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山姆的好丽友,中产的道心破碎
Xin Lang Cai Jing· 2025-07-18 19:23
Core Viewpoint - The concept of "middle-class poverty" is misleading; instead, it is more accurate to describe it as "middle-class weight loss," indicating a loss of status and emotional value among the middle class [39]. Group 1: Economic Context - The middle class in China is experiencing a decline in their perceived status and emotional well-being due to economic challenges, including the withdrawal of foreign investment and difficulties in various industries such as internet, finance, and pharmaceuticals [12][15][39]. - The number of employees in foreign enterprises in China has decreased from approximately 30 million at its peak to 20 million in 2023, representing a one-third reduction [15]. Group 2: Consumer Behavior - The introduction of low-cost products, such as those from the brand "Hao Li You," in stores like Sam's Club has caused a significant backlash among the middle class, who feel their status is threatened by the presence of what they perceive as "common" goods [20][39]. - The emotional value previously derived from a sense of superiority over lower-income groups is diminishing, leading to a crisis of identity among the middle class [15][39]. Group 3: Market Dynamics - Sam's Club, originally positioned as a mid-range store in the U.S., has been rebranded in China as a symbol of quality living, attracting significant attention from the middle class [12][16]. - The perception of imported goods as superior is declining, with local products increasingly being accepted, reflecting a shift in consumer attitudes [31].
努力真的越来越贬值了?
Hu Xiu· 2025-07-17 01:52
Group 1 - The return on effort is decreasing over the years, leading to a sense of futility among individuals striving for success [2][19][44] - The shift from an "opening up" era to a "ranking" era has made it difficult for individuals to achieve upward mobility, as opportunities are increasingly limited [3][12][18] - The influence of lineage and social structures is becoming more pronounced, making it harder for individuals from less privileged backgrounds to succeed [4][27][39] Group 2 - Companies often prioritize organizational goals over individual aspirations, leading to a culture that stifles innovation and personal growth [7][10][11] - The overemphasis on performance metrics and short-term goals can hinder employees' long-term vision and cross-disciplinary thinking [8][9] - The rise of outsourcing has created a workforce that lacks a sense of belonging and clear career advancement paths, further complicating job security [13][15][16] Group 3 - The stagnation of technological advancement and the oversupply of certain job roles, such as programmers, contribute to the devaluation of effort in the job market [17][21] - The perception that education can change one's fate is diminishing as higher education becomes more accessible and societal structures become more rigid [19][20][22] - The current job market reflects a cycle where individuals feel increasingly like cogs in a machine, losing their drive and ambition [9][23][24] Group 4 - The dynamics of wealth distribution and business opportunities suggest that entrepreneurship remains a viable path for upward mobility, despite the challenges [29][30][38] - The future may favor those who can adapt to new technologies, such as AI, which can create opportunities for individuals with unique skills [30][31][45] - The social landscape is characterized by a duality where both inherited advantages and grassroots efforts coexist, leading to a complex societal structure [36][37][38]
从街边店到港股IPO,鸣鸣很忙为啥能成事
Sou Hu Cai Jing· 2025-04-30 14:46
出品/壹览商业 作者/蒙嘉怡 编辑/木鱼 "一件也是批发价"的零食店也要上市了。 4月28日消息,据港交所文件,湖南鸣鸣很忙商业连锁股份有限公司(以下简称鸣鸣很忙)已正式向港交所递交上市申请,联席保荐人为高盛、华泰国际。 招股书显示,鸣鸣很忙2024年门店零售额(GMV)达555亿元;2022年至2024年,营收分别为42.86亿元、102.95亿和393.44亿元;同期,经调整净利润分别 为0.81亿元、2.35亿元和9.13亿元。 2022年至2024年,鸣鸣很忙的毛利率分别为7.5%、7.5%和7.6%,净利润率分别为1.7%、2.1%和2.1%,经调整净利润率则分别为1.9%、2.3%和2.3%。截至 2024年12月31日,鸣鸣很忙共开设了14394家门店,其中约58%位于县城与乡镇。 而在2022年5月,中办、国办印发《关于推进以县城为重要载体的城镇化建设的意见》,就县域经济发展作出部署,此后中央不断强化县城的重要性。2024 年7月,国务院在《深入实施以人为本的新型城镇化战略五年行动计划》提到,要引导大中小城市和小城镇协调发展、集约紧凑布局。 这意味着,曾经以大城市建设为主的城镇化,开始看重县域 ...