"'好生活'不应是极度物质化、无节制消费的狂欢，而需兼顾可持续发展、人文关怀与社会价值。""'好 生活'的核心应该是拥有更多的闲暇。"11月25日，在由新京报贝壳财经会客厅举办的以"新消费与好生 活"为主题的沙龙活动上，参会嘉宾围绕对"好生活"的理解、解码消费中的"美好生活"以及AI热潮下 的"真升级"与"伪需求"核心议题进行深度碰撞。 与会嘉宾包括中国旅游协会休闲度假分会副会长曾博伟、中国社会科学院财经战略研究院教授魏翔、华 略智库高级研究员王宁、优他投资董事长杨大筠、文博时空总裁毕家鸣、Nobaday创始人Rickey、中青 旅（600138）首席品牌官徐晓磊、首创郎园策划总监邵宁宁、北京铜牛科技分公司总经理助理马敏、美 妆护肤品牌咨询顾问及时尚节目主持人李铭泽，他们来自旅游、文博、美妆、服饰、户外运动等消费领 域。 好生活是多元因素的平衡与融合 什么是"好生活"？如何通过消费，让生活变得更舒心、更有品质？与会嘉宾的共识是其超越了物质丰裕 单一维度，是物质与精神、个人与社会、创造与享受的和谐统一。 杨大筠以《模式的革命》一书的观点阐述了自己心目中的"好生活"。快时尚在带来"便利与低价"的同时 也暗藏了巨大 ...

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一向为格力带货的董明珠，最近走进了别人的直播间，卖起了羊绒大衣。 11月21日，董明珠出现在服装品牌"三只小山羊"的抖音直播间，为羊绒大衣带货。当晚，该直播间冲到抖音女装榜前十。此前，董明珠还曾为男装品 牌"霞湖世家"带货。 不过，董明珠给"三只小山羊"带来的直播间热度，并未完全体现在销量增长上，第三方平台数据显示，当天销售额约为100万元。 抖音"带货一哥"董宇辉，此前也拓宽了带货品类。 董宇辉以带货农产品起家，如今将服饰打造成与辉同行的第二大品类，还踏入董明珠的"腹地"，带货家电产品。 不过，董宇辉的跨品类带货能力，远非董明珠所能比肩。 以家电为例，董宇辉已成为抖音家电领域的带货顶流。双十一期间，他的一场家电直播销售额突破一亿元。 相比之下，董明珠麾下的格力布局家电直播为时已久，但销售额仍不及董宇辉。抖音账号"明珠格力精选"将董明珠的名字与企业名称绑定，近一个月吸引 300万人次观看，最高带货5000万元。双十一当天，董明珠拉来千万粉丝博主"乌啦啦"助阵，直播间表现依旧平淡。 拉长时间线，在直播带货这条赛道上，董明珠与董宇辉的差距更大。 2025年上半年，在董明珠等格力高层的带领下，格力直播电商销售额突破 ...

以下文章来源于36氪未来消费 ，作者任彩茹 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 一个本土品牌的破局与成长之路。 文 ｜ 任彩茹 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 企业官方 即便在工作日，位于上海市黄浦区淮海中路的Songmont（山下有松）旗舰店，门口也常会排起等待进店的队伍，有时甚至会排到隔壁。许多路过的人表 示不解，"这牌子怎么火到这个程度上了？" 这样的客流高涨，已经从年初持续到现在。相对应的，山下有松出现在公众视野里的密度也越来越高：9月份，LVMH董事长阿尔诺现身上海前滩太古里 的山下有松门店，购买了两款包袋；10月，山下有松在巴黎举办"远山有声SONG of MONT"品牌展，连续第二年出现在巴黎时装周；刚刚落幕的双11大 促，它又一次登上天猫箱包服配销售榜的TOP1。最近，山下有松正式推出香氛产品线，品类扩张再进一步。 一位消费投资人告诉36氪，自己接触的很多创业者喜欢山下有松，"比如拍产品海报时会特意用它们的包做背景或搭配。"他们喜欢它的品牌和产品，但更 喜欢它同为"创业者"。 这家成立于2013年的新消费品牌，正像泡泡玛 ...

