纺织服装行业:看好强功能性和情绪属性且具备良好数字化基础的消费品牌

东方证券
Aug 04

传统奢侈品牌在中国市场销售普遍承压,国内消费者日趋理性,不再单纯为品牌溢价买单。 7 月中下旬至今陆续披露的海外奢侈品牌的最新财报显示,25 年上半年多数传统奢牌在中国市场销售呈现下降态势(比如历峰集团25Q2 中国市场销售额下降7%、爱马仕大中华区为首的亚洲市场上半年销售仅增长3%、开云集团以中国为首的亚太地区上半年销售下降22%,杰尼亚集团上半年大中华区销售下降16.2%,LVMH 集团二季度...

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