成长性和深入性，都意味着细分市场拥有广阔空间、光明前景。只要用心深耕、悉心灌溉，就能激 发强劲动能。 以绣花功夫促匹配，供需将会更丝滑耦合，滋养市场发展壮大。积厚成势，细分市场的枝丫便会向 更宽广处延伸 近日，《咬文嚼字》编辑部发布2025年十大流行语，"谷子"榜上有名。从陌生语汇到年度热词，折 射"谷子经济"蓬勃发展。2024年，我国"谷子经济"市场规模达1689亿元，同比增长40.6%，预计今年将 突破2400亿元。"谷子"穰穰，成为消费细分市场潜力释放的生动缩影。 潜力，从何而来？ 向上生长的成长性。从实践来看，细分市场往往是新兴、新潮的，尚处"萌芽"阶段，还面临未解决 的堵点、卡点、痛点。比如，绿色建材家装、个性化家居用品等领域仍有待扩大优质供给，婴幼儿及学 生相关用品依然存在功能单一、质量参差不齐等问题。诸如此类的难点，既是发力点，也是增长点。 向下扎根的深入性。细分市场种类多、根系广，越往深处探寻，越能挖掘到潜在空间，以新供给引 领新需求。就像刚入冬时走红各地的奶皮子糖葫芦，将"时尚单品"奶皮子和"季节限定"糖葫芦巧妙结 合，吸引不少人慕名排队、一尝究竟。 深耕，需要聚焦供需互动。瞄准日益细分的市 ...

滴灌，比"大水漫灌"更显功夫。这意味着促进供给更精准匹配需求，跟上消费个性化、分众化的趋势。 以今年"双11"为例，有的电商平台会给消费者投放个性化消费券。比如，被平台系统识别为"铲屎官"的 人，可能会发现自己的消费券中有不少是针对宠物品类的。滴灌，也意味着精准改善营商环境。国家发 展改革委一次"早餐会"上，有乳制品企业希望明确液态婴配产品监管要求。经过调研论证、多方努力， 修改后的食品安全法，将"婴幼儿配方液态乳"纳入注册管理，推动液态婴配产品更好满足国内市场需 求。 无论是精准投放"礼包"，还是准确回应呼声，都折射出以准度提高效率的逻辑。在从量的积累到质的飞 跃的转型潮流中，注重质量和效益是推动发展的关键"得分点"。以绣花功夫促匹配，供需将会更丝滑耦 合，滋养市场发展壮大。积厚成势，细分市场的枝丫便会向更宽广处延伸。 以绣花功夫促匹配，供需将会更丝滑耦合，滋养市场发展壮大。积厚成势，细分市场的枝丫便会向更宽 广处延伸 近日，《咬文嚼字》编辑部发布2025年十大流行语，"谷子"榜上有名。从陌生语汇到年度热词，折 射"谷子经济"蓬勃发展。2024年，我国"谷子经济"市场规模达1689亿元，同比增长40.6%， ...

以绣花功夫促匹配，供需将会更丝滑耦合，滋养市场发展壮大。积厚成势，细分市场的枝丫便会向更宽 广处延伸 近日，《咬文嚼字》编辑部发布2025年十大流行语，"谷子"榜上有名。从陌生语汇到年度热词，折 射"谷子经济"蓬勃发展。2024年，我国"谷子经济"市场规模达1689亿元，同比增长40.6%，预计今年将 突破2400亿元。"谷子"穰穰，成为消费细分市场潜力释放的生动缩影。 潜力，从何而来？ 向上生长的成长性。从实践来看，细分市场往往是新兴、新潮的，尚处"萌芽"阶段，还面临未解决的堵 点、卡点、痛点。比如，绿色建材家装、个性化家居用品等领域仍有待扩大优质供给，婴幼儿及学生相 关用品依然存在功能单一、质量参差不齐等问题。诸如此类的难点，既是发力点，也是增长点。 向下扎根的深入性。细分市场种类多、根系广，越往深处探寻，越能挖掘到潜在空间，以新供给引领新 需求。就像刚入冬时走红各地的奶皮子糖葫芦，将"时尚单品"奶皮子和"季节限定"糖葫芦巧妙结合，吸 引不少人慕名排队、一尝究竟。 深耕，需要聚焦供需互动。瞄准日益细分的市场需求，提供"对味"的产品与服务，才能找到成长的"密 钥"。比如，面向赛事经济、户外经济、冰雪经济，前 ...

