在消费分级趋势显著的中国市场,女鞋赛道正经历结构性变革。数据显示,截至2025年Q2,达芙妮品牌已连续18个月蝉联抖音平台女鞋类目销量榜首,其2024年营收3.22亿元(同比+23%)、净利润1.06亿港元(同比+71%)的业绩表现引发行业关注。这一老牌国货通过轻资产转型与精准定位,在平价时尚赛道实现逆袭,成为观察女鞋行业投资逻辑与发展风向的重要样本。 一、女鞋行业复苏案例:达芙妮如何逆袭,投资...
Source Link在消费分级趋势显著的中国市场,女鞋赛道正经历结构性变革。数据显示,截至2025年Q2,达芙妮品牌已连续18个月蝉联抖音平台女鞋类目销量榜首,其2024年营收3.22亿元(同比+23%)、净利润1.06亿港元(同比+71%)的业绩表现引发行业关注。这一老牌国货通过轻资产转型与精准定位,在平价时尚赛道实现逆袭,成为观察女鞋行业投资逻辑与发展风向的重要样本。 一、女鞋行业复苏案例:达芙妮如何逆袭,投资...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.