17 第 周 2024/4.15-4.21 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： 2024年，餐饮市场靠“卷”才有未来？ 2024食材产业趋势：聚焦大单品、布局预制菜 饮料营养分级标识值得推广 行业环境： 1. 2024年，餐饮市场靠“卷”才有未来？ 关键词：[V]红餐网 概要：本文为“2024中国餐饮产业峰会”圆桌论坛实录，讨论了餐饮供应链规划和品牌护城河 的构建。嘉宾们认为，在餐饮市场进入下半场，供应链的重要性日益凸显。餐饮企业应通过品 牌建设和供应链优化实现可持续发展。在多品牌矩阵中，需要从组织架构、操作流程等方面优 化供应链，同时保持品牌特色和文化属性。益海嘉里集团通过投资布局调味品工厂和央厨产业 园区，研发更多高品质产品，以满足消费者和餐饮企业的需求。 ...

Industry Overview - The community social app industry has seen significant growth in user traffic, with a 9% year-over-year increase in 2023 and a 3.6% increase in market penetration by January 2024 [8] - Male user traffic in community social apps grew by 10% year-over-year in 2023, surpassing the overall industry growth rate [10] - The diversified dating app segment within the community social industry experienced a 35.1% year-over-year growth in male user traffic, with Blued leading in user engagement and stickiness [12] User Demographics and Behavior - Blued users are predominantly young, highly educated, and concentrated in tier-1 and new tier-1 cities, with over 70% holding a bachelor's degree or higher [21] - Blued users exhibit higher income levels, with 63.6% earning over ¥10,000 monthly and 59.5% being post-90s generation, reflecting strong consumption potential [23][24] - Blued users spend an average of ¥5,687 monthly, significantly higher than the overall user average of ¥4,676, with higher spending across all city tiers and age groups [30][31] Consumer Behavior and Preferences - Blued users show a strong preference for trendy, high-quality products, with a focus on individuality and brand reputation, and are more likely to engage in impulsive and forward-spending behaviors [28][29] - Blued users are highly active on social platforms, with 95% engaging in content sharing and discussions, and over 60% using multiple platforms like Weibo and Xiaohongshu for sharing [59][60] - Blued users are more likely to make immediate purchases after being influenced by social media content, with 34.9% making direct purchases after seeing product recommendations, compared to 24.8% of overall users [57][58] Luxury and High-End Consumption - Blued users have a higher propensity to purchase luxury goods, with 49.8% having bought luxury items, compared to 45.1% of overall users, and show a preference for footwear, apparel, and jewelry [90][91] - Blued users are more likely to purchase luxury items as a status symbol, with 50% driven by the desire to showcase taste and individuality, and 17.8% influenced by peer recommendations [92][93] - Blued users spend an average of ¥10,573 on travel annually, with a higher interest in international travel compared to overall users [74][75] Health and Wellness Consumption - Blued users show a strong demand for health-related products and services, with 50.2% engaging in health check-ups and 41.7% purchasing health supplements, reflecting a focus on preventive care [112][113] - Blued users spend an average of ¥4,597 annually on nutritional supplements, significantly higher than the overall user average of ¥3,572, with a preference for protein supplements, probiotics, and collagen products [119][120] - Blued users are more likely to engage in medical aesthetics, with 21.5% having undergone procedures, particularly favoring minimally invasive treatments like microneedling [112][122] Future Consumption Trends - Over 60% of Blued users plan to purchase a car within the next three years, with higher demand among tier-1 and new tier-1 city users, as well as the post-95s generation [124][125] - Blued users exhibit a strong interest in high-end products, with 49.8% having purchased luxury goods, and a preference for items that reflect personal style and social status [90][91] - Blued users are more likely to engage in forward-spending behaviors, with 25.6% classified as forward-spenders and 23.8% as impulsive buyers, indicating a strong consumption potential [32][33]

16 第 周 2024/4.8-4.14 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： 低温酸奶回归性价比 预制菜下半场拼什么？ 中餐再掀出海潮：供应链出海、产业链出海成新趋势 行业环境： 1. 高端酸奶概念吸引力下降低温酸奶回归性价比 关键词：酸奶 概要：近年来，市场上的低温酸奶价格逐渐走高，消费者失去“酸奶自由”，但近期商超和便 利店中的大部分低温酸奶都在打折，价格跌下10元。整个酸奶市场都在减速，销售额下滑，但 低温酸奶正回归性价比，强调功能性。低温酸奶市场目前正打“价格战”，通过促销来消化奶 源。虽然目前酸奶市场较为疲软，但长期依然值得看好。乳企也正调整策略，加码特色酸奶赛 道，寻找下一个爆款品类。 ...

