Industry Overview - Electric scooters effectively meet the daily needs of short-distance travel, with an average commuting radius of no more than 15km in major countries [2][3] - The electric scooter market size reached 55 million units in 2023, with the top 10 brands accounting for 85% of total sales [6] - The industry is experiencing a trend towards high-end products, with major brands launching new models priced above 3000 RMB and focusing on intelligent features [17] Market Trends - The new national standard in 2024 is expected to drive demand, with stricter regulations and subsidies in provinces like Jiangsu, Jiangxi, and Shanxi [4][5] - The Southeast Asian market is becoming a preferred destination for electric scooter exports, with countries like Indonesia and Thailand showing rapid urbanization and supportive policies [22][23] - Shared electric scooters and instant delivery services are emerging as potential growth drivers, with the shared electric scooter market expected to reach 8 million units by 2025 [24][25] Competitive Landscape - Leading brands like Yadea and Aima have surpassed 10 million units in sales, with Yadea showing strong growth of 34% YoY in H1 2023 [12][13] - New players like Ninebot have outperformed Niu in sales, with a focus on channel expansion and intelligent features [12] - The industry is witnessing a clear Matthew effect, with top brands consolidating their market positions [12][14] Product Development - Long-range and intelligent features are key competitive factors, driving product upgrades and price increases [8] - Sodium batteries are emerging as a new area of competition, with brands like Yadea and Tailg investing in R&D and expected to launch mass-produced products in 2024 [26][27] - Yadea's high-end models, such as the Guan Neng series, have seen significant growth, accounting for 28% of total sales in 2023 [28][29] Challenges - The industry faces challenges such as contradictions between national standards and market demands, product homogenization, and consumer complaints [30][31][32] - The supply-demand imbalance for legitimate lithium batteries has led to risks of illegal modifications and substandard products [33] Future Outlook - The industry is moving towards high-quality, intelligent, and personalized development, with a focus on design, battery technology, and smart features [35][36][37][38] - Technological advancements in battery and motor systems are expected to address consumer concerns about range and charging [36]

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Economics Sachs Research 22 May 2024 I 4:24PM EDT USA: FOMC Meeting Minutes Display Range of Views on Inflation Outlook and Policy Risks 开报数据力 MAIN POINTS: Jan Hatzius Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 I alec.phillips@gs.com V Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Spencer Hill, CFA Goidman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 ...

就是说520跟618所以说大家的消费欲望会减低就会等到这个31号的晚上8点那么就是说因为520本身就会消耗一波所以说的话就是说直接把520这个销售纳入到618整体销售范围之内所以说它就提前了那么整体上的618表现的话相对来讲的话也是会比较好那么第三点的话其实就是整体上 比如说东方甄选交朋友其实这些平台已经这些商家已经入驻到淘宝了所以说他们想要把这个节奏往前拉一下运用这个直播这种形式把整体上618的销售再往上拱一下但是整体上销售的话可能实打实的讲其实不会有特别大的作用但是其实整体上对于他们的市场上的升量或者是对于 大家对于他们的关注度会增加所以说是有利于后面就是说大家再去做这个事的好的好的谢谢专家所以其实像您刚刚说的这个整个延长其实也是把两个其实都比较重要的这个时点去做了一个整合就希望有更好的营销和表现对 然后想稍微问一下就是说我记得以前像佳吉这样的超头主播的话在天猫的预售当中其实贡献应该是蛮大的因为我之前好像看过报道说有在预售中可能有半数左右的一个贡献然后想问一下就是这个预售取消从对超头主播这个角度来讲对他的这个销售会有什么样的一个影响吗这个影响的话其实是 没有特别大的影响因为这个他这个直播跟这个我们传统业务 ...

