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　 　 　 　 In this year’s new energy vehicle market, there is a kind of momentum that the mountains and rains are about to come. On the one hand, the "price war" is hot, and on the other hand, the voices are rising one after another.

　 　 　 　 The survival experience of the market tells car brands that simple price "PK" cannot make car brands go further and further. Only strong system capabilities can enhance the combat effectiveness of car brands, resist the impact of the market and the attack of opponents, and run their own acceleration on the new energy track.

　 　 　 　 In the second stage of breaking the new energy vehicle market, Geely Automobile once again "shines its sword". On February 23, Geely Automobile released a new mid-to-high-end new energy series in Hangzhou – "Geely Galaxy", as well as a series of electrification technologies such as the Aegis battery safety system, the Raytheon Electric Hybrid 8848, and the new automotive operating system "Galaxy N OS".

　 　 　 　 For competitors, this is a fiercer response than a "price war". From products to technology, to channels, to services, to value, all-round upgrades to new dimensions. Next, let’s see how hard Geely’s brand is fighting in the new energy market?

New technology clusters are released, supporting the brand’s continued growth

　 　 　 　 Some people say that "core technology is a unique secret for brand improvement". Only with deep technical internal strength can one be proud of the car market. This time, Geely Automobile released a series of new technologies, including battery technology to intelligent technology.

　 　 　 　 Among them, the Raytheon Electric Hybrid 8848 is a blockbuster "bomb" for Geely Automobile to attack the new energy market. Today, compared with pure electric models, electric hybrid models are growing faster and easier for consumers to accept. It is reported that the Raytheon Electric Hybrid 8848 is based on the evolution of "Raytheon Electric Hybrid" and has made new breakthroughs in hot-selling rate, performance and intelligent control.

　 　 　 　 Taking thermal efficiency as an example, the new generation of Raytheon electric hybrid engine B-Plus has a maximum thermal efficiency of 44.26%, achieving a breakthrough in transmission dual-motor drive, which is proud enough to be placed in the new energy market. It is reported that this technology will be first used in Geely Galaxy’s intelligent electric hybrid series models.

　 　 　 　 The Aegis battery safety system is also a key technology of the Geely brand. For a long time, battery safety has been the painpoint of new energy models. This time, Geely launched the Aegis battery safety system to give the "optimal solution" for this pain point of the car. It is reported that this safety system covers the level of cells, modules and battery packs. The industry is the first to integrate radiation protection safety technology deep into the cell level to solve battery safety problems at a deep level.

　 　 　 　 Nowadays, "intelligent driving" is a must-have label for new energy models, and it is also a "selling point" for many new car-making forces. In terms of intelligent driving, Geely Automobile has also made a big move, releasing the "heaven and earth integrated" version of the Galaxy intelligent driving solution, which can realize an end-to-end full-stack self-research system, covering cross-layer memory parking, high-speed emergency antelope obstacle avoidance, low-speed exploration and crossing and other latest intelligent driving technologies, and doing "subtraction" for traditional driving.

　 　 　 　In addition, the new Galaxy N OS is Geely’s full-stack self-developed distributed operating system. This car system is more proficient in application, with a new UI style and beautiful and silky Galaxy micro-motion graphics, giving users an immersive experience.

Galaxy L7 debuts, aiming at the 200,000 smart electric hybrid market

　 　 　 　 At the event, the first mass-produced model of Geely Galaxy series – Galaxy L7 was officially unveiled. It is reported that this is a 200,000-class intelligent electric hybrid SUV model, which has begun to accept reservations and is expected to be delivered in the second quarter of this year.

　 　 　 　 It can be seen that Geely Automobile is rushing to a new rhythm with its technological advantages. As the first SUV model of the Galaxy series, the Galaxy L7 is built with a world-class e-CMA architecture. At the press conference, the relevant person in charge of Geely Automobile said that "this new car will enter the 200,000-class SUV market". The new car is equipped with Geely’s most advanced technology.

