2024年中国跨境电商软件服务 行业报告 部门：投资研究一部 ©2024 iResearch Inc. CONTENTS 01 中国跨境电商行业概览 目 录 Overview ...

23 第 周 2024/5.27-6.2 服装行业 周 度 市 场 观 察 行业环境 跨境出海 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 时尚产业此起彼伏的“瘦身”战略意味着什么？ adidas 这波彻底抓住「少女心」； 新神裤预示今年该玩「极繁穿搭」了。 行业环境： 1. 传统服饰产业重镇频频出圈：新中式的风，吹进了浙江小镇 关键词：新中式,服饰,穿搭,国潮,面料,海宁,许村,绍兴柯桥 概要：新中式服饰已成为新一代服饰穿搭的流行密码，这种服饰将中国传统元素与当下审美潮 流相结合，主打典雅而不厚重，独特又不浮夸。浙江一些传统服饰产业重镇，如海宁许村、绍 兴柯桥等，纷纷抓住国潮风口，生产新中式面料，推动新中式服饰产业的发展。新中式的兴起 与当代年轻人对传统文化的认同感增强、生活方式、审美视角和消费观念的转变有关，设计师 ...

23 第 周 2024/5.27-6.2 酒行业 周度市场观察 行业环境 跨境出海 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 白酒行业的“人口红利”还在吗？ 主打一个轻度微醺！白酒加速年轻化布局。 高端化持续，全球啤酒市场销售额增长。 行业环境： 1. 白酒行业的“人口红利”还在吗？ 关键词：白酒原料 概要：在过去20年，我国人口结构的变化对白酒产业周期产生了影响。显性的城乡结构变化是 最大的“人口红利”，城镇化进程直接带动了白酒消费。隐性的年龄结构曲线则是“人口红 利”，呈现出“波浪”式变化，影响白酒行业的周期。白酒消费的主力人群是20～50岁的消费 者，而随着人口结构的变化，这一群体的规模和结构也在不断调整。预计未来六七年，“人口 ...

23 第 周 2024/5.27-6.2 数码家电行业 周度市场观察 行业环境 跨境出海 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 彩电业接下来就是海信TCL“掰手腕”; 2024Q1 全球折叠屏手机报告； 智谱 AI 获沙特基金超28亿投资。 行业环境： 1. 彩电业接下来就是海信TCL“掰手腕” 关键词：彩电行业,中国市场,全球市场 概要：中国彩电市场正在经历系统性变局，海信和TCL将在全球市场上展开竞争。中国企业在全 球彩电市场的占比、地位和竞争力显著提升，海信、TCL正在向三星发起进攻，未来彩电产业的 未来就是海信与TCL之间的较量，看谁能超越三星，成为全球彩电的第一。 原文链接：https://www.163.com/dy/article/J3CMCMO80519828Q.html?sp ...

Investment Rating - The report does not explicitly state an investment rating for the beauty industry Core Insights - The beauty industry in China has entered the 3.0 technology era, with a significant increase in new raw material registrations, totaling 117 in 2023, of which 104 are in the testing phase [3] - The youth skincare market is emerging as a new growth area, driven by over 300 million children and teenagers entering puberty, indicating a strong demand potential [8] - The clean makeup sector is gaining traction, focusing on safety, natural ingredients, and sustainability, with brands like REDCHAMBER leading the way [10] Industry Trends - The beauty industry is witnessing a surge in domestic brands, particularly during promotional events like Tmall's 618, where brands such as Pola and Kafumi achieved significant sales milestones [7] - The magnetic false eyelash market is experiencing rapid growth, with a market size of 6 billion yuan in 2023 and a staggering growth rate of 943.3% [6] - The introduction of innovative ingredients, such as recombinant collagen, is expected to dominate the skincare market, with projections indicating that the collagen market will surpass hyaluronic acid by 2025 [20] Market Dynamics - The Indonesian market presents a significant opportunity for Chinese beauty brands, given its similarities to the Chinese market and the potential for growth [12] - The report highlights the importance of adapting marketing strategies to maintain consumer engagement, especially in light of declining sales from beauty influencers during major promotional events [22] New Product Launches - Brands are increasingly focusing on ingredient innovation and technology application, with trends leaning towards multifunctional and high-efficacy products [18] - Yatsen Group has invested over 80 million yuan in a global innovation R&D center, aiming to enhance its competitive edge in the beauty market [19]

