《中购联国际商业周刊》丨 美团宣布Keeta进入利雅得；优衣库母公司收入创历史新高；维密大秀重磅回归……

资讯 INTERNATIONAL NEWS

中购联国际商业周刊

Issue223 | 2024.10.14-20

中购联新媒体中心综合整理

PART.01

项目动态 Projects' News

01|Saks Global与ABG集团合作开展奢侈品业务

奢侈品百货公司Saks Global宣布与美国品牌管理集团ABG合资成立孵化器企业Authentic Luxury集团，利用两家集团的综合能力，最大限度发挥ABG集团旗下Barneys New York和Judith Leiber Couture等品牌在时尚、零售、数字和房地产等关键领域的潜力，包括开发豪华住宅、公寓和酒店等。

01|Saks Global partners with ABG Group in the luxury business

Luxury department store Saks Global announced a joint venture with US brand management group ABG to create Authentic Luxury Group, an incubator that will leverage the combined capabilities of both groups.

The main purpose is to maximise the potential of ABG Group brands such as Barneys New York and Judith Leiber Couture in key areas such as fashion, retail, digital and real estate, including the development of luxury homes, apartments and hotels.

02|曼谷核心区最大商业综合体“壹曼谷”即将开业

由 TCC资产（泰国）有限公司和星狮地产联合打造的全新地标级商业综合体项目“壹曼谷”，将于2024年10 月25日开幕。

项目位于曼谷中央商务区，占地面积42.7 英亩，是曼谷核心区最大的商业综合体项目，也是泰国最具规模的私营地产开发项目之一，涵盖3个各具特色的购物中心，建有占地8公顷的舒适开阔的公共绿地，总投资高达1200亿泰铢（约32亿美元），致力于成为“曼谷之芯”。

02|The largest commercial complex in the heart of Bangkok, One Bangkok, is about to open

One Bangkok, a new landmark commercial complex jointly built by TCC Assets (Thailand) and Frasers Property, will open on 25 October 2024.

Located in the CBD of Bangkok, One Bangkok, covering an area of 42.7 acres, is the largest commercial complex project and one of the largest private real estate development projects in Thailand. It covers 3 shopping malls with different characteristics, and has an area of 8 hectares of comfortable and open public green space. With a total investment of 120 billion baht (about 3.2 billion US dollars), One Bangkok is committed to becoming the "core of Bangkok".

03|阿布扎比宣布推出世界第二个Sphere景点

近日，Sphere Entertainment和阿布扎比文化旅游部门宣布了全球第二个Sphere场馆的计划。

Sphere于2023年9月在拉斯维加斯首次推出，是世界上最大的球形结构。其外部设有580,000平方英尺的LED照明。在内部，它是一个独特的娱乐目的地，提供身临其境的体验、表演和比赛。

03|ABU Dhabi announced the launch of the world's second Sphere attraction

Sphere Entertainment and ABU Dhabi's Department of Culture and Tourism have announced plans for a second Sphere in the world.

First unveiled in Las Vegas in September 2023, Sphere is the largest spherical structure in the world. Its exterior features 580,000 square feet of LED lighting. Inside, it is a unique entertainment destination offering immersive experiences, shows and competitions.

04|亚斯岛法拉利世界重新推出屋顶漫步体验

阿布扎比亚斯岛法拉利世界重新推出了广受欢迎的屋顶漫步体验，邀请客人在世界上最大的法拉利标志上行走，同时欣赏亚斯岛周围的景色。

该体验专为法拉利爱好者和探险爱好者而设计。每场活动最多可容纳8名客人，专业导游将在法拉利世界上方带路，同时体验最近推出的以法拉利为主题的电子竞技竞技场。

04|Ferrari World in YAS Island relaunches rooftop walking experience

Ferrari World in YAS Island of ABU Dhabi has relaunched its popular rooftop walking experience, inviting guests to walk on the world's largest Ferrari logo while taking in the views around YAS Island.

