什么才是2025消费的关键词？从中我们能洞穿哪些趋势？ 答案很犀利：我们不再为简单廉价和高端溢价而买单，更愿为可感的"价值"付费。 这10个关键词，或许就是过去一年中国消费者心态的真实底色。 NO.1 情绪价值 红极一时的Labubu告诉我们，大家买的不是玩具，是多巴胺。 2025年，消费从"功能属性"向"精神属性"大迁徙。能更好提供情绪价值的商品，一件潮玩、一张卡片，也能卖出"轻奢品"的价格。 NO.2 IP实体化 情绪需要载体，而当这个载体足够大时，它就会打破次元壁。黑神话悟空开线下店，哪吒电影带动城市旅游、长春动植物园火爆全网…… 2025年，IP不再局限于屏幕，变成了你可以走进的乐园、可以握在手中的周边。虚拟IP正在通过文旅和零售，在这个现实世界里疯狂"圈地"。 NO.3 质价比 从性价比到质价比，今天的消费者不再是单纯图便宜，而是要"好货低价"。 瑞幸用9块9咖啡暴打星巴克，徕芬用同样质感价格便宜10倍的吹风机抢占戴森市场。 大家不再盲目为品牌溢价买单，而是转向那些品质有保障、价格更划算的高质价比产品。 NO.4 安全感 2025，金价狂涨，大家反而越涨越买。 因为比起理财，黄金带来的那种"握在手里 ...

这一年，电池领域的固态化转型重构竞争维度，智能化的L3落地叩响规模化大门，车市在利润率低谷 中完成从降价内卷到价值创造的觉醒，出海征程实现从量的突破到根的深植，合资品牌则在市场格局重 塑中开启系统性本土化突围。 当技术迭代的节奏突破实验室围墙，当市场竞争的逻辑告别单纯价格博弈，当全球化布局从产品输出升 级为生态扎根，2025年的中国汽车产业来到了新旧范式交替的关键路口。 宁德时代、比亚迪、国轩高科、蜂巢能源等头部企业均加速推进半固态电池量产，同时持续加码全固态 研发投入。车企端落地成效显著，蔚来150kWh电池包、上汽智己L6等车型实现半固态电池批量交付， 全年国内乘用车氧化物半固态电池出货量预计达3GWh，标志着技术商业化进入实质性阶段。 对于全固态电池，中国全固态电池产学研协同创新平台副理事长吴志新强调其研发的长周期属性，呼吁 行业脚踏实地深耕创新。他预测，半固态电池将拥有5—7年商业窗口期，全固态电池大概率在2032年— 2033年进入商业使用期。当前全固态电池材料成本高达常规液态电池的3—5倍，成本控制成为产业化最 核心的挑战。因此，2025年行业所有战略动作均围绕"降本"展开，从技术路线选择到供应链 ...

"宜家对中国市场的承诺是坚定且长期的，这驱使我们采取前瞻性的战略来提升竞争力，这是我们践行承 诺、实现自身可持续发展并为中国市场和消费者持续创造价值的主动且必要的举措。" 近日，宜家中国总裁兼可持续发展官庞安泽（Po n t u s Er n t e ll）表示，"中国是宜家全方位的战略市场之 一。这是一个我们与之共同学习、发展和成长的市场。我们在这里拥有完整的价值链，并且随着时间的 推移，我们也在建立更多的实证，测试和尝试新的渠道形态，无论是线上还是线下。" 值得关注的是，此前，英格卡购物中心宣布与高和资本达成战略合作，双方将携手成立一支专项不动产 基金，共同持有无锡荟聚、北京荟聚、武汉荟聚三座聚会体验中心。而宜家中国将于无锡荟聚内开设并 运营一家新的门店。宜家无锡商场现有物业资产将作为交易的一部分，改造为无锡荟聚全新租赁空间。 庞安泽指出，"从消费者角度看，我认为顾客对于宜家的购物体验不会感觉到不同，宜家和英格卡购物中 心将持续保持紧密的合作关系。具体而言，我们在武汉和北京市场的运营基本是没有任何变化的。在无 锡，我们达成了一个共赢的合作方案，这将进一步增强宜家无锡商场与荟聚之间的连接。" 文/易佳颖 实 ...

蒂华纳位于美墨边境线上，是全球制造产业链的一个特殊枢纽。依托毗邻美国加州的区位优势，这座城 市长期承担着跨境制造与贸易的关键角色，形成了以电子、汽车、医疗设备为代表的密集型产业带。 在今年的实地走访中，记者看到越来越多的全球化企业在蒂华纳布局生产基地，包括TCL等一众国内科 技企业。随着全球供应链重组，墨西哥逐渐成为中国企业出海的重要落点之一。 而蒂华纳延绵的制造带，既是全球化版图重塑下的一个典型样本，也是经济体之间新型贸易生态的一个 缩影。在规则调整、地缘博弈与产业安全考量交织的环境下，跨国制造生态正在发生深刻演变。 在这样的背景下，TCL创始人、董事长李东生接受21世纪经济报道记者专访时谈道："全球化演变进程 中，带来的利益分配并不均衡，导致地区发展失衡，全球化受到广泛质疑。当下，全球经贸格局在经历 深度调整期，但历史已经无数次证明，任何暂时的波折，都无法阻挡全球化洪流奔涌向前。" 从更广泛的视角看，正如经济学者周其仁在《寻路集》中所言："不管有无准备，我们都必须面对大变 局，大变局就是全球竞争格局发生重大变化。"在观察企业实践后，他在书中谈道："'世界工厂'在任何 地方固然能红一时，但'世界工厂走向世界 ...

