Group 1 - The forum "Phoenix Bay Area Finance Forum 2025" was held in Guangzhou, focusing on the theme "New Pattern, New Path" and gathering global elites from politics, business, and academia to explore development trends [1] - Economist Fu Peng emphasized that changes in consumption and investment trends are driven by shifts in population age structure, linking individual consumption willingness and capital expenditure capacity to their life cycle stages [3] - Fu Peng highlighted that the aging population and wealth distribution structure impact various asset classes, including real estate, investment, risk appetite, and bonds, which he considers fundamental cycles to understand current economic phenomena [3] Group 2 - Fu Peng pointed out that the current investment logic indicates a decline in consumption related to the middle-aged and elderly generation, while consumption related to the younger generation is on the rise, with examples like trendy toys and milk tea [4] - The growth highlights in the overall consumption market are expected to focus on the preferences of the younger generation, suggesting a shift in investment opportunities towards youth-oriented products [4]
付鹏：个体的消费意愿和资本支出能力，和年龄阶段高度相关
Feng Huang Wang Cai Jing·2025-09-26 05:34