysian market through a diversified channel network recently. WALOVI signed an agreement with Baida International to expand market distribution and accelerate the layout of its business in Malaysia. Both sides reached a consensus on the further sales and marketing promotion of WALOVI in the Malaysian market.
03|ONE PIECE草帽商店中国首店落地上海
ONE PIECE草帽商店中国首家旗舰店，目前正在上海百联ZX创趣场2楼打围中，将于4月27日正式开业。
ONE PIECE草帽商店是日本动漫《海贼王》（ONE PIECE）的官方周边商品专卖店，专注于推出正版授权的角色主题商品，涵盖玩具、服饰、生活用品等。
目前，品牌在日本的涉谷、东京塔、大阪、名古屋、福冈等地开出十余家门店。不仅如此，品牌也以快闪店形式在全球多地开展限时活动。
03|ONE PIECE’s first Chinese store landed in Shanghai
The first flagship store of ONE PIECE is currently under construction on the second floor of ZX Creative Fun Field in Shanghai and is scheduled to officially open on April 27th.
ONE PIECE store is the official merchandise store of the Japanese anime "ONE PIECE", specializing in launching officially authorized character-themed products, covering toys, clothing, daily necessities, etc.
At present, the brand has opened over ten stores in places such as Shibuya, Tokyo Tower, Osaka, Nagoya and Fukuoka in Japan. The brand also conducts limited-time activities in many places around the world in the form of POP-UP stores.
04|Nike将在上海开设全新创意工作室
Nike正在向其关键市场投入资金——将于上海开设一个全新的创意工作室。
近年Nike在中国不断扩建新设施，在深圳设立了技术中心，在上海设立了运动研究实验室。Nike希望更贴近中国消费者，重新夺回其市场份额。Nike在2024财年在中国市场创造了75亿美元的收入，占全球销售额的15%。另外，今年3月首席执行官Elliott Hill将上海列为Nike全球五大重要城市之一，与北京、纽约、洛杉矶和伦敦并列。
04|Niketo open brand-new creative studio in Shanghai
Nike is investing in its key markets - opening brand-new studio in Shanghai.
In recent years, Nike has been continuously expanding its new facilities in China. It has established a technology center in Shenzhen and a sports research laboratory in Shanghai. Nike hopes to get closer to Chinese consumers and regain its market share. Nike generated $7.5 billion in revenue in the Chinese market in fiscal year 2024, accounting for 15% of its global sales. In addition, CEO Elliott Hill listed Shanghai as one of the top five important cities for Nike globally, alongside Beijing, New York, Los Angeles and Londonin March 2025.
05|梵克雅宝、卡地亚将在五月涨价
继LV传出即将涨价消息后，梵克雅宝与卡地亚也相继确认将在2025年5月启动新一轮产品价格调整。据悉，此次涨价将涵盖部分经典珠宝及皮具产品，但具体调整幅度和涵盖范围目前尚未公布。
多位业内人士分析认为，本轮价格上调可能受到原材料成本上涨、汇率波动以及品牌全球定价策略调整等多重因素影响。
05|Van Cleef & Arpels and Cartier to raise their prices in May
Following the news that LV is about to raise its prices, Van Cleef & Arpels and Cartier have also successively confirmed that they will launch a new round of product price adjustments in May 2025. It’s learned that this price increase will cover some classic jewelry and leather goods products, but the specific adjustment range and coverage have not been announced yet.
Many industry insiders analyzed and believed that this round of price increase may be influenced by multiple factors such as the rise in raw material costs, exchange rate fluctuations, and adjustments in the global pricing strategies of brands.
PART.03
行业资讯 Industrial News
01|受特朗普关税政策影响，法国、意大利下调2025年经济增长预期
在推出对等关税后不久，美国总统特朗普于4月9日突然宣布对不采取报复行动的国家实施90天的关税暂缓。不久后，法国经济部长表示，由于“存在不确定性”，政府已下调了法国2025年的经济增长预期从0.9%下调至0.7%。
意大利政府则稍早宣布，受美国的关税政策影响，意大利已将2025年的经济增长预期下调一半，降至0.6%。
德国五大权威经济研究机构10日发布联合经济预测报告，预计2025年德国经济将仅微增0.1%，较去年秋季预测的增长0.8%大幅下调。
01|Influenced by Trump's tariff policy, France and Italy have lowered their economic growth expectations for 2025
Shortly after the introduction of reciprocal tariffs, US President Trump suddenly announced a 90-day tariff moratorium on countries that did not take retaliatory actions on 9 April. Shortly afterwards, the French Minister of Economy Department stated that due to uncertainties, the government has lowered France's economic growth forecast for 2025 from 0.9% to 0.7%.
The Italian government announced earlier that due to the tariff policy of the US, Italy had halved its economic growth forecast for 2025 to 0.6%.
Five authoritative economic research institutions in Germany released a joint economic forecast report on 10 April, predicting that the German economy will grow by only 0.1% in 2025, a significant downward revision from the 0.8% growth predicted last autumn.
02|邦德街成欧洲最贵商铺街道
根据国际房地产顾问公司Savills发布的2024年全球报告，伦敦邦德街目前是全欧洲租金最高的街道，核心商铺租金较2023年上涨20%至每平方米1.5333万欧元，超越2023年排名第一的米兰蒙特拿破仑大街。
不过全球范围内纽约的第五大道仍居榜首，去年租金平均涨幅达24%至2.6万欧元每平方米，创下疫情以来最高水平。Savills表示在其追踪的21个核心市场中，超过75%的城市年租金持平或上涨。报告还显示去年全球新店开设数量增长12%，其中中国贡献全球新店开设的40%，较2023年增长10%。
02|Bond Street became the most expensive commercial street in Europe
According to the 2024 Global Reportreleased by the international real estate consultancy Savills, Bond Street in London is currently the street with the highest rent in all of Europe. The rent for core stores has risen by 20% compared to 2023 to €15,333 per square meter, surpassing the top-ranked Monte Napoleonic Street in Milan in 2023.
