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曼卡龙:3-4季度将有新品推出,产品策略为日常佩戴、悦己需求
Quan Jing Wang· 2025-09-12 14:55
Core Viewpoint - The company aims to enhance the unique charm of contemporary young women through fashionable and personalized original designs, with a brand slogan of "Every Day a Highlight" focusing on daily wear and self-satisfaction needs [1] Product Strategy - The company plans to launch new product series quarterly and monthly, with new products set to be introduced in the third and fourth quarters [1]
从数字解构消费新生
Bei Jing Shang Bao· 2025-08-07 12:27
Core Insights - The article highlights the rapid restructuring of China's consumption landscape driven by digital technology, emphasizing the rise of service consumption, health-oriented spending, green consumption, the resurgence of lower-tier markets, and the proliferation of intelligent consumption. Consumption Trends - In the first half of 2025, growth in consumption upgrade products such as sports and entertainment goods, jewelry, home appliances, and cultural office supplies is projected to be 0% [2] - Online retail sales of physical goods are expected to grow by 0% due to policy incentives, with the "old-for-new" policy driving double-digit growth in retail sales of home appliances and communication equipment, accounting for 24.9% of total retail sales [2] - The retail sales of social consumer goods are projected to grow by 3.8% in 2024, with significant contributions from green and service consumption [2] Service Consumption - Service retail sales are expected to see a year-on-year growth of 20%, contributing significantly to the overall retail sales [2] - The demand for health and fitness services is increasing, with sports health service revenue expected to grow by 23.9% [2][3] - The recovery of service consumption is evident in the tourism sector, with domestic tourism revenue showing significant growth in 2024 [2] Green Consumption - Green consumption is becoming mainstream, with high-efficiency and smart home appliances experiencing rapid sales growth [2][3] - The retail volume of new energy vehicles is projected to grow by 1.7% in 2024, reflecting a shift towards sustainable consumption [2] Online Consumption - Online retail sales of physical goods reached 13.02 trillion yuan in 2023, with an 8.4% year-on-year growth [3] - The penetration rate of live e-commerce reached 37.8% in 2023, with a year-on-year increase of 24.3% [3] - The market size for live e-commerce is expected to reach approximately 5.8 trillion yuan in 2024, with a compound annual growth rate of 18% [3] Market Dynamics - The potential of lower-tier markets is being unlocked, with third-tier cities surpassing first and second-tier cities in sectors like tourism and automotive [2] - The "Xinjiang free shipping" initiative is expanding e-commerce opportunities in rural areas, reflecting a growing willingness to spend on health and wellness [2]