摘要：近日，纽约市长埃里克·亚当斯宣布，他将在2026财年预算中额外投入2.5亿美元，加上此前已拨款1.53亿美元，用于第五大道的大规模改造。此举将使得第五大道改造项目的总预算超过4亿美元。
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue252 | 2025.5.26-6.1
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|第五大道将启动改造项目
近日，纽约市长埃里克·亚当斯宣布，他将在2026财年预算中额外投入2.5亿美元，加上此前已拨款1.53亿美元，用于第五大道的大规模改造。此举将使得第五大道改造项目的总预算超过4亿美元。
项目将在竣工五年内通过增加房产税和销售税收入收回成本。改造计划包括拓宽人行道，将车道从目前的五条减少到三条，增加树木、绿植和长椅，改善照明和基础设施以减少风暴的影响。该计划旨在让购物者在大道上行走更加便捷、更具吸引力，使其更像巴黎的香榭丽舍大街。
01|The renovation of the Fifth Avenue will be initiated
Recently, New York Mayor Eric Adams announced that he would invest an additional $250 million in the fiscal year 2026 budget, along with the previously allocated $153 million, for the large-scale renovation of the Fifth Avenue. This move will make the total budget of the Fifth Avenue renovation project exceed 400 million US dollars.
The project will recover its cost within five years of completion by increasing revenue from property tax and sales tax. The renovation includes widening the sidewalks, reducing the number of lanes from the current five to three, increasing trees, greenery and benches, and improving lighting and infrastructure to mitigate the impact of storms. This plan aims to make it more convenient and attractive for shoppers to walk on the avenue, making it more like the Champs-Elysees in Paris.
02|“《哈利·波特》禁忌森林之旅”项目落地深圳
作为《哈利·波特》电影IP衍生，“《哈利·波特》禁忌森林之旅”沉浸式夜游项目此前已在英国、比利时、美国等国家和地区成功落地，受到广泛欢迎。
此次落地深圳龙华，意味着全球顶级IP夜游项目首次进入中国，以创新性传播形态，刺激文旅业态转型换代。
02|The "Harry Potter Forbidden Forest Experience" project landed in Shenzhen
As a spin-off of the "Harry Potter" film IP, the "Harry Potter Forbidden Experience" project has been successfully implemented in countries and regions such as the UK, Belgium, and the US, and has been widely welcomed.
This landing in Longhua district marks the first time that a top global IP night tour project has entered China, stimulating the transformation and upgrading of the cultural and tourism industry with innovative communication forms.
03|奢侈品百货Harvey Nichols裁员重塑定位
英国高端百货Harvey Nichols近日宣布，将对位于伦敦骑士桥的旗舰店进行大规模翻修，旨在全面提升顾客体验，并重塑其作为英国标志性品牌与零售目的地地位。此次翻修是公司重组计划的一部分，同时将裁减约5%的员工，涉及约70个职位。
为强化品牌吸引力，Harvey Nichols正加速调整产品结构，今年新增75个时尚品牌，并持续拓展美容品类。
03|Luxury department store Harvey Nichols is laying off staff to reposition itself
British high-end department store Harvey Nichols recently announced that it will carry out a large-scale renovation of its flagship store located in Knightsbridge, London, aiming to comprehensively enhance the customer experience and reshape its status as an iconic brand and retail destination in the UK. This renovation is part of the company's restructuring plan and will involve the layoff of approximately 5% of employees, covering about 70 positions.
To enhance brand appeal, Harvey Nichols is accelerating the adjustment of its product structure. This year, it has added 75 fashion brands and is continuously expanding the beauty category.
04|迪士尼阿布扎比新乐园建设汇聚创意团队与现代科技
迪士尼宣布将在阿布扎比打造中东首座主题乐园。该项目目前主要由华特迪士尼幻想工程的三位幻想工程师共同推进，概念图则由参与上海迪士尼度假区“疯狂动物城“园区设计的Sean Burke绘制。华特迪士尼公司首席执行官Bob Iger在接受GMA采访时称，新乐园的城堡”将成为迪士尼首座现代城堡”，同时新乐园将是迪士尼有史以来科技最先进的主题乐园。
04|The new Disney ABU Dhabi park involves creative teams and modern technology
Disney announced that it will build the first theme park in the Middle East in ABU Dhabi. This project is currently mainly advanced by three fantasy engineers from Walt Disney Imagineering, and the concept picture is drawn by Sean Burke, who participated in the design of the “Zootopia park” in Shanghai Disney Resort. Bob Iger, the CEO of The Walt Disney Company, said in an interview with GMA that the castle in the new park "will become Disney's first modern castle", and the new park will be the most technologically advanced theme park in Disney's history.