　 　 　 　 The first Aegis battery safety system, Raytheon Electric Hybrid 8848 and Galaxy N OS system are all three blockbuster technologies that appear on this model. The application of these three technologies ensures that Galaxy L7 is even better in terms of hardware and software, distancing itself from competitors.

　 　 　 　 In terms of design, the new car adopts the Galaxy Ripple aesthetic, the front face is closed air intake grille, both sides are equipped with slender double headlights, the fog lamp is designed with geometric shape, and the front face is equipped with a trapezoidal windshield on the lower side, making the entire front face look more fashionable. The side of the body is suspended with a roof, the tail is penetrated with taillights, and the cyclone wheel hub makes it sporty and fashionable.

　 　 　 　 In addition, the interior layout can compete with the new forces of car manufacturing. The car is equipped with four large screens, 10.25-inch instrument + 13.2-inch central control screen + 16.2-inch auxiliary driver screen + 25.6-inch AR HUD, and, with the blessing of the Galaxy N OS system, the intelligent experience is worth looking forward to. It is reported that the length, width and height of the new car are 4700/1905/1685mm, and the wheelbase is 2785mm, which is more advantageous in size than the compact SUV.

　 　 　 　 In addition, under the new generation of Raytheon hybrid 8848 system empowered, the Galaxy L7 hardware system is efficient and effective. Looking at a set of data, the Galaxy L7 accelerates 6.9 seconds for 100 kilometers, the fuel consumption for 100 kilometers is 5.23L, and the CLTC comprehensive cruising range is 1370 kilometers. In the 200,000-class new energy SUV market, it is very lethal.

　 　 　 　 Of course, the Galaxy series is more than just a new L7. According to Geely’s product plan, seven models will be launched within two years. The first electric hybrid coupe Galaxy L6 will be delivered in the third quarter of this year, and the pure electric model Galaxy E8 will be delivered in the fourth quarter. This will accelerate the launch of new cars into the new energy vehicle market.

Ghost Douche Viewpoint: At the press conference, Gan Jiayue, CEO of Geely Automobile Group, said: "Geely Galaxy will lead China’s new energy into the second’new stage ‘of value development." In the new energy vehicle market, Geely Automobile has been fully upgraded, and has come up with new methods in terms of products, technologies, channels and services, rejecting new bottles of old wine. As sung in the song "Good Morning, Geely", the Galaxy series is the most beautiful "star" in the new energy vehicle market, illuminating Geely’s progress.

21st century business herald reporter Gao Jianghong Intern You Yunqian Zhang Yizhen Beijing Report

Last week, many companies experienced major personnel changes. HanesBrands, the parent company of Champion, appointed a new chief marketing officer, and the senior management of Lanvin Group of Fulang Group and De Beers De Beers Group changed.

In terms of financial report, lululemon’s sales rose by 19% in the third quarter and lowered its annual performance guidance. The performance of British luxury watch retailer Watches of Switzerland did not increase in the first half of the fiscal year.

In terms of brand activities, Ralph Lauren will speed up the layout of the China market and open more than 30 stores every year; LVMH Group will sell a majority stake in the cruise retail business; Alibaba’s representative will withdraw from Farfetch’s board of directors; Amazon will drastically cut the fees of cheap clothing sellers; Balenciaga will set foot in the field of high-end jewelry for the first time; Miuccia Prada and Raf Simons will appear in Prada Shanghai exhibition; and PANTONE will announce the representative color of 2024.

1. lululemon’s sales rose by 19% in the third quarter, and its annual performance guidance was lowered.

Recently, Lululemon, a yoga sportswear brand, released its financial report for the third quarter of fiscal year 2023. In the first three quarters, the group’s sales increased by 20% to $6.414 billion. In the third quarter ended October 29th, lululemon’s sales increased by 19% year-on-year to US$ 2.2 billion, including 12% in North America, 49% in international business, 57% in overall gross profit margin and 2.6% in net profit to US$ 249 million.