The experience is designed for both Ferrari enthusiasts and adventure enthusiasts. Each event can accommodate up to eight guests, and professional guides will lead the way above Ferrari World while experiencing the recently launched Ferrari-themed esports Arena.

PART.02

零售品牌 Brands' News

01|甜啦啦菲律宾首店开业

10月9日，新茶饮品牌甜啦啦菲律宾首家门店在吕宋岛马尼拉大湾区开业，开业活动期间日均营业额近万元。

截至目前，甜啦啦在印尼已有7家直营店、33家加盟店；菲律宾2家直营店并计划年底开满5家店；乌兹别克斯坦3家直营店建店筹备中。2025年计划在东南亚、欧洲、北美及中东地区，实现新增门店超过400家。

01|Tianlala’s first store in Philippines opened

New tea&drink brand Tianlala’s first Philippine store opened in the Greater Bay Area of Manila, Luzon Island on 9 October, with an average daily turnover of nearly 10,000 yuan during the opening activities.

Up to now, Tianlala has 7 direct stores and 33 franchise stores in Indonesia; 2 direct stores in the Philippines and plan to open to 5 stores by the end of 2024; 3 direct stores are in preparation in Uzbekistan. Tianlala plans to add more than 400 new stores in Southeast Asia, Europe, North America and the Middle East by 2025.

02|「极氪」宣布正式进入哥伦比亚市场

近日，中国吉利控股旗下的智能电动汽车品牌「极氪」宣布正式进入哥伦比亚市场，首批计划引进Zeekr001轿车和Zeekr X SUV两款车型。

报道称，「极氪」拟通过哥伦比亚经销商Astara拓展当地市场。Astara在哥伦比亚总计代理12个进口汽车品牌，将为品牌提供数字营销和分销代理服务。

02|ZEEKR officially entered the Colombian market

Recently, the intelligent electric vehicle brand ZEEKR under Geely Holding announced its official entry into the Colombian market, and plans to introduce Zeekr001 sedan and Zeekr X SUV two models as the stage I plan.

It’s reported ZEEKR plans to expand the local market through Colombian distributor Astara, who represents 12 imported automotive brands in Colombia and provides digital marketing and distribution services.

03|美团宣布Keeta进入利雅得

10月9日，美团外卖海外版Keeta进入沙特首都利雅得。美团外卖CEO、Keeta业务负责人等人现身利雅得办公室，参加上线启动会。

Keeta于九月进入沙特，最早选择利雅得周边小城市阿尔卡吉试点。进入利雅得后，Keeta推出首笔订单半价优惠，给出当地外卖平台没有的无限次免配送费，超时赔付等服务。

03|Keeta entered the Riyadh market

The overseas version of Meituan Takeout, Keeta, entered the Saudi capital Riyadh on 9 October. Meituan Takeout CEO, Keeta Business Head and others appeared in the Riyadh office to participate in the launch meeting.

Keeta entered Saudi Arabia in September, initially choosing the small city around Riyadh, Ayun AlSeih, as a pilot. After entering Riyadh, Keeta launched a half-price discount for the first order, giving unlimited free delivery fees, overtime compensation and other services that are not available on local takeout platforms.

04|面霜品牌3LAB退出中国市场

被誉为面霜界爱马仕的品牌3LAB即将退出中国市场，品牌官方发布声明表示，3LAB天猫海外旗舰店将于2024年12月31日闭店，部分产品以5折促销。此外，自今年以来包括BAUM、诗佳秀和肌肤哲理在内的至少17个护肤品牌也陆续退出中国市场。

04|3LAB pulls out of China

3LAB, known as the “Hermes” of the face cream industry, is about to withdraw from the Chinese market.

The official statement of the brand said that 3LAB's Tmall overseas flagship store will be closed on 31 December 2024, and some products will be promoted at a 50% discount. In addition, at least 17 skincare brands, including BAUM, The saga of秀 and Philosophy, have exited the Chinese market since this year.

