摘要：Corinthian号全长220米，为三桅帆船，全部动力均由一个强大的风帆系统提供，这一系统由三张1500平方米的刚性帆组成，并辅以以液化天然气为动力的混合动力发动机，注重可持续性。该艘帆船将于3月25号将开放预订，首航将2026年6月启动。
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue242 | 2025.3.10-16
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|东方快车旗下超奢华帆船即将开放预定
Corinthian号全长220米，为三桅帆船，全部动力均由一个强大的风帆系统提供，这一系统由三张1500平方米的刚性帆组成，并辅以以液化天然气为动力的混合动力发动机，注重可持续性。该艘帆船将于3月25号将开放预订，首航将2026年6月启动。
01|L'Orient Express's ultra-luxury sailboat is now open for pre-order
Corinthian is a 220-metre, three-masted sailing vessel, powered entirely by a powerful sailing system consisting of three 1,500 square metres of rigid sails, complemented by a hybrid engine powered by liquefied natural gas, with a focus on sustainability. The boat will be available for pre-order from 25 March, with its maiden voyage scheduled for June 2026.
02|香港迪士尼乐园的成功盈利具有启示意义
香港迪士尼乐园在长期亏损后迎来历史性盈利，2023年净利润达8.38亿港元，游客数量和消费均创新高。其关键策略包括对迪士尼IP进行战略性投资，如推出《冰雪奇缘》主题园区，并注重提供高端独特的旅游体验以吸引游客。香港迪士尼的成功启示着旅游业发展应致力打造独特的文化旅游品牌，以提升全球吸引力。
02|The success of Hong Kong Disneyland is instructive
Hong Kong Disneyland has made a historic profit after a long period of losses, with a net profit of HK $838 million in 2023, as visitor numbers and spending hit record highs.
Its key strategies include strategic investments in Disney IP, such as the launch of a Frozen Ever After land, and a focus on delivering high-end unique travel experiences to attract visitors. The success of Hong Kong Disneyland suggests that the tourism industry should strive to build a unique cultural tourism brand to enhance its global appeal.
03|环球“史诗宇宙”推出行程规划应用程序
奥兰多环球度假区将于2025年5月22日开放全新主题乐园“史诗宇宙”，并推出官方互动地图，帮助游客规划行程。游客可通过“Universal FL”应用访问该地图，查看五大主题世界的游乐设施、餐饮、购物等信息。该地图涵盖“超级任天堂世界”、“驯龙高手”、“哈利波特魔法部”等区域，为游客提供便捷的游览体验，让他们在正式入园前做好充分准备。
03|Epic Universe of Universal launches trip planning app
Universal Orlando will open the new theme park Epic Universe on 22 May 2025, with an official interactive map to help guests plan their trip. Visitors can access the map through the "Universal FL" app to see rides, dining, shopping and other information about the five themed worlds.
The map covers areas such as "Super Nintendo World," "How to Train Your Dragon," and "Harry Potter: The Ministry of Magic" to provide visitors with a convenient tour experience and allow them to prepare well before they officially enter the park.
PART.02
零售品牌 Brands' News
01|霸王茶姬正式进入越南市场
中国奶茶品牌霸王茶姬近日在其Facebook官方主页宣布即将进军越南市场。同时，其还发布了针对越南市场的招聘计划。
01|CHAGEE officially entered the Vietnamese market
Chinese tea brand CHAGEE recently announced its entry into the Vietnam market on its official Facebook page. At the same time, it also announced a recruitment plan for the Vietnam market.
