中经记者 杨让晨 上海报道 从博物馆文物冰箱贴在社交网络上爆红，到《黑神话：悟空》引领热潮，再到景德镇陶瓷文化占领消费 者心智，一股源自东方美学的国潮正加速重塑中国消费市场。如今，国潮已经成为驱动经济增长的重要 力量，其市场规模预计将突破2.5万亿元。 在此背景下，彰显东方美学的中国品牌正迎来换档升级新机遇。然而，在流量红利见顶、行业不确定性 加剧的当下，中国品牌如何穿越周期、实现可持续增长，亦是企业必须面对的现实命题。 日前，财经作家吴晓波、君智战略咨询董事长谢伟山、大江会创始人贾鹏雷与林清轩创始人孙来春、中 国连锁经营协会副会长武瑞玲、上海国际时尚联合会常务副会长殷姿、青眼创始合伙人李惠华、品观创 始人邓敏等在沪开展了圆桌对话，共话中国品牌新机遇。 《中国经营报》记者注意到，在上述圆桌对话中，嘉宾们普遍认为，中国品牌正从"野蛮生长"进入"品 质生长"的换档期，短期投机正在被淘汰，真正具备长期主义能力的企业，反而迎来结构性机会。日 前，国产品牌"林清轩"正式在香港交易所主板挂牌上市，成为港股市场"国货高端护肤第一股"，就是非 常典型的例子。 谢伟山则从心智竞争的角度强调，在流量成本高企、渠道红利消退的背景下 ...

Group 1 - The core point of the article highlights the recent promotional activity by Qixian Kitchen, which led to a surge in orders, causing delays in delivery times [2] - Qixian Kitchen launched a New Year themed marketing campaign from December 25 to 27, offering a complimentary chocolate gift box valued at approximately 18 yuan with any order placed through JD's food delivery service [2] - The campaign prepared a total of 40,000 chocolate gift boxes, distributing about 13,000 boxes daily over the three-day period, with a limit of one box per person each day [2] Group 2 - Qixian Kitchen was introduced in July as a differentiated quality dining platform by JD during the competitive food delivery market, utilizing a "dish partner + self-operated store" heavy asset operation model [3] - The brand emphasizes "freshly stir-fried" dishes with daily cold chain delivery, and features a 24-hour kitchen live-streaming function for transparency, allowing consumers to watch the cooking process in real-time [3] - As of October, Qixian Kitchen has opened 30 stores in Beijing, achieving coverage in major urban areas within the Fifth Ring Road, and has also expanded to platforms like Meituan and Taobao Flash Purchase [3]

Core Insights - The Peninsula Hotels is planning to open its fourth location in China, which has sparked discussions about site selection, brand logic, and the future of luxury hotels [1][2][3] Group 1: Company Overview - The Peninsula Hotels, established in 1928, is known for its unique design that integrates local history and culture into its hotels [2][5] - The company operates under a philosophy of heavy asset ownership, focusing on investing in prime locations to create iconic landmarks [5][8] - The brand has only opened 12 hotels globally in nearly a century, emphasizing a slow and deliberate expansion strategy [9][10] Group 2: Site Selection Controversy - The potential new location for the Peninsula Hotel in China has generated debate, with Guangzhou and Chengdu being the most discussed cities [2][3][4] - Supporters of Guangzhou cite past interest in acquiring land for a hotel, while opponents point to complex property rights and unsuitability of the location [2][3] - Chengdu is considered due to its significant consumer market, but concerns exist regarding its ability to support the luxury pricing of a Peninsula hotel [3][4] Group 3: Recent Developments - The Peninsula Hotels recently opened two new locations in Istanbul and London in 2023, with the London hotel being the most expensive in the city, costing around £1 billion to build [14][16] - The Istanbul Peninsula Hotel is noted for its stunning design and cultural integration, showcasing the brand's commitment to luxury and heritage [14][13] Group 4: Service Philosophy - The Peninsula Hotels is recognized for its exceptional service, which includes personalized touches and attention to detail, aiming to create a sense of belonging for guests [23][24] - The brand emphasizes a "Simple and Smart" service concept, focusing on guest comfort and convenience without being intrusive [23][24] - Employee stability and satisfaction are prioritized, with long-term staff contributing to the hotel's unique service culture [21][22]

Core Viewpoint - China Resources Land Holdings Limited is accelerating its exit from the elderly care business by planning to transfer 100% equity of Run Di Kang Yang (Shenzhen) Industrial Development Co., Ltd, reflecting a strategic shift to focus on core businesses [1][3]. Group 1: Company Strategy - The decision to divest from the elderly care sector is part of a pre-established strategy, with plans to exit various non-core businesses during the "14th Five-Year Plan" period [1][3]. - The company previously expanded aggressively into the elderly care sector, launching the "Yue Nian Hua" brand and establishing over 10,000 elderly care beds across multiple cities [2][3]. - Despite initial growth, the elderly care business has faced significant profitability challenges, leading to a strategic retreat and a reduction in operational scale [3][4]. Group 2: Industry Challenges - The elderly care industry is experiencing widespread difficulties, with many companies, including China Resources Land, actively divesting from loss-making assets [4][5]. - The sector is characterized by high capital investment, low occupancy rates, and a mismatch between investment and returns, with many projects struggling to achieve occupancy rates above 60% [5][6]. - Industry experts suggest a shift from a "heavy asset" model to a "light asset" approach, emphasizing service-oriented solutions and innovative financial tools to enhance cash flow and reduce reliance on parent company funding [5][6].