18 第 周 2024/4.22-4.28 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： 爱马仕有望成为最大奢侈品牌; 如何看待新中式热潮背后的同质化隐忧？ 又到球衣季，「时尚化」设计选择更多了； 奢侈品牌的「终点」其实是家居。 行业环境： 1. 花旗分析师称，爱马仕有潜力超越路易威登成为“最大奢侈品牌” 关键词：奢侈品 概要：法国奢侈品牌爱马仕有潜力超越法国奢侈品巨头LVMH 路威酩轩集团旗下品牌Louis Vuitton 成为奢侈品行业营业额最高的品牌。花旗集团分析师预测，未来几年（2027年或更 早），爱马仕的销售额将达到具有象征意义的200亿欧元水平。爱马仕在奢侈品行业中增长、利 润和现金流最可预测，其股价在过去五年累计跑赢大市170%。然而，花旗银行对其股票评级为 ...

18 第 周 2024/4.22-4.28 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： 白酒高增长案例告诉你重构圈层关系； 多家酒类企业发布业绩报告； 透视啤酒企业年报：中高端产品竞争加剧。 行业环境： 1. 新生活方式催生新营销机会，白酒高增长案例告诉你重构圈层关系 关键词：[V]云酒头条 概要：在白酒行业结构调整的关键时期，四个企业案例都遵循重构与圈层及用户关系的原则， 表现为重新认识圈层及用户的价值，回归线下传统，与用户和渠道重构新型关系。茅台的跨界 玩法通过跨界打包团体消费，获得热点传播、跨界融合、拥抱年轻人；衡水老白干在河南市场 全面导入圈层渠道一体化的新模式，销售额翻倍增长；习酒将“跟谁喝”置于更重要的位置， ...

2024年海外小家电市场研究报告 部门：投资研究部 署名：赵坤 ©2024 iResearch Inc. CONTENTS 01 海外小家电市场消费概况 目 录 Overview ...

Investment Rating - The report does not explicitly state an investment rating for the SDN and SD-WAN industry Core Insights - The SDN market in China reached a scale of 9.6 billion yuan in 2023, with the SD-WAN segment accounting for approximately 3.3 billion yuan. The data center and campus network scenarios together represent about 66% of the market, while SD-WAN accounts for around 34% [5][32] - The SDN industry is characterized by three main application scenarios: data centers, campus networks, and SD-WAN, with data centers being the core application area [21][23] - The competitive landscape is divided into three categories based on vendor business focus: software-based (20%), hardware-based (61%), and resource-based (18%) [5][59] Summary by Sections 1. Industry Background - SDN separates the control plane from the data forwarding plane, enabling programmable networks. The delivery of SDN solutions is increasingly flexible, with usage-based billing becoming mainstream [5][16] - The SDN market has experienced a slowdown in growth due to economic conditions, but future growth is expected from the upgrade of old equipment and the development of computing networks [32] 2. User Demand Insights - The financial sector, government, and energy industries have significant data center needs, while retail and manufacturing sectors require more campus network solutions [37][41] - In the SD-WAN scenario, the retail sector has many chain branches but is sensitive to economic fluctuations, while the financial and government sectors have more stable demand [38][49] 3. Competitive Environment and Vendor Practices - The SDN market is seeing increased competition with a concentration of leading players. The products and solutions in the market are becoming more homogeneous, leading to a need for differentiation [28][61] - Major vendors include software-focused companies that excel in user experience, hardware-focused companies with a strong technical foundation, and resource-based companies that leverage telecom partnerships [59][61] 4. Development Trends - The integration of technologies such as SRv6, AI, and 6G is expected to enhance network quality and stability, while the SASE service architecture is becoming mainstream [5][21] - The SD-WAN market is anticipated to see a slight recovery in growth in 2024 as economic conditions improve and government projects advance [32]

2024年 中国家居市场消费洞察 本报告由以下单位联合发布： 全联家具装饰业商会 居然之家新零售集团股份有限公司 艾瑞咨询 ©2024 iResearch Inc. CONTENTS ...

奢侈品行业网络营销监测报告 2024年 部门：TMT北京专项组 ©2024 iResearch Inc. 数据说明 研究对象 - 奢侈品行业网络广告投放分析 - 特别说明：本报告监测分析的奢侈品行业主要包括美妆香水类、鞋服箱包类、珠宝腕表类及相关奢侈品，不含葡 ...

