百亿私募大佬林园:公司策略仍然集中在和消费相关、与“嘴巴经济”相关企业!产品有保质期,不需要巨额投入来维持增长;一旦产能过多,市场很快就会自我调整
Sou Hu Cai Jing·2025-11-21 10:14

Group 1 - The core strategy of the company focuses on consumer-related businesses, particularly those linked to the "mouth economy" [1] - These businesses have clear characteristics: products with a shelf life and do not require massive investments to sustain growth [1] - The market for food and consumer industries can quickly adjust supply and demand, making it easier to navigate compared to fixed asset investments like highways and real estate [1]