iFMI TRENI 女装单品趋势 连衣裙 WOMEN ITEMS CONTENTS 03 收腰喇叭裙 06 迷你度假 罩衫裙 01 花苞摆 连衣裙 04 斜肩连衣裙 2026 SPRING SUMMER SIS 07 修身褶饰 连衣裙 02 A字帐篷裙 05 折领连衣裙 08 浪漫古典 连衣裙 t 做 50 部 BEND 花苞摆连衣裙 蓬松花苞/立体裸/浪漫气质 2026春夏,花苞摆连衣裙以其独特的裙摆造型成为焦点,裙摆 呈现蓬松的气泡感,仿佛花朵在微风中绽放。轻盈的面料与精 致的剪裁相结合,打造出如同花苞般的梦幻效果,兼具浪漫与 优雅, 散发出青春的气息。 Nº 21 MARINA MOSCONE CHRISTOPHER ESBER FLAT2112 CAVIA 2026 SPRING&SUMMER x Tr Cecilie Bahnsen MURRAL J.W. ANDERSON 大 Philosophy di Lorenzo Serafini MAREA 2026 SPRING&SUMMER 知在 简约风/A字廓形/轻盈舒适 采用简洁明快的A字廓形,搭配流畅的线条和宽松的裙摆,打造 出轻松又具有流动感 ...

Industry Overview - The report focuses on the 2024 618 shopping festival data analysis for Taobao and Tmall, particularly in the fashion and apparel sector [4][5] - The 618 shopping festival was divided into two sales periods: the first from May 20 to May 28, and the second from May 31 to June 20 [5] - The second sales period accounted for 68.7% of total sales, indicating a stronger consumer response in the latter half of the event [43] Women's Apparel Sales Analysis - Women's apparel sales during the 618 festival showed significant growth, with categories like dresses, T-shirts, and casual pants leading the sales [7] - Dresses had a 24.7% year-on-year growth in sales, contributing 27.1% to the total sales in the women's apparel category [7] - T-shirts and casual pants also saw strong growth, with 30.4% and 37.3% year-on-year increases, respectively [7] - The top-selling brands included Uniqlo, UR, and ZARA, with Uniqlo's official flagship store leading in both sales volume and revenue [16] Men's Apparel Sales Analysis - Men's apparel sales were dominated by T-shirts, casual pants, and Polo shirts, with T-shirts contributing 29.1% of total sales [44] - Polo shirts experienced the highest year-on-year growth at 38.2%, indicating a growing preference for semi-formal wear [44] - Uniqlo and HLA (Hailan Home) were the top-performing brands in the men's category, with Uniqlo's official flagship store generating the highest revenue [52] Key Trends and Insights - The report highlights the importance of AI and big data in identifying market trends and optimizing marketing strategies for fashion brands [3][74] - Discount rates played a significant role in driving sales, with brands like Uniqlo and ZARA offering discounts of over 90% during the festival [16][52] - The rise of niche brands and independent designers was evident, with several smaller brands experiencing exponential growth in sales during the 618 festival [27][28] Emerging Brands and Market Opportunities - Emerging brands like SINSIN and Laurel showed remarkable growth, with SINSIN's sales increasing by 443.5% year-on-year [28] - The report identifies a trend towards high-quality, minimalist designs, particularly in the women's apparel sector, with brands like CHICJOC gaining popularity [24][25] - In the men's category, brands like Lemanism and MEDM saw significant growth, driven by their focus on streetwear and retro styles [58][59]

周期论道：全球视角下的资产配置——杭州场 240624_原文 2024 年 06 月 25 日 11:56 发言人 1 00:00 定的领导嘉宾，线上线下的投资者，大家下午好。 发言人 1 00:04 我是今天会议的主持人浙江分公司吴迪。 发言人 1 00:07 非常荣幸我们各位来宾能够参加由华泰证券研究所和数字化运营部主办的华泰证券浙江分公司 协办周期论道全球市场下的资产配置现场活动。 发言人 1 00:21 本次活动也同时在华泰证雾存知士进行线上直播，共同探讨全球配置的思路度、方案与实践。 发言人 1 00:29 首先请允许我介绍一下今天到场的各位嘉宾，华安基金指数与量化投资部高级总监、基金经理 许之彦先生，华泰证券研究所金融工程首席研究员林晓明先生。 发言人 1 00:51 华泰证券研究所金融工程研究员刘志成先生。 发言人 1 00:58 华泰证券研究所金融工程研究员张泽先生。 发言人 1 01:04 华泰证券浙江分公司副总经理李文辉。 发言人 1 01:07 总。 发言人 1 01:11 感谢各位嘉宾的大力支持。 发言人 1 01:13 下面有请华泰证券研究所金融工程首席研究员林小明小明总为我们致辞。 ...

BUSINESS ANALYSIS 2024/25秋冬跨境电商女装白皮书 ...