However, Fifth Avenue in New York still tops the list globally. Last year, the average rent increase reached 24% to €26,000 per square meter, hitting the highest level since the epidemic. Savills said that in the 21 core markets it tracks, more than 75% of the cities have flat or rising annual rents. The report also shows that the number of new stores opened globally increased by 12% last year, with China contributing 40% of the global new store openings, a 10% increase compared to 2023.
03|韩国消费者在奢侈品牌上的花费正在急剧下降
《韩国经济日报》援引韩国数据平台KED Aicel的数据称，韩国消费者在奢侈品牌上的花费正在急剧下降。
举例来说，2月法国奢侈品公司开云集团旗下品牌在韩国市场的信用卡交易总额为381亿韩元，比上一年下降了10.3%，这是开云旗下品牌自2018年以来月销售额的最低值。
其他奢侈品公司旗下的品牌也出现了下滑。比如，路易威登和纪梵希等17家LVMH 路威酩轩集团旗下品牌的交易额同比下降了4.2%至1460亿韩元。
03|The spending of South Korean consumers on luxury brands is dropping sharply
The Korea Economic Daily, citing data from data platformKED Aicel, said that South Korean consumers' spending on luxury brands is dropping sharply.
For instance, the total credit card transaction volume of brands under the French luxury goods company Kering Group in the South Korean market was 38.1 billion wonin February, a decrease of 10.3% compared to the previous year. This was the lowest monthly sales value of Kering's brands since 2018.
Brands under other luxury companies have also declined. For instance, the transaction volume of 17 brands under LVMH Group, such as Louis Vuitton and Givenchy, decreased by 4.2% y-o-y to 146 billion won.
04|Bernstein将2025年奢侈品行业增长预期下调至-2%
随着全球营收预计同比下降2%，2025年奢侈品集团息税前利润或比2024年缩水4%-6%。Bernstein早前报告已预警，相比关税对奢侈品定价的直接影响，更应警惕九大间接冲击波：包括市场不确定性加剧、股市暴跌、美元贬值及全球经济衰退风险。
04|Bernstein has lowered its growth forecast for the luxury goods industry in 2025 to -2%
With global revenue expected to decline by 2% y-o-y, luxury goods groups' earnings before interest and taxes in 2025 May shrink by 4% to 6% compared to 2024. Bernstein's earlier report had already warned that compared with the direct impact of tariffs on the pricing of luxury goods, nine indirect shock waves should be guarded against more: including increased market uncertainty, stock market crashes, the depreciation of the US dollar and the risk of global economic recession.
05|Brunello Cucinelli 一季度营收增长10.5%
意大利奢侈品公司Brunello Cucinelli发布截至3月31日的2025财年第一季度报告：营收表现优异，同比增长10.5%至3.415亿欧元，与市场分析师预测的3.43亿欧元基本一致，所有市场均实现两位数增长。
05|Brunello Cucinelli's revenue increased by 10.5% in Q1
Italian luxury goods company Brunello Cucinelli released its Q1 report for fiscal year 2025 ending 31 March: the revenue performed well, increasing by 10.5% y-o-y to €341.5 million, which was basically in line with the €343 million predicted by market analysts. All markets achieved double-digit growth.
PART.04
Investment and Financing
01|爱马仕超越LVMH成为全球最大奢侈集团
经营着HERMÈS品牌的爱马仕国际公司（简称爱马仕）市值已达到2436.5亿欧元，暂时超过路易·威登集团（简称 LVMH）的2434.4亿欧元。这使得爱马仕成为全球最有价值的奢侈品集团，并成为法国CAC 40指数（法国重要的股价指数）中最有价值的股票。
LVMH受中国、美国需求放缓等因素影响，在今年第一季度整体销售额较上年同期小幅下滑3%至203.11亿欧元，爱马仕则成功抵御住了市场需求下降的冲击。值得注意的是，LVMH曾在2010年试图收购爱马仕但最终未果。
01|Hermes surpassed LVMH to become the world's largest luxury group
The market value of HermesInternational (referred to as Hermes), which operates theHERMÈS brand, has reached €243.65 billion, temporarily surpassing the €243.44 billion of Louis Vuitton (referred to as LVMH). This makes Hermes the world's most valuable luxury goods group and the most valuable stock in the French CAC 40 Index (an important stock price index in France).
LVMH's overall sales in Q1of this year slightly declined by 3% compared with the same period last year to €20.311 billion, affected by factors such as the slowdown in demand in China and the US. Hermes, on the other hand, successfully withstood the impact of the decline in market demand. It is worth noting that LVMH attempted to acquire Hermes in 2010 but ultimately failed.
02|日本潮牌Ambush创始人购回品牌所有股权
日本潮牌Ambush成为最新退出意大利多品牌时尚集团New Guards Group的品牌。
Ambush联合创始人Verbal（首席执行官）、Yoon Ahn（创意总监）夫妇宣布，已购回品牌所有股权。“重新获得全部所有权，让我们能够充分表达Ambush赖以建立的核心价值观和最初愿景”，Yoon在声明中指出。
02|The founder of Japanese popularbrand Ambush has bought back all the shares of Ambush
Japanese popular brand Ambush has become the latest to leave the Italian multi-brand fashion Group New Guards Group.
Verbal (CEO) and Yoon Ahn (creative director), co-founders of Ambush, announced that they have repurchased all of their shares in the brand. "Regaining full ownership allows us to fully express the core values and original vision on which Ambush was built," Yoon said in a statement.
来源：美发设计院一点号