作者：Hasove 曾几何时，净水器几乎是每个新装修家庭的标配，如今家里厨房底下的那个净水器，有的已经"吃灰"，有的家庭甚至根本就不装了。 曾经被吹上天的家用净水器，如今怎么了？ 2024年国内水家电整体零售额仅为346亿元，这数字和此前预测的千亿元市场规模差得太远。说好的"黄金赛道"，这才跑到三分之一就喘不上气了？ （数据来源：奥维云网） 2025年上半年，中国净水器行业线下零售额同比增40%，一片繁荣景象。市场集中度不断提升，前三大品牌市场份额超过50%。海尔净水线下市场销售额占 比18%、销量占比20.3%，实现了行业双冠，安吉尔等头部品牌也出现大幅增长趋势。然而，在这高增长背后，各大头部品牌却各有各的难。 目前的净水行业正陷入一个怪圈，商家将整机价格从大几千压至千元档位，却在后续滤芯更换中获取数倍利润。而作为行业头部的海尔，想要打破这一模 式，比如海尔净水器承诺RO膜8年不衰减和全国2800多个区县的"超标免费"活动来吸引消费者，但这种长期承诺实际上可能增加企业的运营成本和风险。这 或许需要持续的巨大投入，可能对利润结构构成压力。 2025年，美的和一位科技博主策划复刻恒河水，通过美的净水器过滤后变得 ...

Core Viewpoint - The article discusses the controversy surrounding La Roche-Posay's thermal water spray, highlighting consumer skepticism about its high price despite containing only water, which the company defends as being sourced from natural thermal springs in France and processed to retain beneficial minerals and elements [3][6]. Group 1: Product Details - La Roche-Posay's thermal water spray is priced at 119 yuan for 150ml and starts at 129 yuan for 300ml, with the company emphasizing that the cost is justified by production expenses and the quality of the spray nozzle [3]. - The spray is claimed to contain unique minerals and trace elements that can soothe and enhance skin resilience against external factors [3]. Group 2: Expert Opinions - A skin care expert from Tongji University noted that while the spray can provide instant hydration, its effectiveness depends on usage and skin absorption, and it should not be relied upon for long-term moisture retention [6]. - The expert cautioned against excessive use of the spray, which could lead to over-hydration of the skin's outer layer and potentially damage the skin barrier [6]. Group 3: Company Background - La Roche-Posay is a brand under L'Oréal Group, which has faced legal challenges, including over a hundred lawsuits related to contract disputes [6]. - L'Oréal has recently dealt with product recalls in the U.S. due to contamination issues, although these incidents have not affected the Chinese market [7].

Core Viewpoint - The controversy surrounding La Roche-Posay's "Soothing Thermal Water Spray" has sparked discussions online, with critics labeling it as a "smart tax" due to its ingredient list primarily consisting of "water" and questioning its high price point [1][3]. Company Overview - La Roche-Posay's thermal water spray is a flagship product under the L'Oréal Group, which has reported a sales revenue of €224.73 billion (approximately ¥1861.91 billion) in the first half of this year, reflecting a year-on-year growth of 3% [3][4]. - The product is available in three sizes: 50ml, 150ml, and 300ml, with the 300ml two-pack priced at ¥101.5 [3]. Financial Performance - In the first half of 2024, L'Oréal's sales reached €221.2 billion, marking a year-on-year increase of 7.5%, while operating profit grew by 8% to €45.99 billion, accounting for 20.8% of sales [4]. - The professional hair care division has emerged as a growth driver, achieving a 6.5% year-on-year increase in sales, with brands like Kérastase and Color Wow gaining consumer favor [4]. - The mass cosmetics division reported sales of €84.1 billion (approximately ¥697.8 billion), with a year-on-year growth of 2.8%, while the skin science beauty division saw sales of €38.6 billion (approximately ¥320.3 billion), growing by 3.1% [5].