街上随处可见的餐饮品牌背后，都站着一位"女掌门"。 不少中国消费者的日常吃喝，都掌握在几位女性的手里。 她们的名字，对消费者来说可能很陌生，但她们所执掌的品牌——肯德基、海底捞、星巴克、麦当劳、乡村基……却是数亿中国消费者高频消费的餐厅。 带领餐饮巨头华丽转身？一批女掌门临危受命 2005年，英国学者米歇尔·瑞安和亚历山大·哈斯拉姆提出了"玻璃悬崖"这一概念，她们发现，当企业陷入危机或站在发展的悬崖边时，女性领导者往往更 可能被推向舵手的位置，去接管那份高风险、高难度的挑战。 在餐饮行业中，"玻璃悬崖"并不罕见。 比如百胜中国现任首席执行官屈翠容，她加入肯德基那年，肯德基正面临舆论挑战，业绩受到影响。 上任后第一年，屈翠容就着手推进品牌年轻化，上新各种潮流产品、优化员工和门店的形象；运营上则采用"二八法则"，让门店在80%标准化基础上保留 20%灵活性，满足当地需求；同时在全国范围推广更多O2O手段，比如自助点餐APP、自助点餐机等。 实际上，屈翠容是业界有名的"扭亏女王"，早在屈臣氏任职时，她就曾让濒临破产的国际零售品牌Savers和Superdrug扭亏为盈。 这位"女王"亦不负众望，带着肯德基中国打了一 ...

Core Viewpoint - The Chinese home appliance industry is experiencing fluctuations in exports due to changing tariffs, but China remains a dominant manufacturing and exporting country, with brands continuing to expand globally despite challenges [4]. Group 1: Company Strategies - Leto Electric decided to continue production in China while exploring overseas markets after facing unexpected tariff increases in the U.S. [5] - The company faced challenges with U.S. tariffs exceeding 100%, leading to canceled orders and financial strain, prompting exploration of production in Vietnam and Cambodia [5][6]. - After evaluating production options in Cambodia and Malaysia, Leto ultimately chose to expand its production capacity in China, increasing factory space by one-third [6][10]. Group 2: Industry Trends - Despite tariff disruptions, companies like Leto and Xinbao continue to prioritize domestic production for U.S. orders, with Xinbao expanding its manufacturing base in Indonesia [7]. - Major brands like Haier and Midea are enhancing their overseas production capabilities and focusing on local market engagement through sports marketing and brand interaction [9][10]. - The global home appliance market is projected to grow, with retail volume expected to reach 7.8 billion units and retail value to reach $425 billion by 2028, indicating a compound annual growth rate of 1.8% and 2.5% respectively [9]. Group 3: Market Dynamics - The Chinese home appliance sector is expected to see stable growth in exports, with an estimated 21 million units exported in 2025, despite varying performance across product categories [10]. - Chinese brands are increasingly dominating the global market for robotic vacuum cleaners, capturing 65.7% of the market share [11]. - The trend of Chinese brands transitioning from merely exporting products to establishing a local presence and adapting to market needs is becoming more pronounced [12].

Group 1 - The article discusses the dual nature of opportunities and challenges in the Malaysian market for Chinese companies venturing abroad, emphasizing the need to understand local business logic beyond the typical Chinese perspective [1][2] - Malaysia is positioned as a buffer zone amid the US-China trade war, attracting interest from major powers due to its industrial advantages and high-tech capabilities, making it a desirable partner for both China and the US [3][4][6][7] - The article highlights the importance of localizing business strategies for Chinese companies, as many have struggled due to a lack of understanding of local culture, user experience, and language [11][15][18] Group 2 - The article identifies key sectors with growth potential in Malaysia, including renewable energy, digital technology, healthcare, and elder care, suggesting that Chinese companies should align their offerings with local needs [19][30] - It points out that the service sector in Malaysia surpasses manufacturing, providing a fertile ground for digital industries to thrive [20] - The discussion includes the necessity for infrastructure development, such as charging stations for electric vehicles, to support the growth of new industries [20][22] Group 3 - The article emphasizes the need for Chinese companies to engage with local communities and integrate into the local ecosystem to avoid missing opportunities [30] - It also mentions that many Chinese enterprises view Malaysia merely as a production base to circumvent tariffs, which is not a sustainable approach [17][30] - The importance of government collaboration in implementing technological advancements and regulatory frameworks is highlighted as essential for successful market entry [28][29]

