黄子韬下场，能“整顿”卫生巾行业吗？

Core Viewpoint - The entry of Huang Zitao into the sanitary napkin market with his brand Duowei reflects a shift in a previously consolidated industry, driven by consumer demand for better quality and pricing transparency [3][11][12]. Group 1: Industry Overview - The sanitary napkin market in China is valued at over 800 billion yuan, with a high user loyalty and a market concentration of the top five players reaching 60% [3][11]. - Recent scandals involving major brands have eroded consumer trust, leading to a demand for new entrants that can offer better value and quality [11][12]. Group 2: Huang Zitao's Strategy - Huang Zitao's brand Duowei achieved impressive sales, moving 195,000 units within 15 minutes of launch and generating over 40 million yuan in sales on the first day [3][5]. - The brand's pricing strategy positions Duowei slightly below leading competitors, appealing to cost-conscious consumers [5][8]. Group 3: Market Dynamics - The sanitary napkin industry has seen a rise in new players, including internet-native brands and established companies expanding their product lines, indicating a loosening of the market's long-standing structure [11][12]. - The market is projected to grow, with a 23.3% increase expected in 2024, driven by stable demand and low manufacturing barriers [12].