二手交易

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经济越来越差,这八大行业越赚爆!
创业家· 2025-07-17 10:10
Core Insights - The article discusses how certain industries are thriving despite the prevailing narrative of economic hardship, highlighting eight sectors that present significant business opportunities in a low-desire society [3][4]. Group 1: Key Industries - The second-hand economy is booming, with companies like Dabaiku in Japan and Hongbulin in China seeing substantial revenue growth as consumers turn to second-hand luxury goods [8][6]. - The pet economy is flourishing, with brands like Inaba and Guobao experiencing strong stock performance, as consumers prioritize spending on pet products over traditional family expenses [9][10]. - The adult care market, exemplified by Unicharm's success in Japan, is projected to grow significantly in China, driven by an aging population [14][16]. - Health food and beverage sectors are expanding, with brands like Dongfang Shuye and Jianchun capitalizing on the rising health consciousness among consumers [19][20]. - The beauty economy remains robust, with products like collagen supplements and home beauty devices achieving high sales, indicating a persistent demand for beauty solutions [23]. - Outdoor and leisure products are gaining traction, with brands like Snow Peak and Kailas seeing increased sales as consumers seek outdoor experiences [25]. - The emotional economy is on the rise, with brands like Labubu and Rio catering to consumers' desires for comfort and enjoyment [27][28]. - The convenience economy is thriving, with frozen food brands and smart home appliances addressing the needs of younger generations who prioritize time-saving solutions [32][33]. Group 2: Market Trends - The article emphasizes that even in a low-desire period, there are significant opportunities for companies that can identify and invest in counter-cyclical sectors [36]. - The upcoming seminar aims to provide insights into the methodologies of successful consumer giants in Japan and China, focusing on efficiency, demand reconstruction, and capital strategies [37].
买二手,现代人生活的“复健” | 新刊发售
第一财经· 2025-07-17 07:47
Core Viewpoint - The second-hand market in China is thriving, with a transaction volume of 1.32 trillion RMB in 2023, reflecting a year-on-year growth of 5.6%, and online transactions reaching approximately 552 billion RMB, up 15% from the previous year [3][12]. Group 1: Overview of the Second-Hand Market - The second-hand economy is characterized by the reuse of products, diversification of consumer goods, and emotional and interest-driven consumption [8][10]. - Historical context shows that second-hand goods have always been part of human society, with examples dating back to ancient China and 19th-century Paris [4][5]. - The rise of second-hand trading is linked to a shift in consumer behavior, focusing on value and sustainability, especially as the economy transitions from high growth to a more stable phase [12][10]. Group 2: Platforms and Consumer Behavior - Platforms like Xianyu have expanded the types of goods traded, including points and services, catering to hidden consumer needs [9][14]. - The concept of "vintage" has redefined the high-value attributes of second-hand items, with rare collectibles often selling for significantly higher prices than their original value [9][10]. - The second-hand market is seen as a necessary component of a healthy consumption society, integrating environmental sustainability and cultural demands [12]. Group 3: Global Perspectives - The second-hand market is not unique to China; countries like Japan have a long-standing culture of second-hand consumption, with platforms like Mercari gaining significant traction [23]. - In Europe, fashion brands are increasingly adopting repair services as part of their business models, reflecting a growing trend towards sustainability [25][26]. Group 4: Future Trends - The second-hand market is expected to continue growing as consumers increasingly seek quality at lower prices, aligning with the broader trend of sustainable consumption [27].
网购Labubu出现不明“异物”!二手交易平台客服:退不了
Huan Qiu Wang Zi Xun· 2025-07-10 13:00
Core Viewpoint - The incident highlights consumer dissatisfaction with the "95分" platform regarding the sale of a defective collectible toy, raising concerns about the platform's return policy and customer service practices [1][9]. Group 1: Consumer Complaint - A consumer named Mr. Wang reported receiving a defective Labubu toy with an unknown "foreign object" on its arm, which he found unacceptable [1][3]. - Mr. Wang's request for a refund was denied by the platform, which claimed the defect was "not within the inspection range" [3][6]. - The platform's inspection report only noted "slight use" and "packaging box damaged," failing to mention the arm defect [3][5]. Group 2: Customer Service Response - Customer service emphasized that the toy was rated as "Grade A" and suggested that minor defects do not affect usability, urging Mr. Wang to keep the item [5][6]. - When Mr. Wang pointed out the platform's failure to fulfill its inspection responsibilities, customer service reiterated that the item was not eligible for a no-reason return and offered a 10 yuan coupon as compensation, which he rejected [6][9]. Group 3: Legal Perspective - Legal expert Hu Yiming stated that the platform must adhere to the seven-day no-reason return policy as mandated by consumer protection laws, given its nature as a second-hand goods marketplace [9][10]. - Hu also noted that the platform violated the consumer's right to know by not disclosing the specific defects of the product at the time of sale, which infringes on the consumer's legal rights [10].
