21 第 周 2024/5.13-5.19 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： 中国洋酒行业市场前景分析预测报告； 营收微增，谁制约着啤酒高端化？ 酒业，加“数”向前。 行业环境： 1. 区域酒企近3000亿份额怎么守？七大核心竞争力不能缺 关键词：[V]云酒头条 概要：本文探讨了区域名酒在白酒行业竞争中所面临的挑战与机遇。作者指出，区域名酒在市 场压力下，需要面对同样的发展问题，如名酒不断下沉挤压，消费升级明显，营销资源、人员 能力、品牌支撑有限等。然而，随着市场消费结构升级，区域名酒也迎来了新的发展机遇，如 多元化消费场景选择，白酒文化的多元化等。同时，作者分析了区域名酒的竞争误区，并提出 ...

21 第 周 2024/5.13-5.19 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： 揭砂锅，将「预制菜」表演成「现做」； 国产老汽水，在这个炎夏等待续命； 2024年烘焙赛道有哪些新趋势？ 行业环境： 1. 砂锅，将「预制菜」表演成「现做」 关键词：预制菜 概要：砂锅品类的热度在近年来持续升温，成为备受关注的餐饮热门品类。然而，尽管砂锅品 类的声量很高，但其新增企业数量却相对平稳。这种现象的出现与消费者对预制菜的心理层面 不认可有关，砂锅在传统观念中容易让人感觉被重视，且具有表演属性，易于传播。砂锅热很 大程度上反映在非砂锅品类的新品上新方面，但类砂锅化存在同质化的潜在危险。砂锅品类的 ...

21 第 周 2024/5.13-5.19 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： 在线消费增速放缓，美妆消费依旧成为支柱品类之一； 新中式热潮会成为下一个“东方主义”吗？ 抗衰市场正向更加年轻的消费群体渗透。 行业环境： 1. 品牌业绩亮眼，力压女装成增长发动机 关键词：男装 概要：过去一年多来，男装品牌在国内服装市场表现优于女装品牌，2023年19家上市服饰企业 中有10家男装品牌净利润增速超过两位数，而2024年一季度，男装品牌业绩继续走强。男装品 牌业绩整体优于女装品牌的原因在于其抗周期性更强，且近年来呈现出多元化、个性化、品质 化趋势，特别是国潮品牌的崛起为市场注入了活力。然而，国内男装市场集中度低，同质化严 ...

21 第 周 2024/5.13-5.19 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： 中国ESG影响力榜揭晓，多家家电企业上榜； 大模型也疯狂：字节卷价格、腾讯终开源，OpenAI与谷歌互搏； 人形机器人产业加速发展，投融资热度持续不减。 行业环境： 1. 《财富》中国ESG影响力榜揭晓，多家家电企业上榜 关键词：[V]中国家电网 概要：2024年《财富》中国ESG影响力榜揭晓，百家中外企业上榜，包括海尔智家、美的集团、 海信集团、TCL科技、西门子、飞利浦等家电企业。这些企业在环保和可持续发展方面表现出色， 如海尔实现供应链工厂100%ISO 14001认证，美的拥有28家国家级绿色工厂等。 原文链接：http://news.cheaa.com/2024/0513/635652.shtml ...

19 第 周 2024/4.29-5.5 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： 品牌如何布局中老年珠宝市场？ 眼花缭乱的防晒衣赛道； 行业环境： 1. 金价“狂飙”，品牌如何布局中老年珠宝市场？ 关键词：钻石 概要：金银珠宝市场在中老年消费者追捧下迎来新一轮增长，限额以上单位金银珠宝零售总额 同比增长13.3%，成为消费品类中增长第二快的。中老年人群一直是金银珠宝市场最稳定的受 众，占比接近50%。在产品设计上，中老年消费者更偏爱传统款式，但同时也开始关注更多样 化和个性化的饰品。此外，金银珠宝还承载丰富的人文价值，被长辈视为一种传承家族文化和 ...