05|Etro进军豪华住宅市场

意大利奢侈品牌Etro宣布推出首个豪华住宅项目，该品牌已与Rams Global签署协议，Etro将负责土耳其伊斯坦布尔Tower Rams Beyond的室内设计。该项目预计于2026年完工，包含37层豪华住宅。

05|Etro enters the luxury housing market

Italian luxury brand Etro has announced the launch of its first luxury residential project, with it having signed an agreement with Rams Global for Etro to design the interior of Tower Rams Beyond in Istanbul, Turkey. The project is expected to be completed in 2026 and will consist of 37 floors of luxury residences.

PART.03

行业资讯 Industrial News

01|印度对瑞士腕表的需求持续增长

据瑞士钟表工业联合会数据，今年前七个月瑞士对印度的腕表出口额同比增长20%至1.4亿瑞士法郎，较2022年同期大涨41%，为近期记录的最大增幅，相比之下，瑞士腕表对全球出口额则下跌2.4%。

根据瑞银最新全球财富报告，预计2023年至2028年个人财富超过100万美元的印度高净值人士数量将累计增长22%至106万，德勤公司则在2023年将印度列为下一个大幅增长市场。

01|Demand for Swiss watches continues to grow in India market

According to the Federation of the Swiss Watch Industry, Swiss watch exports to India in the first seven months of this year rose 20% y-o-y to 140 million Swiss francs, up 41% from the same period in 2022, the largest increase on record in recent times, compared with a 2.4% decline in Swiss watch exports to the world.

According to UBS's latest Global Wealth report, the number of Indian high net worth individuals with personal wealth of more than $1 million is expected to grow by 22% to 1.06 million cumulative between 2023 and 2028, while Deloitte has listed India as the next big growth market in 2023.

02|欧洲电商市场复苏，今年营业额将高达9580亿欧元

根据电商资讯机构Ecommerce Europe报告，欧洲电商市场在经历通货膨胀导致的消费者信心下降之后，在今年迎来复苏，该机构表示，尽管消费者信心尚未完全恢复，但已接近疫情前水平，预计2024年欧洲电商营业额将同比增长8%至9580亿欧元。

02|The European e-commerce market is recovering and will reach a turnover of €958 billion this year

According to e-commerce information agency Ecommerce Europe, the European e-commerce market has seen a recovery this year after an inflation-induced decline in consumer confidence, which the agency says is close to pre-pandemic levels, although consumer confidence has not yet fully recovered. European e-commerce turnover is expected to increase by 8% y-o-y to €958 billion in 2024.

03|优衣库母公司收入创历史新高

优衣库母公司迅销集团近日公布最新业绩数据，在截至8月底的12个月内，该集团收入增长12.2%至31308亿日元（约合人民币1484亿元），营业利润大涨31%至5009亿日元（约合人民币237亿元），连续第三年创下历史新高，超过了迅销集团7月份上调后的全年营业利润4750亿日元的预期，期内净利润大涨25.6%至3719亿日元（约合人民币176亿元）。

03|Uniqlo's parent company posted record revenue

Uniqlo parent company Fast Retailing Group recently announced the latest performance data, in the 12 months to the end of August, the group's revenue increased by 12.2% to 3,130.8 billion yen (about 148.4 billion yuan), operating profit surged 31% to 5000.9 billion yen (about 23.7 billion yuan), the third consecutive record high.

Fast Retailing Group in July raised its full-year operating profit forecast of 475 billion yen, with the period's net profit jumped 25.6% to 371.9 billion yen (about 17.6 billion yuan).

