作者丨于君怡 中国品牌，真的不一样了。 去年年末，全球扫地机器人行业上演了一幕"打工仔拯救老板"的戏剧性转折， 行业"鼻祖"美国iRobot公司宣布将被其中国代工厂收购。在石头科技、小米、追觅等中国品牌的赶超下，昔日巨头黯然退场，一个旧的时代就此落幕。 而此前，星巴克宣布与博裕投资成立合资企业，后者持股比例最高可达60%。这个曾经定义中国咖啡文化的国际品牌，在本土品牌的围剿下，不得不开启 一场"求生式"合作。 这些案例并非孤例。当前，多个消费领域正加速迈入"本土品牌时代"，外资品牌在中国市场显得捉襟见肘。 耐克、阿迪达斯在"国潮"冲击下节节败退，苹果在华为、小米的体验革新中优势不再，欧莱雅、雅诗兰黛等国际美妆巨头在本土美妆品牌发起的"小红书 种草"攻势中，光芒渐淡。艾媒咨询发布的《2025年中国国潮经济消费行为调查数据》显示，85.79%消费者更倾向选择国内潮流品牌。 更令人振奋的是，本土品牌和外资品牌的攻守之势已不再局限于国内市场。泡泡玛特卷起全球潮流旋风，名创优品成为全球规模最大的自有品牌零售商， 青岛白啤做到全球白啤品牌第一……品牌不仅摆脱了"廉价替代品"标签，还开始定义全球消费潮流。 这背后，不仅是产 ...

今天，红星新闻城市总评榜系列活动之一——2025成都楼市风尚总评榜在成都举行。这是一场持续了24年的楼市盛典，随着总评榜的重磅发布，成都楼市 的这一年，也即将迎来收官。 近年来，经过市场的反复验证，成都楼市向全国证明了其极强的韧性： 新房方面，自2019年起，成都市的成交面积已经连续5年排名全国第一，今年持续名列前茅；二手房方面，二手住宅成交套数连续两年超过22万套。 今年的市场表现同样精彩： 千万级房源成交突破新高；各大新项目都实现了产品能级的跃升；也有项目全年实现了13开13罄…… 这是一个行业的新周期，但成都市场却证明——新消费时代，全新的置业观正在推动市场前行。 24年的坚持， 见证成都楼市的"新消费时代" 2001年发起，成都楼市风尚总评榜是一场历时24年的楼市盛典。每一年，主办方都力求在行业的变化中，与专业认识齐聚一堂，寻找新的市场机会，也给 以专业、权威的眼光，为购房者们带来一份购房指南。 今年的市场却有所不同。当成都成都作为"万亿消费城市"，持续开拓极具"颜值"和特色的消费新场景、新空间、新业态，成为带动消费"向新"发展的活力 因子时，楼市也在围绕"情绪消费"展开的全新置业观。 新规产品让入户 ...

从线上到线下，郑州商场、特色街区精准契合年轻群体的需求，通过打造各类互动场景，带动商 场、特色街区人气持续攀升、热度爆棚，尽显消费市场强劲的内生动力。 解锁消费新维度 立足消费市场提质升级，郑州多家商场、特色街区依托沉浸式演出，提升场景魅力、集聚旺盛人 气、释放消费潜能，推动消费市场热度持续攀升。 漫步于郑州的街头巷尾，一幅生机盎然的消费画卷在眼前徐徐铺展——氛围满满的特色街区内，明 星主题与创意场景相映成趣，市民、游客纷纷驻足打卡；光影交织的购物中心里，沉浸式演出与互动剧 目轮番登场，观众的掌声与惊叹声此起彼伏；美食云集的人气商圈中，新式套餐与创意菜品扎堆亮相， 引得食客专程前来解锁美味……从新主题到新场景，从新滋味到新体验，你总能与惊喜不期而遇。 这番热气腾腾的热闹景象背后，是郑州商圈、商场、特色街区主动求新求变的用心实践：通过不断 解锁新玩法、丰富消费新形态，以"人气旺"带动"消费火"，全方位推动消费场景魅力进阶、消费活力持 续迸发，绘就郑州消费市场升级的新潮图景。 打造消费新场景 郑州商场、特色街区时时有新意、处处有亮点，始终保持"进化"活力，通过打造沉浸式、个性化的 消费场景，将聚拢起来的人气转化为 ...