19 第 周 2024/4.29-5.5 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： 22家白酒股年报，传递酒业之变； 2024大消费迭变，白酒、啤酒何以跻身“精选赛道”？ 白酒电商：狂飙的5年与逃不开的魔咒。 行业环境： 1. 4145.69亿！22家白酒股年报，传递酒业之变|财报深读① 关键词：[V]酒说 概要：2023年白酒上市企业的业绩数据公布，22家白酒上市企业总营收为4145.69亿元，同比 增长16.24%，占全国白酒行业总销售收入的54.81%。营收增幅方面，古井贡酒、伊力特等酒 企增长明显，而净利润增幅则表现为茅台、五粮液等企业双位数增长，古井贡酒、珍酒李渡、 迎驾贡酒等13家酒企实现2位数以上增长。行业集中化趋势明显，茅台、五粮液等头部企业营收 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the performance of 15 Chinese sportswear companies, noting that major brands like Anta and Li Ning have shown revenue growth, with Anta exceeding 20 billion yuan in revenue [3] - The sustainable fashion industry faces challenges, including a decline in the application of recycled polyester to 14%, suggesting a need for brands to focus on new material development and production [7] - SHEIN is facing multiple challenges in 2024, including stalled IPO plans and intellectual property disputes, indicating a potential survival crisis if effective solutions are not found [9] Industry Trends - The sportswear market in China is experiencing a head effect, with leading brands outperforming smaller ones, while international brands like Lululemon and New Balance are performing well [3] - The new Chinese aesthetic trend is still in its early stages, with brands like Huaxizi successfully utilizing Chinese elements, but the supply chain remains a challenge [4] - The outdoor market is evolving post-Gorpcore, with a focus on detail and design, as brands innovate in their product offerings [6] Cross-Border Expansion - Temu, a cross-border e-commerce platform under Pinduoduo, is relocating its headquarters to Shenzhen to achieve a target of 60 billion USD in transaction volume for the year [8] Investment Operations - Biyinlefen reported a revenue of 3.536 billion yuan in 2023, with a net profit of 911 million yuan, indicating a strong performance in the high-end apparel market [11] - The Taiping Bird Group achieved a revenue of 7.792 billion yuan in 2023, with a net profit growth of 127.06% [12] - Adidas reported a strong Q1 2024 performance with a revenue of 5.46 billion euros, marking an 8% year-on-year growth [13] Marketing Activities - Taiping Bird opened its first global flagship store in Ningbo, showcasing a new retail experience that integrates its four major brands [18] - The rise of the "two-dimensional" market is creating new retail opportunities, with brands like GOODSLOVE providing unique shopping experiences for ACGN enthusiasts [19]

20 第 周 2024/5.6-5.12 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： 空调毛利率回升，三大“白电巨头”业绩哪家强； TO B软件企业财报：回看2023，展望2024； 我国5G工业应用已深入生产核心控制环节。 行业环境： 1. 解读TO B软件企业财报：回看2023，展望2024 关键词：出海 概要：随着2023年全年财报的陆续公布，中国TO B软件企业取得了显著的技术革新、财务稳健、 客户多元化、AI应用和全球化战略进展。尽管面临销售成本高昂和过度依赖大客户等挑战，企 业仍展现出顽强生命力和不断探索精神。企业需坚持创新、优化产品和服务的适应市场需求， 加强内部管理、控制成本和提高运营效率，并实施全球化战略以分散风险和获取新的增长动力。 ...

| --- | --- | |----------------------------------|---------------------| | | | | | | | | | | 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 | | | | | 01 | 行业趋势 | Industry Trends 1 2024/4.29-5.5 第 19 周 本周看点： 百威、长城、茅台纷纷入局美妆！ 2023中国美妆10强出炉！ 美妆代言：热播剧明星、体育健将成新宠？ 行业环境： 1. 百威、长城、茅台纷纷入局美妆！ 关键词：[V]青眼 概要：近期，多家知名企业跨界美妆领域，如长城汽车、东阿阿胶、奥普家居等。食品饮料和 服饰领域的企业入局美妆护肤最多。虽然跨界美妆企业大多"雄心勃勃"，但真正深入做产品 研发和品牌建设的较少。奢侈品牌如Prada、Gucci、Hermes等成功进军高端美妆行业。跨界 美妆总体上呈现出冰火两重天的态势，成功与失败并存。 2. 原文链接：https://www.sohu.com/a/775348964_329832?scm=10001.325_13-10 ...

Investment Rating - The report indicates a strong competitive landscape in the kitchen small appliances market, highlighting a "stronger gets stronger" trend, particularly for leading companies like Supor and Joyoung [2][4]. Core Insights - The kitchen small appliances industry is entering a phase of stock competition, with significant homogeneity among products, leading consumers to compare options before making decisions [2]. - Major home appliance companies such as Midea, Haier, Gree, and Hisense are experiencing revenue and profit growth, indicating a shift towards a "stronger gets stronger" market dynamic [4][15]. - The electric vehicle market is facing a "homogeneity crisis," prompting companies to innovate in battery technology and smart driving systems to differentiate their products [3]. - The digital economy is being prioritized by the Ministry of Commerce, with a three-year action plan aimed at enhancing digitalization across various business sectors [6]. Industry Trends - The electric vehicle market is thriving, but product design and features are becoming increasingly similar, necessitating innovation in areas like battery technology and AI integration [3]. - The kitchen appliance sector is witnessing a significant shift towards online sales channels, with companies like Joyoung focusing on platforms like Douyin and Xiaohongshu [2]. - The home appliance market is seeing a consolidation of market share among top players, with Midea reporting revenue of 106.1 billion yuan in Q1 2024 [4]. Investment Operations - Suning.com reported a significant reduction in losses, achieving a net profit close to breakeven in Q1 2024, with a focus on expanding its offline market presence [11]. - TCL Technology reported a net profit of 4.78 billion yuan in 2023, a 747.6% increase year-on-year, driven by improvements in the semiconductor display sector [12]. - Gree Electric achieved record highs in both revenue and net profit for 2023 and Q1 2024, with a consistent annual net profit exceeding 22 billion yuan over the past five years [15]. Product Technology - The integration of home appliances with living environments is becoming a key trend, with a focus on embedded designs and personalized aesthetics in products like refrigerators and washing machines [22]. - The development of AI and machine learning technologies is driving innovation in product design, with companies exploring energy-efficient cooling solutions for data centers [19].