投资人，还在投什么样的消费企业？

Core Viewpoint - Investors are focusing on consumer enterprises that emphasize brand development, high standardization for rapid scalability, and defensive ecosystems against imitation [1][6][9] Group 1: Brand Development and Market Strategy - Successful consumer brands must have a flagship product that breaks through the market, allowing for the incubation of smaller brands [1] - High standardization enables rapid replication and the establishment of extensive chain stores [1] - Companies need to consider defensive strategies against imitation by innovating before launching products [1] Group 2: Learning from Japanese Consumer Brands - The success of Japanese brands in the 1980s was due to their ability to convert technology into user-perceived value, exemplified by Sony's Walkman and Uniqlo's comfortable basics [6][8] - Future consumer champions will be those that can perfectly integrate demand with algorithms, as seen in products like Plaud recording cards and Haivivi toys [6][9] Group 3: Course Offerings and Insights - The "Black Horse Consumption Rise Selected Course" will provide insights into how Japanese and Chinese consumer companies navigate the current market landscape [8][9] - Key speakers include industry leaders who will share their experiences in product innovation, brand development, and market strategies [8][9] Group 4: AI and Market Opportunities - The rise of AI is reshaping consumer markets, creating new opportunities for innovation in various sectors, including consumer electronics and emotional companionship [9][10] - Companies must identify their market positioning and leverage scalable innovative products to achieve brand differentiation [9][10] Group 5: Globalization and Localization - Chinese brands must adapt their supply chain capabilities to meet local market demands when expanding overseas, moving from a "copying domestic models" mindset to a localized approach [10][16] - Building trust with local consumers is crucial for Chinese brands in international markets, focusing on solving local problems rather than merely selling products [10][16]