Core Insights - The new consumption policy marks a shift from universal stimulus to targeted support, focusing on matching diverse consumer needs across different demographics [1] - The policy aims to cultivate three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, enhancing the resilience and quality of consumption growth [1] Group 1: Market Trends - The domestic retail sales of baby products (excluding food) are projected to exceed 560 billion yuan in 2024, indicating structural growth opportunities in the industry [2] - The cosmetics sector is experiencing significant differentiation, with over 430 billion yuan in retail sales, particularly in domestic skincare brands focusing on ingredient efficacy and male-targeted beauty products [2] Group 2: Policy Implications - The new consumption policy addresses safety concerns for children's products through a three-year action plan, enhancing quality management for key products [2] - The policy encourages the cultivation of independent designers and brands to tap into the "Guochao" (national trend) consumption enthusiasm among the youth [2] - It also emphasizes the development of age-friendly products to bridge the digital divide for the elderly, focusing on essential items like care robots and health monitoring devices [2] Group 3: Business Strategies - Companies are encouraged to gain insights into consumer needs, such as creating traceable products for babies and integrating traditional craftsmanship with modern design for the youth [3] - Businesses should leverage policy benefits by engaging in safety initiatives and participating in the development of industry standards [3] - A service ecosystem should be built around core products, enhancing user engagement through tailored services like parenting support and cultural experience activities [3]

Core Viewpoint - The State Council's policy briefing on November 27 introduced measures to enhance the adaptability of consumer goods supply and demand, focusing on addressing mismatches in key areas and proposing initiatives to stimulate consumption [1] Group 1: Policy Measures - The implementation plan emphasizes deepening existing resources and expanding the supply of unique and new products [1] - Initiatives target new and key consumption areas such as green, health, rural, and national trends, including accelerating the R&D of special dietary foods and leisure sports products [1] - The plan includes promoting energy efficiency and water efficiency standards for consumer goods, as well as organizing exhibitions and outreach activities for quality products [1] Group 2: Market Segmentation - The policy aims to precisely match the diverse needs of different demographic groups, including children, students, and the elderly [1] - A three-year action plan for the safety of children's and students' products will be implemented, alongside upgrades for electronic information products to enhance user-friendliness [1] - Initiatives will also support independent designers and brands, promote quality elderly products, and advance home modifications for aging populations [1]

Core Insights - In today's fragmented market, attracting consumers is crucial for winning market share, with brand market position highly correlated to penetration rates [1] - The latest data shows that 28 leading FMCG companies have over 100 million purchasing households in urban China, with a total increase of 2.13 million households year-on-year, averaging a growth rate of 0.8% [1] Group 1: Company Performance - Vinda Group achieved significant growth with an increase of 10.4% in purchasing households [1] - Other companies with notable growth include Wahaha Group, Nongfu Spring, Orion, and Uni-President [1] - The top 28 companies collectively saw an increase in urban purchasing households, with specific companies like Yili and Mengniu showing varied performance in household numbers [2][3] Group 2: Consumer Trends - Chinese consumers are becoming more rational, seeking effective spending while meeting product performance and emotional value [3] - The demand for health-oriented products is rising, with sugar-free tea and 100% juice products gaining popularity [5] - The trend towards fitness and exercise is reflected in the popularity of sports and functional beverages [5] Group 3: Market Dynamics - The market is experiencing a shift towards diversified and personalized retail channels, with significant growth in snack stores and membership stores [6] - The penetration rates for snack stores increased by 7.3 percentage points, while membership stores saw a rise of about 5 percentage points [6] - E-commerce platforms like Douyin are also expanding, with penetration rates increasing by over 5 percentage points [6] Group 4: Downstream Market Expansion - The downward market is becoming a key growth engine for the Chinese economy, with significant sales growth in lower-tier cities [7] - The sales growth in first to sixth-tier cities was 1.8%, with town-level markets experiencing a remarkable growth rate of 4.2% [7] - Companies like Vinda and Wahaha are actively expanding their consumer base in lower-tier markets, with a substantial portion of their new households coming from these areas [7] Group 5: Strategic Insights - Expanding consumer penetration is essential for driving growth in a competitive market [10] - Companies need to deeply understand consumer needs and leverage new consumption scenarios and emerging channel opportunities to achieve sustainable growth [10]

