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邀请函|国泰海通证券2025消费品年会-上海
国泰海通证券研究·2025-08-22 09:08

Core Viewpoint - The article discusses the upcoming 2025 Consumer Goods Annual Conference organized by Guotai Junan Securities, highlighting key trends and opportunities in various consumer sectors, including beauty, health, jewelry, and technology [3][6]. Summary by Sections Conference Agenda - The conference will take place on September 2-3, 2025, at the Jin Mao Hotel in Shanghai, featuring a series of presentations and discussions on consumer trends and industry insights [3][6]. - Key topics include consumption trends in the longevity era, the resurgence of domestic beauty brands, the era of functional health products, and the jewelry industry in the new consumption age [6]. Afternoon Sessions - Afternoon sessions will cover topics such as the development trends of AI and smart glasses, the growth of cleaning appliances, luxury brand trends, and the second-hand e-commerce market in China [7][8][9]. - Experts from various fields will provide insights into the pet industry, AI applications in the internet sector, and the evolving landscape of consumer demand driven by policy and technology [10]. Participating Companies - The conference will feature discussions with representatives from notable companies across various sectors, including food and beverage, cosmetics, social services, retail, agriculture, textiles, and light industry [10]. - Specific companies mentioned include Xianle Health, Shanghai Jahwa, and various educational and retail firms, indicating a broad representation of the consumer goods landscape [10].