05|德国因戈尔施塔特购物村迎来20周年庆典
近日消息，比斯特系列）旗下德国购物胜地—因戈尔施塔特购物村迎来20周年庆典，以“从怀旧祖母厨房，到摩登艺术生活 (Out of Grandma’s Kitchen, Into Modern Life)”为主题，该购物村将带来一系列融合艺术、时尚与社交体验的精彩夏日活动。
05|The shopping village in Ingolstadt, Germany, celebrated its 20th anniversary
Recently, it was reported that Ingolstadt Village, a German shopping destination under The Bicester Collection, celebrated its 20th anniversary with the theme of "Out of Grandma’s Kitchen, Into Modern Life". The shopping village will bring a series of wonderful summer activities that integrate art, fashion and social experiences.
PART.02
零售品牌 Brands' News
01|茶百道法国首家门店将开业
5月20日，茶百道官方宣布法国首家门店即将在巴黎13区的托尔比亚克街开业。据悉，巴黎13区是巴黎最早和最大的华人聚居地，被誉为欧洲最大的中国城。
茶百道境外业务主要聚焦韩国、东南亚，并布局中东、欧美市场，目前境外门店已近20家。
01|The first store of ChaPanda in France is about to open
ChaPanda officially announced on 20 May that its first store in France is about to open on Rue Torbiac in the 13th arrondissement of Paris. It’s reported that the 13th arrondissement is the earliest and largest Chinese settlement in Paris and is known as the largest Chinatown in Europe.
ChaPanda's overseas business mainly focuses on South Korea and Southeast Asia, and also expands into the Middle East, Europe and America. Currently, there are nearly 20 overseas stores.
02|百分茶北美首店启幕
中国新兴茶饮品牌百分茶近日宣布，北美首店于5月24日在美国纽约曼哈顿盛大开业。这是百分茶继日本东京、新加坡后全球化布局的第三站。
02|The first store of BeFine Tea in North America opened
China's emerging tea brand, Bai Fen Tea, recently announced that its first store in North America grandly opened in Manhattan, New York, USA on 24 May. This is the third stop of BeFine Tea's global expansion after Tokyo of Japan and Singapore.
03|茶理宜世伦敦首店开业
近日，中国新茶饮品牌茶理宜世宣布其英国伦敦首店正式开业，选址位于市中心的58St Giles High Street。此次布局标志着茶理宜世进入欧洲市场。
社交平台数据显示，开业首日客流量突破3000人次，部分时段需排队超1小时。
03|The first store of Charlie’s Tea in London opened
The Chinese new tea drink brand Charlie’s Tea announced the official opening of its first store in London of UK, located at 58St Giles High Street in the city center, which means that Charlie’s Tea has entered the European market.
Data from social media platforms show that the number of visitors on the opening day exceeded 3,000, and during some periods, people had to wait in line for over an hour.
04|小象超市正式落地沙特
近日消息，美团小象超市正式在沙特首都利雅得启动营业，海外品牌名定为Keemart。
目前，Keemart已开始筹备工作，正大批招募供应商和骑手。在谷歌和苹果商店，Keemart配送端应用Keemart Courier已经上线，但仅限沙特手机号注册；在官网，Keemart也开通了商户入驻申请。
04|Xiaoxiang Supermarket has officially landed in Saudi Arabia
Meituan Xiaoxiang Supermarket has officially started business in Riyadh, the capital of Saudi Arabia, with the overseas brand named as Keemart.
Currently, Keemart has begun its preparatory work and is recruiting a large number of suppliers and riders. In the Google and Apple stores, the Keemart delivery app Keemart Courier has been launched, but it is only available for registration with Saudi mobile phone numbers. On its official website, Keemart has also opened up applications for merchant entry.
05|利郎在吉隆坡开设海外首店
5月22日，中国男装品牌利郎海外首家专卖店在马来西亚吉隆坡正式启幕。该店选址吉隆坡标志性的生活和娱乐目的地——云顶名胜世界的SkyAvenue，占地2885平方英尺。
利郎在2024年财报中指出，集团的“多品牌、国际化”战略取得重要进展，其一便是利郎主品牌已开出东南亚首店，正式迈向海外市场。
05|LILANZ opened the first overseas store in Kuala Lumpur
The first overseas store of Chinese men's clothing brand LILANZ officially opened in Kuala Lumpur, Malaysia on 22 May. The store is located on SkyAvenue in Genting Highlands, a landmark lifestyle and entertainment destination in Kuala Lumpur, covering an area of 2,885 square feet.
