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·2026-01-29 10:34

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 the evolving consumer behavior in China [3][4]. Group 1: Economic Shifts and Opportunities - 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 that demand migration presents substantial business opportunities [5]. Group 2: Key Industries and Trends - Second-Hand Economy: The second-hand luxury market in Japan, exemplified by companies like Daikokuya, has seen a significant revenue increase. In China, platforms like Hongbulin and Panghu are experiencing similar growth [6][7]. - Pet Economy: With declining birth rates, spending on pets is rising, as seen with brands like Inaba in Japan and Guobao in China, indicating a robust market for pet products and services [12][13][14]. - Adult Care: The adult diaper market in Japan has surpassed $10 billion, showcasing the potential of the aging population as a lucrative economic segment [17][18]. - Health Food and Beverages: The rise in health consciousness has led to increased demand for products like sugar-free tea and functional beverages in both Japan and China [21]. - Beauty and Aesthetics: The beauty industry continues to thrive, with products like collagen supplements and home beauty devices gaining popularity, indicating a strong consumer focus on personal care [23][24][26]. - Outdoor Recreation: Companies in the outdoor equipment sector, such as Snow Peak in Japan, are profiting from the growing interest in outdoor activities, reflecting a shift in consumer spending priorities [29][31]. - Convenience Economy: The demand for convenience products, such as frozen foods and smart home appliances, is increasing as younger generations seek to save time in their daily routines [39][40]. - Leisure and Experience Economy: Consumers are willing to spend on experiences and small pleasures, indicating a dual trend of frugality and indulgence in spending [36][44].