Core Viewpoint - GE Healthcare is committed to the Chinese market, emphasizing its strategic importance and denying rumors of selling its business in China. The company has taken concrete actions to reinforce its presence, including significant investments in local R&D and production facilities [2][3]. Group 1: Strategic Actions - GE Healthcare has established the East Hemisphere Headquarters Innovation Center for MRI in Tianjin, marking it as the only system-level MRI R&D base outside the U.S. The company plans to invest 500 million yuan over the next five years for high-end MRI equipment localization [2]. - The company has adjusted its strategy in China to focus on "precision cultivation," which includes organizational restructuring and layoffs in non-core positions, affecting less than 5% of the total workforce [2][3]. Group 2: Recruitment Strategy - GE Healthcare maintains a "reduction and increase" recruitment strategy, with approximately 150 positions open in China since 2025, primarily in R&D, production, and digitalization sectors [3]. Group 3: Localization and Production - GE Healthcare has developed the largest production base in China, with six major production sites and seven factories across various cities. The Beijing base has achieved over 50% localization for MRI core components, while the Shanghai Zhangjiang factory produces 60% of global contrast agents [5]. - The company has launched the first phase of its Precision Medicine Industrialization Base in July 2025, focusing on high-end nuclear medicine production and key component localization [5]. Group 4: R&D Focus - R&D is a core component of GE Healthcare's strategy in China, with increased investments since 2025. The Tianjin MRI Innovation Center will focus on core components and cutting-edge AI technology [6]. - The Ver sana series ultrasound devices, developed in Wuxi, feature AI-assisted diagnostic systems, achieving over 60,000 units shipped globally in the first eight months of 2025 [6]. Group 5: Market Strategy - GE Healthcare has shifted its market strategy to focus on "replacement demand" as the Chinese market transitions from new equipment installation to equipment replacement. The company offers high-end CT/MR replacement solutions emphasizing precision, lower radiation doses, and efficient workflows [7]. - The company is also targeting grassroots healthcare through products like the Ver sana series ultrasound devices and the Precision Medicine Industrialization Base, addressing the need for local healthcare solutions [7].

以下文章来源于亿邦动力 ，作者王昱 亿邦动力 . 关注它，获取你想要的一切电商知识和资源。 来源丨亿邦动力 （ID： iebrun ） 作者丨 王昱 图源丨Midjourney 从吉隆坡国际机场驶向市中心，在午后灰蓝色的阴沉天幕下，建筑风格逐渐从低矮的老式骑楼切换到 新开发的现代公寓楼，像是在迅速翻页的城市缩影。 远处，路旁连片的棕榈树、清真寺巨大的伞形折角屋顶，以及夹杂着繁体汉字、马来语和英文的广告 牌，都在被高架公路桥切割出的视野中若隐若现，显露出这片水泥森林中的"南洋特质"。 在湿热的空气中，我们可以直观感受到这片市场的复杂肌理：既现代，又传统；既有令人倍感亲近的 中国元素，也充斥着顿生"人生地不熟"之感的异域场景；既有慢节奏的松弛感，也有行色匆匆的忙碌 与紧张。 一直以来，许多中国企业将东南亚视为品牌出海的第一站，是其在海外擘画"第二增长曲线"的理想起 点。似乎在各路媒体的包装渲染下 ，"下南洋"已 成为一条"稳操胜券"的生意路径。 置身各大中式茶饮品牌装潢华丽的"超级大店"，目睹泡泡玛特门店里人头攒动的盛景，漫步于那些充 斥中国餐饮品牌的美食街，人们很容易产生这样的错觉：中国品牌闯关东南亚，能够居高 ...

智通财经记者 | 黄姗 智通财经编辑 | 楼婍沁 上海淮海中路又来了一个时尚玩家。12月15日，韩国时尚品牌Musinsa Standard在上海淮海路开设中国 首店，该店共两层，占地面积超过1400平方米。 隶属于同一集团的时尚品牌集合店Musinsa Store也将于12月19日在上海安福路开业。MUSINSA中国首 席执行官金大铉在开业当天告诉智通财经，中国第二家Musinsa Store已确定选址于南京东路。 MUSINSA集团是韩国知名时尚零售商，从线上逐渐拓展至线下。截至2024年，该集团旗下自有品 牌"Musinsa Standard"和时装品牌集合店"Musinsa Store"分别在韩国本土开设超过30间和六间线下门店。 Musinsa Store入驻品牌超过1万个，平台年交易额约240亿元人⺠币。 MUSINSA集团在经过多轮融资后，目前正在首次公开募股的准备阶段。韩国媒体报道称，MUSINSA 集团计划在2026年上半年向韩国证券交易所主板递交IPO申请。 "IPO是我们国际扩张的一种表现。"金大铉在采访中表示，中国是MUSINSA全球化叙事中的核 心，"（募集到的）大部分资金会投入中国 ...