11月19日,中泰证券发表研究报告,进行奢侈品行业三季度总结。奢侈品复苏主线明确,中国市场需求回归。2025年第三季度奢侈品行业展现出明确的触底回升态势。大中华市场的复苏已成为驱动业绩改善和提振市场信心的最关键主线。尽管部分奢侈品牌总营收同比仍略有下滑,但下滑幅度收窄。多家公司实现疫情后时期的首次正增长,并成功扭亏为盈,奢侈品行业最困难的时期可能已经过去。其中,大中华区的复苏引领以Burberry...
Source Link11月19日,中泰证券发表研究报告,进行奢侈品行业三季度总结。奢侈品复苏主线明确,中国市场需求回归。2025年第三季度奢侈品行业展现出明确的触底回升态势。大中华市场的复苏已成为驱动业绩改善和提振市场信心的最关键主线。尽管部分奢侈品牌总营收同比仍略有下滑,但下滑幅度收窄。多家公司实现疫情后时期的首次正增长,并成功扭亏为盈,奢侈品行业最困难的时期可能已经过去。其中,大中华区的复苏引领以Burberry...
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