Industry Overview - The beverage market has entered the era of freshly made drinks, with a trend of replacing traditional bottled beverages with freshly made drinks, including tea-based beverages, fruit juices, and coffee [2] - The freshly made beverage industry has undergone three major supply upgrades: the powdered mix era (1990-1995), the traditional chain era (1996-2015), and the new tea era (2016-present) [2][3] Market Size and Growth - The freshly made tea market has exceeded 200 billion RMB, with a CAGR of 7.6% expected from 2021 to 2025 [4] - The new tea beverage market, driven by delivery platforms, is projected to reach 347.6 billion RMB by 2027, with a CAGR of 26.0% [4] - The market size of freshly made tea in China is expected to grow from 2016 to 2025, with significant growth in delivery-based sales [5] Competitive Landscape - The freshly made tea market is divided into three price segments: low-end, mid-range, and high-end, with strong competition in the mid-range segment [6] - The top 5 brands in the freshly made tea market account for approximately 15% of the market share by store count, with regional leaders dominating specific areas [8] - Regional competition is intense, with the South China region being the most competitive, and brands like Gu Ming and Shuyi Shaoxiancao showing strong regional dominance [8][9] Consumer Behavior - Tea consumption is primarily driven by leisure occasions, with social gatherings, shopping, and afternoon tea being the top scenarios for tea consumption [10][11] - In first-tier cities, nearly half of consumers are already deep users of sugar-free tea beverages, with high user activity and frequent purchases [17][18] Market Trends - The low-tier cities are experiencing rapid growth in the number of freshly made tea stores, with the market size expected to grow from 73.2 billion RMB in 2022 to 273.9 billion RMB by 2028, with a CAGR of 24.6% [19][20] - New tea beverage players are leveraging their natural advantages to enter the coffee market, combining tea and coffee ingredients to create innovative products [22] International Expansion - The Southeast Asian market for freshly made beverages is expected to grow from 16.3 billion USD in 2022 to 49.4 billion USD by 2028, with a CAGR of 20.3%, making it the fastest-growing market globally [24][25] Digital Transformation - The tea beverage industry is accelerating its digital transformation, with a focus on digital management in store operations, raw material supply, and membership management [26][27] Challenges - The tea beverage industry faces challenges such as limited consumer groups, low supply chain concentration, franchise irregularities, and food safety concerns [28][29][30][31] Future Directions - The industry is moving towards a "zero-additive tea" era, with brands focusing on health-conscious products and classic elements [33] - The integration of tea and coffee experiences, along with a focus on refreshing and non-bitter flavors, is becoming a key direction for category upgrades [33] - Overseas markets remain an important growth avenue, with brands needing to balance localization and differentiation [33]

就是说520之后618所以说大家的消费欲望会减低就会等到31号的晚上8点那么就是说因为520本身就会消耗一波所以说的话就是说直接把520的销售纳入到618整体销售范围之内所以说它就提前了那么整体上的618的表现相对来讲也是会比较好那么第三点的话其实就是整体上 比如说东方甄选交朋友其实这些平台已经这些商家已经入住到淘宝了所以说他们想要把这个节奏往前拉一下运用这个直播这种形式把整体上618的销售再往上拱一下但是整体上销售的话可能实打实的讲其实不会有特别大的作用但是其实整体上对于他们的市场上的升量或者是对于 大家对于他们的关注度会增加所以说是有利于后面就是说大家再去做这个事的好的好的 谢谢专家所以其实像您刚刚说的这个整个延长其实也是把两个其实都比较重要的这个时点去做了一个整合就希望有更好的营销和表现 对 然后想稍微问一下就是说我记得以前像佳吉这样的超头主播的话在天猫的预售当中其实贡献应该是蛮大的因为我之前好像看过报道说有在预售中可能有半数左右的一个贡献然后想问一下就是这个预售取消从对超头主播这个角度来讲对他的这个销售会有什么样的一个影响吗这个影响的话其实是 没有特别大的影响因为这个他这个直播跟这个我们传统业务的货架 ...

大家好,欢迎来到AMC Entertainment Holdings Inc.的第一午的2024 Earnings Webcast。此时,所有的参与者都在听听的模式中。有问题的解答会在举行举行举行举行举行举行举行举行举行举行举行举行 Thank you, Joe. Good afternoon. I'd like to welcome everyone to AMC's first quarter 2024 earnings webcast. With me this afternoon is Adam Aaron, our chairman and CEO, and Sean Goodman, our chief financial officer. Before I turn the webcast over to Adam, let me remind everyone that some of the comments made by management during this webcast may contain forward-looking statements that are based ...

| --- | --- | --- | --- | --- | |---------------------------------------------------------|-------|-------|-------|----------------------------| | | | | | | | | | | | | | 多 嘉世咨询 MARKETING I CONSULTING I RESEARCH | | | | | | | | | | MARKET | | 行业简析 THE BRIEF MARKET ANALYSIS REPORT ON AUTO PARTS | 2024 | | | ANALYSIS | | | | | | | | 版权归属 上海嘉世营销咨询有限公司 | | | | 商业合作/内容转载/更多报告 | 01. 汽车零部件是汽车工业发展最重要的基础 · 汽车零部件行业是汽车工业的重要组成部分，也是汽车工业发展最重要的基础。近几年，我国汽车零部件及配件制造业产值占汽车制造业产值的比重保持在40%以上。 ・ 随着国内汽车零部件制造水平不断提升以及新能源汽车的发展，汽车零部件行 ...