New Consumption Overview - Kind LLC, a subsidiary of Mars, launched a new series of grain energy bars made from five different types of grains, designed to provide sustained energy without sugar spikes or artificial ingredients [2] - Meco announced the popular idol group Times Youth League as its new brand ambassador, releasing a themed short film featuring the group [4] - Coca-Cola Japan introduced a new product, Georgia Clear Black, a black coffee that retains the richness and aroma of coffee while offering an unprecedented refreshing taste [7] - Master Kong launched a new low-sugar, high-fiber iced tea, reducing sugar content by 50% while maintaining a refreshing taste [8] - Nestlé collaborated with Hongdu Daping to launch seasonal limited products inspired by the fragrance of Jiangxi's gardenia flowers [8] - Atomy is considering acquiring a 63.38% stake in its subsidiary, Aikang Industry, for approximately 600 billion KRW [8] - ST United announced plans to acquire 100% of the shares of Jiangxi Runtian Industrial Co., Ltd. through a combination of stock issuance and cash payment [8] - Prada announced its acquisition of a 10% stake in Italian leather manufacturer Rino Mas Trotto to strengthen its strategic position in the leather supply chain [8] - ListenHub secured millions of dollars in angel funding from Sequoia China to enhance technology and market expansion [8] - Lantrilis received regulatory approval to acquire General Mills' yogurt business in the U.S., with the transaction expected to complete by the end of June [12] - Off&Relax launched a new offline experience space in Shanghai, showcasing its dual-effect collagen hair care products [13] - Goldwin opened its first flagship store in Kyoto, designed with a concept that combines local elements and modern aesthetics [13] - UR's sister brand OF opened its first independent store in Guangzhou, marking the start of its offline expansion [13] - Yili Group signed a strategic cooperation agreement with General Technology Group to collaborate on elderly nutrition solutions and health service systems [13] - The Shenzhen Stock Exchange decided to terminate the listing of Renrenle's stock, with the last trading date expected to be July 3, 2025 [14]

Core Viewpoint - The article emphasizes the strength and efficiency of China's manufacturing industry, highlighting its ability to utilize resources fully and create extensive industrial chains that other countries cannot match [3][42]. Group 1: Duck Industry Example - The price of Peking duck varies significantly, with restaurant prices around 100 yuan, while street vendors sell it for as low as 20 yuan, showcasing a complex ecosystem behind the product [5][6]. - The cost structure of a duck includes feed, logistics, processing, and profit margins, leading to a wholesale price of only 2-3 yuan per duck, which raises questions about sustainability [10][12]. - The duck industry exemplifies China's manufacturing prowess, where every part of the duck is utilized, creating a comprehensive profit cycle that maximizes resource use [12][13]. Group 2: Agricultural Products and Trade - The U.S.-China trade war has severely impacted American agricultural exports, particularly chicken feet, which are primarily consumed in China, leading to significant losses for U.S. farmers [14]. - Other agricultural products, like sugarcane and corn husks, are being innovatively repurposed in China for biomass energy and other uses, demonstrating the country's ability to turn waste into valuable resources [15][18]. Group 3: Waste Management and Recycling - China's waste management has evolved from concerns about "garbage cities" to a situation where waste is now a valuable resource for energy production, with a significant gap in waste supply for incineration plants [20][22]. - The construction of waste-to-energy plants has increased, with 2023 seeing the capacity to process nearly 400 million tons of waste, highlighting the shift in waste management strategies [22][24]. Group 4: Technological Advancements and Resource Utilization - The article discusses how technological advancements have allowed for the transformation of previously discarded materials, such as kitchen waste and used cooking oil, into valuable products like biodiesel and green methanol [27][29]. - The recycling of textiles into regenerated fibers is another example of China's leadership in circular economy practices, with initiatives to enhance resource recovery and sustainability [32][34]. Group 5: Comprehensive Industrial Chains - The article illustrates how industries in China benefit from complete industrial chains, where even waste materials can be profitably processed, leading to lower raw material costs and higher efficiency [34][37]. - Companies like Mixue Ice City are integrating supply chains to reduce costs and enhance competitiveness, demonstrating the trend of vertical integration in various sectors [37][38]. Group 6: Global Comparisons - The article contrasts China's resource utilization with that of other countries, noting that many foreign industries fail to capitalize on by-products due to technological limitations, leading to waste [40][42]. - China's unified market and extensive cultural heritage provide a unique advantage in maximizing resource use across various sectors, making it difficult for other nations to replicate this efficiency [42][44].