Core Insights - The textile industry in Keqiao, Zhejiang, is recognized as a global textile hub with over 8,000 enterprises and a complete supply chain, covering more than 200 countries and regions [1] - The local textile merchants are facing increasing competition and profit margin pressures, prompting them to seek innovative ways to market their products [1] Group 1: Innovations in Materials - Zhejiang Huixian Textile Technology Co., Ltd. has introduced "Bokang" long silk made from natural needle leaves, which features antibacterial properties and a soft touch, marking a shift towards bio-based green materials [1][2] - The company has over a decade of experience in the domestic application of bio-based materials and has transitioned from product development to creating a collaborative industrial ecosystem centered around new materials [3] Group 2: Market Segmentation and Brand Transformation - Zhejiang Shanggu Textile Co., Ltd. has shifted its focus to niche markets, particularly outdoor functional fabrics, achieving significant growth and brand recognition by creating immersive retail experiences [4][5] - The company has expanded its team and maintained double-digit sales growth over the past two years, exemplifying successful innovation and transformation within the industry [4] Group 3: Digital Transformation and Design Focus - Traditional printing companies in Keqiao are investing in digital printing technology to enhance speed and originality, with some achieving delivery times as short as four days [6][7] - Companies are transitioning from service-oriented to brand-oriented models, emphasizing design as a core competitive advantage, which has led to increased market demand [7] Group 4: International Expansion Strategies - Zhejiang Jinchai Fabric Co., Ltd. has been proactive in exploring international markets, exporting products to over 60 countries and regions, and is now targeting emerging markets in Europe and the Middle East [8] - The establishment of the "Light Textile Digital Trade Port Cross-Border E-Commerce Innovation Center" aims to support local textile enterprises in their international expansion efforts [8]

Core Viewpoint - The article highlights the success story of Jinye Food, which transitioned from a hawthorn strip seller to a beverage producer, achieving significant revenue growth by focusing on health-conscious products and innovative marketing strategies [3][6][11]. Company Overview - Jinye Food was established in 2003, initially acting as a distributor for various products before discovering the potential of hawthorn strips in 2012, leading to a transformation into a food manufacturing company [6][11]. - The company's revenue grew from 8 million in 2012 to 600 million in 2022, with a projected revenue of 776 million for 2024 [6][7]. Market Position - The hawthorn market is relatively small, with a projected market size of 125 billion in 2024, where Jinye holds a market share of approximately 6.2% [8][11]. - In the hawthorn snack category, Jinye has a leading market share of 17.3% [8]. Product Strategy - Jinye's success is attributed to its focus on "no additives" products, appealing to health-conscious consumers, particularly mothers [10][11]. - The company has expanded its product line to include various flavors of hawthorn strips and beverages, such as hawthorn juice and sugar-free tea [17][26]. Innovation and Development - Jinye has invested in R&D, with a team of around 80 people focusing on product and production line innovation [40][41]. - The company faced challenges in developing new products, learning from failures to prioritize product quality over branding [30][46]. Distribution and Channel Strategy - Jinye's products primarily relied on traditional retail channels, but the company recognized the importance of entering major retail chains like Sam's Club to enhance brand visibility [32][34]. - The successful launch of "Hawthorn Juice" at Sam's Club has significantly contributed to Jinye's revenue, generating nearly 100 million annually [40]. Challenges and Reflections - Despite rapid growth, Jinye faced challenges related to maintaining quality and customer satisfaction, leading to a reassessment of its growth strategy [46][49]. - The company is now focusing on standardizing processes and improving customer service to ensure sustainable growth [49].