上海市消保委:上半年处理消费者投诉150113件,同比增长18.2%,盲盒、手办相关网购投诉值得关注
news flash· 2025-07-04 09:00
Core Insights - The Shanghai Consumer Protection Committee reported a total of 150,113 consumer complaints in the first half of 2025, representing an 18.2% year-on-year increase [1] - The majority of complaints were related to goods, accounting for 67.1% of the total, with clothing, home goods, and household appliances being the top three categories [1] - Service-related complaints made up 32.9% of the total, with internet services, transportation, and beauty services leading the complaints [1] Complaint Categories - Goods complaints totaled 100,737, with clothing (22,810), home goods (17,572), and household appliances (7,966) being the most complained about [1] - Service complaints reached 49,376, with internet services (8,650), transportation (4,308), and beauty services (3,216) being the most frequent [1] Nature of Complaints - Contract issues constituted 52.09% of complaints, followed by after-sales service issues at 18.57%, and other quality-related problems at 29.34% [1] - Notably, there were 2,749 complaints related to trendy toys, highlighting consumer interest in emotional value, with issues primarily concerning delayed shipments and inadequate after-sales support [1] - The rise of second-hand platforms has led to challenges in verifying the authenticity of products during transactions [1]
AI赋能破解二手交易信任危局 爱回收谋划大规模线下扩张
Xin Hua Cai Jing· 2025-06-30 12:13
Core Insights - The company plans to add 800 offline stores this year to provide face-to-face recycling services nationwide [2] - AI quality inspection systems are significantly reducing inspection costs and errors, while AI pricing engines are addressing the "information black box" issue in traditional second-hand transactions [2][5] Group 1: Industry Transformation - The second-hand economy in China is undergoing a critical transformation due to trust issues between buyers and sellers, which has hindered the realization of the value of idle items [4] - The traditional second-hand trading model suffers from information asymmetry, leading to buyer skepticism and seller vulnerability to malicious claims [4][5] Group 2: AI Technology Integration - AI technology is reconstructing the transparency of the second-hand market, with systems capable of detecting minute defects and providing rapid diagnostics [5] - The introduction of AI-driven real-time pricing systems is enhancing price fairness and transparency, stimulating consumer enthusiasm in the second-hand market [5][6] Group 3: Market Growth and Consumer Engagement - The second-hand economy is becoming a significant driver of domestic consumption, with online retail sales growing by 7.7% year-on-year in the first four months of this year [7] - The company aims to expand its service network, with plans to add 800 stores and 1,000 engineers to enhance recycling convenience [7] - The projected revenue for the company in 2024 is expected to grow by 25.9% to reach 16.33 billion yuan, with a total of 35.3 million second-hand transactions [7]
万物新生(爱回收)发布2024年ESG报告,首次公布碳减排目标
Jing Ji Wang· 2025-06-30 10:01
Core Insights - The company, Wanwu Xingsheng (Ai Huishou), released its 2024 Environmental, Social, and Governance (ESG) report, marking the fifth consecutive year of such disclosures and introducing carbon reduction targets for 2030 [1][3] Group 1: Carbon Reduction Goals - The company has set a carbon reduction target to decrease greenhouse gas emissions intensity by 35% for Scope 1 and Scope 2, and by 50% for Scope 3 by 2030, using 2024 as the baseline [3] - The company aims to enhance the recycling and circulation rate of second-hand products through a technology-driven approach, promoting second-hand goods as a consumer choice [3] Group 2: Business Expansion and Service Diversification - By the end of 2024, the company plans to have 1,861 offline stores across 283 cities, with 62% of these being new-generation stores capable of multi-category recycling [6] - The company has optimized its luxury goods and apparel evaluation and loan mechanisms, enabling a "remote assessment + on-site loan" process to improve transaction efficiency [6] Group 3: Compliance and Standardization - The company is actively involved in establishing industry standards, participating in the formulation of national standards for second-hand goods trading and quality assessment [6] - In 2024, the company expanded its compliance refurbishment business by partnering with major mobile phone manufacturers, achieving a scale-up in repair services across six new product categories [7]
“数”说绿色低碳风劲吹 多领域逐“绿”向“新”释放经济发展新潜力
Yang Shi Wang· 2025-06-25 04:06
Group 1: Green Consumption Trends - The low-carbon concept is increasingly embraced by consumers, leading to a rise in the purchase of energy-efficient products and the trading of idle items, particularly in the home appliance sector [1][4] - The "old-for-new" policy and green concepts have made energy-efficient appliances more appealing, with first-level energy efficiency products becoming the preferred choice for many consumers [2][4] - The sales generated from the "old-for-new" program have reached 1.1 trillion yuan since 2025, significantly boosting green consumption and industrial upgrades [4] Group 2: Production Innovations - Leading manufacturers are focusing on reducing emissions from the source, with designs emphasizing "lightweight and low energy consumption" [2] - A significant portion of materials used in appliances, such as refrigerators, is now recyclable, with 70%-80% of components made from recyclable materials [2] - The production process has been enhanced with environmentally friendly practices, such as the use of non-spray coating techniques in assembly [2] Group 3: Recycling and Circular Economy - The