For the fourth quarter of fiscal year 2023, lululemon expects net revenue to be between $3.135 billion and $3.170 billion, an increase of about 13% to 14%, which is lower than analysts’ expectations. For fiscal year 2023, lululemon expects net revenue to be between $9.549 billion and $9.584 billion, an increase of about 18%.

However, due to the tightening of spending by consumers, lululemon expects sales in the holiday season to be lower than expected. At the same time as the financial report was released, the board of directors of the group approved an additional share repurchase plan of up to $1 billion.

Comments: The revenue guidance in the fourth quarter lags behind Wall Street’s expectations, which is a rare mistake for this retailer whose performance often exceeds investors’ expectations. However, lowering the performance guidance may also be to achieve "unexpected growth", which is their old routine.

2. Ralph Lauren will speed up the layout of the China market and will open more than 30 new stores every year.

Ralph Lauren will accelerate its development in China market in 2024 and realize long-term and sustainable growth and value creation. Cai Xinhui, CEO of the brand’s China market and Southeast Asia, revealed that Ralph Lauren plans to open more than 30 new stores in China every year in the next few years, which will spread to more smaller cities while occupying a place in major cities.

Comments: In the cold winter of the market, mid-range luxury brands are eager to find a new way out. Although Ralph Lauren has been synonymous with the style of "old money" on social media in the past two years, the market has never reached a consensus on whether Ralph Lauren is a luxury brand. It is a foregone conclusion that refined luxury style will return. As a representative brand of this style, Ralph Lauren’s popularity has been rising in recent two years, especially in the China market. In the little red book, there are more than 90,000 notes related to "old money style". Besides fashion, this style has even penetrated into more subdivided fields such as home decoration, wedding and manicure. Continuing to bet on the China market is a promising move for Ralph Lauren.

3. Watches of Switzerland, a British luxury watch retailer, has no growth in the first half of fiscal year.

In the six months to the end of October, the sales of Watches of Switzerland recorded a year-on-year flat record of 761 million pounds, and the adjusted EBITDA fell by 10% to 94 million pounds, and the operating profit plummeted by 16% to 78 million pounds. By region, income in Britain and Europe decreased by 4% to 433 million pounds, while income in the United States increased by 5% to 328 million pounds.

Comments: Earlier, it was reported that the waiting list of Rolex watches was shortening, and the number of people waiting for some watches was shortened from 10,000 to 8,000, partly due to the cooling of global luxury consumption and reduced market demand. On the other hand, the downturn in the cryptocurrency market has further weakened the demand for luxury watches. It is true that the luxury watch market is blocked.

4. LVMH Group sells a majority stake in the cruise retail business.

French luxury goods giant LVMH Group said on December 8th that it has signed an agreement to sell a majority stake in Cruiseline Holdings Co., the parent company of Starboard & On Board Cruise Services, to a group of investors led by Jim Gissy.

Jim Gissy is the executive vice president of Westgate Resorts, a Florida timeshare company. Starboard was founded in 1958 and is headquartered in Miami. By the end of 2022, Starboard had more than 700 duty-free retail outlets selling handbags, jewelry, watches and beauty products on about 82 holiday cruise ships of companies such as Carnival Cruise Line, Royal Caribbean and Holland America.

Comments: LVMH will remain an "important minority shareholder" of the new entity despite the sale of equity. LVMH said in a statement: "New investors are strategic partners in the field of holiday retail, with innovative culture and growth philosophy." Who can do it for you? Cruise ships are also an important part of the luxury industry, and the development prospects are still considerable.

5. Levi’s CEO will retire.

Levi’s recently announced that CEO Chip Bergh will retire on April 26th next year, and the current president Michelle Gass plans to succeed him as the new leader of the group on January 29th next year. During Chip Bergh’s 12-year tenure, Levi’s has gradually developed into one of the best clothing companies in the world, promoting brand performance to achieve breakthrough growth.