02|UR纽约首店开业
3月3日，中国快时尚品牌URBANREVIVO（简称UR）在纽约曼哈顿SOHO区开设了其在美国的首家门店，同时也是品牌海外最大的单体店，占地面积近3000平方米。
UR纽约首店的开业，尤其彰显了中国快时尚品牌在全球时尚领域的影响力和竞争力。截至目前，UR全球门店数量已突破400家，其中海外门店近20家，覆盖美国、新加坡、马来西亚、菲律宾、越南、泰国等多个国家。
02|UR opens its first store in New York
Chinese fast fashion brand URBANREVIVO opened its US first store in the SOHO district of Manhattan, New York on 3 March, and it is also the brand's largest single store overseas, covering an area of nearly 3,000 square meters.
The opening of store especially highlights the influence and competitiveness of Chinese fast fashion brands in the global fashion field. Up to now, the number of UR stores worldwide has exceeded 400, including nearly 20 overseas stores, covering the US, Singapore, Malaysia, the Philippines, Vietnam, Thailand and other countries.
03|杨国福麻辣烫菲律宾首店开业
近日，杨国福麻辣烫在菲律宾开出首店，正式进军菲律宾市场。这不仅是杨国福麻辣烫国际化布局的重要一步，更是中式特色餐饮文化在海外的又一次有力传播。
03|Yang Guofu Malatang Philippine first store opened
Recently, Yang Guofu opened its first store in the Philippines and officially entered the Philippine market. This is not only an important step in the international layout of Yang Guofu, but also another powerful spread of Chinese characteristic catering culture in the overseas market.
04|Topologie中国内地首家门店落地上海
近日，法国小众山系品牌Topologie中国内地首家门店落地上海，计划将于4月底开业。Topologie诞生于2018年，品牌理念为Make functional objects beautiful。
04|Topologie lands its first store in the mainland of China in Shanghai
Recently, French brand Topologie lands its first store in the mainland of China in Shanghai, and opens in April. Topologie was established in 2018, with concept is to Make functional objects beautiful.
05|Flokk中国首店落地上海
据悉，北欧高端办公家具Flokk全国首家旗舰店落地上海，3月18日开业。Flokk以其独特的设计和创新的产品著称，特别是在人体工学椅的设计上有着突出的表现。
05|Flokk China's first store landed in Shanghai
It’s reported that the first flagship store of Flokk, a high-end office furniture in northern Europe, landed in Shanghai and opened on 18 March. Flokk is known for its unique design and innovative products, especially the prominent performance in the ergonomic chair design.
06|哈利·波特芝加哥商店将于4月开业
芝加哥将于4月10日迎来自己的官方哈利·波特商店。店内特别设有“芝加哥专区”，融合本地特色与魔法元素。此外，商店还提供个性化定制、糖果专区及MinaLima设计作品展区，并以《火焰杯》20周年为主题打造奇幻装饰，包括人鱼彩窗、火焰飞扫、迷宫地板等精彩设计场景。
06|The Harry Potter Chicago Store will open in April
Chicago will welcome its own official Harry Potter Store on 10 April. The store features a special "Chicago section" that blends local features with magical elements.
In addition, the store also provides personalized customization, candy area and MinaLima design exhibition area, and several attractions designed under the theme of "Goblet of Fire" 20th anniversary, including mermaid windows, flame flying, maze floor and others.
07|别样肉客宣布暂停中国业务
近日，美国植物肉龙头企业别样肉客宣布将暂停中国区运营，并裁减95%的员工。作为全球知名品牌，别样肉客身上有不少亮眼的标签，包括“植物肉第一股”“上市首月市值突破百亿美元”“比尔·盖茨、莱昂纳多等多位名人的投资”等。
然而，从2022年开始，别样肉客就陷入着营收下滑、持续亏损的漩涡。
07|Go Beyond announced the suspension of China operations
Recently, the leading American plant-based meat company, Go Beyond, announced that it would suspend operations in China and cut 95% of its employees. As a global well-known brand, there are many bright labels on Go Beyond, including "the first share of plant meat", "the market value of the first month of listing exceeded 10 billion dollars", "Bill Gates, Leonardo and other celebrities' investment" and so on.
However, since 2022, Go Beyond has been mired in a vortex of declining revenue and continuous losses.
