泡泡玛特董事长王宁到访LVMH总部两位掌门人会聊什么？

每日经济新闻09-05

2051亿港元市值的潮玩巨头，与2132亿欧元市值的老牌奢侈品巨头正式碰面。　　《每日经济新闻》记者获悉，近日，泡泡玛特创始人王宁到访位于法国巴黎的LVMH集团总部，与LVMH集团掌门人、主席兼首席执行官贝尔纳·阿尔诺会面。阿尔诺的长女、迪奥首席执行官德尔菲娜·阿尔诺，以及路易威登首席执行官皮埃特罗·贝卡里等集团核心高管一同参与。现场气氛轻松，王宁还向阿尔诺赠送了一只LABUBU。图片来源：...

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headquarters?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LVMHF":1.91,"PMRTY":1.96,"09992":1.96},"content_text":"2051亿港元市值的潮玩巨头，与2132亿欧元市值的老牌奢侈品巨头正式碰面。　　《每日经济新闻》记者获悉，近日，泡泡玛特创始人王宁到访位于法国巴黎的LVMH集团总部，与LVMH集团掌门人、主席兼首席执行官贝尔纳·阿尔诺会面。阿尔诺的长女、迪奥首席执行官德尔菲娜·阿尔诺，以及路易威登首席执行官皮埃特罗·贝卡里等集团核心高管一同参与。现场气氛轻松，王宁还向阿尔诺赠送了一只LABUBU。 图片来源：泡泡玛特提供　　以9月4日市场数据计算，泡泡玛特市值约为2051亿港元，LVMH市值约为2132亿欧元，后者的规模约为前者的十倍。不过，当一家依靠潮玩IP迅速崛起的中国消费公司坐到全球最大奢侈品集团面前，体量差距之外，双方怎样创造并延长消费者的喜爱，反而更让人好奇。　　虽然这种相互观察并不等同于联名、投资或收购，但可以确认的是，这不是两家公司高层的首次交集。2025年10月，LABUBU创作者龙家升就曾与阿尔诺会面；同年12月，LVMH大中华区集团总裁吴越被委任为泡泡玛特非执行董事。　　吴越自2005年11月起担任LVMH大中华区集团总裁。更早以前，他还曾负责迪奥香水在中国的业务。从LABUBU创作者与阿尔诺见面，到LVMH中国区高管进入泡泡玛特董事会，再到王宁亲自带领管理层拜访巴黎总部，双方的接触已经从艺术家层面延伸至公司最高管理层。　　此次会面的时间点，正值泡泡玛特发布2026年半年报不久。8月20日，公司披露，上半年实现营收171.73亿元，同比增长23.8%；归属于公司所有者的净利润为50.38亿元，同比增长10.1%；经调整净利润为51.56亿元，同比增长9.5%。　　如果细分至区域，泡泡玛特上半年收入增长的主要是中国市场，收入约122亿元，同比增长47.3%；海外市场收入约49.72亿元，同比下降11.1%。其中，亚太和美洲市场收入分别下降9.7%和16.5%，欧洲及其他地区增长5.9%。　　在经历了前期的超预期增长后，泡泡玛特海外业务已将渠道、团队和供应链的管理压力推至台前。王宁在中期业绩会上将2026年定义为“整理年”，强调要夯实基础、优化全球渠道结构，而非盲目追求短期规模。　　在多品牌和跨市场经营上拥有数十年经验的LVMH，恰好是泡泡玛特可以近距离观察的对象。LVMH长期同时管理路易威登、迪奥、蒂芙尼、宝格丽、轩尼诗和丝芙兰等品牌，旗下业务横跨时装皮具、珠宝腕表、香水美妆、酒类和零售。如何在不同国家维持品牌定位，怎样协调创意团队与商业部门，以及门店扩张后如何保持运营效率，都是泡泡玛特出海之后必须面对的问题。　　这次巴黎会面也延续了王宁近几个月与全球消费企业管理层的交流。2026年7月，他曾率泡泡玛特核心高管团队到访苹果总部Apple Park，与苹果时任首席执行官蒂姆·库克、候任首席执行官约翰·特努斯等高管会面。据当时报道，双方谈及创意设计、数字生态与全球消费趋势，王宁还向苹果高管赠送了THE MONSTERS与FIFA联名的搪胶毛绒公仔。　　记者发现，从苹果到LVMH，两次访问都发生在泡泡玛特海外业务由高速扩张转向内部调整之后。苹果拥有覆盖硬件、软件、内容和门店的全球消费生态，LVMH则更擅长管理品牌、创意人才与高端零售网络。　　不过，坐在王宁对面的LVMH，同样面临着增长修复的压力。2026年上半年，集团实现营收386.44亿欧元，有机增长2%；实现经常性经营利润86.91亿欧元，同比下降4%。其中，由德尔菲娜·阿尔诺和皮埃特罗·贝卡里负责的时装与皮具部门收入下滑5%，尽管第二季度恢复1%的有机增长，但整体仍处于调整期。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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泡泡玛特董事长王宁到访LVMH总部 两位掌门人会聊什么？

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泡泡玛特董事长王宁到访LVMH总部两位掌门人会聊什么？