这是新消费智库第 2 6 5 0 期文章 新消费导读 新消费 1. 福建两口子食品有限公司推出牛肉馅饼 1. 福建两口子食品有限公司推出牛肉馅饼 2. Jel ley Brown 携手来一葫推出 新品 3. Stone I s land 杭州旗舰店开业 4. 瑞幸推出羽衣轻体果蔬茶 5. 古茗推出轻椰拿铁 6. 艾芬达提交注册 7. 君合盟生物再完成数千万元融资 8. 坦途科技获 B 轮融资 9. Dolce&Gabbana 获得 1.5 亿欧元融资 10. 传欧莱雅有意以 10 亿欧元收购 Medi k8 11. 阿迪达斯开售宠物服装挖掘它经济 12. R IMOWA 携手 Vitra 发布 2025 限量联名系列 13. 三只松鼠成立超鲜密码食品公司 14. Mush 扩展隔夜燕麦产品线 15. 巨子生物拟在厦门设立东南区域总部 福建两口子食品有限公司近日新推出牛肉馅饼。在饼皮制作上，该牛肉馅饼采用 72 层中式酥饼阶梯式开酥工艺，原料选用加拿大小麦粉，并 添加安佳黄油。 （ 食品板 ） 2. Jel ley Brown 携手来一葫推出 新品 健康饮品品牌界界乐 Jel ley Brown 携手新中式养生 ...

这是新消费智库第 2 6 4 9 期文章 新消费导读 打造百亿级海参产业生态圈。 编辑：竺天 审核： Single 2025 年 6 月 6 日， " 京东超市与好当家共建威海刺参合作基地启 动仪式 " 在山东威海好当家海洋牧场隆重举行。双方将依托京东全渠 道生态与好当家全产业链优势，构建从 " 深海牧场到消费餐桌 " 的品质闭环。以 " 产业链、供应链、价值链 " 三链融合模式推动威海刺参 产业 高质量发展，赋能乡村振兴。 强强联合： 地理标志产品 × 数智化生态 威海刺参作为国家地理标志产品，承载着深厚的海洋文化与高品 质基因。好当家作为行业领军企业，拥有 47 年海参全产业链经验，连续 16 年荣获国家有机产品认证，并两度摘 得国家科技进步奖。京 东超市凭借 " 三网通 " 供应链体系与亿级流量场，为威海刺参提供数字 化 营销、全渠道渗透及溯源技术支撑。双方合作将实现原产地直供与 消费信任的双向赋能，重塑海参消费体验。 政企协三方聚力， 共绘产业蓝图 启动仪式汇聚政府、企业及行业权威代表。威海海参产业协会秘 书长刘尊鹏指出： " 此次合作是行业标准化、品牌化升级的关键一步， 将 引领威海海参产业高质量发 ...

Core Viewpoint - The emergence of the stringless guitar is revolutionizing the music industry by lowering the barriers to entry for music enthusiasts, allowing even those without prior musical experience to play songs quickly and easily [3][4][6]. Market Overview - The global smart guitar market is projected to grow from 1.4 billion yuan in 2024 to 3.23 billion yuan by 2030, with a CAGR of 13.9% from 2025 to 2030 [6]. - The stringless guitar is one of the fastest-growing segments within this market, with brands like LiberLive achieving over 1 billion yuan in GMV on platforms like Douyin in the first half of 2024 [6]. Product Innovation - The stringless guitar utilizes advanced sensors and chips to convert finger movements on a simulated fretboard into electrical signals, producing sound through speakers, thus providing an immersive music interaction experience [8][11]. - This innovative design significantly reduces the learning curve, allowing users to play complete chords in a short time, appealing particularly to younger generations [11]. Consumer Demographics - As of 2023, there are over 400 million music enthusiasts in China, but the penetration rate of traditional instruments is only about 10%, indicating a large potential market for stringless guitars [11]. - The pricing strategy for stringless guitars is strategically positioned between low-cost electronic toys and traditional entry-level guitars, making it attractive to young consumers [11]. Social Media Influence - The popularity of stringless guitars has been amplified by social media, where users share videos of their performances, creating a viral effect that resonates with Gen Z's social dynamics [12][20]. - This "purchase and share" ecosystem has contributed to the rapid spread and acceptance of stringless guitars as a social currency [12]. Industry Dynamics - LiberLive, as a pioneer in the stringless guitar market, has seen significant sales growth, with its products ranking first in the global market from June 2023 to June 2024, and projected revenues exceeding 1 billion yuan in 2024 [13][15]. - Traditional guitar manufacturers like Enya are also entering the smart guitar space, offering products that integrate multiple functionalities to address consumer pain points [17][18]. Market Challenges - The stringless guitar faces mixed perceptions, with some consumers viewing it as a valuable tool for music enjoyment, while others criticize it as a mere entertainment device lacking in musical depth [20][22]. - The challenge for brands is to maintain interest while enhancing the product's professionalism and user engagement, potentially by creating a comprehensive music ecosystem that includes education and creative services [22][23].