编辑 | 乔芊 一个本土品牌的破局与成长之路。 作者 | 任彩茹 即便在工作日，位于上海市黄浦区淮海中路的Songmont（山下有松）旗舰店，门口也常会排起等待进店的队伍，有时甚至会排到隔壁。许多路过的人表示 不解，"这牌子怎么火到这个程度上了？" 这样的客流高涨，已经从年初持续到现在。相对应的，山下有松出现在公众视野里的密度也越来越高：9月份，LVMH董事长阿尔诺现身上海前滩太古里的 山下有松门店，购买了两款包袋；10月，山下有松在巴黎举办"远山有声SONG of MONT"品牌展，连续第二年出现在巴黎时装周；刚刚落幕的双11大 促，它又一次登上天猫箱包服配销售榜的TOP1。最近，山下有松正式推出香氛产品线，品类扩张再进一步。 一位消费投资人告诉36氪，自己接触的很多创业者喜欢山下有松，"比如拍产品海报时会特意用它们的包做背景或搭配。"他们喜欢它的品牌和产品，但更 喜欢它同为"创业者"。 这家成立于2013年的新消费品牌，正像泡泡玛特、老铺黄金一样，某种程度上代表着新一代的中国消费品牌——不再只作为国际大牌的"平替"，而是在本 土和海外构建自己的品牌影响力。 彭博在本月的一篇报道中引据BigOne Lab的 ...

徐翔旗下另一家上市公司宁波中百（600857.SH）的买家尘埃落定。 2025年11月23日，阿里拍卖网站显示，杭州金帝商业管理有限公司（下称"金帝商业"），以5.27亿元成 功拍下宁波中百3540.52万股股份，占公司总股本的15.78%。11月25日收盘，宁波中百公告公布了该事 项。公告提醒，拍卖事项涉及公司控股股东、实际控制人，若本次司法拍卖成交且过户完成， 将导致 公司控制权发生变更。 阿里拍卖官网公告 金帝商业是金帝联合控股集团有限公司（下称"金帝联合"）旗下平台，实控人为卢斯侃。算上此前已经 拍得的8.42%股份及二级市场增持而来的4.76%，金帝商业所持宁波中百股份合计达到28.96%。 官网显示，金帝联合创立于1992年，总部位于杭州市萧山区，拥有海外油气田、大宗石化贸易、国内天 然气、地产开发与运营、产业投资等业务板块。公司同时是光彩芯辰科技有限公司（下称"光彩芯辰"） 第二大股东。 1 宁波中百易主，金帝联合五个月豪掷9.5亿元 金帝联合入主宁波中百分为三个步骤。 | 交易主体 | 交易起始时间 | 交易的股票种类 | 交易数量 (万股) | 价格区间 (元/股) | | --- | -- ...

Core Insights - Skims, founded by Kim Kardashian, has raised $225 million in a new funding round, increasing its valuation to $5 billion, surpassing Victoria's Secret's market value of $2.9 billion [1][4] Group 1: Brand Growth and Market Positioning - Skims was established in 2019 and quickly gained market traction with its inclusive sizing, diverse skin tone products, and minimalist aesthetic, selling nearly 100,000 units of its first shapewear within two minutes of launch [2][4] - The brand has successfully partnered with the NBA and WNBA as their first official lingerie partner, leveraging key events and social media to enhance brand visibility and expand into the male consumer market [2][3] Group 2: Financial Performance and Valuation - Skims has seen rapid valuation growth, from $1.6 billion in 2021 to $5 billion in 2023, supported by a revenue increase from $145 million in 2020 to $750 million in 2023, reflecting a compound annual growth rate of 73% [4][5] - The latest funding round was led by Goldman Sachs, bringing the total funding raised to over $889 million, establishing Skims as a benchmark in the consumer goods sector [4][5] Group 3: Strategic Partnerships and Product Expansion - In February 2025, Skims will launch a sub-brand, NikeSKIMS, in collaboration with Nike, focusing on women's activewear, with predictions of a $1 billion market potential [3][4] - The funding will primarily be used to expand retail networks, drive international growth, and develop new product categories, with plans to open 16 new stores in the U.S. by 2025 and enter European and Middle Eastern markets by 2026 [6][7] Group 4: Challenges and Market Strategy - Despite strong global performance, Skims has not yet entered the Chinese market, facing challenges related to local consumer preferences and intense competition from established brands [7] - The company is adopting a cautious expansion strategy, emphasizing thorough market research and localization before entering the Chinese market, with a focus on strengthening retail and international business growth [7]