Core Insights - The diaper industry is experiencing significant pressure, with many well-known brands reporting declining performance in their half-year financial reports [1][2][3] - The market is characterized by polarization, the rise of domestic brands, growth in niche markets, and an increase in online sales channels, while facing long-term challenges such as cost pressures and a decrease in newborn numbers [1][4] Financial Performance - Domestic brands such as Hengan International and Baiya Co. have seen substantial declines, with Hengan's hygiene products revenue dropping approximately 14.4% year-on-year to 3.304 billion yuan, and Baiya's diaper revenue falling by 34.03% [2][3] - Foreign brands like Daio Paper and Unicharm are also under pressure, with Daio's overall sales slightly decreasing by 0.4% and Unicharm's sales declining by 4.8% [2][3] Market Dynamics - The diaper market is witnessing a shift as domestic brands gain market share, with their share rising to 86.67% among the top 30 brands on major e-commerce platforms by mid-2025 [5] - Japanese brands are struggling, with companies like Kao and Daio adjusting their strategies, including selling production facilities in China and focusing on emerging markets [4][5] Consumer Trends - The market is showing a dual trend of high-end and cost-effective products growing simultaneously, with high-end diaper sales increasing for brands like Hengan and Baiya [7][8] - The rise of online sales channels is significant, with online sales for baby diapers reaching 2.47 billion yuan in the first half of 2024, a year-on-year increase of 284.4% [13][14] Adult Diaper Market - The adult diaper market is projected to grow significantly, with global sales expected to rise from $10.75 billion in 2024 to $14.44 billion by 2031, driven by an aging population and increasing health awareness [9][10] - Companies like Hengan International and Reliable Care are capitalizing on this trend, with Reliable Care reporting a 4.62% year-on-year increase in adult incontinence product revenue [9][10] Niche Market Opportunities - Brands are increasingly focusing on niche markets, developing products that address specific consumer needs such as sensitive skin and medical-grade diapers [11][12] - The introduction of specialized products is seen as a key strategy for brands to differentiate themselves in a competitive landscape [11][12] Competitive Landscape - The diaper industry is highly competitive, with both established international brands and emerging domestic brands vying for market share [15][16] - The influx of new brands has intensified competition, leading to potential challenges such as homogenization and increased survival pressure for some brands [15][16] Future Outlook - The industry is expected to continue evolving, with a focus on differentiation, supply chain efficiency, and consumer insights becoming critical for brands to maintain competitiveness [17]

Core Insights - The closure of Jinan Shunhe Hotel on Quancheng Road is part of a broader transformation wave affecting traditional high-end dining establishments, which are now seeking to redefine their market positioning in response to changing consumer preferences and market pressures [1][2][4]. Company Overview - Shunhe Group, established in September 2002, was once a pioneer in the industry, known for its innovative approach to business-themed hotels and high-end dining, with restaurant revenue accounting for over 75% of its income [2][3]. - The group has expanded its brand portfolio to include various dining concepts, but recent closures indicate a shift in strategy due to evolving market conditions [2][3]. Market Trends - The high-end dining sector is experiencing significant pressure, with a reported 40% decrease in customer traffic compared to previous years, as traditional business clientele has shifted to younger and family-oriented consumers [4][5]. - National statistics show that the restaurant industry saw a revenue increase of only 3.6% year-on-year in the first eight months of 2025, with high-end dining particularly under strain [5]. Consumer Behavior - Consumers are increasingly unwilling to pay for "show" or prestige dining experiences, favoring value for money and quality over traditional high-end offerings [5][6]. - The shift in consumer demographics has led to a decline in business-related dining, which previously constituted about 60% of restaurant traffic, now reduced to 30% [5]. Strategic Responses - In response to market challenges, traditional restaurants are adopting new strategies, such as outdoor dining ("外摆") to attract customers and enhance visibility [6][9]. - Restaurants are also focusing on niche markets, such as family gatherings and health-conscious dining options, to adapt to changing consumer preferences [7][9]. Cultural Integration - There is a growing trend among restaurants to integrate local culture into their dining experiences, enhancing the appeal of their offerings through unique cultural themes and local flavors [9][10]. - Establishments are exploring immersive dining experiences that combine food with cultural elements, aiming to create memorable experiences for consumers [10][11].