中国资产重构

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DeepSeek破圈,第一批受益者竟是这些公司
创业家· 2025-07-08 10:07
Core Viewpoint - The article discusses the challenges faced by new consumer entrepreneurs in recent years and highlights a recent resurgence in opportunities for these companies, particularly in the Hong Kong capital market [3][4][6]. Group 1: Challenges in the New Consumer Sector - Over the past three years, new consumer entrepreneurs have struggled significantly, facing difficulties in securing funding and market presence [4]. - The government has been focusing on promoting innovation in hard technology, while consumer spending has declined, leading many investors to shift away from consumer sectors [5]. Group 2: Emerging Opportunities - In 2023, new consumer companies have started to see hope as several have gone public in Hong Kong, indicating a potential recovery in the sector [6][11]. - The recent DeepSeek trend during the Spring Festival has raised global awareness of the undervaluation of Chinese assets, prompting investors to seek promising Chinese companies in the Hong Kong market [9][10]. Group 3: Notable Companies and Trends - Companies like "沪上阿姨" and "蜜雪冰城" have emerged as significant players, with the latter achieving a market valuation that exceeded expectations [7][13]. - Other brands that survived the pandemic, such as "鸣鸣很忙" and "霸王茶姬," are also considering listings in Hong Kong or the US as viable options [14]. Group 4: Strategic Insights for Entrepreneurs - Entrepreneurs are advised not to chase trends blindly; instead, they should focus on building their businesses during periods of industry pessimism, as this can lead to capturing growth opportunities when consensus shifts [16][18]. - The article emphasizes the importance of securing funding during different phases of market sentiment, particularly when the industry is viewed negatively [19][20]. Group 5: Educational Opportunities - The article promotes an upcoming course focused on consumer reconstruction, featuring industry experts who will share insights on efficiency, demand restructuring, and capital strategies [23][24].