年轻宝妈电动车出行丨 白皮书 核心摘要： 近年来，随着两轮电动车行业"她经济"效应的持续凸显，头部品牌纷纷聚焦女性用户需求，持续推出注重颜 值、舒适度和个性化的女性专属产品；女性用户尤其是年轻宝妈群体，正在成为驱动市场进一步增长的关键 动力和新支点。在此行业背景下，艾瑞咨询通过对超千名年轻宝妈人群进行问卷调查，并对10位年轻宝妈进 行深度访谈，系统梳理了年轻宝妈群体对两轮电动车的购买动机、场景需求、产品体验及核心痛点等，旨在 为两轮电动车行业的产品研发、营销策略优化及精细化用户运营提供洞察和参考。 中国两轮电动车市场保有量与销量规模 截至 2024 年底，我国两轮电动车保有量已突破 4 亿辆，已是国民主流的出行工具； 2022 年以来，两轮电动车的年销量连续 3 年超过 5000 万辆， 2025 年有望继续保持 两轮电动车行业持续高质量发展， " 她经济 " 效应凸显 新国标实施、以旧换新政策及智能化潮流等，带来的产品更新与消费升级需求，均是 推动行业稳健增长的重要力量；注重颜值、舒适度和个性化的女性专属两轮电动车产 品，有望成为推动行业增长的新支点 通过定量定性结合方式分析年轻宝妈电动车使用情况 本研究通 ...

叶建春在调研节前消费和市场保供工作时强调 丰富产品供给 激发消费活力 走进天虹超市朝阳洲店，叶建春与生鲜、水果、餐饮等各类商家交流，了解品种、销售等情况，勉励大家针对节日市场需求科学调整品类，保障好食品安 全，让消费者逛得舒心、吃得放心。叶建春指出，长假是消费集中期，要积极发挥商圈效应，引导商家挖掘"她经济"、亲子经济等市场需求，优化商业形 态，提升服务质量，持续点燃假期消费活力。要充分展示好江西的特色优势产品，让更多游客领略江西独特的生态魅力和品牌价值。叶建春还来到西湖区 九洲智慧农贸市场，了解农产品批发、销售和食品安全检测等情况，要求保持整洁环境，强化安全监管，严格把好经营食品及食用农产品安全关口。 招商蛇口东湖意库文创园是集文创办公、文化消费与产业创新于一体的城市文化新地标。叶建春听取文创园建设相关工作介绍，了解传统制作技艺、文创 产品销售等情况。他强调，要充分发挥文化地标和文化专家作用，在假期开展形式多样的文化宣讲活动，帮助广大市民和游客增进对江西优秀传统文化的 认识。要不断丰富文化活动形态和场景，做活文旅消费市场，激发文旅消费热情，更好满足群众个性化、多元化的文旅消费需求。 省商务厅党组书记、厅长犹 ...

Investment Rating - The report gives a "Buy" rating for the company, indicating a positive outlook for its future performance [4]. Core Views - The company is positioned as a regional leader in personal care products, with significant growth in e-commerce and expansion into peripheral provinces. It has shown a robust revenue increase, with a projected revenue of 3.25 billion yuan in 2024, reflecting a year-on-year growth of 51.8% [1][4]. - The report highlights the trend of "self-consumption" leading to the premiumization of the female hygiene products industry, with domestic brands expected to gain market share as consumer preferences shift towards quality and brand recognition [2][4]. Summary by Sections 1. National Expansion and Market Position - The company, founded in 2010, specializes in personal hygiene products, primarily sanitary napkins, which accounted for 93.6% of its revenue in 2024. It has established a strong market presence in the Sichuan-Chongqing region and is rapidly expanding into e-commerce and other provinces [1][10]. - The company has a diverse product matrix with well-defined brand positioning, including "Free Point," "Good," and "Danning," targeting different market segments [13][24]. 2. Industry Trends and Growth Drivers - The female hygiene products market in China is projected to reach approximately 1050.5 billion yuan in 2024, with a year-on-year growth of 2.9%. The market has transitioned from volume-driven growth to price-driven growth, with an average price increase of 4.5% for female hygiene products from 2019 to 2024 [2][47]. - Key growth drivers identified include the introduction of high-end products, increasing online sales, regulatory changes, and the rise of domestic brands as they capture market share from established players [2][4]. 3. Financial Projections and Valuation - The company is expected to achieve net profits of 3.6 billion yuan, 4.8 billion yuan, and 6.1 billion yuan from 2025 to 2027, with corresponding price-to-earnings ratios of 31X, 23X, and 18X [4][5]. - The report anticipates a continuous improvement in profitability alongside revenue growth, driven by the expansion of high-margin product lines and effective marketing strategies [4][32]. 4. Marketing and Sales Strategy - The company has adapted its marketing strategy to focus on e-commerce platforms, particularly Douyin, which has seen a significant increase in transaction volume. The e-commerce revenue has grown at a compound annual growth rate (CAGR) of 60.7% from 2016 to 2024 [7][26]. - The company employs a multi-channel marketing approach, leveraging both online and offline strategies to enhance brand visibility and sales performance [7][26]. 5. Product Development and Innovation - The company is committed to rapid product innovation, with a focus on high-end health products that have contributed to an increase in average selling prices and gross margins [7][35]. - The introduction of new product lines, such as the FREEMORE health series, has been instrumental in driving growth and improving profitability [7][35].