Comments: Bergh reshaped Levi’s brand image, maintained its brand characteristics in the ever-changing competitive landscape, did not blindly pursue the trend, and paid attention to brand marketing. The great hero is about to retire. At present, consumers are increasingly cautious. The prospect of jeans brands or manufacturers like Levi’s, whose income comes from wholesale channels, is full of uncertainty. Can Levi’s new CEO take on the heavy responsibility?

6. Champion parent company HanesBrands appoints a new chief marketing officer.

HanesBrands, the parent company of American Fashion Champion and the American underwear and sportswear manufacturer, announced the appointment of Richard Mcleod as the vice president and chief marketing officer of Champion. In this position, Richard Mcleod will be responsible for promoting Champion’s global brand strategy and omni-channel brand positioning.

It is reported that before joining Champion, Richard Mcleod worked for Canada Goose, a Canadian down coat brand, and served as senior vice president of Canada Goose, responsible for brand development, growth and performance. Previously, he held senior leadership positions in companies such as Foot Locker, LVMH’s Hennessy, Pernod Ricard and Bacardi, and led the marketing activities of well-known wine and spirits brands such as Grey Goose, Bombay Sapphire and D’usse Cognac.

Comments: HanesBrands Group announced its third-quarter financial report, showing that sales decreased by 9.5% year-on-year to $1.51 billion, gross profit margin was 31.1%, and operating profit plummeted by 53% to $66 million. Can the new coach effectively reduce losses and turn losses into profits?

7. The top management of Lanvin Group of Fulang Group has changed greatly.

LANVin Group (NYSE: Lanv), a global fashion and luxury goods group, announced on December 8 Joann Cheng Yun, chairman and CEO of the group, had submitted his resignation to the board of directors and would start a new business in the future.

The board of directors of the group announced the appointment of director Huang Zhen as the new chairman of the group and Eric Chan as the CEO of the group, effective from December 7.

Fulang Group said that the appointment of Chen Jianhao comes at an important moment for the Group to expand the retail market in North America, Europe, Asia and the Middle East around the next stage of its brand growth. Huang Zhen said that Chen Jianhao’s rich experience in the fields of real estate and consumption will provide great value for the next stage of the Group’s growth and expansion of global business.

Comments: Fulang Group has now developed into a global fashion luxury group listed on the NYSE, and has maintained a steady growth momentum in the past few years. The two generals have extraordinary strength. Can they continue to write a chapter?

8. Alibaba’s representative withdrew from Farfetch’s board of directors

China’s e-commerce giant Alibaba recently announced that its president and board member, J. Michael Evans, has resigned from Farfetch’s board of directors, with immediate effect. It is understood that J. Michael Evans has been the president of Alibaba Group since August 2015 and joined the board of directors when Alibaba became a shareholder in Farfetch in 2020.

Comments: Previously, Richemont Group, which is also a shareholder, said that it would not undertake any financial obligations to Farfetch and did not intend to provide loans or investments to Farfetch. Ali also made a statement now, and Farfetch’s prospects were not good. Judging from the global situation of consumers returning to offline consumption experience, the reduction of non-essential expenses and the overall slowdown of luxury goods industry this year, Farfetch’s sudden departure seems to be certain.

9. The demand for diamonds is sluggish, and the giant De Beers has reshuffled its top management.

De Beers, the world’s largest diamond supplier, announced on Monday that two senior executives, namely David Prager, executive vice president and chief brand officer, and Ryan Perry, executive vice president of strategy and innovation agency, will remain on the executive committee until a successor is found. David Prager and Ryan Perry will continue to serve on the Executive Committee and oversee the transition of their responsibilities to other members. Tom Johnson is appointed as the general counsel, with effect from January 1, 2024. He will join the Executive Committee and be responsible for supervising the company’s legal and secretariat functions.

Comments: A series of personnel changes are considered as necessary measures for De Beers to cope with the current global diamond industry crisis. According to media reports, the global demand for diamonds has dropped to the lowest level since the epidemic, because global economic challenges continue to affect people’s demand for luxury goods. However, what needs to be more vigilant is the impact of the laboratory cultivation diamond industry on natural diamonds.

