摘要：迪士尼宣布与中东主题乐园运营商Miral合作，在阿布扎比打造全球首个全室内迪士尼乐园。Miral首席执行官Mohamed Abdalla Al Zaabi表示：Miral目前旗下的主题乐园都是室内主题乐园，阿布扎比迪士尼乐园也不例外。他同时透露，乐园将选址亚斯
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue251 | 2025.5.19-25
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|迪士尼阿布扎比主题乐园将为室内乐园
迪士尼宣布与中东主题乐园运营商Miral合作，在阿布扎比打造全球首个全室内迪士尼乐园。Miral首席执行官Mohamed Abdalla Al Zaabi表示：Miral目前旗下的主题乐园都是室内主题乐园，阿布扎比迪士尼乐园也不例外。他同时透露，乐园将选址亚斯岛，与法拉利世界、华纳兄弟世界等国际品牌共同形成全球顶级主题乐园集群。
01|The Disney ABU Dhabi theme Park will be an indoor park
Disney has announced a partnership with Miral, a theme park operator in the Middle East, to create the world's first fully indoor Disney park in ABU Dhabi. Mohamed Abdalla Al Zaabi, the CEO of Miral, said: "All the theme parks currently under Miral are indoor theme parks, and ABU Dhabi Disneyland is no exception." He also disclosed that the park will be located on Yas Island and, together with international brands such as Ferrari World and Warner Bros. World, together forming a global cluster of top theme parks.
02|GURNER™集团开启37.5亿美元Jam Factory重建终章
GURNER™集团近日公布，其耗资37.5亿美元的Jam Factory重建项目正式开始第三阶段工程，这是墨尔本奢侈品零售和房地产行业的一个里程碑式的项目。
Jam Factory将重新定义多感官商业，项目首创"五感商业生态"，通过香氛系统、触感材料实验室、光影艺术装置等科技手段实现沉浸式消费。南雅拉地块已引入Dior嗅觉体验馆、Hermès触觉面料工坊等23家全球首店，客群停留时间预计提升40%。
02|GURNER™ Group unveils $3.75B final stage for Iconic Jam Factory redevelopment
GURNER™ Group recently announced that the third phase of its $3.75 billion Jam Factory reconstruction project has been submitted. This is a landmark project in Melbourne's luxury retail and real estate industries.
Jam Factory will redefine multi-sensory business. The project pioneers the "five-sense ecosystem", achieving immersive consumption through technologies such as fragrance systems, tactile material laboratories, and light&shadow art installations. The Nanyala plot has introduced 23 global first stores, including the Dior Olfactory Experience Store and Hermès in the Making, and the customer stay time is expected to increase by 40%.
03|好莱坞环球影城新夏季活动重现经典电影场景
好莱坞环球影城将于6月13日至8月10日举办全新季节性活动“Universal Mega Movie Summer”。活动将围绕《侏罗纪世界》、《大白鲨》、《回到未来》、《魔法坏女巫》、《驯龙高手》等影片，推出沉浸式体验、角色互动、美食新品及拍照打卡点，并将展出《速度与激情》新过山车。经典电影特别放映和DJ演出也将同步举行，打造电影迷的夏日盛宴。
03|Universal Studios Hollywood's new summer event brings back classic movie scenes
Universal Studios Hollywood will host a brand-new seasonal event, "Universal Mega Movie Summer", from 13 June to 10 August. The event will revolve around films such as "Jurassic World", "Jaws", "Back to the Future", "The Bad Witch", and "How to Train Your Dragon", offering immersive experiences, character interactions, new food products, and photo spots.
It will also showcase the new roller coaster from "The Fast and the Furious". Special screenings of classic films and DJ performances will also be held simultaneously, creating a summer feast for film fans.
04|RWS Global宣布计划在中东开设总部
5月19日，全球领先的现场娱乐和体育领域的领导者RWS Global宣布，计划在利雅得设立总部，进一步拓展公司在中东地区的业务版图。
RWS Global以其在体育赛事呈现、目的地设计、项目构建以及策划顶级海陆娱乐体验方面的专业知识而闻名。该公司在中东地区拥有丰富的经验，自2022年以来，每年都成功举办沙特运动会，这是沙特王国有史以来规模最大的全国性体育赛事。此外，RWS Global对该地区的贡献包括设计阿布扎比法拉利世界、为华纳兄弟世界和阿布扎比海洋世界提供服务等。
04|RWS Global announced plans to open its headquarters in the Middle East
RWS Global, the world's leading leader in live entertainment and sports, announced on 19 May that it plans to establish its headquarters in Riyadh to further expand its business in the Middle East region.
