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商务部研究院:预计“十五五”期间即时零售行业年均增速达到12.6%
Zhong Guo Qing Nian Bao· 2025-11-25 21:50
商务部研究院电子商务研究所所长杜国臣指出,前置仓的规模化与数字化发展显著提升了履约效率,已 成为支撑即时零售生态的关键环节,贡献了全渠道一半以上的交易额。展望未来,"全域下沉"与"多场 景拓展"成为即时零售增长的主引擎,国内县域市场存在巨大增长空间。同时,人工智能与大数据将全 面赋能,贯穿于选品、补货、配送、营销、售后各个环节。 来源:中国青年报客户端 报告指出,2026年我国即时零售规模将突破1万亿元,预计到2030年,将达到2万亿元,"十五五"期间年 均增速达到12.6%。据测算,2024年我国即时零售规模达7810亿元,同比增长20.15%,比同期全国网络 零售增速高出12.95个百分点,比同期社会消费品零售总额增速高出16.65个百分点,即时零售已成为我 国零售业增长的新动能。 报告指出,目前即时零售用户对健康消费高度关注,约80%的消费者愿意为健康属性产品支付溢价。从 平台数据看,有70.7%的即时零售消费者觉得0添加产品更可靠。健康产品及其定制服务将成为即时零 售的重要增长点。 即时零售平台加快拓展县域市场,成为即时零售增长的重点领域。报告以美团闪购举例,目前,美团闪 购已覆盖了全国2800个县市 ...
价格腰斩、开店放缓,“酸奶界爱马仕”不行了?
3 6 Ke· 2025-11-24 04:35
面对市场变化与增长瓶颈,一批现制酸奶品牌开始另谋出路。 不过,Blueglass这些折扣产品仅在外卖平台售卖,目前线下门店和小程序并未调价。同时,其折扣产品的范围也在缩减。据公开信息,11月17日, Blueglass的折扣套餐有4-5款,如今只剩下3款。 回溯品牌发展历程,Blueglass的高端定位曾是其破圈关键。 自创立以来,Blueglass便以"精致、健康、中产女性"为核心消费人群,凭借胶原、花青素、深海藻蓝蛋白、VC等功能性酸奶产品卖点和简约轻奢的门店 设计,走高端路线。 "酸奶界爱马仕"负面消息频出,怎么了? 11月20日,Blueglass Yogurt(简称"Blueglass")母公司北京悦活餐饮管理有限责任公司新增两条被执行人信息,执行标的达221.63万元。 在此之前,Blueglass因降价也曾备受争议。 作为一度大热的网红品牌,其一杯酸奶售价49元,人均消费40元以上,也因此被称为"酸奶界爱马仕"。但最近,其在外卖平台上,部分产品价格低至22.9 元,较49元的原价降幅超过50%。 产品大幅降价、背后公司成为被执行人,Blueglass所处的现制酸奶赛道,也正在收窄遇冷,不少品牌陷 ...
新消费增量从何而来
Jing Ji Ri Bao· 2025-11-20 22:11
观察近期消费市场,一系列结构性变化正在显现。今年1月份至10月份,实物商品网上零售额占社会消 费品零售总额的比重达到25.2%,这意味着每成功4笔实物商品交易就有1笔通过线上完成的。同时,高 能效等级家电、新能源汽车零售额保持较快增长,居民旅游出行、文化体育等消费持续增加。这些数据 勾勒出当前消费市场的重要特征:数字消费、绿色消费、健康消费等新型消费快速发展,服务消费持续 壮大,新业态、新模式、新场景正在重塑消费生态。 拓展新的消费增量,关键在于提升供需适配性。来自需求侧的变化,要求供给体系必须作出更加灵敏、 精准的回应。如果供给创新滞后于需求升级,消费潜力就难以充分释放;如果供给质量不能满足消费期 待,市场活力就会受到抑制。因此,提升供需适配性不仅是激活消费潜力的有效举措,更是畅通经济循 环的关键环节。 当前,我国消费市场正处于转型升级的关键时期。近期召开的国务院常务会议明确提出,"要加快新技 术新模式创新应用,强化人工智能融合赋能,聚焦重点行业、重点领域开发新产品和增值服务,持续拓 展新的消费增量",为新形势下推动消费提质扩容、激活内需潜力指明了方向。 统筹好培育新增长点与巩固基本盘的关系。拓展增量不能以 ...