「中国游戏崛起」可能是今年各大游戏展里大家听得最多的一句话。只是和过去几年不同，对玩家和中 国游戏厂商来说，这句话已不再只是祝福与向往，而是明确的事实。 从科隆到东京，中国厂商的身影不再只是展馆角落的「异域点缀」，而是逐渐走向聚光灯下，成为全球 玩家讨论的焦点。例如，在28日闭幕的东京电玩展（TGS)上，叠纸游戏占据了中心展馆的主通道位 置。在这个「黄金C位」上，其《恋与深空》和《无限暖暖》受到了现场玩家的热情追捧。 TGS现场 TGS今年参展商超1000家，外媒预计参展人数超30万人，规模破历史记录。叠纸在中心展台不仅意味着 流量，更意味着被全球玩家、媒体与行业关注。 《恋与深空》展位前人头攒动 在此之前，叠纸就已经在国际上获得了许多成绩。比如旗下的《恋与深空》获得了科隆游戏展上的最佳 移动游戏奖，打破了以往「女性向游戏」因小众而无法获得国际奖项的刻板印象。 另一款产品《无限暖暖》则是获得了日媒「Fami通」颁发的「黄金殿堂奖」，以及苹果「视觉与图 像」设计大奖——同时也是今年唯一一款获苹果相关奖项的中国产品。 《无限暖暖》获奖评语 在市场中，叠纸被称为「最懂女性」的游戏公司，周边的线上销量曾在618期间超 ...

通过连续3年与"莱卡"的战略合作，双方联合研发了首款光腿袜，将先进的面料技术融入产品中。为了让产品优化 有更加明确的方向，2024年9月，小野和子联合CBN Data与上海服装行业协会发布《中国光腿袜行业标准白皮书》， 提出"6S"标准，成为首家制定中国光腿袜行业标准的品牌，此举不仅为消费者提供了清晰的选购指南，更以一己之力 推动了整个行业的透明化与品质升级。这种"向内"的极致深耕，不仅体现了品牌的专业精神，更传递出一种对女性消 费者的尊重与承诺，完美契合了"中女"群体对高品质、高质价比的内在需求。 当"她经济"的浪潮进入以"情绪价值"和"自我实现"为核心的中女时代，女性消费者不再满足于被动接受市场定义的 美，转而追求内在舒适与外在形象的高度统一。精准切入"中女"群体对品质生活的深层需求，新锐国民品牌小野和 子，近日宣布杨幂为全球品牌代言人，并以"为舒适打底"为品牌核心主题，发布2025秋冬新品系列，这场合作不仅是 产品与明星的联结，更是一场关于女性自我认同的时尚宣言：用兼具质感、美感与舒适的功能服饰，为独立女性提供 身体与精神的双重支撑。 面对"中女"群体对品质生活"不妥协、不将就"的要求，小野和子自202 ...

Core Insights - The Tokyo Game Show (TGS) opened on September 25, showcasing Chinese game developer Paper Games prominently with its self-developed titles "Infinite Warmth" and "Love in Deep Space" [1][3] - "Love in Deep Space" recently won the "Best Mobile Game" award at the Cologne Game Show, highlighting its popularity and success in the global gaming market [3][5] - "Infinite Warmth," built on the UE5 engine, is the fifth installment of the "Warmth" IP and has received positive feedback since its launch in December last year, emphasizing its appeal to players [3][5] Company Highlights - Paper Games' booth at TGS featured a "World Famous Painting Wall," which was well-received domestically and is now presented to a global audience [3] - "Infinite Warmth" has been recognized for its stunning visuals and gameplay, winning the Apple Design Award for "Visual and Graphics" in June [5] - "Love in Deep Space" offers an immersive 3D romantic experience, redefining standards for female-oriented games and becoming a cultural phenomenon in Japan [5][7] Industry Trends - The female gaming market in China is experiencing significant growth, with projections estimating a market size of approximately 8 billion yuan in 2024, reflecting a year-on-year growth rate of 124.1% [7] - Emotional value and companionship are identified as the primary motivations for female players, accounting for 50.8% of their spending [7] - Companies like Paper Games are leveraging long-term strategies to tap into the "she economy," driving global interest in female-oriented gaming [7]

Group 1 - The top three brands in the consumer popularity index for the healthcare industry are Yuyue, Durex, and Notland, with scores of 1.93, 1.81, and 1.77 respectively, indicating a significant lead over other brands [1][2] - The report highlights the importance of "instant retail" in driving brands to provide quick health solutions, with a focus on delivery speed as a competitive advantage [3] - Yuyue's dynamic blood glucose meter has achieved rapid delivery through a comprehensive supply chain network, while Omron has partnered with pharmacies for instant delivery of health devices [3] Group 2 - The upcoming Mother's Day and 520 festival have prompted brands to focus on women's health, leading to a surge in products targeting various aspects of women's well-being [4] - Omron launched a portable electronic moxibustion device aimed at working women, while Swisse has created a live-streaming event focused on women's health and body management [4] - Durex is leveraging the 520 festival to promote intimate health products, emphasizing care for women's health with their new product line [4] Group 3 - The report is part of the "Consumer Guide Index" series developed by Shiyan Index, which includes various consumer index evaluations across multiple industries, including healthcare [5]

