Core Insights - The article discusses how certain industries are thriving despite a general perception of economic downturn, highlighting eight key sectors that present significant business opportunities [3][4]. Group 1: Key Industries - Second-Hand Economy: The second-hand luxury market in Japan, represented by companies like Daikokuya, has seen a surge in revenue. In China, platforms like Hongbulin and Panghu are experiencing similar growth [6][7][8]. - Pet Economy: With a decline in birth rates, spending on pets has increased, with brands like Inaba in Japan and Guobao (Zhongchong) in China seeing strong stock performance [12][13][14]. - Adult Care: The adult diaper market in Japan has surpassed $10 billion, indicating that aging populations can drive significant economic opportunities [17][18][19]. - Health Food and Beverages: Changes in population structure and rising health awareness have led to the growth of sugar-free products and functional beverages in both Japan and China [21][22]. - Beauty Economy: The demand for beauty products, such as collagen supplements and home beauty devices, remains strong, with brands like Weimei and U like achieving significant sales [23][24][25][26]. - Outdoor Recreation: Companies in the outdoor equipment sector, like Snow Peak in Japan, are capitalizing on the trend of outdoor activities, with Chinese brands also seeing rapid sales growth [29][31][32]. - Convenience Economy: The rise of frozen foods and smart home appliances reflects a shift towards convenience, with brands like Anjijia and Stone achieving steady growth [39][40]. - Lazy Economy: The trend of reduced cooking time among younger generations has led to increased demand for time-saving products, emphasizing the value of time over money in a low-desire economy [42][43]. Group 2: Market Trends - The article emphasizes that even in a low-desire society, there are substantial opportunities for those willing to invest in counter-cyclical sectors [44]. - The narrative suggests that the current economic climate should not deter investment but rather encourage a focus on emerging trends and consumer needs [44].
整个社会都在喊没钱了,为什么这些公司反而年赚百亿?
创业家·2026-01-24 10:18