PART.03
行业资讯 Industrial News
01|沃尔玛向部分中国供应商提出降价要求
据媒体报道，全球零售巨头沃尔玛近日向部分中国供应商提出降价10%的要求，以缓解因关税政策带来的成本压力，这可能意味着供应商需承担特朗普时期关税的全部成本。
然而，由于沃尔玛长期以低价采购商品，供应商的利润空间已十分有限，目前，尚不清楚有多少供应商会最终接受沃尔玛的降价要求。中国商务部等部门近日约谈了沃尔玛公司，以了解有关情况。
01|Walmart has demanded price cuts from some of its Chinese suppliers
According to media reports, the global retail giant Walmart recently asked some Chinese suppliers to cut prices by 10% to ease the cost pressure caused by tariffs, which may mean that suppliers have to bear the full cost of the Trump-era tariffs.
However, it is unclear how many suppliers will ultimately accede to Walmart's demand for lower prices, which has limited their profit margins for a long time. Ministry of Commerce pf The People's Republic of China and other departments have recently interviewed Walmart to learn more about the situation.
02|Mango去年营收利润均创历史新高
西班牙快时尚零售商Mango在2024财年业绩报告显示，营收同比增长7.6%至33.39亿欧元，净利润大涨27.25%至2.19亿欧元，均创下历史新高。
按业务线划分，Mango女装系列仍然是公司的主要收入来源（占总收入的79%）。按市场划分，西班牙本土市场占Mango总销售额的22%，国际销售额有所增长，所占的比例从71%升至78%。值得注意的是，该集团正在加强实体渠道销售主导地位，2024年全年共投资超2亿欧元用于扩建和翻新其商业网络，集团目标是在2024年至2026年期间开设500个新销售点。
02|Mango posted record revenues and profits in 2024
Spanish fast fashion retailer Mango reported a 7.6% y-o-y increase in revenue to €3.339 billion and a 27.25% jump in net profit to €219 million in the fiscal year 2024, both record highs.
By business line, the Mango women's collection continues to be the company's main source of revenue (79% of total revenue). By market, the Spanish market accounted for 22% of Mango's total sales, while international sales increased from 71% to 78%. Notably, the Group is strengthening its physical channel sales dominance, investing more than €200 million in the expansion and refurbishment of its commercial network for the full year 2024, with a target of opening 500 new points of sale between 2024 and 2026.
03|中国平板电视在日本市场份额首超5成
调查公司BCN综研的数据显示：在日本平板电视市场，海信集团和TCL等中国企业的销量份额在2024年首次超过了50%，索尼和松下的市场份额均低于10%。中企充分发挥全球供应链优势，依托具有竞争力的价格策略，精准聚焦年轻消费群体，持续拓展市场份额。
03|China's flat panel TV market share in Japan exceeded 50% for the first time
Research firm BCN’s data shows that the sales share of Chinese companies such as Hisense Group and TCL exceeded 50% for the first time in the Japanese flat panel TV market in 2024, while SONY and Panasonic's market share were both below 10%. Chinese companies use their global sourcing capabilities to expand their sales, focusing on young people with reasonable prices.
04|英国央行行长：美关税政策对英国和世界经济构成重大风险
英媒报道，英国央行行长安德鲁·贝利警告称，美国特朗普政府的关税政策会打击经济增长，并对英国和世界经济构成重大风险。
报道指出，如果对进入美国的英国商品加征关税，这将“给英国经济带来下行压力”，因为英国企业将更难向美国销售产品。全球供应链如果破裂，将打击英国经济增长，推高通胀。
04|Bank of England governor: US tariff policy poses a significant risk to the UK and world economy
The governor of the Bank of England, Andrew Bailey, has warned that the Trump administration's tariff policies in the US will hit economic growth and pose a significant risk to the UK and the world economy.
