联合新闻网近日发文称，随着中国内地消费市场转向追求精神与情绪价值，"情绪经济"快速崛起，相关消费场景持续 扩张；在促消费政策密集推动下，以悦己消费为代表的新型消费，正成为市场与企业布局的重要方向。 零售业上市公司居然智家称，观察到消费趋势正从"满足刚需"转向"重视体验"，"颜值经济"、"情绪消费"与"价值感"逐 渐成为主流。为此，公司已提出"场景化"战略，计划于明年春节前后，率先在北京北四环店与十里河店打造跨品类"生 活场景集合馆"，聚焦居家办公、人宠共居、亲子互动等沉浸式消费需求。 被称为"创意包装第一股"的柏星龙也在机构调研中表示，公司文创潮玩业务核心品牌"玩物丛生"，聚焦Z世代情绪经 济，已形成"AI情绪陪伴类"与"热门潮玩类"双主线产品结构。其中，IP"独眼星球"AI陪伴毛绒玩具已启动大批量生 产，核心通路与消费者预计于年底前取得产品。 报道还提到，东吴证券指出近期促消费政策的"含新量"明显提高，核心在于透过新技术、新产品与新场景，激发消费 内生动能。 【环球网财经综合报道】艾媒咨询近日发布数据显示，我国情绪消费市场规模快速攀升，从2022年1.63万亿元升至 2024年的2.31万亿元，并预计202 ...

责任编辑：江钰涵 2026年开年之际，全国消费市场迎来强劲"开门红"。随着《2026消费提振专项行动》落实实施，释放出 巨大内需潜力。分期乐商城作为年轻消费主阵地之一，双旦期间交出亮眼成绩单：新年有关"红色"关键 词搜索人数环比暴涨，保暖服装、取暖器交易量增加十多倍，美妆护肤订单数翻倍增长，勾勒出年初消 费复苏的新图景。 红色深植于中国人的审美基因，始终承载着浓厚的节日意蕴。岁末年初之际，上红妆、着红衣、置红品 成为不少人的生活仪式，为日子增添喜庆氛围。分期乐商城数据印证了这一消费趋势："红色内 衣"、"红色套装"、"本命年红色"等关键词搜索量环比增长超460%。平台红色商品销量全线飘红：红色 衣裤等带动保暖服装交易金额同比增长406.36%；珠宝区红绳手链、生肖吊坠、美妆区正红色口红、限 定礼盒持续热销。与此同时，全国多地南方湿冷与北方冰雪催生保暖刚性消费需求。分期乐商城取暖器 交易金额同比激增1495.23%，订单量增长480.41%，空调品类交易额环比提升28.12%。 | 大肆献礼 限时低价 | | | | --- | --- | --- | | 双日送礼暨线 | | | | 至高立减十元 | | | ...

Core Insights - The Chinese consumer market is undergoing a significant transformation and reshaping in 2025, with consumption becoming the main driver of economic growth [2][4] - The emergence of new consumption patterns, such as instant retail and the "emotional economy," is reshaping consumer behavior, particularly among Generation Z [2][6] - The "2025 New E-commerce Summit" highlighted the importance of innovation and brand adaptation in navigating the evolving market landscape [4][5] Macro Trends - From January to November 2025, China's total retail sales of consumer goods increased by 4% year-on-year, surpassing the growth rate of the previous year [2] - The summit emphasized the role of new productive forces and expanding domestic demand as key factors for economic growth [7] Industry Highlights - The summit featured over 50 leading consumer brand founders and CEOs, discussing trends in category innovation, instant retail, and market strategies [4][5] - The "2025 New E-commerce Innovation Brand Awards" recognized twelve innovative brands, showcasing the integration of industry rankings and expert evaluations [4][35] Consumer Behavior - The concept of "Happiness" in consumer spending is gaining traction, with brands focusing on creating joyful experiences for consumers [12][14] - The "HHB trend experience paradigm" was introduced, emphasizing Health, Happiness, and Beauty as key elements driving consumer preferences [11][12][13] Brand Innovations - Brands like Xu Cuihua and Phoenix Bicycle are successfully adapting to consumer demands by focusing on emotional satisfaction and product innovation [16][17] - The rise of "颜值经济" (aesthetic economy) reflects the increasing importance of beauty and aesthetics in consumer choices, as seen with brands like Spes and Leifen [19][22] Health and Wellness Trends - Health-conscious products are becoming increasingly popular, with brands like Wuzhou Yogurt capitalizing on clean ingredient trends [24][26] - The health market is expected to see significant growth, driven by younger consumers' changing attitudes towards wellness and preventive care [26][27] Supply Chain and Market Dynamics - The development of China's consumer market is driven by both consumer demand and strong supply chain capabilities [27][29] - The summit highlighted the need for brands to leverage digital transformation and marketing knowledge to enhance visibility and trust in the market [27] Recognition and Awards - The summit served as a platform for recognizing outstanding brands and innovative practices within the industry, reinforcing the importance of innovation in driving growth [35][36] - The "2025 Industry Internet Top Ten Brands" award was presented to companies demonstrating exceptional capabilities in product quality and supply chain stability [33][35]

