Zhong Guo Jin Rong Xin Xi Wang·2025-09-09 07:56Core Insights - The 15th Consumer Goods Annual Conference organized by Guotai Junan Securities focused on the theme of "New Consumption Era," gathering industry experts, executives from listed companies, and investment institutions to discuss significant changes in consumer behavior, innovative practices in new consumption models, transformation paths for traditional consumption, and investment opportunities in emerging consumption fields [1][3]. Group 1: Economic Context - The global economic landscape is undergoing profound adjustments, with external factors introducing various uncertainties; however, the resilience and potential of the Chinese consumer market remain the core driving force for the industry [3]. - Domestic demand is gradually becoming the main engine of economic growth, playing an increasingly critical role due to a series of consumer-promoting policies from the government [3]. Group 2: Consumer Behavior Trends - The rise of the younger generation of consumers is leading to significant changes in consumption concepts and behaviors, with demand evolving towards "personalization, refinement, and emotionalization," creating numerous niche opportunities [3]. - Product innovations focusing on "self-consumption" and service upgrades centered around "experiential scenarios" can find growth spaces in the market by accurately addressing core consumer demands [3]. Group 3: Conference Highlights - The conference featured nearly 20 heavyweight guests from the consumer industry and representatives from nearly 100 listed companies, showcasing a rich exchange of investment research ideas [1][5]. - The Consumer Goods Annual Conference has become an important platform for understanding industry trends and capturing investment opportunities, gaining widespread attention and high recognition in the capital market [5].