如今逛商场或刷手机，总能撞见奢侈品特卖会的身影，专柜里经典的大牌包包、鞋子、衣服，突然挂出"3 折起""限时 秒杀"的牌子，成了消费市场里越来越惹眼的风景。 放在几年前，买奢侈品多少带点"撑场面"的意思。有人为了背个新款包，宁愿省吃俭用两个月，好像logo越显眼，越 能说明自己的能力。但现在情况不一样了，就像做设计的张姐说的："没必要第一时间抢新品，佛系点蹲个特卖会，能 省不少钱。"这种想法的转变，让奢侈品特卖慢慢受到了欢迎。 两百块的 Gucci钱包、两千块的 MK 托特包、打五折的 Armani 西装，特卖渠道让更多人有机会接触到这些品质好货。 胡润研究院最新报告里提到，2024年高端消费市场规模比前年降了 2%，但奢侈品折扣渠道的销量却在悄悄上涨。这 说明大家不是不爱大牌了，而是学会了"该省省该花花"。 有趣的是，现在的中产买奢侈品越来越像"寻宝"。在互联网公司上班的小王分享过他的经验："一早蹲点特卖会，能用 三分之一的价格抢了双巴宝莉皮鞋，比同事在专柜买的便宜两千多。"他现在时不时就要研究特卖攻略。 这种"花小钱 办大事"的成就感，比单纯拥有奢侈品本身更让人开心。 在这场消费习惯的变化里，做特卖的平台 ...

Group 1 - Moutai's price has significantly dropped, with the retail price falling below 2000 yuan for the first time, reaching 1780 yuan for bulk sales and 1499 yuan as the suggested retail price [1][5][10] - The continuous price decline has created uncertainty among distributors, leading them to hesitate in purchasing and selling Moutai, fearing further price drops [3][12] - The price drop of Moutai has also affected other high-end liquor brands, with Wuliangye's products dropping below 1000 yuan and even lower for some products [5][7][19] Group 2 - The decline in Moutai's price is attributed to changing consumer habits and economic downturns, with younger generations showing less interest in high-end liquor [8][13] - The competition from e-commerce platforms has intensified, allowing consumers to purchase Moutai at significantly lower prices, further pressuring traditional retail channels [10][12] - The overall high-end liquor market is facing challenges, with both Moutai and Wuliangye experiencing price reductions and concerns about their future market positions [14][19] Group 3 - Moutai's financial value is being eroded as it loses its status as the only high-end liquor above 2000 yuan, impacting the pricing strategies of other brands [5][21] - Wuliangye's sales performance has deteriorated, with profit growth slowing down and market pressures leading to significant price drops [15][17] - The industry is undergoing a transformation, with high-end liquor needing to return to its fundamental value attributes to ensure sustainable development [21]

Core Insights - The article highlights the rise of Chinese brands in the global market, indicating a shift in consumer preferences from Western brands to local alternatives [1][8] - It emphasizes that Chinese consumers are increasingly favoring domestic luxury brands, high-end cosmetics, and local food and beverage options, marking a significant change in consumption patterns [1][4] Group 1: Rise of Chinese Brands - The popularity of the LABUBU toy exemplifies the success of Chinese brands, with its demand leading to a surge in the stock price of its manufacturer, Pop Mart [1][3] - Chinese brands like Kudi and Luckin Coffee are gaining traction by offering quality comparable to international brands like Starbucks at significantly lower prices [3][4] - The jewelry brand Laopu Gold has seen rapid growth, with its average store sales exceeding those of many foreign competitors by at least 50% [4][6] Group 2: Changing Consumer Behavior - Consumers are now willing to pay prices comparable to imported goods for local products, as seen with the high-end tea brand Bawang Chaji, which positions itself as a premium option [4][6] - There is a notable shift in consumer awareness, with younger demographics researching products more thoroughly and seeking local alternatives that offer similar quality at lower prices [6][7] - The success of brands like Mao Geping in the high-end cosmetics market illustrates the changing landscape, as it becomes the only domestic player among the top ten luxury beauty groups in China [6][7] Group 3: Strategic Market Positioning - Many Chinese brands are expanding their presence in lower-tier cities, where consumer activity is reportedly stronger than in major urban centers [7][8] - The strategy of targeting smaller cities has proven effective for brands like Bawang Chaji and Mxue Ice City, which began in less affluent areas before moving to larger markets [7][8] - The article notes that the increasing recognition of these brands internationally will likely enhance their appeal domestically, signaling a potential end to the era where retail trends predominantly flowed from the West to China [8]