高端酸奶集体退潮,“喝Blueglass”的人去哪了?
阿尔法工场研究院· 2025-11-20 02:21
导语:午餐时间无人问津,单杯已降至19.8元。 "穿Lululemon,喝Blueglass",在国产酸奶品牌Blueglass的官方网站上,这样一句广告语尤其 醒目。凭借49元一杯的定价与杯身上密密麻麻的保健品配方,曾让Blueglass被称为"酸奶界爱马 仕",主要消费客群正是一线城市的白领、健身人群。 据多家媒体报道,Blueglass近期加入了降价行列。部分产品在第三方外卖平台售价低至19.9 元,较线下 49元的原价大幅下跌60%,降价幅度十分显著。 11月18日,凤凰网科技在走访多家Blueglass门店中获悉,此次降价系外卖平台的专属活 动,"不会长期持续下去",其中一家门店的负责人告知。但有早先离职的店员告诉凤凰网科 技,"就是长期降价行为,卖不动了"。 以下文章来源于凤凰网科技 ,作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号,带你直击真相。 原先主打高端的Blueglass,为何不再被中产青睐? 午餐时间无人问津,单杯已降至19.8元 第三方外卖平台的价格变动,揭示了Blueglass高端定位的裂痕。 外卖平台显示,Blueglass几款"饮品搭配零食"的组合套餐折扣力度惊人。原价5 ...
“酸奶界爱马仕”,悄悄大降价
虎嗅APP· 2025-11-19 10:11
本文来自微信公众号: 凤凰网科技 ,作者:王佩薇,编辑:董雨晴,题图来自:AI生成 以下文章来源于凤凰网科技 ,作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号,带你直击真相。 "穿Lululemon,喝Blueglass",在国产酸奶品牌Blueglass的官方网站上,这样一句广告语尤其醒 目。 凭借49元一杯的定价与杯身上密密麻麻的保健品配方,曾让Blueglass被称为"酸奶界爱马仕", 主要消费客群正是一线城市的白领、健身人群。 据多家媒体报道,Blueglass近期加入了降价行列。部分产品在第三方外卖平台售价低至19.9元,较 线下49元的原价大幅下跌60%,降价幅度十分显著。 11月18日,凤凰网科技在走访多家Blueglass门店中获悉, 此次降价系外卖平台的专属活动,"不会 长期持续下去", 其中一家门店的负责人告知。但有早先离职的店员告诉凤凰网科技,"就是长期降 价行为,卖不动了"。 原先主打高端的Blueglass,为何不再被中产青睐? 午餐时间无人问津,单杯已降至 19.8元 第三方外卖平台的价格变动,揭示了Blueglass高端定位的裂痕。 外卖平台显示,Blueglass几款"饮 ...
“酸奶界爱马仕”,悄悄大降价
3 6 Ke· 2025-11-19 04:04
午餐时间无人问津,单杯已降至19.8元。 "穿Lululemon,喝Blueglass",在国产酸奶品牌Blueglass的官方网站上,这样一句广告语尤其醒目。凭借49元一杯的定价与杯身上密密麻麻的保健品配 方,曾让Blueglass被称为"酸奶界爱马仕",主要消费客群正是一线城市的白领、健身人群。 据多家媒体报道,Blueglass近期加入了降价行列。部分产品在第三方外卖平台售价低至19.9元,较线下49元的原价大幅下跌60%,降价幅度十分显著。 凤凰网科技走访了两家商场内部的Blueglass线下门店后发现,工作日午间的黄金时段,两家门店均无到店消费者。店员在面对降价相关情况的咨询时,态 度十分冷淡,直接回应"没空"后陷入沉默。 图|凤凰网科技摄 11月18日,凤凰网科技在走访多家Blueglass门店中获悉,此次降价系外卖平台的专属活动,"不会长期持续下去",其中一家门店的负责人告知。但有早先 离职的店员告诉凤凰网科技,"就是长期降价行为,卖不动了"。 原先主打高端的Blueglass,为何不再被中产青睐? 01 午餐时间无人问津,单杯已降至19.8元 第三方外卖平台的价格变动,揭示了Blueglass ...