If tariffs were imposed on British goods entering the US, it would put downward pressure on the UK economy as British businesses would find it harder to sell to the US. A breakdown in global supply chains would hit UK growth and push up inflation.
05|Zara母公司去年营收逼近390亿欧元
Zara母公司Inditex集团在2024财年业绩显示，集团营收同比增长7.46%至386.3亿欧元，净利润同比大涨8.93%至58.7亿欧元，延续了近年来的强劲增长势头。
按业务线划分，Zara（包括Zara、Zara Home业务）仍然是公司的主要收入来源，营收增长6.6%至277.7亿欧元；Bershka营收增长11.8%至29.3亿欧元；Stradivarius、Pull＆Bear、Massimo Dutti、Oysho营收分别增长14.1％、4.6％、6.6％、11.8％至26.6亿欧元、24.6亿欧元、19.6亿欧元、8.31亿欧元。
05|Zara's parent company had revenues of nearly €39 billion last year
Zara parent company Inditex Group’s fiscal year 2024 results showing that the group's revenue increased by 7.46% y-o-y to €38.63 billion, net profit rose 8.93% y-o-y to €5.87 billion, continuing the strong growth momentum in recent years.
By business line, Zara (including Zara and Zara Home) continued to be the company's main revenue driver, with revenue up 6.6% to €27.77 billion. Bershka revenue increased 11.8% to €2.93 billion; Stradivarius, Pull&Bear, Massimo Dutti and Oysho increased their revenues by 14.1%, 4.6%, 6.6% and 11.8% to €2.66 billion, €2.46 billion, €1.96 billion and €831 million respectively.
06|PUMA 2024年全球销售额增长4.4%
德国运动品牌 PUMA于近日公布了2024年第四季度及全年完整业绩：第四季度销售额同比增长15.5%至22.89亿欧元，按汇率调整后同比增长9.8%，全年销售表现持续改善。作为PUMA最重要的战略市场之一，大中华区第四季度营收录得高单位数增长，已连续八个季度实现正增长。
06|PUMA's global sales grew 4.4% in 2024
German sports brand PUMA recently announced the Q4 and full year 2024 results: Q4 sales increased 15.5% y-o-y to €2.289 billion, an increase of 9.8% y-o-y adjusted for currency, sales performance continued to improve throughout the year.
As one of PUMA's most important strategic markets, Greater China recorded high single-digit revenue growth in the Q4, marking eight consecutive quarters of positive growth.
PART.04
投融资 Investment and Financing
01|柒和伊控股出售伊藤洋华堂等非便利店业务
近日，日本柒和伊控股宣布，与贝恩资本签署最终协议，将以8147亿日元（约合53.7亿美元）的价格出售旗下商超业务集团，预计今年9月完成交易。
柒和伊控股表示，集团一直在积极推进向战略合作伙伴出售杂货零售、特产等非便利店核心业务的进程。
01|Seven & I Holdings to sell its non-convenience store businesses, including Ito Yokado
Recently, Japan's Seven and I Holdings announced that it signed a definitive agreement with Bain Capital to sell its supermarket business group for 814.7 billion yen (about $5.37 billion), and is expected to complete the transaction in September this year.
Seven & I Holdings stated that the group has been actively selling non-convenience store businesses to strategic partners, such as grocery retail, specialty and others.
02|六旗考虑在合并后出售规模较小的乐园
六旗娱乐在与雪松娱乐合并后对其投资组合进行了全面审查，正在考虑出售一些规模最小的乐园。可能被出售的是那些被认为对长期发展战略影响较小的乐园，但具体涉及哪些乐园，目前尚未正式披露。
02|Six Flags is considering selling smaller parks after the merger
Six Flags Entertainment Corporation is considering selling some of its smallest parks after a comprehensive review of its portfolio following its merger with Cedar Fair. Likely to be sold are those parks that are considered to have less impact on long-term development strategy, but the specific parks involved have not been officially disclosed.
来源：中购联