尊敬的各位投资者朋友欢迎参加杭州节版2023年度暨2024年第一季度业绩说明会我是公司董事会秘书兼财务负责人沈霞芬首先非常感谢上海证券交易所上证路也中心提供本次交友机会传播公司价值增进公司与投资者直接的了解 为方便投资者快速的了解公司2023年度及2024年第一季度的经营情况现在我将相关情况介绍如下首先我来介绍一下公司2023年度的经营情况2023年是全面怪特落实党的二十大精神的开局之年也是公司改革转型的起步之年从主业板块来看 杭州大厦顶住压力,聚焦当下,兼顾长远,稳经营,推调改,不再略,优架构,聚合力等各项工作齐头并进一是聚焦当下经营,保持稳中有生 抢抓消费复苏机遇打造富有创意的主题营销活动提升人气和话题度特别是重中之重的30周年庆活动一方面与品牌携手开创消费返利并在营亚运大武林商圈消费券的加持下9月购物盛典5天销售额6.6亿元同比增长50% 另一方面通过全渠道的话题营销利用乐点IP构建全城共鸣的宣传氛围实现了30周年庆的圆满收官二是谋划长远发展权力节制增效一方面强化品牌阵容加强品牌合作格拉夫等新品牌签约VIC RUM二期品牌进驻等如期推进 并与头部的5家奢侈品牌达成3-5年续约意向,进一步巩固企业地位和话 ...

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Industry Investment Rating - The report does not explicitly provide an overall industry investment rating [1] Core Views - The report focuses on analyzing different consumer segments in the luxury goods market, their preferences, and purchasing behaviors [2][5][9][12][16][20][24] Consumer Segmentation Analysis High-Intellectual Consumers - Age: 30+ [2] - Location: Second-tier cities [2] - Spending level: High-end luxury consumers [2] - Preferences: Art exhibitions, jewelry appreciation, cultural events [2] - Key brands: PORTS (43.3% sales share), COS (4.8%), HIDEMI (7%) [4] Zen New Chinese Style Consumers - Age: 30+ [5] - Location: First and second-tier cities [5] - Spending level: High-end luxury consumers [5] - Preferences: Jewelry, gold, education resources [5] - Key brands: ZHIZHI, YAYING, AOYES [7] Modern Luxury Style Consumers - Age: Under 30 [9] - Location: Second-tier cities [9] - Spending level: Mid-to-high-end consumers [9] - Preferences: Music festivals, art exhibitions, fashion shows [9] - Key brands: MO&Co (8.7%), Yirantian (7.36%) [11] Self-Rewarding New Women - Age: 25-35 [12] - Location: Second-tier cities [12] - Spending level: Strong luxury consumption potential [12] - Preferences: Fitness, travel, medical aesthetics [12] - Key brands: maje (35.2%), VGRASS (23.0%) [14] New Retroism Consumers - Age: 25-35 [16] - Location: First-tier cities [16] - Spending level: Strong luxury consumption potential [16] - Preferences: Lifestyle vlogs, home, parenting [16] - Key brands: DAZZLE (11.8%), SHUSHU/TONG (7.4%) [18] Wilderness New Trend Consumers - Age: Under 30 [20] - Location: Third-tier cities [20] - Spending level: Moderate, growing [20] - Preferences: Popular culture, fitness, mechanical styles [20] - Key brands: WISKII, A.P.C., Longchamp [22] Pioneer New Force Consumers - Age: Under 25 [24] - Location: Second-tier cities [24] - Spending level: Entry-level luxury, high future potential [24] - Preferences: Makeup tutorials, gaming, pop music [24] - Key brands: Rick Owens, Dion Lee, Courreges [26]

杭州＆西安地产新政后数据反馈 会议要点 1、杭州市场限购取消后的变化 ∙杭州市场在限购政策取消后的十天内，成交量创 下2021年以来的新高，全市成交量可能达到了 600套左右。 ∙成交量增长主要来自于业主置换，刚需入市的变 化不大，因为之前政策已经较为宽松。 ∙杭州平台的房源挂牌量从16万套增加至19万 套，新增了约35000套挂牌，但成交价差并未改 变，降价幅度平均为8%。 ∙降价房源占比超过10%，但市场主流声音是激 活成交量而不拉升房价。 ∙中介单量增幅不大，但业绩增长接近百分之百， 因为增长的单量以大标的为主，业主倾向于卖掉 旧房子购买中高端住宅。 ∙600万到1000万总价的二手房成交量显著提 升，占比增长了60%左右。 ∙业主信心增强，首付和利率降低，加上刚需消化 接近尾声，使得业主更倾向于进行房产置换。 ∙杭州主城区600万以上的住宅成交量明显增加， 带看量和带看效率都有所提升。 ∙房价可能已经见底，因为愿意以低于市场价出售 的房源已经基本消化完毕。 2、西安市场限购取消后的变化 ∙西安市场在限购政策取消后，刚需客户受到的刺 激较大，但改善型楼盘的来访和来电量没有太大 变化。 ∙老城区的改善型楼 ...

SPRING AND SUMMER TRENDS WHITEPAPER 2024春夏天猫淘宝 区 运动户外趋势白皮书 行业发展/三大趋势/六大风格 ...