In its 2024 financial report, LILANZ pointed out that the group's multi-brand& internationalization strategy has made significant progress. One of them is that the main brand LILANZ opened its first store in Southeast Asia, officially entering the overseas market.
06|Fenty Beauty中国大陆首家概念店开业
近日，美国歌手Rihanna蕾哈娜创立的美妆品牌Fenty Beauty中国内地首家概念店登陆深圳。店内不仅带来50款粉底色号，还设有试色大空间站、虚拟人传送门、蕾星球盲盒等体验。
06|Fenty Beauty’s first concept store in the mainland of China opened
Recently, Fenty Beauty, the beauty&make up brand founded by American singer Rihanna, opened its first concept store in Shenzhen, China. The store not only offers 50 shades of pink base colors, but also features a large color try-on space station, a virtual human portal, and a blind box on the Planet Lei, among other experiences.
PART.03
行业资讯 Industrial News
01|美国提前囤货推动瑞士手表出口额增长
瑞士钟表工业联合会发布的最新数据显示：4月，瑞士手表行业的出口额同比增长18.2%至25.49亿瑞士法郎，实现创纪录的增长，主要受益于美国市场的卓越增长——同比增长149.2%。
如此大幅度的增长主要归因于美国加征关税所导致的提前囤货行为，更多是对不确定营商环境的一次性反应，并非是需求恢复的征兆。撇除美国市场的影响，瑞士手表4月出口额同比约下滑6.4%，主要是因为中国内地和香港市场的持续下滑。
01|The early stockpiling by the US driven the growth of Swiss watch exports
The latest data released by Federation of the Swiss Watch industry FH shows that the export value of the Swiss watch industry increased by 18.2% y-o-y to 2.549 billion Swiss francs in April, achieving a record growth, mainly benefiting from the outstanding growth of the US market - a y-o-y increase of 149.2%.
The significant increase is mainly attributed to the early stockpiling behavior caused by the additional tariffs imposed by the US. It is more of a one-off response to the uncertain business environment rather than a sign of demand recovery. Excluding the impact of the US market, Swiss watch exports declined by approximately 6.4% y-o-y in April, mainly due to the continuous decline in the mainland of China and Hong Kong markets.
02|Chanel上榜2025全球最有价值奢侈时尚品牌
国际品牌评估机构Brand Finance公布2025年全球最有价值奢侈品与高端品牌榜单显示，Chanel品牌价值飙升45%至379亿美元，首度超越Louis Vuitton，跃居榜单第二，单前五分别为：Porsche保时捷、Chanel、Louis Vuitton、Hermes与Rolex。
Chanel不仅是涨幅最大的品牌，其强劲增长也带动法国奢侈品整体领跑，法国品牌合计贡献了榜单总价值的49%（1544 亿美元）。
02|Chanel made into the list of the world's most valuable luxury fashion brands 2005
Brand Finance, an international brand assessment agency, released the list of the world's most valuable luxury&premium brands in 2025. It shows that the brand value of Chanel soared by 45% to $37.9 billion, surpassing Louis Vuitton for the first time and ranking second on the list. The top five are respectively: Porsche, Chanel, Louis Vuitton, Hermes and Rolex.
Chanel is not only the brand with the largest increase, but its strong growth has also driven French luxury brands to take the lead as a whole. French brands collectively contributed 49% ($154.4 billion) of the total value in the list.
03|Gap集团第一财季销售额超34亿美元
Gap集团在截至5月3日的第一财季业绩显示，净销售额同比增长2.2%至34.63亿美元，净利润增长22%至1.93亿美元。分品牌看，Old Navy延续强劲表现，净销售额增长3%至20亿美元；Gap品牌销售额增长5%至7.24亿美元；Banana Republic销售额下降3%至4.28亿美元；Athleta销售额下降6%至3.08亿美元。Gap集团表示，Gap和Old Navy已连续九个季度实现市场份额增长。
03|Gap Group's sales in Q1 exceeded $3.4 billion
Gap Group's results for Q1 ending 3 May showed that net sales increased by 2.2% y-o-y to $3.463 billion, and net profit rose by 22% to $193 million. By brand, Old Navy continued its strong performance, with net sales increasing by 3% to $2 billion. Sales of the Gap brand increased by 5% to $724 million. Sales of Banana Republic dropped by 3% to $428 million. Athleta's sales dropped by 6% to $308 million. Gap Group said that Gap and Old Navy have achieved market share growth for nine consecutive quarters.