Industry Investment Rating - The report does not explicitly provide an investment rating for the industry [1][2] Core Viewpoints - The Chinese infant and toddler snack and complementary food market has entered a mature stage, with steady growth expected in 2024 [6][19] - The market is driven by scientific parenting concepts, with 84.7% of parents purchasing grain-based complementary foods as a necessity [17] - The market size is projected to reach 46.5 billion yuan in 2024, with further growth potential in lower-tier cities [19] - The industry has seen diversification and refinement in product categories since 2015, with innovations such as organic, nutrient-rich, and snack-based complementary foods [21][22] Market Development - The market has evolved through several stages: initial introduction in the 1980s, category expansion from 2015-2019, subsidy competition from 2019-2021, and maturity from 2022 onwards [6][7][8] - National policies have reinforced standards for infant complementary foods, emphasizing the importance of diverse and additive-free options [10][11][12] - Market penetration is high, with 62% of mothers having fed their children complementary foods in the past year [14][15] Demand Analysis - 95/90s mothers are the primary consumers, with a focus on diverse and scientifically formulated complementary foods [32][35][38] - Mothers prioritize multi-nutrient and portable complementary foods, with 55.5% citing the need for additional nutrients as a key reason for purchasing [40][41] - Organic products are gaining traction, with 65.3% of 95s mothers willing to pay a premium of over 20% for organic options [53][54] Supply Chain and Brand Strategies - The supply chain has matured, with domestic production, overseas imports, and OEM models coexisting [24][25] - Brands like Heinz and Ying Shi have established robust domestic supply chains, while newer brands leverage flexible OEM models for rapid product launches [24][25] - Brands are focusing on scientific feeding solutions and leveraging social media to enhance consumer engagement [28][29] Market Trends and Opportunities - The industry is moving towards more diverse and innovative product offerings, including organic, nutrient-rich, and tech-integrated complementary foods [21][22] - There is a growing demand for convenient, portable, and scientifically formulated complementary foods, particularly in lower-tier markets [19][40] - Brands are increasingly focusing on global sourcing, high-quality production, and rapid market responsiveness to meet consumer demands [85] Consumer Behavior - Mothers are willing to pay a premium for clean ingredient lists, high digestibility, and portable packaging [50][51][64] - The average spending per purchase is around 140 yuan, with 95s mothers spending slightly more than other age groups [66][67] - Mothers prefer high-quality, cost-effective brands, with Heinz and Ying Shi being among the most trusted [69][70] Purchasing Channels and Information Sources - Mainstream e-commerce platforms and maternal and child stores are the primary purchasing channels [81] - Social media plays a significant role in information acquisition, particularly among 95s mothers [77][78]

17 第 周 2024/4.15-4.21 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： 2024春夏季鞋履消费主品类； "国潮"兴起，传统汉服与"新中式"共同繁荣； 2023年国际运动品牌业绩盘点。 行业环境： 1. 国际鞋履｜泛运动类鞋款，将成为2024春夏季鞋履消费主品类 关键词：[V]WWD国际时尚特讯 概要：根据文章内容，消费者在春夏季购买泛运动类目鞋款数量预计将超过其他鞋类类别。调 查显示，消费者对于鞋履品牌的偏好增长，61%的人计划在品牌直营线上网店购买运动类目鞋 款，57%的人计划在品牌的线下实体店进行购买。此外，消费者在休闲类鞋款上的消费预计将 减少6%，在运动休闲和多功能鞋上的购物预计将减少9%。整体来看，消费者在鞋类消费上趋 于克制，追求实用主义，品牌力比以往任何时候都更重要。 ...

17 第 周 2024/4.15-4.21 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： 汽车、家电、家装厨卫推动以旧换新 国内智能家居跨平台互通标准发布 AI接过折叠屏的叙事权 行业环境： 1. 汽车、家电、家装厨卫为重点多措并举推动消费品以旧换新 关键词：[V]中国家电网 概要：商务部等14部门联合发布了《推动消费品以旧换新行动方案》，旨在激发消费潜能。方 案提出，到2025年，实现国三及以下排放标准乘用车加快淘汰，高效节能家电市场占有率进一 步提升；报废汽车回收量较2023年增长50%，废旧家电回收量较2023年增长15%；到2027年， 报废汽车回收量较2023年增加一倍，二手车交易量较2023年增长45%，废旧家电回收量较 2023年增长30%。该方案明确了汽车、家电、家装厨卫市场综合体量大，带动效 ...

17 第 周 2024/4.15-4.21 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： 一季度化妆品零售总额1086亿元； 300亿防晒赛道：极致比拼； “戴Tiffany克走领导”，营销的尽头是玄学？ 行业环境： 1. 增长3.4%，一季度化妆品零售总额1086亿元 关键词：化妆品 概要：今年3月我国化妆品零售额达到近五年峰值，达到411亿元。尽管3月份化妆品类增速略 有放缓，但整体市场仍然保持增长。从线上零售额来看，1-3月份，全国网上零售额同比增长 12.4%，占社会消费品零售总额的比重为23.3%。抖音已成为美妆销售的热门平台，一季度抖音 美妆整体GMV超486亿，同比增速超42%。国家统计局副局长盛来运表示，未来的消费市场持 续向好，支持消费的有利条件仍在增多，化妆品消费也将稳步增长。 ...