4家消费公司拿到新钱；自然堂推进上市进程；SHEIN将在法国开设首批实体店｜创投大视野

Group 1: Financing Activities - Natural堂 completed a financing round of 300 million RMB, with a total investment of approximately 4.42 billion RMB from L'Oréal and 加华资本, leading to a valuation exceeding 7 billion RMB [4][13] - 灵境AI announced a new round of angel+ financing amounting to several tens of millions RMB, aimed at expanding AI animation production and creator ecosystem [6][7] - 乐享科技 secured 200 million RMB in angel++ financing, marking its third round in nine months, with total angel financing nearing 500 million RMB [8][10] - 星河动力, a commercial rocket developer, raised 2.4 billion RMB in D round financing, focusing on low-cost rocket launches [11] Group 2: Market Developments - Natural堂 submitted its prospectus for an IPO on the Hong Kong Stock Exchange, with plans to enhance DTC capabilities and expand its brand portfolio [5][16] - 蜜雪集团 acquired 鲜啤福鹿家, aiming to enter the fresh beer market, with 鲜啤福鹿家 being the leading brand in fresh beer chain stores in China [17][18] - SHEIN plans to open its first physical store in France, aiming to combine e-commerce and physical retail advantages amid changing import tax policies [19] - 字节跳动 initiated its Double Eleven promotion, reporting significant sales growth, with a 75% increase in participating merchants and an 800% rise in brands exceeding 100 million RMB in sales [20] Group 3: Consumer Trends - During the National Day and Mid-Autumn Festival holiday, the average spending per customer increased by 14.6%, with the post-95 generation being the largest group of travelers [33] - The film box office during the National Day holiday surpassed 1.8 billion RMB, with several films exceeding 100 million RMB in box office revenue [38] - The user base for micro-short dramas in China reached 696 million, indicating rapid growth in this entertainment segment [36][37] Group 4: Brand Collaborations and Marketing - 喜茶 launched a new series of products, incorporating traditional flavors and innovative ingredients to attract consumers [23][24] - 奈雪的茶 collaborated with the popular domestic animation IP "罗小黑" to launch new products, leveraging the popularity of the IP for marketing [25][27] - 霸王茶姬 signed tennis player 郑钦文 as its global brand ambassador, aiming to enhance its international brand image [28]