10. Amazon slashed the fees of cheap clothing sellers to meet the challenges of Shein and Temu.

Amazon, an American e-commerce giant, is slashing the fees for clothing sellers with prices below $20. The transaction fees for clothing products with prices below $15 will be reduced to 5%, and those for clothing with prices between $15 and $20 will be reduced to 10%, compared with 17% in the past.

Lucas Barnes, a former Amazon executive, said, "This will make Amazon more competitive in the field of low-priced clothing, because a dollar or two can make a big difference."

Comments: Although the company did not explain why it did this, it is widely believed that this shows that Amazon is preparing to fight a price war with China’s cross-border e-commerce companies Shein and Temu.

11. Open up new maps! Balenciaga set foot in the field of high-end jewelry for the first time.

The French luxury brand BALENCIAGA and Jacob & Co cooperated to create the "Diamant" high-end jewelry series, which was unveiled at the fall fashion show in 2024. This is the first time that Balenciaga has set foot in the field of high-end jewelry. It is understood that the series is made of 18-carat white gold and diamonds, including a large and heavy necklace and bracelet, a text theme style called "Typo", including a thin necklace and an oversized two-finger ring, designed to spell the word BALENCIAGA in a handwritten font style, and each diamond is hand-inlaid. Balenciaga x Jacob & Co. series has been exclusively booked on Rodeo Drive immediately after the show, and each model is customized for individuals. The production and delivery cycle is 3 months.

Comments: Since Demna Gvasalia became the new design director of Balenciaga, a lot of popular global fashion products have emerged. With exaggerated design and high price, the new products have a strong topicality, which often explodes the Internet. It is precisely this controversy that makes Balenciaga have a high flow among luxury brands, and it has risen rapidly in the fashion circle, and the products have become a proper out-of-stock king. What new trend will it bring when it comes to high-end jewelry this time?

12. Miuccia Prada and Raf Simons appeared in Prada Shanghai Exhibition.

To celebrate the opening of Pradasphere II exhibition in Shanghai START Star Art Museum, Prada co-creative directors Miuccia Prada and Raf Simons, as well as a group of brand executives appeared at the event site. This exhibition is the second appearance after the Pradasphere exhibition was successfully held for the first time in 2014, and will be open to the public free of charge from December 7 to January 21, 2024. The exhibition traces the history of Prada since its founding in 1913, and exhibits more than 400 physical and digital works of art, including the collection of fashion archives and the achievements of cross-border cooperation with art, architecture, culture and sports for decades.

In addition, Prada CEO Gianfranco D’Attis said that the company’s goal is to double its business in China in the medium term. Prada will open more stores, launch more localized products and marketing activities in China market. This means that the corresponding investment will increase, including opening larger stores, launching more localized products and holding more marketing activities. He also revealed that Prada plans to take the hotel concept as part of its globalization strategy and may launch it in 2024-2025.

Comments: After the construction of "Prada Universe" is completed, it is not difficult to see its ambition of further becoming upstream. To achieve this goal, the China market is a key link.

13. PANTONE announces the representative color of 2024.

PANTONE, an international color authority, recently released the representative color of 2024, and named it "Peach Fuzz" after PANTONE 13-1023. This is a comfortable and warm peach color, which just blends the elements of pink and orange, showing a fresh, soft and emotional atmosphere.

Since 2000, PANTONE has made annual color forecasts, which are selected through in-depth trend forecasts and socio-economic conditions, lifestyles and political influences (such as fashion, entertainment and tourist destinations).

Comments: Looking back at the popular colors released by Pan Tong in recent years, Viva Magenta, Very Peri and Illuminating Yellow all represent high saturation. At present, the pressure of life and work is great, and the popular colors turn into softer tones, which seems to correspond to "harmony" and "recovery"”。

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