RWS Global is renowned for its expertise in the presentation of sports events, destination design, project construction, and the planning of top-notch land and sea entertainment experiences. The company has extensive experience in the Middle East. Since 2022, it has successfully held the Saudi Games every year, which is the largest national sports event in the history of the Kingdom of Saudi Arabia. Furthermore, RWS Global's contributions to the region include designing Ferrari World ABU Dhabi, providing services for Warner Bros. World and Sea World ABU Dhabi, etc.
PART.02
零售品牌 Brands' News
01|始祖鸟开辟中国首个世界级岩场
5月15日，始祖鸟邀请品牌运动员，开线团队核心成员，国内外攀岩社区代表和攀岩爱好者等齐聚广西凤山社更穿洞，共同见证中国首个世界级岩场以及国内首条专业难度突破线路的盛大启幕。
本次“从0到1”的历史性突破，填补了我国世界级岩场的空白，为攀岩运动发展树立了全新的难度标杆，开启中国攀岩的全新时代。
01|ARC'TERYX opened up China's first world-class rock field
ARC'TERYX invited over a hundred rock climbing enthusiasts, including brand athletes, core members of the route opening, representatives from domestic and international rock climbing communities, to gather at the Shegeng Tunnel in Fengshan, Guangxi, to witness the grand opening of China's first world-class rock climbing site and the first professional difficulty breakthrough route in China on 15 May.
This historic breakthrough from "0 to 1" has filled the gap of world-class rock climbing venues in China, set a new difficulty benchmark for the development of rock climbing, and ushered in a new era of rock climbing in China.
02|朱光玉火锅馆海外首站登陆马来西亚
近日，朱光玉火锅馆官宣其品牌海外首店已在马来西亚吉隆坡亮相。创立于2020年的朱光玉火锅馆凭借独特火锅风味和创新甜品迅速征服食客，不到五年的时间便已成为风靡川渝的火锅界“顶流”。
02|Zhu Guang Yu Hot Pot's first overseas stop landed in Malaysia
Recently, Zhu Guang Yu Hot Pot officially announced that its first overseas store has made its debut in Kuala Lumpur, Malaysia. Founded in 2020, Zhu Guang Yu Hot Pot has quickly won over diners with its unique hot pot flavors and innovative desserts. In less than five years, it has become a "top star" in the hot pot industry of Sichuan and Chongqing.
03|江南雅厨海外首店登陆旧金山
5月18日，江南雅厨首家海外门店正式登陆美国旧金山湾区。这是江南雅厨首次走出国门，也是旧金山湾区首家以“苏帮菜非遗技艺”为核心的苏州菜餐厅，标志着苏州饮食文化全球化推广迈出里程碑式的一步。
03|The first overseas store of Jiangnan Delicacy landed in San Francisco
The first overseas store of Jiangnan Delicacy officially opened in the San Francisco Bay Area, USA on 18 May. This is the first time that Jiangnan Delicacy has ventured abroad. It’s also the first Suzhou cuisine restaurant in the San Francisco Bay Area to focus on the "intangible cultural heritage skills of Suzhou cuisine", marking a milestone step in the global promotion of Suzhou's culinary culture.
04|Yoajung大陆首店落地上海
近日消息，备受韩国爱豆欢迎的、来自首尔的酸奶冰淇淋品牌Yoajung优格家大陆首店落地上海，或将于6月中下旬开业。
2020年，Yoajung在韩国开第一间分店，截至2025年3月，在韩国已有650多间分店。品牌还在美国夏威夷以及澳大利亚悉尼开出门店。
04|Yoajung's first store in the mainland of China landed in Shanghai
Recently, it was reported that Yoajung, a yogurt ice cream brand from Seoul that is popular among South Korean idols, has opened its first store in the mainland of China in Shanghai and is expected to open in the middle to late June.
In 2020, Yoajung opened its first branch in South Korea. As of March 2025, it has over 650 branches in South Korea. The brand has also opened stores in Hawaii of the US and Sydney of Australia.
05|瑞典香水品牌CRA-YON开中国首店
瑞典高端沙龙香氛品牌LYDEEN旗下全新副线品牌CRA-YON于杭州开出中国首家限时精品店。
快闪店空间设计延续CRA-YON 标志性多巴胺美学，以高饱和度色彩矩阵重构香氛体验场景。不同于LYDEEN的经典高端定位 ，CRA-YON的价格更为亲民。
05|The Swedish perfume brand CRA-YON opened its first store in China
The new sub-brand CRA-YON of the Swedish high-end salon fragrance brand LYDEEN has opened its first limited-time boutique in Hangzhou, China.