元气森林:整体业绩同比增长26% 连续三年双位数增长
Zhong Guo Jing Ji Wang· 2025-11-18 06:30
Core Insights - The company achieved a remarkable 26% year-on-year growth in 2025, marking three consecutive years of double-digit growth in the competitive beverage industry [1] - The founder emphasized a patient and confident approach to product development, highlighting the importance of creating quality products for consumers [1] Product Strategy - The company has developed a diverse product matrix that includes sparkling water, electrolyte water, reduced-sugar tea, and traditional Chinese wellness drinks, aligning with the health and functional consumption trends [1] - Specific product performance includes a 128% increase in vitamin water, a 56% increase in the iced tea series, and a 52% increase in certain flavored sparkling waters [1][2] Product Development - The company has invested in over 500 technical innovations to enhance the sparkling water experience and utilized advanced techniques like -196°C liquid nitrogen for the iced tea series to maintain flavor while reducing sugar [2] - The product lineup includes differentiated offerings such as 0-sugar and low-sugar versions of electrolyte water, catering to various hydration needs [2] Channel Strategy - The company views distributors as partners and has committed to stabilizing market prices and enhancing customer profits, ensuring long-term benefits for channel partners [3] - Digital empowerment initiatives include upgrading the "Ark" project for market expansion and implementing a comprehensive management system for better market control [3] Distributor Success Stories - Distributors have shared positive experiences, with one achieving profitability after initial losses due to the strong market potential of the company's products [4] - Another distributor noted a significant market share for the company's products in a challenging region, demonstrating the brand's growth and acceptance [4] Future Outlook - The company aims to continue its focus on product quality and innovation, believing in the potential of the beverage market and the Chinese consumer [5] - Plans for 2026 include further product upgrades and the introduction of new categories, with a commitment to expanding both domestic and international markets [5][6]
中国消费新需求为中秘经贸合作添动力(专家解读)
Ren Min Ri Bao· 2025-11-16 23:25
Core Insights - Peru is the first Latin American country to sign a comprehensive free trade agreement with China and is one of the earliest participants in the Belt and Road Initiative, with trade between China and Peru reaching $19.149 billion from January to May 2025, a year-on-year increase of 30.7% [1] Trade and Economic Cooperation - China is Peru's largest trading partner, and the successful operation of the Chancay Port, set to begin in 2024, is expected to generate approximately $4.5 billion in annual economic benefits and create over 8,000 direct jobs [1] - The Chancay Port aims to become a key logistics hub connecting South America and Asia, significantly optimizing logistics efficiency and facilitating Sino-Peruvian trade [1][4] Consumer Trends in China - There is a rising trend in health-conscious consumption among Chinese consumers, leading to increased demand for Peruvian agricultural products such as blueberries, avocados, and quinoa [2] - The demand for convenience has surged, particularly among younger consumers, driving the growth of the frozen food market, prompting Peru to promote frozen fruits and vegetables in China [2] - Emotional consumption and the "self-care economy" are on the rise, with Peruvian alpaca toys gaining popularity among Chinese consumers, reflecting a blend of cultural significance and emotional appeal [3] - The trend towards premium and personalized products is evident in the coffee sector, where Peruvian specialty coffees are gaining recognition among Chinese coffee enthusiasts, particularly in emerging markets [3] Logistics and Trade Facilitation - The China-Peru Free Trade Agreement has led to the expansion of bilateral trade, with many Peruvian products enjoying zero tariffs, enhancing trade facilitation [4] - The opening of direct shipping routes from Chancay to Shanghai has reduced the shipping time for fresh Peruvian products from 35 days to 23 days, lowering logistics costs and increasing competitiveness in the Chinese market [4] Socioeconomic Impact - The alpaca toy industry in Peru is experiencing annual growth of 20% to 35%, providing significant income and employment opportunities for local artisans, particularly women, and helping to preserve traditional crafts [5] - Collaboration with Chinese partners in brand development and market expansion is enabling Peru to better meet the demands of Chinese consumers, integrating Peruvian products into the vibrant Chinese market [5] Future Outlook - There is an expectation for continued collaboration through platforms like the China International Import Expo to showcase Peru's diverse and high-quality products, aiming for further cooperation in agricultural technology and market development [6]
