2025新消费大会：寻找新增量，从“中国消费”到“消费中国”

Core Insights - The 2025 New Consumption Conference highlighted the transformation of the consumption industry, emphasizing the shift from "Chinese consumption" to "consumption China" and the importance of cross-industry growth and innovation [1][10] Industry Trends - The consumption sector is undergoing significant changes, driven by the emergence of a new generation of consumers, particularly the Z generation, who are reshaping demand and preferences [2][3] - Investment institutions continue to seek opportunities in the consumption sector, indicating strong investment demand despite competitive pressures [2] Brand Evolution - Brands are transitioning from being mere sellers to becoming experience co-creators, integrating more deeply into consumers' lives [4] - The relationship between brands and consumers is evolving from a one-way transaction to a two-way nurturing and growth dynamic [4] Market Dynamics - The Hong Kong stock market has become a primary venue for consumer companies to go public, with over 23 IPOs in the retail and consumption sector by the end of November [5][6] - The influx of capital into new stock offerings reflects a market response to trends and confidence in the consumption sector [6] International Expansion - Many consumer brands are prioritizing international expansion as a core strategy, viewing it as a natural choice for growth rather than a desperate measure [7] - Successful domestic models are seen as essential for competitive international ventures, with brands needing to establish a strong presence in global markets [7][8] Consumer Insights - Emotional value is becoming a key decision-making factor in consumer behavior, influencing product innovation and market strategies [8] - Brands are encouraged to create products and services that translate abstract emotions into tangible consumer experiences [8][9] Conclusion - The 2025 New Consumption Conference underscored the complex dynamics of the consumption market, highlighting the balance between short-term pressures and long-term confidence, as well as the interplay between local focus and international outreach [10]