Core Insights - In 2024, 62 major supermarket companies are set to close a total of 3,037 stores, indicating a significant industry downturn affecting giants like CP Lotus, Yonghui, and RT-Mart [2][3] - The traditional supermarket model is losing ground to e-commerce and specialized retail formats, as consumer shopping habits shift towards convenience and efficiency [2][9] Industry Overview - The transition from traditional markets to supermarkets began in the 1990s, but the landscape has drastically changed in just over three decades, with large supermarkets now facing collective closures [3] - According to the latest report from the China Chain Store & Franchise Association, only 25 out of the top 100 supermarkets in China are expanding, while the majority are reducing their store counts [3][6] Store Closures - The most significant closures are attributed to Jibai Holdings, which closed 1,009 stores, accounting for one-third of the total closures in the industry [5][6] - Other notable closures include CR Vanguard with 493 stores, Yonghui with 234 stores, and Lianhua with 205 stores, all reflecting a downward trend in store numbers [5][6] Revenue Trends - Major supermarkets are experiencing substantial revenue declines, with Yonghui's revenue dropping from 48.7 billion to 29.9 billion yuan, and Lianhua's revenue falling from 13.5 billion to 9.5 billion yuan [7][9] Market Share Dynamics - The market share of supermarkets has decreased from 34% to 32% between 2019 and 2024, while hypermarkets have seen a drop from 19% to 13%. In contrast, e-commerce has surged from 22% to 32% [9][11] - The rise of community group buying and specialized stores has further eroded the traditional supermarket's customer base, highlighting a shift in consumer preferences [9][11] Efficiency and Competition - Traditional supermarkets are struggling with high operational costs and inefficiencies compared to smaller, more agile formats like Hema and Costco, which offer better profit margins and customer experiences [11][13] - The traditional model lacks competitive advantages in key areas such as product differentiation, shopping experience, and social engagement, leading to a decline in consumer interest [13][15] Future Outlook - The current wave of store closures is seen as a necessary industry reshuffle rather than a sudden crisis, as the market adapts to new consumer demands for efficiency and value [15] - There remains potential for growth in specialized retail formats that offer unique value propositions, indicating that the retail story is far from over [15]

Core Insights - The report highlights the transformation of the Chinese consumption market from 2021 to 2025, emphasizing a shift from price competition to value-driven consumption, driven by trust and user participation [1][6]. Group 1: Evolution of Live Commerce - The user base for live commerce is projected to reach nearly 55% of the total internet users by June 2024, indicating that live shopping has become a normalized choice for Chinese consumers [3]. - Leading live streaming rooms have transitioned from being mere sales platforms to becoming "trust agents," enhancing their professional credibility and user loyalty [3][4]. - The program "All Girls' OFFER" has played a crucial role in this evolution by making commercial negotiations transparent and promoting a shift from price wars to value wars [6]. Group 2: Changing Roles of Consumers and Brands - Domestic brands have evolved from being followers to becoming the main players in the market, with their participation in "OFFER" increasing from 40% in the first season to 66% in the fifth season [7]. - Consumers have shifted from passive recipients to active co-creators of value, gaining insights into product ingredients and pricing strategies, thus enhancing their decision-making power [7][10]. - The criteria for product evaluation have expanded to include functionality, emotional value, and trust, with 75% of consumers showing a preference for long-term value products [10]. Group 3: Brand Development and Differentiation - The "OFFER" program has provided a platform for both emerging and established brands to build trust and reshape their market presence [11][13]. - New brands have seen significant exposure growth, with some achieving nearly fourfold sales increases within a year through collaboration with the program [11]. - Established brands have successfully redefined their image and market position, with notable sales increases during promotional events, demonstrating the program's effectiveness in brand rejuvenation [13]. Group 4: Market Trends and Product Categories - The demand for diverse product categories has expanded, with significant growth in areas such as smart pet devices and beauty products, indicating a shift towards quality lifestyle solutions [10]. - The program has facilitated the transition of live commerce from basic functional purchases to comprehensive lifestyle proposals, reflecting changing consumer preferences [10].