Core Viewpoint - The article highlights various new consumer products and collaborations, showcasing trends in the food and beverage, fashion, and technology sectors, indicating a dynamic shift in consumer preferences and market strategies [2][3][4]. Food and Beverage Sector - New Hope Dairy launched a new product called "Active Light Food Bottle," which contains 25g of dietary fiber, meeting the daily minimum requirement for fiber intake [3]. - Ussu Beer introduced a new product "Electric Charge," entering the functional beverage market with a unique Nordic design [7]. - "Zero Egg Tofu" officially launched in Sam's Club, packaged in a family-sized 800g format with a shelf life of up to 45 days under specific storage conditions [6]. Fashion and Retail Sector - BAPE® collaborated with the Van Gogh Museum to create a capsule collection inspired by the artist's life, featuring six items [3]. - Li Ning partnered with Xuperman to launch a new sneaker line that incorporates elements of table tennis culture [6]. - Revolve Group acquired the intellectual property of luxury brand Dion Lee, which had previously planned to shut down, indicating a potential revival under new management [8]. Investment and Financing - The singing show "Chorus Show" secured 20 million yuan in Series A funding to expand its market presence in the smart entertainment sector [10]. - Levi Strauss & Co. announced the sale of its brand Dockers for $311 million to ABG, focusing on its flagship Levi's brand and rapidly growing activewear line [10]. - Muyuan Foods submitted an application for an IPO on the Hong Kong Stock Exchange, with major underwriters including Morgan Stanley and Goldman Sachs [10]. Technology and Services - Gaode Map launched a ride-hailing service in South Korea, allowing Chinese tourists to call local taxis without changing their SIM cards [12]. - Airbnb expanded its services to include fitness and wellness offerings, marking a strategic shift beyond traditional lodging [12]. - Unilever plans to invest £80 million in a new fragrance research facility in the UK, part of a broader £300 million R&D investment over the next two years [12].

New Product Launches - Jiu Yu launched coconut matcha powder, made from 100% matcha and coconut water powder, with a matcha content of ≥ 5% [3] - Xi Zhi Lang introduced NFC fruit pulp jelly, using fresh fruit pulp within 24-48 hours, with a fruit content of ≥ 40% [3] - Chao Le Zi collaborated with Harry Potter to launch new ice cream flavors [3] - Koko Manfen released three new fruit tea products, emphasizing natural tea polyphenols [5] - Oreo launched a limited edition cookie in collaboration with Selena Gomez, featuring chocolate and cinnamon flavors [16][20] Financing Activities - BlissClub, a women's activewear brand, completed a financing round totaling $530 million [14] - Miraggio, a handbag and accessories brand, raised $650 million in its first round of institutional financing [15] - Nutriearth established a distribution partnership with AIDP to expand its vitamin D3 oil market in North America [9] Market Developments - Pizza Hut's app fully integrated with JD Pay, launching promotional activities to attract customers [8] - Topologie, a French outdoor brand, opened its first store in mainland China [8] - Drunk Elephant announced its exit from the Japanese market, ceasing all sales channels by June 30, 2025 [28] Industry Trends - e.l.f. Beauty announced a $1 billion acquisition of Hailey Bieber's skincare brand, marking its largest acquisition to date [27] - The collaboration between君乐宝 and Synodis aims to promote local production of high-end cream [8] - The launch of new products by major brands indicates a trend towards innovative and health-focused offerings in the food and beverage sector [16][20]