The space design of the store continues CRA-YON's signature dopamine aesthetics and reconstructs the fragrance experience scene with a highly saturated color matrix. Unlike the classic high-end positioning of LYDEEN, the price of CRA-YON is more affordable.
06|Nike即将调整全线产品价格
Nike计划近日起调涨部分鞋款、服饰与装备的建议零售价，调价范围广泛，预计将于6月1日前全面生效。此次涨价被认为与美国新一轮关税政策相关，旨在缓解利润压力。
价将直接反映于Nike官网及门店的零售价，且品牌已通知批发渠道，零售商的调价幅度仍然未知。
06|Nike to adjust the prices of all its products
Nike plans to raise the suggested retail prices of some of its shoes, clothing and equipment starting from recently. The range of price adjustments is extensive and it is expected to take full effect before 1 June. This price increase is believed to be related to the new round of tariff policies in the US, aiming to relieve profit pressure.
The price will be directly reflected in the retail prices on Nike's official website and in stores. Moreover, the brand has informed the wholesale channels, and the extent of the retailer's price adjustment remains unknown.
PART.03
行业资讯 Industrial News
01|贝恩下调对全球奢侈品行业的预测：2025年预计将下滑2%-5%
贝恩指出，全球奢侈品市场目前正在经历“更加复杂的多轴动荡”。它指出，今年第一季度，经济压力不断增大，消费者对价格上涨的疲劳感也日益增加。许多购物者似乎在等待奢侈品牌推出更多原创和创意产品。
01|Bain lowered its forecast for the global luxury goods industry: decline by 2-5% in 2025
Bain pointed out that the global luxury goods market is currently experiencing "more complex multi-axis turbulence". It points out that economic pressure has been continuously increasing in Q1 of 2025, and consumers' fatigue with rising prices has also been growing. Many shoppers seem to be waiting for luxury brands to launch more original and creative products.
02|始祖鸟母公司第一财季营收大涨近23%
始祖鸟母公司Amer Sports在截至3月31日第一季度财报显示，营收同比大涨23%至14.73亿美元，净利润增至1.35亿美元。分部门来看，始祖鸟所在的技术功能性服饰部门营收增长28%至6.33亿美元；Salomon所在的户外性能部门营收增长25%至5.02亿美元；Wilson所在的球类及球拍装备部门营收增长12%至3.06亿美元。展望全年，Amer Sports上调2025年预期，预计营收增长15%至17%。
02|The revenue of the parent company of ARC'TERYX rose by nearly 23% in Q1
Amer Sports, the parent company of ARC'TERYX, reported in its Q1 report ending 31 March that its revenue rose by 23% y-o-y to $1.473 billion, and its net profit increased to $135 million. By department, the revenue of the technical functional apparel division where ARC'TERYX is located increased by 28% to $633 million. The revenue of Salomon's outdoor performance division increased by 25% to $502 million.
The revenue of the ball games and racket equipment division where Wilson works increased by 12% to $306 million. Looking ahead to the full year, Amer Sports raised its forecast for 2025, expecting revenue growth of 15% to 17%.
03|亚太地区连续两年成为暑期旅游热点之首
Mastercard 经济研究所的《2025年度旅游业趋势》报告显示，全球最热门15个暑期旅游城市中，亚太地区占8席，东京和大阪位居前二，上海位列第4。中国内地在2024年仍是全球最大的出境旅游市场。 Mastercard亚洲首席经济学家David Mann表示，亚太地区持续引领全球旅游潮流，东京、上海、首尔和新加坡等热门目的地吸引着全球旅客。
03|The Asia-Pacific region has been the top summer tourism hotspot for two consecutive years
Mastercard Economic Research's "2025 Travel Trends" report shows that among the world's top 15 most popular summer travel cities, the Asia-Pacific region takes up 8 spots, with Tokyo and Osaka ranking first and second, and Shanghai coming in fourth.
The mainland of China remains the world's largest outbound tourism market in 2024. David Mann, the chief economist of Mastercard Asia, said that the Asia-Pacific region continues to lead the global tourism trend, and popular destinations such as Tokyo, Shanghai, Seoul and Singapore attract global travelers.