在颜值经济与感官体验并重的餐饮新时代，一场颠覆行业的味觉革命正悄然降临。作为速冻调理肉制品行业的领军企业，先优食品以其深厚的研发实力与敏 锐的市场洞察，重磅推出战略级创新产品——樱花炸鸡，以突破性的视觉设计与匠心独运的风味调配，重新定义现代炸鸡的视觉美学与味觉体验，为餐饮市 场注入全新活力。 . V per and and and and the mail P L I J t 4 www.papers.com/programs/pro- P p T 7-5 d the T 4 Carder and 多年来，先优食品始终专注于肉类食品的研发与制造，已逐步成长为行业认可的"肉类食品智造专家"。先优食品公司位于青岛，拥有占地10万平方米的现代 化生产基地，年生产能力达15万吨，并保持连续12年营收增长，稳居速冻食品行业前列。 通过与中国农业大学、青岛农业大学等高校的产学研合作，先优食品构建起系统化的研发体系，目前已获得5项自主发明专利及18项实用新型专利。企业曾 率先开创"韩国首尔风味炸鸡"品类，并创下"10年销售20亿片鸡排"的业绩。凭借"国家级高新技术企业""青岛市农业龙头企业""山东省瞪羚企业"等多项资质 与 ...

公司强化渠道与资本实力，引入产业与财务战略投资者。 公司在 Pre-IPO 轮融资中引 入了 GL Wecan IV（高瓴资 本关联方，持股约 4.00%）及阿里健康（持股约 2.65%）。阿里健 康的入局具有重要的战略意义，其作为中国最 大的医药电商平台之一，将进一步巩固蔓迪在 线上渠道的统治力，并为后续新品的商业化提供强有力的渠道支 持。 1 蔓迪国际：背靠三生制药，高盈利能力的消费医疗标杆公司 公司是中国领先的专业消费医疗平台。 公司致力于提供全面及长期的皮肤健康及体重 管理解决方案，深耕具有强 消费属性的"颜值经济"赛道，核心品牌"蔓迪"在中国米诺地尔 药物市场占据绝对领先地位。根据灼识咨询资料， 按零售额计，蔓迪系列自 2014 年起连续 十年位居第一，2024 年市场份额高达 70.6%。依托在脱发治疗领域的品 牌基础，公司正积 极拓展更广阔的皮肤健康及体重管理领域，打造国内领先的专业消费医疗平台。 1.1 股权结构与发展历程：分拆上市释放价值，明星战投加持 本次上市属于三生制药体系内的优质资产分拆，公司股东背景雄厚且稳定。 公司前 身三生蔓迪成立于 1997 年， 是国内最早布局脱发治疗的企业之 ...