Group 1 - The core viewpoint of the articles highlights the steady growth of consumer spending in China, with a 3.4% year-on-year increase in retail sales in August and a 9.6% increase in online retail sales from January to August [1][2] - The retail channel landscape is undergoing significant restructuring, with a tighter integration of online and offline channels, and the emergence of new retail formats such as "flash sales" and "interest e-commerce" [2][6] - New consumer brands are increasingly focusing on long-term brand building rather than short-term sales spikes driven by "internet celebrity" marketing strategies, as the initial flow of traffic begins to wane [3][4] Group 2 - Key challenges faced by small and medium-sized enterprises (SMEs) include channel transformation (42% of surveyed SMEs), building consumer loyalty (30%), and attracting first-time consumers (28%) [5] - The importance of understanding consumer needs and adapting product strategies is emphasized, as consumer preferences continue to evolve [4][5] - Companies are advised to balance long-term trends, such as technological advancements and demographic shifts, with short-term trends that reflect immediate consumer desires [7][8][9]

Core Insights - Innovation is the core driving force for emerging brands in China's retail market, which is characterized by steady growth and a consumer-centric approach [1][2] - The total retail sales of consumer goods in China from January to August reached 32.39 trillion yuan, with a year-on-year growth of 4.6% [1] - Online retail sales during the same period amounted to 998.28 billion yuan, reflecting a year-on-year increase of 9.6% [1] Group 1: Market Trends - New products are becoming a significant driver of sales growth, helping brands gain market share and boost category growth [1][2] - Emotional value is emerging as a primary driver for consumer purchases, indicating that new products must provide psychological comfort in addition to functional needs [2] - The retail landscape is evolving, with a tighter integration of online and offline channels, as evidenced by a projected 4.7% year-on-year growth in fast-moving consumer goods (FMCG) retail sales by Q2 2025 [3] Group 2: Retail Channel Evolution - Six major trends are reshaping retail channels, including a shift from shopping to experiential destinations, with convenience stores evolving into platforms for product trials [4] - Instant retail is expanding to meet immediate needs and is becoming a significant driver for nighttime and holiday consumption [4] - Live commerce is transitioning from mere observation to interactive experiences, enhancing emotional connections with consumers [4] Group 3: Consumer Demographics - The X generation (ages 45 to 60) is projected to account for 17% of the global population by 2025, controlling a quarter of global consumption capacity, estimated at $15.2 trillion [5] - This demographic's consumption patterns are characterized by practicality, quality focus, and high brand loyalty, influencing sectors like health foods and alcoholic beverages [5] - Retail channels must evolve to meet the exploratory and emotional needs of consumers, transitioning from mere transactional points to extensions of their lifestyles [5]

Group 1 - The article emphasizes the importance of adhering to the guidelines set forth by the Securities and Futures Investor Suitability Management Measures, particularly for clients of Guotai Junan Securities [2] - It highlights that the content is exclusively for signed clients of Guotai Junan Securities research services, ensuring quality and risk control [2] - The article expresses gratitude for the understanding and cooperation of readers who may not be signed clients, indicating a focus on maintaining service quality [2] Group 2 - The document includes a legal disclaimer, reinforcing the need for compliance with regulations regarding the distribution of research content [3]

