摘要：迪士尼于近日举办的SXSW大会上，发表了题为“迪士尼世界构建的未来”的演讲，探讨科技与故事讲述如何塑造迪士尼未来。会上重点介绍了《星球大战》、《怪物公司》和漫威的最新项目。
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue243 | 2025.3.17-23
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|迪士尼预告推出新电影主题游乐项目
迪士尼于近日举办的SXSW大会上，发表了题为“迪士尼世界构建的未来”的演讲，探讨科技与故事讲述如何塑造迪士尼未来。会上重点介绍了《星球大战》、《怪物公司》和漫威的最新项目。
01|Disney teases new movie-themed rides
At the recent SXSW conference, Disney delivered a talk titled "The Future Disney World Building," exploring how technology and storytelling shaping Disney's future. The event highlighted new projects such as Star Wars, Monsters Inc., and Marvel's.
02|上海乐高乐园度假区将于2025年夏天盛大开园
3月13日，上海乐高乐园宣布，截至目前，80%的骑乘设备已安装完毕。24个骑乘项目中，有12个进入调试阶段。飞龙过山车已经安装完成、高60米的乐高乐园观光塔也已完成安装并开启测试、高26米重136吨的全球最大巨型乐高人仔“搭搭”安装完毕。
02|Legoland Shanghai Resort to open in the summer of 2025
Legoland Shanghai announced on 13 March that 80% of the riding equipment has been installed. Half of the 24 riding projects are in the commissioning phase. The Dragon roller coaster has been installed, the sightseeing Tower of 60 meters has also been installed and started testing, the world's largest giant LEGO figure Ta Ta with a height of 26 meters and a weight of 136 tons has been installed.
03|亚洲雨林探险园在新加坡正式开放
3月12日，新加坡新野生动物园的第一期“亚洲雨林探险园”向公众开放。游客可以选择适合自己的冒险级别并探索各种路径，在10个区域寻找野生动物。体验包括跳伞以及一个开阔的露天弹跳游乐区。另一个景点是铁索攀岩路线，游客可通过金属横档、梯子和吊桥穿越动物栖息地。
03|Rainforest Wild Asia has officially opened in Singapore
Phase Ⅰ of Singapore Mandai Wildlife Reserve, Rainforest Wild Asia, opened to the public on 12 March. Visitors can choose their own adventure level and explore a variety of paths in search of wildlife in 10 areas.
The experience includes skydiving and an open, open-air bounce play area. Another attraction is the wire climbing route, which allows visitors to cross animal habitats on metal rungs, ladders and suspension bridges.
PART.02
零售品牌 Brands' News
01|小米计划将在日本开设小米之家
据悉，小米计划将智能家居的商业模式引入日本，将在日本开设智能手机和家电的实体店，同时也考虑销售空调等大型家电。
小米之家将于近日在日本埼玉县开设两家门店。两家店的总占地面积分别为约130平方米和约100平方米，计划每月吸引1万至2万名顾客到店。
01|Xiaomi to open Xiaomi Store in Japan
It’s reported that Xiaomi plans to introduce the smart home business model to Japan, and will open physical stores in Japan for smartphones and home appliances, and also consider selling large home appliances such as air conditioners.
Xiaomi Store will soon open two stores in Saitama Prefecture, Japan. The two stores will have a total floor space of about 130 square meters and about 100 square meters, respectively, and plan to attract 10,000 to 20,000 customers to the stores each month.
02|林氏家居新加坡首店开业
3月12日，林氏家居旗下海外品牌“LINSY”新加坡首家线下门店已经开业。据悉，这是林氏家居在东南亚区域布局的第5家门店。自2018年马来西亚首店落地以来，林氏家居已先后布局15家海外展厅，覆盖东南亚、北美、中东等69个国家和地区。
02|LINSY opened the first store in Singapore
The first physical store of LINSY opened in Singapore on 12 March.It’s reported that this is the fifth store of LINSY in Southeast Asia. Since the landing of the first store in Malaysia in 2018, LINSY has laid out 15 overseas showrooms, covering 69 countries and regions such as Southeast Asia, North America and the Middle East.
03|罗妈砂锅进驻马来西亚
近日，成都餐饮品牌罗妈砂锅马来西亚店在吉隆坡开业，店内座无虚席，店外大排长龙。
罗妈砂锅从成都大本营一路拓展至全国各地，如今已经开出超600家门店。2024年进军海外，陆续登陆马来西亚、西班牙、美国、澳洲、东南亚、欧洲等海外市场。
03|MAK LUO CLAYPOT entering the Malaysia market
Recently, Chengdu catering brand MAK LUO CLAYPOT opened its first Malaysia store in Kuala Lumpur, the store was full of seats, and had a long queue outside the store.