04|二手腕表市场趋于稳定

经过两年半的持续下跌后，二手腕表市场开始趋于稳定，9月份价格出现小幅回升，其中百达翡丽表现最为抢眼。根据Subdial手表指数的数据，9月整体价格较上月微升0.1%。其中，百达翡丽二手表价格指数上涨0.9%，Nautilus 5711蓝盘款的二手价格在9月份涨幅超过2%。

04|The second-hand wrist watch market stabilized

After two and a half years of continuous decline, the second-hand wrist watch market began to stabilize, and prices rose slightly in September, of which Patek Philippe performed the most eye-catching.

Overall prices edged up 0.1% in September from the previous month, according to the Subdial Watch Index. Among them, the Patek Philippe second-hand watch price index rose 0.9%, and the second-hand price of Nautilus 5711 blue plate model rose more than 2% in September.

05|维密大秀重磅回归

据悉，阔别6年的“维多利亚的秘密”时装大秀日前于美国纽约市盛大回归，一众经典及新生代顶级模特齐聚一堂。值得注意的是，维密本次为消费者打造了前所未有的“即看即买”购物体验，这一次的大秀回归更是以数字化的形式重新定义秀场体验。

05|Victoria's Secret Fashion Show is back

It’s reported that after a six-year absence, Victoria's Secret fashion show has made a grand return in New York City, the US, with a number of classic and new generation of top models gathering together.

It is worth noting that Victoria's Secret has created an unprecedented "see and buy" shopping experience for consumers, and this time the return of the big show is to redefine the digital shopping experience.

PART.04

投融资

Investment and Financing

01|LVMH确认就收购巴黎足球俱乐部展开谈判

LVMH董事长Bernard Arnault及其家族控股集团Agache宣布已就收购巴黎足球俱乐部相关事宜进行独家谈判，但未披露具体交易信息。据消息人士透露，Agache将获得巴黎足球俱乐部55%的股份，然后在2027年收购俱乐部主席Pierre Ferracci持有的30%股份，红牛则将收购巴黎足球俱乐部剩余的约15%股份。

01|LVMH has confirmed it is in talks to acquire Paris Saint-Germain F.C.

LVMH Chairman Bernard Arnault and his family holding group Agache announced that they have entered into exclusive talks to acquire Paris Saint-Germain F.C., but did not disclose specific transaction information.

According to sources, Agache will acquire 55% of Paris Saint-Germain F.C. before buying the 30% stake held by club president Pierre Ferracci in 2027, while Red Bull will acquire the remaining 15% stake.

02|Mulberry所有者拒绝Frasers集团收购

英国奢侈品牌Mulberry所有者Challice集团拒绝了英国零售巨头Frasers集团1.1亿英镑的收购报价，并表示无意出售股份。Challice集团由新加坡企业家Christina Ong和其丈夫Ong Beng Seng控制，持有Mulberry 56%的股份。

02|Mulberry owner rejects Frasers Group takeover bid

Challice Group, the owner of the British luxury brand Mulberry, has rejected a £110 million takeover offer from British retail giant Frasers Group and says it has no intention of selling its stake. The Challice Group, controlled by Singaporean entrepreneur Christina Ong and her husband Ong Beng Seng, owns 56% of Mulberry.

03|联合利华出售俄罗斯业务

近日消息，快消巨头联合利华近日宣布将俄罗斯业务出售给当地制造集团Arnest Group，但未披露具体交易数据。联合利华CEO Hein Schumacher表示，这笔交易标志着联合利华彻底结束俄罗斯业务。

据悉，此次收购包括联合利华在俄罗斯的四家工厂，涉及约3000名员工，以及家乐、多芬和Axe等品牌。

03|Unilever sells its Russian business

Fast moving consumer goods giant Unilever recently announced the sale of its Russian business to local manufacturing Group Arnest Group, but did not disclose specific transaction data. Unilever CEO Hein Schumacher said the deal marked the end of Unilever's business in Russia.

The acquisition includes Unilever's four factories in Russia, involving around 3,000 employees, as well as brands such as Knorr, Dove and Axe.