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 substantial 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 significant business opportunities [5]. Group 2: Key Industries - Second-Hand Economy: The second-hand luxury market in Japan, exemplified by companies like Daikokuya, has seen a dramatic revenue increase. In China, platforms like Hongbulin and Panghu are experiencing similar growth [6][7][8]. - Pet Economy: With declining birth rates, spending on pets is rising. Companies like Inaba in Japan and Guobao in China are benefiting from this trend, with various pet brands seeing continuous sales growth [12][13][14][15][16]. - Adult Care: The adult diaper market in Japan has surpassed $10 billion, indicating that aging populations can create substantial economic opportunities rather than being a burden [17][18][19]. - Health Food and Beverages: Changes in population structure and rising health awareness have led to the growth of sugar-free beverages and functional foods in both Japan and China [21][22]. - Beauty Economy: The demand for beauty products, such as collagen supplements and at-home beauty devices, remains strong, indicating that consumers prioritize personal care even in economic downturns [23][24][25][26]. - Outdoor Recreation: Companies in the outdoor equipment sector, like Snow Peak in Japan, are thriving as consumers seek leisure activities despite economic constraints [29][30][31]. - Convenience Economy: The rise of frozen foods and smart home appliances reflects a shift towards convenience, with brands like Anjijia and Kewotai seeing steady growth [39][40][42]. - Lazy Economy: The trend of reduced cooking time among younger generations has led to increased demand for time-saving products, suggesting that time-saving solutions may hold more commercial value than cost-saving ones in a low-desire economy [39][42]. Group 3: Market Sentiment - The article argues against the notion that the current market is in a "cold winter," suggesting that the true winners in a low-desire era are those who can identify and invest in counter-cyclical opportunities [44].