MAK LUO CLAYPOT expand to all over the country from its origin city Chengdu, and now has opened more than 600 stores. In 2024, it entered overseas markets, including Malaysia, Spain, the US, Australia, Southeast Asia, and Europe.
04|Labubu亮相哈罗德
英国奢侈品百货哈罗德Harrods近日迎来了泡泡玛特的限时快闪店，首次发售 Labubu系列玩具。快闪店为期八周，吸引了大批粉丝排队等候。
04|Labubu debuts in Harrods
British luxury department store Harrods recently held the Pop Mart limited pop-up store, selling Labubu toys for the first time. The pop-up ran for eight weeks and attracted a huge queue of fans.
05|Sporty & Rich进军中国市场
全球知名运动时尚品牌Sporty & Rich宣布正式进入中国市场，并于天猫奢品开设官方旗舰店。品牌以“Health is Wealth”为核心理念，首发线上系列Preppy Drop，将美式摩登学院风与“松弛感美学”带入中国，标志着全球化战略的重要一步。
05|Sporty & Rich enters the Chinese market
Globally renowned sports fashion brand Sporty & Rich announced its official entry into the Chinese market and opened an official flagship store on Tmall Luxury. With the core concept of "Health is Wealth", the brand launched the online series Preppy Drop, bringing American modern preppy style and relaxed aesthetics into China, marking an important step in the globalization strategy.
06|Puma成为英超联赛官方合作伙伴
Puma与英超联赛日前共同宣布，自2025年夏季起，双方将正式建立合作伙伴关系，Puma将成为英超联赛的官方用球供应商，为所有英超比赛提供比赛用球。此外，Puma还将在足球项目、人才培养以及大型联合活动等方面为英超联赛提供支持。
06|Puma becomes the official partner of the Premier League
Puma and the Premier League have announced a partnership that will see Puma become the Premier League's official supplier from the summer of 2025. Puma will also support the Premier League in football projects, talent development and major joint events.
07|Prada将于荣宅开设亚洲首个独立餐饮空间
Prada日前宣布将于Prada荣宅开设集团在亚洲首个独立餐饮空间——「迷上Prada荣宅」。咖啡厅和餐厅位于荣宅二楼，提供全天候用餐服务和高级餐饮体验。
07|Prada opens Asia's first independent dining space at Rong Zhai
Prada announced that it will open its first independent dining space in Asia, "MI SHANG PRADA RONG ZHAI", at Rong Zhai. The cafe and restaurant are located on the second floor and offer all-day dining services and premium dining experiences.
08|Loro Piana百年庆典首展登陆上海
意大利奢侈品牌Loro Piana于3月22日至5月5日在上海浦东美术馆举办其在中国的首次展览——“百年一触，Loro Piana 的世纪之旅”。此次展览作为品牌百年庆典的一部分，全面呈现 Loro Piana 在顶级纺织工艺、家族传承与艺术领域的深厚积淀。
08|Loro Piana centennial celebration debuts in Shanghai
Italian luxury brand Loro Piana is holding its first exhibition in China - "If You Know, You Know. Loro Piana’s Quest for Excellence," at the Museum of Art Pudong from 22 March to 5 May. As part of the brand's centenary celebrations, the exhibition presents Loro Piana's deep heritage in top textile craftsmanship, family heritage and art.
PART.03
行业资讯 Industrial News
01|奢侈品三巨头欧洲开店放缓
戴德梁行最新数据显示，2024年全球三大奢侈品集团在欧洲新开店数量较2023年下降20%，仅增设29家门店，其中LVMH 15家、历峰集团11家、开云集团3家。整体而言，欧洲12国高端品牌新开店总数从2023年的107家降至83家，核心街区优质铺位稀缺是主要因素。
尽管开店步伐放缓，顶级商圈商铺需求依然强劲。巴黎香榭丽舍大街、伦敦邦德街等20条奢侈品购物街空置率均低于10%，其中六条街道无空铺。
01|Top three luxury group slowed down opening stores in Europe
According to the latest data of Cushman & Wakefield , the number of new stores opened by the world's three largest luxury groups in Europe in 2024 fell by 20% compared with 2023, and only 29 stores were added, including 15 by LVMH, 11 by Richemont and 3 by Kering. Overall, the total number of new stores opened by high-end brands in the 12 European countries fell to 83 from 107 in 2023, with the scarcity of quality shops in the core business street being the main factor.
Despite the slowdown in the pace of store opening, the top business area shops demand is still strong. The vacancy rate of the 20 luxury shopping streets, including the avenue des Champs - Elysées in Paris and Bond Street in London, is below 10%, and six of them have no empty shops.