Core Viewpoint - The article discusses the controversy surrounding the effectiveness and pricing of Avene's thermal water spray, questioning whether it represents a "smart tax" for consumers due to its high price and minimal active ingredients [2][12]. Group 1: Product Composition and Effectiveness - Avene's thermal water spray is primarily composed of water and nitrogen, with no specific data on the mineral content of the thermal water provided by customer service [3][8]. - Industry experts express skepticism about the actual benefits of the spray, noting that its main function is to provide a temporary feeling of hydration and relief for sensitive skin [9][10]. - The spray's effectiveness is largely based on subjective user experiences, with limited objective data available to support its claimed benefits [9][10]. Group 2: Pricing and Market Position - The price of Avene's thermal water spray has significantly decreased, with current prices for a 300ml bottle dropping to double digits, compared to nearly 200 yuan in the past [3][12]. - Avene's spray is currently a best-seller on e-commerce platforms, reportedly selling 35 bottles per second and accumulating over 1 million orders [12]. - The article highlights consumer concerns regarding the value proposition of Avene's spray, suggesting that the cost may be more reflective of branding and marketing rather than actual product efficacy [13][14]. Group 3: Brand Background and Future Outlook - Avene, part of the Pierre Fabre Group, has been a prominent player in the Chinese market since its entry, with the thermal water spray being a key product for market penetration [13][14]. - The brand aims for double-digit growth in total sales across all channels for 2024, driven by a trend towards functional skincare products among Chinese consumers [14]. - The ongoing debate about the product's value and effectiveness raises questions about Avene's ability to maintain its reputation in the market [14].

Core Viewpoint - The article discusses the controversy surrounding the efficacy of Avene's thermal water spray, questioning whether it represents a "smart tax" for consumers due to its high price and minimal active ingredients [1][8]. Group 1: Product Composition and Efficacy - Avene's thermal water spray is primarily composed of water and nitrogen, with the official customer service stating that the water has low mineral content and matches the natural pH of human skin [3][5]. - The specific mineral content of Avene's thermal water is not disclosed, with only a mention of 266mg/L low mineral content and a calcium-magnesium ion ratio of 2:1 [3][5]. - Industry experts express skepticism about the actual benefits of the spray, suggesting that its primary function is to provide a temporary feeling of hydration and comfort rather than long-term skin care benefits [5][6]. Group 2: Market Performance and Pricing - Avene's thermal water spray is currently being promoted on e-commerce platforms, with prices significantly lower than in the past, indicating a drop in perceived value [8][9]. - The spray is reported to be a best-seller on Avene's official store, selling approximately 35 bottles per second and accumulating over 1 million orders [8]. - The parent company, Pierre Fabre, aims for double-digit growth in total sales across all channels for Avene in 2024, driven by a trend towards functional skincare products among Chinese consumers [9]. Group 3: Consumer Perception and Brand Positioning - There is a growing consumer sentiment questioning the value of high-priced sprays, likening them to bottled water with significant markup for branding and marketing [9]. - The article highlights the historical context of Avene's entry into the Chinese market, emphasizing its reputation as a pioneer for sensitive skin care since 1990 [9].

Core Viewpoint - The popularity of "internet celebrity salts" with exotic appeal is rising on e-commerce platforms, despite their prices being dozens to hundreds of times higher than regular salt, leading to concerns about consumer awareness and potential exploitation through misleading marketing [1][2]. Group 1: Market Trends - Various "internet celebrity salts" are marketed as "natural," "specific origin," and "rich in special minerals," claiming benefits such as calcium and zinc supplementation, which drives up their prices significantly [1][3]. - A 200g bottle of Himalayan pink salt is priced at 58 yuan, while a 454g package of French gray salt costs 108 yuan, indicating a price increase of approximately 50 times compared to regular salt [1]. Group 2: Consumer Awareness - Experts urge consumers to develop a correct consumption mindset and to be cautious of the extravagant claims surrounding "internet celebrity salts," which may lead to unnecessary spending [1][7]. - The term "natural" used in marketing is deemed to have little significance in the current food landscape, as all edible salts are derived from natural sources [5]. Group 3: Nutritional Claims - Claims that "eating salt can supplement calcium" are scientifically unfounded, as excessive salt intake can actually lead to calcium loss in the body [6]. - A recent study by the Chongqing Consumer Association tested 27 salt samples and found negligible amounts of trace minerals, suggesting that the mineral content in these salts is minimal and not a reliable source for supplementation [6][7]. Group 4: Regulatory Insights - Regulatory bodies are encouraged to enforce stricter guidelines against misleading advertising and to promote consumer education regarding the actual benefits of "internet celebrity salts" compared to regular salt [7].