这是新消费智库第 2 6 4 7 期文章 新消费导读 新消费 1. 夿萐咖啡首家香港咖啡精品馆开业 1. 夿萐咖啡首家香港咖啡精品馆开业 2. 五芳斋 x 伊利联名上新 3. 农夫山泉炭仌咖啡入驻山姆会员店 4. Pot Noodle 推出 新 口味 5. 白象大辣娇拌面 x 卫龙辣条共造新物种 6. 卡谷电商宣布完成 6.5 亿日元融资 7. 万达商管出售旗下 48 座万达广场股权 8. 西域春乳业控股伊牧欣乳业 9. Elf Beaut y 斥资 10 亿美元收购 Rhode 10. 地瓜机器人完成 1 亿美元 A 轮融资 11. 山姆会员商店推出线上披萨外送服务 12. Ar ket 将在上海开设第二家门店 13. KITH 纽约曼哈顿旗舰店焕新开幕 14. 柠季公布出海计划 15. Courrèges 发布 2026 春夏男装与早春女装系列 夿萐咖啡宣布首家香港咖啡精品馆 " 夿萐咖啡海港城店 " 开业。该店配置了外带专柜和香港第一个夿楚咖啡精品馆，提供 200 多种臻选纯 正阿拉比卡咖啡。 （ 小食代 ） 2. 五芳斋 x 伊利联名上新 近日， 五芳斋官宣与伊利联名上线糯心奶酪味黏黏粽。新品采用东北 ...

以下文章来源于金错刀 ，作者张一弛 金错刀 . 科技商业观察家。爆品战略提出者。 这是新消费智库第 2 6 4 7 期文章 新消费导读 "带病"上市的绿茶餐厅，也许最清楚自己病症。 作者 ：张一弛 编辑：竺天 审核： Single 来源：金错刀 4年尝试了5次，绿茶餐厅终于圆了自己的上市梦。 绿茶餐厅的老家杭州一直被调侃为美食荒漠，如果在社交平台 "求推荐好吃的杭州特色美食"，那么可能会得到如下答案： 巴比馒头 ，一家速食连锁包子铺。 这次绿茶餐厅费劲心力也要上市，堪称餐饮界最倔强IPO，也为杭州老家多加了张美食名片。 这几年，堪称是中国餐饮洗牌最快的年代，倒闭的、破产的、改命从头再来的餐厅比比皆是。 但绿茶餐厅却大张旗鼓的开店，2022-2024年绿茶餐厅分别开出47家、89家及120家新店，2024年几乎是平均三天开一家新店的速度在扩 张。 从杭州西湖畔到北京 SKP，从一线城市到小县城商业街，绿茶餐厅的扩张速度像极了瑞幸咖啡的"互联网式狂飙"。 只不过，如今的绿茶餐厅跟过去的风光却很难相提并论，不少人调侃绿茶是"带病上市"，食客们也总会反复思考两个相同的问题： 曾经排队 2小时的网红头牌，为何现在打不过 ...

Core Viewpoint - A new wave of middle-aged and elderly influencers is emerging in the live-streaming e-commerce space, showcasing their ability to attract significant consumer attention and generate substantial sales, indicating a shift in the market dynamics towards this demographic [2][12][39]. Group 1: Rise of Middle-aged Influencers - A notable increase in middle-aged influencers with millions of followers has been observed, particularly in the live-streaming sector, where they are effectively engaging audiences and driving sales [5][6][9]. - These influencers are characterized by their active lifestyles and health consciousness, challenging stereotypes about aging and appealing to both older consumers and their younger family members [6][12][39]. Group 2: Sales Performance and Popularity - Influencers like "田姥姥" and "时尚奶奶团" have achieved impressive sales figures, with some live streams generating millions in revenue, showcasing the commercial viability of this new influencer category [9][11][20]. - The top middle-aged influencers have diverse personas, ranging from fashionable grandmothers to energetic seniors, which helps them connect with a wide audience and drive engagement [9][12][19]. Group 3: Consumer Demographics - The primary audience for these influencers includes women aged 31-40 and older consumers aged 45 and above, indicating a significant market for products tailored to this demographic [24][27][28]. - The engagement from younger family members, particularly children of older consumers, also plays a crucial role in the purchasing decisions influenced by these middle-aged influencers [27][39]. Group 4: Product Categories and Trends - The most successful product categories promoted by these influencers include food and beverages, health products, and gifts, highlighting a trend towards wellness and lifestyle products among older consumers [29][36][37]. - Specific brands have seen significant sales through these influencers, with food brands like "农香森" and health products being particularly popular, indicating a lucrative opportunity for brands targeting the elderly market [30][35][37]. Group 5: Market Opportunities - The emergence of middle-aged influencers represents a new opportunity for brands to tap into the growing silver economy, as these influencers can effectively reach and resonate with older consumers [39][40]. - As the market for products aimed at older consumers expands, brands that align with the values and interests of this demographic may find substantial growth potential [39][40].