02|大阪世博会门票销量离目标尚远
距离大阪关西世博会开幕已不足一个月。截至3月12日，预售票的销售实绩为约820万张，与1400万张的目标相去甚远。其中700万张是由日本经济界认购，普通消费者的购票进展十分迟缓。其中购买电子票手续繁琐是销售迟缓的原因之一。
02|Ticket sales for the Expo Osaka 2025 are far from the target
It’s less than a month since the opening of the Expo Osaka 2025. As of 12 March, advance ticket sales actually stood at about 8.2 million, far short of the target of 14 million. Seven million tickets were purchased by the Japanese business community, and ordinary consumers have been slow to purchase tickets. One of the reasons for the slow sales is the cumbersome process of buying e-tickets.
03|九兴控股2024年纯利增长21%
Prada等代工厂九兴控股发布截至2024年12月31日的全年业绩报告，公司出货量同比增长8.2%，经营利润上升15.7%至1.845亿美元，纯利增长21.2%至1.701亿美元。
03|Stella International Holdings' net profit increased by 21% in 2024
Prada and other foundry Stella International Holdings released the annual results report for the year ended 31 December 2024, the company's shipments increased 8.2%, operating profit rose 15.7% to $184.5 million, and net profit increased 21.2% to $170.1 million.
04|摩根大通将爱马仕目标价从2300欧元上调至2700欧元
摩根大通近日将法国奢侈品牌爱马仕的目标股价从 2300 欧元上调至 2700 欧元，反映出市场对品牌增长前景的信心。分析师看好爱马仕在全球高端消费市场的稳健表现，尤其是在核心皮具、成衣及配饰业务上的持续增长。
04|J.P.Morgan raised its target price for Hermes to €2,700 from €2,300
J.P.Morgan recently raised its price target for French luxury brand Hermes from €2,300 to €2,700, reflecting the market's confidence in the brand's growth prospects. Analysts are bullish on Hermes' solid performance in the global premium consumer market, especially the continued growth in its core leather goods, ready-to-wear and accessories businesses.
05|耐克第三季度财报超预期
耐克Nike公布2025财年第三季度财务业绩，整体表现好于市场预期。本季度，耐克实现营收113亿美元，超过分析师预期。其中，耐克自营业务营收达47亿美元，经销商业务营收为62亿美元。大中华区市场贡献17亿美元收入。与此同时，耐克的库存资产为75亿美元，同比减少2%，显示出库存管理的持续优化。
05|Nike's Q3 earnings beat expectations
Nike Nike announced the Q3 of fiscal year 2025 financial results, the overall performance is better than market expectations. For the quarter, Nike posted revenue of $11.3 billion, beating analysts' expectations. Among them, Nike's self-operated business revenue reached $4.7 billion, and dealer business revenue was $6.2 billion. Greater China contributed $1.7 billion in revenue. At the same time, Nike's inventory assets were $7.5 billion, down 2% y-o-y, showing continued optimization of inventory management.
PART.04
投融资 Investment and Financing
01|Shein坚持推进上市计划
3月14日，快时尚零售商Shein的执行主席Donald Tang宣布，尽管全球贸易环境受到美国总统特朗普关税政策的影响，Shein仍将坚持推进其上市计划。此举旨在提升公司公众形象和信任度，增强透明度。
01|Shein insists on going public
Donald Tang, the executive chairman of fast fashion retailer Shein, announced on 14 March that despite the impact of the global trade environment on US President Trump's tariff policies, Shein will continue to press ahead with its listing plan. The move is aimed at enhancing the company's public image and trust, and enhancing transparency.
02|Swatch集团CEO再提私有化意愿
Swatch集团首席执行官Nick Hayek日前在接受采访时公开表示，非常希望公司能找到一个人帮助完成私有化。此前消息，受金属成本上涨以及市场需求疲软等影响，Swatch集团2024财年净销售额同比下降14.6%至67.35亿瑞士法郎，净利润录得2.19亿瑞士法郎。
02|Swatch Group CEO renews desire to go private
Nick Hayek, CEO of Swatch Group, recently said in an interview that he is very hopeful that the company can find someone to help complete the privatization. Previously, affected by rising metal costs and weak market demand, Swatch Group's net sales in the fiscal year 2024 fell 14.6% y-o-y to 6.735 billion Swiss francs, and net profit was 219 million Swiss francs.
列充满趣味性与社交魅力的活动，深化了与消费者之间的情感纽带，有力推动了客流量与销售业绩的双重攀升，进而实现购物中心商业价值的显著跃升。
来源：中购联
