如何看待消费市场投资逻辑之变

Group 1 - The core viewpoint of the article highlights the increasing trend of international consumer brands seeking strategic partnerships with local Chinese capital, indicating a shift in investment logic from opportunity-driven to strategy-driven, focusing on industry integration and concentration [1] - Recent strategic collaborations include Gaohe Capital and IKEA establishing a real estate fund for shopping centers in Beijing, Wuxi, and Wuhan, and CPE Yuanfeng partnering with RBI to inject $350 million for exclusive development rights in China [1][2] - The investment landscape in the consumer sector is evolving from "bulk buying" to strategic control, with capital giants reassessing their approach to consumer investments, emphasizing the importance of core competitiveness and growth potential over mere scale [2] Group 2 - The demand upgrade in the consumer market is transitioning from "material satisfaction" to "value alignment," creating strategic opportunities for capital involvement in industry integration, as established brands face growth bottlenecks [3] - The Chinese government is providing multi-dimensional support for consumption, with policies aimed at enhancing domestic demand and optimizing the supply structure of consumer goods, which serves as a clear "policy anchor" for capital [4] - The combination of capital patience and industry craftsmanship is expected to cultivate globally competitive consumer leaders and enhance the effectiveness of the consumer market, contributing to high-quality economic development [4]