Core Insights - The article highlights the transformative power of women aged 30 and above in reshaping the Chinese consumer market, moving from a one-way brand communication to a more interactive dialogue with consumers [1][2] - This demographic is characterized by diverse identities and a core trait of being "undefined and unafraid of age," indicating significant commercial opportunities [2][4] Group 1: Consumption Trends - Three core consumption trends for women aged 30+ have been identified: body control, self-healing, and aesthetic diversity [2] - The trend of body control is evident as 90% of surveyed women maintain regular exercise habits, viewing it as a means to actively structure their lives rather than just a physical activity [3][6] - The self-healing trend shows a significant increase in spending on body care products, with a 10% year-on-year growth in the body care category on the Taotian platform, indicating a shift towards emotional value in purchasing decisions [7][10] - Aesthetic diversity is reflected in the preference for high-quality, personalized products, with many women rejecting conformity and emphasizing their unique styles [8][10] Group 2: Brand Strategies - Brands are increasingly focusing on co-creation with consumers, as demonstrated in a closed-door salon where brand executives engaged directly with women consumers to gather insights for new product development [11][12] - Successful brands are those that deeply understand consumer needs and create products that resonate with their emotional and functional requirements, as seen with MAIA ACTIVE and Yujian [6][7] - The article emphasizes the importance of shifting from a product-centric approach to a user-centered strategy, which is crucial for brands to thrive in a competitive market [17] Group 3: Market Opportunities - The demand for high-efficiency anti-aging products is rising among women aged 30+, with brands like Estée Lauder successfully launching products that meet these specific needs [10] - The health and wellness sector is also experiencing a trend towards high-end, scientifically-backed products, with brands like SwissePLUS seeing significant sales growth by targeting the specific needs of career-oriented women [10][13] - The article suggests that there is a blue ocean market for products that cater to the dual pressures of work and family life, particularly in categories that promote relaxation and health [12][17]

文丨双木 出品丨消费最前线 年轻人不喝白酒是因为没到年龄？虽然谈不上00后整顿"酒场"，但当"不拘一格"的年轻人对"酒桌文化"和高度白酒的辛辣口感表现出越来越明显的疏离感 ， 转而拥抱"小甜水"时，白酒已经"慌了"。 越来越多的酒企也意识到与其固守阵地，期待年轻人"长大"以后能够被动接受传统白酒，不如主动俯身开发更符合他们需求的产品。所以"低度白酒"寄托着 全行业的"牵挂"，作为一个看似完美的解决方案应运而生。 "茅五洋泸"纷纷投入重金进行技术研发和产品布局，推出自己的低度系列产品。它们都试图保留白酒的"根"，通过降低酒精度、改良口感的方式试图赢得年 轻人的青睐，年轻人能够"如愿以偿"地快速"成熟"起来吗？ 低度酒成为"微醺"经济的最大获益者 "说实话，我毕业之前从来不喝酒，一闻到那股味儿就头疼。"从知名音乐学院毕业后，张静回到家乡创业，开了一家青少年钢琴培训机构，一边说一边又将 手边的江小白倒入混杂着饮料的杯子中。 "创业这几年，一睁眼就面临着房租水电、钢琴折旧、教师工资的重重压力，每到夜深人静的时候就很想哭。"直到有一次刷小红书，张静看到有人推荐一款 包装很像香水瓶的蜜桃味低度白酒，只有12度，说是适合女 ...

来源：环球网 当下，私密护理领域正经历着从传统养护向科技精准护理的深刻变革。 在"她经济"蓬勃发展和90后、00后成为消费主力的双重驱动下，私护市场正驶入增长快车道。据报告， 其规模已从2016年的130.4亿元迅猛增长至2023年的346.5亿元，并预计在2026年突破450亿元，展现出强 大的增长潜力。 在这个快速扩容的市场中，北京赛维森国际生物科技有限公司（"赛维森生物科技"）推出品牌"悦秘 境"，凭借医研多企协同创新模式，依托多项专利技术，以更安全、高效的解决方案，重新定义了女性 私密护理的新标准。 值得一提的是，赛维森生物科技持续强化供应链布局和品质管控，悦秘境抑菌液的关键原材料全部来自 拥有专利技术的生物科技公司，比如广州富煜陇生物科技有限公司（下称"富煜陇生物科技"）和广州昆 仑生物科技发展有限公司（"昆仑生物科技"）。 不过，悦秘境抑菌液研发团队也提示，悦秘境抑菌液属于消字号产品，理论上可以覆盖的销售渠道会更 加广泛，从而便利于消费进行购买，但出售消字号产品的渠道，同样需要遵守相关法律法规，并需要对 消费者进行正确的产品使用指导，以确保产品的正确使用和消费者的安全；同时，具体的销售场所可能 会 ...