近日，在半岛医疗 2026 年新品发布会上，公司两款重磅产品 —— 半岛大超炮、半岛逆时针一一亮 相。 其中，半岛大超炮是首个拿到了 国家药监局 三类医疗器械注册证的聚焦超声皮肤治疗仪，而半岛逆 时针则是首个拥有 国家药监局 NMPA 与美国 FDA 双认证的国产三类射频皮肤治疗仪。 这两款产品均凝结了公司多年的技术攻坚与研发创新成果。在业内看来，这两款产品的出现，正在引 领 医 美医疗设备行业进一步走向规范，同时也代表着国产 医美设备 技术正在逆袭，迈入全球市场 竞争。 在 颜值经济 浪潮席卷下，伴随着光电技术等发展，轻医美正在重塑 医 美市场格局。光电 医 美也因 创伤小、恢复快、适合皮肤日常管理，深受消费者追捧。 引领行业走向规范 早在 2012 年，半岛医疗便前瞻性将聚焦超声、射频技术作为未来十年的主攻技术方向 。 此次半岛医疗推出的半岛大超炮、半岛逆时针，是产品技术多次迭代后的成果，并且经过了严谨的临 床试验验证。 2021 年，半岛医疗便前瞻性启动三类临床与注册申请，系统开展临床试验，成为当时国内极少数探 索三类注册证的 医 美器械企业。 医疗器械的注册认证，三类认证与心脏起搏器、人工关节等植入式 ...

Core Insights - The article highlights the transformation of the beauty economy in Gongshu District, Hangzhou, driven by technology and innovation, particularly through the development of AI-powered tools in the medical beauty sector [1][4][6]. Group 1: AI Technology in Beauty Industry - The AI Qizhi Design Robot developed by Jing Doctor can analyze over 80,000 facial data points, allowing for precise beauty assessments and personalized recommendations [1][2]. - The robot has become a key attraction in stores, significantly improving operational efficiency by enabling staff to serve multiple clients simultaneously [2][3]. Group 2: Investment and Development - Jing Doctor has invested over 100 million yuan in R&D since 2015, establishing a dedicated team of over 60 people to innovate in the beauty technology space [3]. - The establishment of a collaborative research platform, such as the Smart Medical Beauty Research Center, supports innovation and development in personalized medical beauty solutions [3][4]. Group 3: Industry Growth and Structure - Gongshu District has attracted nearly 300 medical beauty and related enterprises, creating a comprehensive ecosystem that includes production, sales, and professional services [5][6]. - The district has implemented a three-year action plan for the medical beauty industry, aiming to enhance its development and support through funding and talent policies [4][5]. Group 4: Consumer Confidence and Regulation - The introduction of the "Anxin Payment" system addresses consumer concerns about prepayment in beauty services, ensuring funds are securely managed [7]. - The establishment of the first district-level Medical Beauty Special Committee and the "Rights Protection Fund" enhances consumer protection and industry self-regulation [7]. Group 5: Economic Impact - The medical beauty industry in Gongshu has seen rapid growth, with revenues exceeding 3.8 billion yuan in 2023 and projected to surpass 4.55 billion yuan in 2024, reflecting a consistent growth rate of around 20% [6][8].

Core Viewpoint - The medical beauty industry has rapidly developed due to increasing consumer interest in "beauty economy," but it faces significant issues such as false advertising, unclear qualifications, inconsistent results, opaque pricing, and difficult post-operative disputes [1][11]. Pre-Consumption: Identifying Common Traps - Consumers should verify the qualifications of medical beauty institutions and personnel, ensuring they possess the necessary licenses and certifications [2][12]. - The legality of projects and products must be confirmed, including checking for approval numbers from the National Medical Products Administration for all used drugs and medical devices [2][12]. - Consumers should be cautious of exaggerated and false claims, maintaining a rational perspective on promotional content and understanding the actual effects and risks of procedures [2][12][13]. - It is essential to sign detailed medical service contracts or informed consent forms that clearly outline project details, product usage, pricing, rights and obligations, risk disclosures, and dispute resolution methods [3][13]. Post-Consumption: Complaint Channels - Consumers should actively seek redress through official channels if they feel their rights are compromised during or after medical beauty consumption [4][10]. - The 12315 hotline and platform serve as the highest authority for complaints, directly connecting consumers to market supervision departments for issues like false advertising and price violations [5][13]. - Complaints regarding medical institution qualifications and medical quality should be directed to local health administrative departments (Health Commission) [6][14]. - The 12345 government service hotline is a convenient option for consumers unfamiliar with complaint channels or dealing with issues involving multiple departments [7][15]. - Third-party platforms like "Black Cat Complaints" provide additional support for consumer rights protection, offering a user-friendly interface and social oversight [8][15][16]. Targeted Suggestions: Choosing the Right Channel - For issues related to ineffective results, pricing disputes, and contract disagreements, consumers should prioritize using the 12315 platform or Black Cat Complaints [9][18]. - Serious medical safety issues, such as illegal medical practices or unqualified practitioners, should be reported immediately to the local Health Commission [9][18]. - For complex complaints involving multiple departments, the 12345 hotline is recommended for efficient resolution [9][18]. Conclusion - Proactive prevention is more effective than post-consumption redress in the medical beauty sector. Consumers should conduct thorough qualification checks and contract reviews before engaging in services. In case of disputes, they should act decisively and utilize various official and third-party platforms to protect their rights [10][18].