在华投资持续加码 安利续写“进博”故事
Zhong Guo Jing Ji Wang· 2025-11-12 23:40
Core Insights - The 8th China International Import Expo (CIIE) is being held in Shanghai from November 5 to 10, 2023, with the theme "New Era, Shared Future," showcasing 461 new products, technologies, and services across six major exhibition areas [1][3] - CIIE serves as a platform for promoting international economic cooperation and mutual benefits, injecting positive energy into both the Chinese and global economies [1] - Amway, celebrating its 30th anniversary in China, is leveraging CIIE to showcase its health products and solutions, emphasizing its commitment to the Chinese market [1][3] Company Strategy - Amway's Chairman and President, Yu Fang, highlighted the expo's role in enhancing global companies' confidence in investing in China, positioning the country as a strategic market for Amway [3][9] - The company plans to continue increasing its investment in China, focusing on expanding and enhancing its supply chain to contribute to the modernization of the industrial system [3][11] Product Innovation - Amway is using CIIE as a platform to launch innovative products, including those centered around plant nutrients and health solutions, addressing consumer demands for balanced nutrition and health management [4][6] - The company has established a plant research center in Wuxi, China, and is integrating AI technology to develop new health solutions [6][8] Investment Plans - Amway has initiated a five-year investment plan amounting to 2.1 billion RMB, aimed at upgrading its operations in China, including production facilities, digital infrastructure, and experience centers [13] - The investment will also focus on research and development, including organic farming and plant anti-aging research [13] Market Position - Amway has been operating in China for 30 years and has consistently aligned its growth with China's economic development, making it the largest market for the company globally for 22 consecutive years [9][11] - The company views China as a strategic growth engine and is committed to long-term investment in the market, reflecting its belief in the opportunities presented by the Chinese economy [11][13]
AI医生等“数字员工”迎来首个京东11.11,用户好评率超98%
Sou Hu Cai Jing· 2025-11-12 14:14
Core Insights - JD Health achieved record-breaking sales during the 2025 11.11 shopping festival, with over 7,000 brands doubling their transaction volume year-on-year, driven by a surge in health consumption and services [1][2] - The integration of a "super pharmaceutical supply chain" and advanced digital technologies, including medical AI models, has positioned JD Health as a powerful engine for the health industry, enhancing sales across various categories and solidifying its leading position in online health consumption [1][6] Health Consumption Trends - The overall health consumption awareness among consumers has significantly increased, leading to a diverse, refined, and intelligent consumption trend [2] - Over 2,500 pharmaceutical brands saw their transaction volumes double year-on-year, with original innovative drugs also experiencing similar growth, highlighting JD Health's role in improving accessibility to these products [2] Nutritional and Medical Device Sales - Nutritional consumption is undergoing a transformation towards scientific nutrition, with over 2,500 health supplement brands doubling their sales, and nearly 100 subcategories seeing over 100% growth [4] - Medical devices also saw substantial growth, with over 2,000 brands achieving over 100% year-on-year sales increase, and specific categories like dynamic blood glucose meters and respiratory machines also experiencing significant sales growth [4] Professional Health Services - The demand for professional health services is rising, with JD Health leveraging its "medical testing, diagnosis, and treatment" service model to meet diverse consumer needs [5] - The JD Internet Hospital has enhanced its online consultation services, achieving rapid response times and high user satisfaction rates, with over 90% of nutrition consultations handled by AI nutritionists [5] Expansion of Health Services - JD Health opened its first self-operated medical beauty store during the 11.11 event, attracting over 11,000 participants, and also expanded its health check centers and orthopedic clinics, with overall order volumes increasing significantly [6] - The company continues to link global health brands with Chinese consumers, aiming to make high-quality medical and health products more accessible [6]