04|Golden Goose第一季度营收增长11%
Golden Goose在第一季度业绩显示，营收同比增长11%至1.645亿欧元。其中，直面消费者渠道继续成为增长引擎，实现19%的强劲增长，占总营收的76%。分区域看，欧洲、中东及非洲市场营收同比大涨30%，美洲市场营收增长13%，亚太市场营收增长9%。
04|Golden Goose's revenue increased by 11% in Q1
Golden Goose's Q1 results show that its revenue increased by 11% y-o-y to €164.5 million. Among them, the direct-to-consumer channel continued to be the growth engine, achieving a strong growth of 19% and accounting for 76% of the total revenue. By region, revenue in Europe, the Middle East and Africa rose by 30% y-o-y, revenue in the Americas increased by 13%, and revenue in the Asia-Pacific region rose by 9%.
05|LVMH集团高管称高端产品仍有涨价空间
LVMH集团副首席执行官Stéphane Bianchi日前表示，集团高端产品仍具备2%-3%的价格上调空间，且不会对奢侈品消费需求造成实质性影响。
在全球经济不确定性持续背景下，LVMH集团保持审慎乐观态度。同时，他表示尽管近三个月中国消费者的出行和消费放缓，但中国依然是集团重点投资市场，未来将持续加码布局。
05|Executives of LVMH Group said that there is still room for price increase for high-end products
Stéphane Bianchi, the deputy CEO of LVMH Group, said the other day that the group's high-end products still have a 2%-3% price increase space and will not have a substantive impact on the demand for luxury goods consumption.
Against the backdrop of ongoing global economic uncertainties, LVMH Group maintains a cautiously optimistic attitude. Meanwhile, he indicated that although the travel and consumption of Chinese consumers have slowed down in the past three months, China remains a key investment market for the group, and the group will continue to increase its investment and layout in the future.
PART.04
投融资 Investment and Financing
01|欧莱雅集团投资中国生物技术初创企业
近日，欧莱雅集团宣布与中国创新生物技术公司未名拾光达成战略合作，将对其进行少数股权投资。
未名拾光具有独特的生物技术专长，相信在欧莱雅集团的支持下，未名拾光将继续推动科技进步，实现原材料的可持续创新。
01|L 'Oreal Group invests in Chinese biotech startups
Recently, L 'Oreal Group announced a strategic partnership with Chinese innovative biotech company Veminsyn and will make a minority equity investment in it.
Veminsyn has unique expertise in biotechnology and will continue to drive technological progress and achieve sustainable innovation in raw materials with the support of L 'Oreal Group.
02|传SHEIN将转向香港IPO
据路透社援引知情人士消息称，中国跨境电商SHEIN希音正转向筹备在香港上市。据悉，该公司将在未来几周内向香港联交所提交招股说明书草案，并计划于年内完成上市。有分析指出，SHEIN此次调整策略，被视为其寻求更可控上市路径的务实选择。
02|SHEIN may turn to an IPO in Hong Kong
According to Reuters, citing informed sources, Chinese cross-border e-commerce platform SHEIN is turning to prepare for an IPO in Hong Kong. It’s learned that the company will submit a draft prospectus to the Hong Kong Stock Exchange in the coming weeks and plans to complete its listing within the year. Some analyses point out that SHEIN's current strategy adjustment is regarded as a practical choice to seek a more controllable path to going public.
03|传日本美妆ORBIS将退出中国市场
近日，POLA集团在官网发布公告称，决定解散并清算其全资子公司奥蜜思商贸（北京）有限公司。该公司主要负责旗下日本美妆品牌ORBIS奥蜜思在中国市场的销售，消息传出后引发外界关于ORBIS退出中国市场的猜测。
03|It’s rumored that Japanese beauty brand ORBIS to withdraw from the Chinese market
Recently, POLA Group announced on its official website that it has decided to dissolve and liquidate its wholly-owned subsidiary, ORBIS Trading (Beijing) Co., LTD. The company is mainly responsible for the sales of its Japanese beauty brand ORBIS in the Chinese market. After the news broke out, it sparked speculation that ORBIS would withdraw from the Chinese market.
来源：中购联