一份破产清算申请通知，为一段曾闪耀新消费赛道的资本神话画上了休止符。 今年10月，保利沃利科技（武汉）有限公司（POLYVOLY）以其不能清偿到期债务并且资产不足以清偿全部债务为由，向法院申请对公司破产清算。 11月20日，根据全国企业破产重整案件信息网信息，POLYVOLY破产申请已获法院受理。这也意味着，旗下曾红极一时的个护品牌三谷与Rever，正式步 入残局。 保利沃利科技（武汉）有限公司申请破产决定书，来源：全国企业破产重整案件信息网 或许大众对POLYVOLY有些陌生，但在六年前，它还曾创下过单日销售额突破6000万的业绩神话。 2019年天猫双十一，三谷与Rever交出了一份两眼的成绩单，三谷与Rever单日销售额突破6000万，三谷50分钟内销售额即登榜行业排名TOP4，全平台销 售额势如破竹。 数据见证着这个黑马品牌的爆发式增长，2020双11期间，三谷和Rever天猫销售额突破1.1亿元，三谷登上天猫天猫美护发新锐品牌 TOP1，全网销售规模 8728 万元，Rever也跻身于浴足剂和沐浴露的TOP1，双11累计销售额为2733万元。 高光数据是资本最好的兴奋剂，这份增长叙事也征服了资本市场 ...

Core Viewpoint - The Chinese economy has shown resilient growth, with GDP reaching 101.5 trillion yuan and a year-on-year increase of 5.2%. The beauty industry, as a key component of the "aesthetic economy," is reshaping consumer patterns, reflecting a structural shift in consumption from material to emotional needs [1][8][18]. Group 1: Economic Context - The beauty industry is a significant driver of the "aesthetic economy," indicating a transition in consumer spending from material goods to experiences and emotional fulfillment [1][8]. - China's cosmetic retail sales have grown from 204.94 billion yuan in 2015 to an expected 435.65 billion yuan in 2024, with a compound annual growth rate of approximately 10.5% [1][18]. - The market has maintained a scale exceeding one trillion yuan for two consecutive years, solidifying its position as the largest cosmetic consumption market globally [1][42]. Group 2: Industry Development - The beauty industry has evolved through various phases, including market reactivation, foreign investment, and a channel revolution driven by e-commerce and content platforms [1][8]. - The "14th Five-Year Plan" has prioritized the cosmetics industry, with multiple regulatory and innovation support policies set to be implemented by 2025, promoting lifecycle management and core technology innovation [1][26]. Group 3: Consumer Trends - The retail performance of cosmetics has shown a mixed trend, with significant sales peaks during promotional events, but also a decline in consumer confidence reflected in a consumer confidence index of 87.9 in June [19][23]. - The market is experiencing a shift towards high-quality, cost-effective products, with consumers increasingly favoring products priced between 300 to 500 yuan [60][61]. Group 4: Regulatory Environment - The regulatory framework for the cosmetics industry is transitioning from traditional post-market oversight to a more comprehensive lifecycle management approach, enhancing safety and quality standards [26][30]. - New policies are being introduced to encourage innovation in raw materials and support the development of high-end domestic brands, reflecting a commitment to high-quality industry growth [29][30]. Group 5: Market Structure - The Chinese beauty market is characterized by a high entry and exit rate for brands, with a significant number of new entrants relying on marketing and social media for rapid growth [50][51]. - The market structure shows a concentration of companies in economically developed regions, particularly Guangdong, which houses the largest number of beauty enterprises [47][48].