整个社会都在喊没钱了，为什么这些公司反而年赚百亿？

Core Viewpoint - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating significant profits, particularly in the context of Japan's "lost 30 years" and China's evolving consumer behavior [3][4]. Group 1: Economic Trends - The concept of a "low-desire society" does not equate to a lack of opportunities, as consumer demand is shifting towards different sectors [4]. - The article identifies eight key industries that are capitalizing on changing consumer preferences, highlighting the potential for growth in these areas [5]. Group 2: Key Industries - Second-Hand Economy: The second-hand luxury market in Japan, exemplified by "Daikokuya," has seen a surge in revenue, mirroring trends in China with platforms like "Hongbulin" and "Panghu" experiencing significant growth [6][7]. - Pet Economy: With a decline in birth rates, spending on pets has increased, with brands like "Inaba" in Japan and "Guobao" in China seeing strong stock performance [12][13][14]. - Adult Care: The adult diaper market in Japan has surpassed $10 billion, indicating a growing demand driven by an aging population [17][18]. - Health Food and Beverages: The rise in health consciousness has led to increased sales of sugar-free beverages and functional drinks, with brands like "Oriental Leaf" and "Dongpeng" gaining traction in China [21]. - Beauty Economy: The demand for beauty products remains strong, with high-priced collagen supplements and home beauty devices achieving significant sales [23][25]. - Outdoor Recreation: Companies in the outdoor equipment sector, such as "Snow Peak" in Japan, are thriving, reflecting a growing interest in outdoor activities [29][31]. - Lazy Economy: The trend towards convenience has boosted the frozen food market and smart home appliances, as consumers seek to save time [39][40]. - Mental Well-being: Products that provide emotional comfort, such as low-alcohol beverages and lifestyle brands, are gaining popularity, indicating a shift in consumer spending priorities [34][35]. Group 3: Investment Opportunities - The article suggests that the current economic climate presents unique opportunities for those willing to invest in counter-cyclical sectors, highlighting the importance of recognizing and acting on these trends [44].