23 第 周 2024/5.27-6.2 食品饮料行业 周 度 市 场 观 察 行业环境 跨境出海 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 资本困住了新茶饮。 为何饮料行业频频涨价？ 无糖茶市场加速更迭。 行业环境： 1. 资本困住了新茶饮 关键词：奶茶店 概要：本文分析了新茶饮品牌上市遇冷的原因，并探讨了行业变革、资本需求和新消费趋势对 茶饮品牌的影响。随着茶饮市场的饱和，品牌开始向下沉市场布局，导致竞争加剧。为了获得 资本支持，企业纷纷上市融资。然而，新茶饮行业的毛利率和净利率较低，且存在产品同质化 和食品安全问题，这影响了资本市场的信心。在“第四消费时代”，消费者更注重性价比，新 ...

云服务行业动态及热点 研究月报-2024 年 5 月 ...

中国脱发白发理疗产业洞察报告 乌发如瀑映日辉，防脱防白正当时 部门：企服研究五组 ©2024 iResearch Inc. ▋ 研究意义 脱发与白发问题已逐渐成为我国乃至全球面临的共同难题。卫健委最新数据显示，截至 ABSTRACT 2020年底，我国脱发人群已超2.52亿，占比高达17.7%，遗传因素、生活方式的变化、 工作压力的增加以及环境因素等导致越来越多的中国人面临脱发白发等头发健康问题。 摘要 本报告旨在提供对中国脱发白发理疗产业的深入洞察，分析市场发展情况，了解用户的 脱发白发理疗行为特点，以期为行业从业者和投资者等各类主体提供参考与借鉴。 ...

Market Overview - The global drone market size reached $31.5 billion in 2023, with a projected annual growth rate of around 10%, potentially surpassing $40 billion by 2026[11] - China's low-altitude economy is expected to account for 50% of the global market within 5 years, driven by the influence of Chinese drone companies[88] Industry Applications - Logistics and passenger transport are expected to account for over 95% of the total economic benefits in the low-altitude economy[56] - China's drone operations market is dominated by surveying and inspection applications, accounting for 84% of total drone operations[154] Technology Trends - eVTOL (electric vertical take-off and landing) aircraft are considered the most suitable for urban low-altitude economic construction[43] - Hydrogen fuel cells are emerging as a promising energy source for long-range and heavy-load applications in low-altitude transportation[98] Infrastructure Development - Ground infrastructure, including urban takeoff and landing platforms and air traffic management systems, is crucial for the development of the low-altitude economy[50] - China has established 254 low-altitude airspace zones and 12 visual flight routes across 14 provinces, covering 33% of the national airspace[27] Policy and Regulation - The Chinese government has implemented a three-phase reform of low-altitude airspace management since 2000, with the latest phase focusing on collaborative management[27] - Key policy terms include "support," "economy," "construction," "management," and "incentives," reflecting the government's focus on industry development[149]

21 第 周 2024/5.13-5.19 美妆行业 周 度 市 场 观 察 行业环境 跨境出海 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 以油养肤生意还有什么机会？ 雅诗兰黛高端美妆品牌面临困境； “好特卖们”解美妆品牌“线下忧”？ 行业环境： 1. 近一年增长翻倍，以油养肤生意还有什么机会？ 关键词：美妆 概要：面部精油品牌在抖音电商的竞争格局分散，品牌集中度较低。价格带方面，100~300元 价格带竞争激烈，而300~500元价格带市场潜力较大。以油养肤话题在抖音上吸引轻熟肌和熟 龄肌消费者关注，他们对于皮肤状态的诉求是抗衰老和塑造健康肌。皮肤衰老的痛点包括皮肤 暗黄、缺水和细纹，这些痛点在以油养肤的广告创意中被埋入细分场景。在广告创意中，保湿 ...