Core Insights - The forum "New Consumption Era: Strategic Transformation and Brand Reshaping" highlights the challenges and opportunities faced by the liquor industry amid global economic changes and the uncertainties of the new consumption era [2][21] - The concept of "Brave New World" emphasizes the need for brands to evolve beyond mere symbols to become representations of comprehensive strength and emotional connection with consumers [2][3] Group 1: Brand Value Reconstruction - "Brave New World" signifies a reconstruction of value, where consumption transcends basic needs, turning liquor into a cultural and emotional experience [2] - The brand's value must resonate with consumers' emotional needs, transforming from functional attributes to a spiritual haven and cultural totem [3] Group 2: Paradigm Revolution - The old era of one-way brand communication is ending, giving way to genuine dialogue and deep resonance with consumers [4] - Trust has become a critical factor in consumer choice, shifting from brand worship to value equality, where consumers demand transparency in value [4] Group 3: Integration of Virtual and Reality - The key to success in the liquor industry lies in creating seamless experiences that connect online and offline channels, enhancing consumer satisfaction [5][6] - New consumption scenarios are emerging, reflecting a shift from uniformity to personalization in consumer experiences [6] Group 4: Consumer Leadership - Consumers are becoming creators in the liquor market, driving trends towards personalized expression and diverse needs [7] - The liquor industry is transitioning from scale-driven competition to value-driven competition, emphasizing the importance of understanding consumer demands [7][8] Group 5: Brand Value Dimensions - Brands must anchor their value in the changing landscape by understanding new consumer demographics and their evolving values [10] - The essence of brand value lies in its ability to resonate with consumers' emotional and cultural needs while maintaining resilience through market fluctuations [10][11] Group 6: Cultural Nurturing - Culture is identified as the soul of the brand, essential for value realization and innovation [13][14] - The liquor industry is moving towards a creative era, where cultural narratives and consumer engagement are pivotal for brand differentiation [13][14] Group 7: Quality Beyond Measure - Quality remains the lifeline of liquor brands, essential for building consumer trust and ensuring brand value realization [15] - Both hard quality (material standards) and soft quality (cultural experience) are crucial for enhancing consumer satisfaction and loyalty [15][16] Group 8: Emotional Resonance - The fragmented and experiential nature of modern consumption necessitates deep consumer insights for effective brand communication [17] - The liquor industry must leverage unique cultural narratives and immersive experiences to create lasting emotional connections with consumers [18][19]

Core Viewpoint - The event "Beautiful Life, Book Fragrance China" held in Xiamen focuses on the theme of "New Consumption Era and High-Quality Development," aiming to explore opportunities and challenges in the new consumption trend and to contribute to sustainable development in the industry and enterprises under the new era context [1][3]. Group 1: New Development Concepts - The new development concept is seen as a fundamental guideline for solving major contradictions in the new era and achieving high-quality development in China, providing a Chinese solution to global governance challenges [3][4]. - The new development concept is positioned as a pathway to promote a community of shared future for mankind, reflecting China's wisdom and approach to global development [3]. Group 2: High-Quality Development in New Consumption Era - Traditional industries can find new growth opportunities through renewal and upgrading, but true revolutionary transformation is necessary to navigate future challenges [4]. - Key insights for high-quality development include recognizing the broader context, understanding industry cycles, and ensuring strategic alignment with organizational culture [4]. Group 3: Case Study - China Resources Beer - China Resources Beer has demonstrated strategic leadership through initiatives like the "Mushroom Strategy" and "Coastal Strategy," which have been crucial for its market dominance [4]. - Continuous self-innovation and the courage to explore new avenues are essential for maintaining strategic advantages [4]. - The leadership capabilities within China Resources Beer have significantly contributed to its strategic success [4]. Group 4: Collaborative Ecosystem for Value Creation - High-quality development requires transcending commercial boundaries to achieve resonance between social and economic values [5]. - Companies should build collaborative ecosystems that foster innovation, co-create value, and ensure safety and control, adhering to a win-win philosophy [5]. - The event also included the launch of the book "Braving the Journey" and recognized exemplary units in the "Book Fragrance Enterprise Creation Project" [5].