Investment Rating - The report does not explicitly state an investment rating for the shared charging treasure industry Core Insights - The shared charging treasure industry in China is expected to grow significantly, with a market size projected to exceed 400 billion yuan by 2029, driven by increasing mobile internet users and consumption scenarios [30][31] - The industry has transitioned from a model-driven and scale-driven phase to a profitability-driven phase, with leading players focusing on operational optimization and innovative business models to enhance profitability [26][30] - Young users are the primary consumer group for shared charging treasures, with increasing daily charging frequency and a solidified usage habit [45][50] Summary by Sections 01. Industry Driving Factors - The number of mobile internet users in China reached 1.52 billion in 2023, expected to grow to 1.69 billion by 2026, providing a stable foundation for the shared charging treasure industry [6][8] - The average battery capacity of mainstream smartphones reached 4962mAh in 2023, leading to an increased demand for charging solutions due to higher power consumption [11] - The recovery of offline consumption scenarios, particularly in dining and entertainment, has created favorable conditions for the shared charging treasure industry [12][15] 02. Industry Status Analysis - The market size of the shared charging treasure industry reached 12.6 billion yuan in 2023, with a year-on-year growth rate of 25.7% [30] - The industry is characterized by high concentration, with the top five brands holding a market share of 96.6%, indicating a stable competitive landscape [35] - The operational models are primarily divided into direct sales and agency models, with the agency model gaining traction due to its lower capital requirements and faster expansion capabilities [37][39] 03. Demand Insights - The majority of shared charging treasure users are young individuals, with a notable increase in charging frequency as users experience "battery anxiety" [45][50] - Over 65% of borrowing needs are met, indicating improvements in point distribution and user satisfaction [58] - Key factors influencing brand preference include convenience of borrowing and returning, charging speed, and transparency in pricing [60] 04. Case Studies of Typical Enterprises - Monster Charging employs a dual model of direct sales and agency to enhance market share while diversifying its business structure [63] - The company has strengthened its hardware quality and integrated advanced technologies to ensure stable service delivery [64][65] - Monster Charging focuses on enhancing user experience through partnerships and digital customer service solutions [68][70]

Investment Rating - The report rates the Chinese artificial intelligence industry as "Buy" due to its rapid growth and significant investment opportunities [4][59][60]. Core Insights - The generative AI sector is experiencing a major breakthrough, with the industry expected to grow from 213.7 billion yuan in 2023 to 811 billion yuan by 2028, representing a compound annual growth rate (CAGR) of 30.6% [4][59]. - The emergence of large models is catalyzing the industrialization of AI, enhancing the capabilities of various AI sub-sectors and driving innovation [4][59][60]. - The Chinese government is actively supporting the AI industry through policy frameworks, infrastructure development, and regulatory guidance, which is fostering a conducive environment for growth [4][12][59]. Summary by Sections 1. Industry Progress - The Chinese AI industry is entering a high-speed development phase, with significant technological, market, and regulatory milestones achieved in 2023 [9][10]. - The report highlights that generative AI technologies are reshaping various sectors, including finance, healthcare, and education, with applications rapidly expanding [4][9][10]. 2. Industry Journey - The report discusses the evolution of the AI industry in China, emphasizing the importance of technological innovation and the establishment of a robust ecosystem [7][8]. - It notes that major cities like Beijing and Shenzhen are leading the charge in AI development, supported by strong government initiatives and investment [17][18]. 3. Benchmark Companies - The report identifies key players in the AI sector, including Baidu, Tencent, and Alibaba, which are leveraging their technological capabilities to drive AI adoption across industries [4][17][18]. - It emphasizes the role of these companies in setting industry standards and fostering innovation through collaboration and investment [4][17]. 4. Industry Reflection - The report reflects on the societal implications of AI, including ethical considerations and the need for regulatory frameworks to ensure responsible AI deployment [4][12][59]. - It highlights the importance of public trust and the need for transparency in AI applications to mitigate risks associated with data privacy and security [4][12][59]. 5. Market Dynamics - The report outlines the changing dynamics in the investment landscape, with a notable shift towards seed and angel funding for new AIGC companies, which accounted for nearly 40% of investment events in 2023 [23][24]. - It also discusses the ongoing competition between China and the US in the AI sector, particularly in generative AI technologies [4][88][97]. 6. Future Directions - The report concludes with insights into the future of AI in China, emphasizing the need for continuous innovation and adaptation to maintain competitive advantages in the global market [4][88][97]. - It suggests that the integration of AI into various sectors will continue to evolve, driven by advancements in technology and changing consumer expectations [4][88][97].

