后疫情时代，中国正在成为奢侈品巨头的唯一增长点

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>“双11”的销售数据充分体现了中国消费者对奢侈品的热情。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>11月11日前10分钟，京东奢侈品成交额同比增长超500%，前30分钟超130个奢侈品品牌成交额同比增长100%，Ralph Lauren、Tods、PINKO等多个品牌全天成交额同比增长15倍以上。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>11月1日，天猫奢侈品交易开售仅10分钟，首次参与的巴黎世家、Coach成交额就超过今年的618全天；MK、MCM、Qeelin等品牌的成交超过去年“双11”全天。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>中国市场对奢侈品的偏好不止反应在“补贴”带来的促销效应上，由于国外疫情持续发酵，中国奢侈品市场率先实现了“V”型复苏。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>据波士顿咨询BCG与腾讯此前发布的《中国奢侈品消费者数字行为洞察报告》称，2020年全球奢侈品市场受疫情重创之下，率先回暖的中国市场预计2020全年增速20-30%。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>奢侈品行业正在逐步回暖，这在各大企业的财报中也有进一步体现。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>截至9月30日的六个月内，卡地亚母公司历峰集团在中国的销售额大涨78%，令亚太市场整体跌幅收窄至4%。seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>英国奢侈品牌Burberry也在财报中强调，得益于中国市场的强劲复苏，品牌第二财季的跌幅从第一财季的45%收窄至6%，10月更是录得增长。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>来自Equite的数据也表明，未来，中国消费者购买力还会进一步提升。据其预计，中国消费者购买的奢侈品约占全球奢侈品总销售额的40%，到2030年，这一比例将进一步上升至50%。

<p style="box-sizing: border-box; margin-top: 0px; margin-bottom: 26px; padding: 0px; border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-stretch: inherit; line-height: inherit; vertical-align: baseline; font-family: “PingFang SC”, “Lantinghei SC”, “Helvetica Neue”, Helvetica, Arial, “Microsoft YaHei”, 微软雅黑, STHeitiSC-Light, simsun, 宋体, “WenQuanYi Zen Hei”, “WenQuanYi Micro Hei”, sans-serif; -webkit-font-smoothing: antialiased; word-break: break-word; word-wrap: break-word; color: rgb(38, 38, 38); text-align: justify; white-space: normal; background-color: rgb(255, 255, 255);”>seline; -webkit-font-smoothing: antialiased; word-break: break-word; letter-spacing: 0px;”>疫情持续冲击叠加电商化趋势，中国已经成为全球奢侈品行业最大的亮点。