Core Insights - The retail industry is experiencing a significant wave of store closures, with at least 17,100 physical stores shutting down in the first half of 2025, including nearly 10,000 in the restaurant sector and over 4,500 in clothing [3][5] - The trend of store closures is particularly pronounced in smaller cities, where many entrepreneurs are unable to sustain their businesses for even a year [5][12] - The rise of e-commerce has drastically altered consumer shopping habits, leading to a decline in foot traffic for physical stores, despite attempts to attract customers through discounts and promotions [6][8] Group 1: Store Closures - A specific jewelry brand closed 905 stores in 2025, averaging 2.5 closures per day, while another brand closed 74 stores in the first half of the year, with the most significant losses occurring in third- and fourth-tier cities [1][3] - Many businesses are quickly putting up "for rent" signs after only a few months of operation, reflecting the harsh reality of the retail environment [3][5] Group 2: E-commerce Impact - E-commerce has fundamentally changed shopping behaviors, with consumers increasingly opting for online purchases, leading to a significant drop in physical store traffic [6][8] - The convenience of online shopping, coupled with competitive pricing, has made it difficult for physical stores to retain customers [14][16] Group 3: Economic Factors - High rental costs are a major factor contributing to store closures, with landlords often increasing rents despite declining sales [19][21] - The economic downturn has led to reduced consumer spending, as individuals are burdened with housing and car loans, making them hesitant to spend on non-essential items [28][29] Group 4: Demographic Changes - The population decline in China, with a drop to approximately 1.408 billion in 2024, has resulted in fewer consumers, making it increasingly difficult for businesses to thrive [22][24] - The aging population and the migration of younger generations to urban areas further exacerbate the challenges faced by physical retailers in smaller towns [26]

Core Insights - The 2025 Double Eleven consumption market is characterized by "demand-driven, rational upgrades, and technology empowerment" [1][3] - 76% of respondents participated in this year's Double Eleven, with over 60% spending over 1,000 yuan, indicating a shift towards practical and quality-oriented consumption [1][18] - Essential categories such as clothing, digital products, and food and beverages lead purchases, while high-value spending is concentrated in digital 3C, high-ticket clothing, and major appliances [1][24] Consumer Behavior - 59.7% of consumers purchased consumables, while 39.1% bought items to "please themselves," reflecting a dual demand for practicality and self-care [1][27] - The majority of consumers (61%) perceive discounts as "average," with complex rules and insufficient discounts causing nearly 30% to abandon purchases [2][24] - 47% of consumers reported having return experiences, primarily due to quality issues and discrepancies between the product and its description [2][39] Platform Dynamics - Taobao and JD remain the primary platforms, but Pinduoduo and Douyin are also gaining traction, indicating a diversification in platform choice [2][25] - 80.69% of consumers chose Taobao/Tmall, while 65.04% opted for JD, showing a strong preference for these platforms despite mixed feelings about promotional effectiveness [2][25][26] Technological Integration - AI plays a significant role in shopping decisions, with 41.8% of consumers using AI for assistance and 81.4% expressing satisfaction with the information provided [2][24] - 500,000 merchants are utilizing "AI store managers" to enhance operational efficiency, although customer satisfaction with AI customer service needs improvement [2][24] Emerging Trends - Five key growth areas are identified: 3D printing, portable smart imaging devices, wearable AI technology, health supplements, and outdoor apparel that combines functionality with fashion [2][3] - The report highlights a trend towards rational consumption, with over 60% of consumers actively comparing prices before making purchases [1][30]

袁帅认为，从宏观层面看，国货在"双11"的表现，折射出消费端与供给端的一系列深层变化：一方面， 消费侧更重视品质与体验，愿意为"好国货"反复买单；另一方面，供给侧通过技术投入和供应链改造， 不断增强产品竞争力。"这一轮'国货当道'，既来自消费端心智的变化，也来自生产端能力的抬升。" 中国数实融合50人论坛智库专家洪勇表示，国货品牌的成功不仅体现在终端销售，更深刻带动了上游产 业链的繁荣。品牌订单的增长直接转化为对本土零部件、材料和制造服务的需求，推动了环节的升级。 这种"以消费促制造"的正向循环，有效扩大了内需市场，增强了国内经济的内生动力。同时，本土供应 链的紧密协作提升了产业链的整体韧性，减少了对外部的依赖，为构建安全、高效、自主可控的国内大 循环体系提供了坚实支撑，也为中国品牌走向全球奠定了基础。 业内普遍认为，国货品牌已经实现了从"平替"到与进口品牌"同台竞技"的重要转变。这背后，是企业多 年在品质、技术、品牌上的持续投入，也是供给侧结构优化与需求侧理性回归、文化自信提升共同作用 的结果。袁帅认为，未来国货要走得更远，仍需在产品力、创新力和全球化能力上不断加码，靠一次大 促的爆发是不够的，关键是把日常 ...