Core Viewpoint - The article discusses the rising popularity and pricing of birch sap, highlighting its marketing as a health drink with exaggerated benefits, while also critiquing the consumer behavior surrounding it [5][14][21]. Group 1: Product Overview - Birch sap is marketed as a premium health drink, often priced significantly higher than other beverages, with claims of being a "plant gold" and a "liquid cordyceps" [5][7]. - The harvesting process is heavily emphasized, with claims that it can only be collected every three years and only from specific trees, which adds to its allure [7][14]. Group 2: Consumer Behavior - Consumers, particularly middle-aged men, are drawn to birch sap for its perceived health benefits and the experience of drinking it, likening it to a connection with nature [21][22]. - The article suggests that the appeal of birch sap is more about the ritual and experience rather than its actual nutritional value, which is often overstated [16][19]. Group 3: Market Dynamics - The birch sap market is characterized by high sales volumes on e-commerce platforms, indicating strong consumer demand despite the questionable health claims [14]. - There is a critique of the authenticity of the product, with some sellers allegedly using tree bark and sugar to create a similar product, raising concerns about quality and transparency [18][19].

Core Viewpoint - The sale of water from Peking University's Weiming Lake has sparked significant social attention, leading to a response from university officials who emphasize the ecological value of such resources and oppose their commercialization [2][3]. Group 1: Incident Overview - Multiple merchants on online second-hand trading platforms are selling Peking University Weiming Lake water, with prices ranging from 20 yuan to nearly 100 yuan for 500 milliliters [2]. - University officials have stated that the lake and river water are valuable ecological resources and should not be exploited for illegal profit [3]. Group 2: Public Reaction and Commentary - The promotion of the lake water as having "brain-boosting" and "wisdom-enhancing" properties has drawn ridicule, with comparisons made to absurdities in cultural phenomena, such as the obsession with the walls of Nobel laureate Mo Yan's childhood home [3]. - Legal experts and commentators have discussed the implications of such sales from property rights and environmental protection perspectives [3][4]. Group 3: Broader Implications - The incident highlights a market willing to engage in such absurdities, raising concerns about the potential influence on younger generations and the concept of "intelligence tax" [5]. - Suggestions have been made for universities to open their campuses to the public, allowing for a more genuine connection with the natural resources rather than restricting access [5].

Group 1 - The sale of water from Peking University's Weiming Lake has become a topic of discussion, initially intended as a marketing gimmick by sellers [1][2] - Multiple sellers on online second-hand trading platforms are offering 500ml of Weiming Lake water for prices ranging from 20 yuan to nearly 100 yuan, with some claiming it enhances brain power and wisdom [2][3] - Peking University and Tsinghua University officials have stated that the water is a valuable resource for maintaining a healthy ecosystem and should not be commodified for illegal profit [1][2] Group 2 - The absurdity of selling lake water has drawn public attention, prompting the universities to issue statements through media channels [2] - The universities are taking action by contacting relevant platforms to remove these listings, emphasizing that such practices violate campus management regulations [2][3] - The phenomenon raises questions about consumer behavior, as it indicates that there are individuals willing to purchase such products, which could reflect poorly on societal values [3]

Core Insights - The article discusses the challenges and opportunities faced by the company "世喜" in the highly competitive infant feeding market, particularly focusing on its product, the "断奶奶瓶" (weaning bottle) [2][8][12] - The company has successfully identified and targeted a specific consumer pain point related to the weaning process, which has allowed it to carve out a niche in a saturated market [3][7][12] Company Overview - 世喜 was established in 2013 and launched its first generation of weaning bottles in 2016, achieving significant sales on platforms like Tmall and JD [3][5] - The brand's flagship product, the "世喜大棕瓶," has become a popular choice among over 2 million mothers in China, with sales records indicating strong market acceptance [5][7] Market Dynamics - The infant bottle market in China has shown signs of slowing growth, with retail sales reaching 64.1 billion in 2020, growing by only 4.6% [12][14] - The decline in newborn birth rates and intense competition from established brands like Hegen and 贝亲 (Pigeon) are contributing factors to the market's challenges [12][14] Product Innovation - 世喜's weaning bottle is marketed as a solution to help infants transition from breastfeeding to bottle feeding, addressing a critical period for both mothers and babies [2][3] - The company emphasizes product differentiation through innovative features such as soft silicone materials and realistic nipple designs, which aim to reduce the weaning resistance in infants [7][8] Marketing Strategies - The brand has heavily invested in marketing, utilizing social media platforms and collaborations with influencers to enhance visibility and consumer engagement [9][11] - A significant portion of sales comes from referrals, with 38% of orders attributed to existing customers recommending the product [11] Future Outlook - To sustain growth, 世喜 must focus on product innovation and explore new functionalities that cater to evolving consumer needs, such as temperature control for bottles [16] - Expanding into international markets and continuing to leverage effective marketing strategies will be crucial for maintaining competitive advantage in a crowded marketplace [16]