15 第 周 2024/4.1-4.7 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： 平淡的糖酒会，分化的白酒行业； 为了跟上年轻人的喜好，白酒也联名“上瘾”了？ 地产酒正在迎来全国化的“窗口新期”； 行业环境： 1. 啤酒高端化中场战事：高端高涨、国产追赶、精酿白热化 关键词：[V]云酒头条 概要：当前我国啤酒行业正朝着高端化方向发展，头部企业华润啤酒、青岛啤酒、百威亚太等 纷纷布局高端市场，并展现出明显的错位竞争格局。同时，精酿啤酒市场的兴起也为啤酒产业 带来了新的发展机遇，预计到2025年，精酿啤酒市场规模将占整体啤酒市场规模的17.2%。 原文链接：https://www.163.com/dy/article/IV3CDG8205199FKS.html?spss=dy_author ...

15 第 周 2024/4.1-4.7 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： 国产"平替"崛起，H&M、Zara还能涨价多久？ 新中式美学启思录1.0； 奢侈品市场面临挑战,销售乏力,LV等品牌暴跌 行业环境： 1. 国产“平替”涌现，H&M、Zara们还能涨价多久？ 关键词：快时尚 概要：H&M在2024年一季度业绩中，销售额微跌2%，但营业利润大涨至20.8亿瑞典克朗，利 润率达4%，高出预期的2.2%。Zara的高端化之路走得顺利很多，过去一年，Zara的营收和利 润都不减反增，显示出了更强的抗压能力。H&M的毛利率表现良好，成本控制也不错，但要达 到目标还需要看到更多销售数字的改善。快时尚品牌对所谓“原单”、“尾单”态度一直睁一 只眼闭一只眼，这些在线上交易平台上被缩写为Z家、U家等的产品，对苦苦维持原价 ...

瑞 1 2024/4.8-4.14 第 16 周 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： | --- | --- | |---------------------------------------------------------------------------------------|-------| | | | | | | | VR 线下门店实探：没有人想体验 VR ？ | | | 工信部：加大工业互联网、 5G 、千兆光网等规模化部署； 即时零售与消费电子产品"双向奔赴" | | 行业环境： 1. LCD涨价预期强烈 面板行业营收迎转折 关键词：[V]中国家电网 概要：近日，群智咨询总经理李亚琴在接受证券时报记者采访时表示，2024年将是面板产业从 下滑转向增长的转折之年。预计2024年全球面板厂商销售收入将同比增长约11%，达到约1033 亿美元。LCD涨价行情受到普遍关注，面板行业周期性减弱，未来有望呈现良好成长性与盈利 性。同时，她提示LCD面板技术升级放缓，面板厂商需要加大技术创新，避免LC ...

16 第 周 2024/4.8-4.14 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： 黄金为什么涨疯了？ IPO退潮，上游企业受关注； 买奢侈品的年轻人：LOGO之外，风格至上。 行业环境： 1. 黄金为什么涨疯了？ 关键词：黄金 概要：近期国际黄金市场价格猛涨，国内金价近一个月涨幅超过9%，受到多种因素影响，包括 全球经济增长状况、货币政策、地缘政治事件以及市场供需关系等。过去50年国际金价的波动 受到多种复杂因素的影响，但和全球通胀，美元是否加息，经济增长速度有密切关系。对于投 资者来说，不断调整自己的资产配置，一方面是为了安全保值，另外一方面是希望能有流动性。 普通人可以考虑买入黄金作为自己资产配置中的一部分，但买多少，买什么，依然有讲 ...

16 第 周 2024/4.8-4.14 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： 《2024抖音体育运动潮流趋势报告》发布 国货美妆“反攻”海外，会成就好生意吗？ “薄荷曼波风”席卷而来，品牌如何挖掘色彩价值？ 行业环境： 1. 化妆品安评再“松绑”！“原料清单”或将出炉 关键词：[V]青眼 概要：中检院发布关于公开征求《化妆品稳定性评价技术指南（征求意见稿）》等6项技术指南 或有关要求的通知。意见反馈截止日期为2024年4月17日。公开征求意见的文件涉及化妆品的 稳定性、防腐剂、包材相容性、致敏性等方面。在《化妆品原料使用信息（征求意见稿）》中， 强调了原料使用安全是化妆品安全评估的基础，并给出了原料使用量的客观收录和参照使用原 则。另外，中检院还发布了关于公开征求《化妆品原料数据使用指南（征求意见稿）》 ...