04|加拿大鹅年营收超13.4亿美元
加拿大鹅在2025财年业绩报告显示，营收同比增长1.1%至13.484亿美元，净利润录得9480万美元，在整体消费环境承压的背景下实现稳健增长。值得注意的是，服装品类成为推动第四季度及全年增长的核心动力，尤其是涵盖运动衫、运动裤、毛衣与T恤等非外套类产品。
04|Canada Goose's annual revenue exceeds $1.34 billion
Canada Goose's fiscal year 2025 performance report shows that its revenue increased by 1.1% y-o-y to $1.3484 billion, and its net profit was recorded at $94.8 million, achieving steady growth against the backdrop of a pressured overall consumption environment.
It is worth noting that the clothing category has become the core driving force for growth in Q4 and throughout the year, especially non-outerwear products such as sweatshirts, sweatpants, sweaters and T-shirts.
05|Topsports滔搏年营收达270亿元
中国最大运动鞋服零售商滔搏（Topsports）在截至2025年2月28日止的年度内，集团营收同比下降6.6%至270亿元，净利润下降41.9%至12.86亿元。面对整体消费市场波动，滔搏持续进行渠道调整，期内门店数量从上年度的6144家缩减至5020家。新开门店重点聚焦主力品牌旗舰店与专业垂类品牌的布局升级，强化消费者全旅程零售服务体验。
05|Topsports recorded annual revenue of 27 billion yuan
Topsports, China's largest retailer of sports shoes and apparel, saw its group revenue decline by 6.6% y-o-y to 27 billion yuan and its net profit drop by 41.9% to 1.286 billion yuan in the year ending 28 February 2025. Facing the overall fluctuations in the consumer market, Topsports has continuously adjusted its distribution channels.
During the period, the number of its stores decreased from 6,144 in the previous year to 5,020. The newly opened stores will focus on upgrading the layout of flagship stores of major brands and professional vertical brands, and enhance the full-journey retail service experience for consumers.
PART.04
投融资 Investment and Financing
01|迪卡侬拟售中国业务30%的股权
近日，法国体育零售巨头迪卡侬正考虑出售其中国业务约30%的股权，并已与顾问展开相关讨论，吸引部分潜在投资者关注，交易估值或超10亿美元。
迪卡侬在华运营逾30年，拥有200多家门店，2023年收入约为100亿元人民币。其产品94%在中国本地生产，并计划每年新增20至30家门店，持续扩大布局。
01|Decathlon to sell a 30% stake in its business in China
Recently, French sports retail giant Decathlon is considering selling about 30% of its equity in China and has already held relevant discussions with advisors, attracting the attention of some potential investors. The transaction valuation may exceed $1 billion.
Decathlon has been operating in China for over 30 years, with more than 200 stores and an annual revenue of approximately 10 billion yuan in 2023. 94% of its products are produced locally in China, and it plans to add 20 to 30 new stores each year to continuously expand its layout.
02|王兴或有意收购星巴克中国业务
近期，有市场传闻，美团创始人王兴可能参与竞购星巴克中国业务。星巴克正与多方潜在买家接洽，评估在华未来布局。截至2025年3月，星巴克在中国拥有7758家门店。
若交易达成，美团可借助星巴克庞大的用户基础和线下网络，强化本地生活服务平台的实体化发展。此外，KKR、华润集团等也参与竞购，交易结果尚待揭晓。
02|Wang Xing may be interested in acquiring Starbucks' business in China
Recently, there have been market rumors that Wang Xing, the founder of Meituan, might be involved in the bidding for Starbucks' business in China. Starbucks is in contact with multiple potential buyers to assess its future layout in China. As of March 2025, Starbucks has 7,758 stores in China.
If the deal is concluded, Meituan can leverage Starbucks' vast user base and offline network to strengthen the physical development of its local life service platform. In addition, KKR, China Resources Group and others also participated in the bidding, and the transaction result is yet to be announced.
03|传红杉中国计划卖掉Ami Paris
近日，多家媒体报道，红杉中国己委托一家咨询银行出售其2021年收购的法国设计师品牌Ami Paris多数股权，目前交易仍处于初步阶段，具体细节尚未披露。
Ami Paris于2011年创立。2021年，红杉中国收购Ami Paris多数股权。彼时，该项目是红杉中国的首个国际并购项目。
03|It is rumored that Sequoia China plans to sell Ami Paris
Recently, several media outlets have reported that Sequoia Capital China has entrusted a consulting bank to sell a majority stake in Ami Paris, a French designer brand it acquired in 2021. Currently, the transaction is still at an initial stage and specific details have not been disclosed yet.
Ami Paris was founded in 2011. In 2021, Sequoia Capital China acquired a majority stake in Ami Paris. At that time, this project was Sequoia Capital China's first international merger and acquisition project.
来源：中购联