recycling process for old appliances is becoming more efficient, with facilities capable of quickly breaking down and sorting materials for reuse [2] - The demand for recycling is increasing, prompting companies to upgrade their smart production lines to handle the growing volume of waste [2] - The second-hand market is thriving, with a 40% year-on-year increase in second-hand recovery orders and a 43% increase in second-hand transaction orders as of May 2025 [14] Group 4: Clean Energy Development - The clean energy sector is rapidly expanding, with a significant increase in installed photovoltaic capacity, surpassing 1 billion kilowatts [21][23] - The share of clean energy in Xinjiang's total installed capacity has reached 60%, with ongoing projects expected to add 13.6 million kilowatts of new energy generation [20][30] - The government is streamlining the approval process for clean energy projects, enhancing support for the development of renewable energy [18][19] Group 5: Energy Efficiency and Carbon Reduction - The focus on energy efficiency is crucial for reducing fossil fuel consumption and enhancing clean energy production capabilities [29] - The construction of high-voltage transmission lines is being accelerated to improve the delivery capacity of renewable energy [30] - By 2027, the goal is to achieve a renewable energy utilization rate of no less than 90% across the country [31]
“星舰”爆炸初步结果出炉,宇树科技确认已完成C轮融资丨科技风向标
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-20 02:01
Group 1: SpaceX Incident - SpaceX's Starship SN36 experienced a severe explosion during a static fire test on June 18, with no reported injuries. The explosion was attributed to a potential failure in a pressure vessel known as COPV, which is used in the tail section of the spacecraft [2] Group 2: TerraPower Financing - TerraPower, a nuclear energy company founded by Bill Gates, announced the completion of a $650 million financing round, with participation from existing investors and new investor NVentures, a venture capital arm of NVIDIA [3] Group 3: Zoox Factory Opening - Amazon's autonomous driving company, Zoox, has opened its first dedicated mass production factory for autonomous taxis in California, aiming to expand its services to multiple markets, starting with Las Vegas and San Francisco [4] Group 4: Yushu Technology Financing - Yushu Technology confirmed the completion of its Series C financing round, led by major investors including China Mobile's fund, Tencent, and Alibaba. The pre-financing valuation exceeded 10 billion RMB, with a post-financing valuation of 8 billion RMB [5] Group 5: E-commerce Performance - Various platforms reported strong performance during the 618 shopping festival, with Tmall noting a 24% year-on-year increase in sales for 453 brands. JD.com reported over 22 billion orders, with a user growth exceeding 100% [6][7] Group 6: Land Acquisition by Xiaomi - Xiaomi's subsidiary, Jingxi Technology, acquired an industrial land parcel in Beijing's Yizhuang New City for approximately 635 million RMB, covering an area of 485,100 square meters [8][9] Group 7: Cloud and AI Market Outlook - Marvell raised its 2028 market outlook for customized AI chips from $43 billion to $55 billion, an increase of nearly 28%, citing new customer opportunities and partnerships [12] Group 8: Intel Leadership Changes - Intel announced several key leadership appointments, including Greg Ernst as Chief Revenue Officer and Srinivasan Iyengar as Senior Vice President overseeing the new Customer Engineering Center [13] Group 9: SSD Market Challenges - TrendForce reported that the average selling price of enterprise SSDs dropped nearly 20% in Q1 2025 due to inventory issues and challenges in AI product assembly, leading to revenue declines for the top five brands [14] Group 10: IPO and H-Share Listings - Yitang Co. initiated its IPO process, planning to list on the Shanghai Stock Exchange's Sci-Tech Innovation Board, while Zhaoyi Innovation submitted an application for H-share listing on the Hong Kong Stock Exchange [15][17] Group 11: Acquisitions in AI and Semiconductor Sectors - Black Sesame Intelligence announced intentions to acquire an AI chip company focused on low-power AI SoCs, while Kanda New Materials plans to acquire at least 51% of Chengdu Zhongke Huami Electronics to expand in the semiconductor field [18][19] Group 12: Haipuri Financing - Haipuri completed a B+ round of financing supported by major investors, focusing on the development and production of ultra-pure valves and systems for semiconductor manufacturing [20]
京东、天猫“618”战报出炉;6月至今,阿里国际站平台订单同比涨42%|未来商业早参
Mei Ri Jing Ji Xin Wen· 2025-06-19 22:27
Group 1 - The second-hand trading platform Zhuanzhuan reported a 300% year-on-year increase in the transaction volume of sports cameras during the "618" shopping festival, driven by a national health and weight loss trend [1] - Retail transaction volumes for smart wearables and smart bands also saw significant increases of 50% and 98% respectively, indicating strong consumer demand for health-related products [1] - The luxury second-hand market on Zhuanzhuan experienced a 14% year-on-year growth in total retail transaction orders, with specific categories like bags and watches increasing by 63% and 42% respectively [1] Group 2 - Tmall reported that 453 brands achieved over 100 million yuan in sales during the "618" festival, marking a 24% increase compared to the previous year [2] - The simplification of Tmall's promotional strategies contributed to a record high in user scale and activity, providing a favorable sales environment for brands [2] Group 3 - JD.com announced that its overall order volume exceeded 2.2 billion during the "618" festival, with a more than 100% year-on-year growth in the number of placing users [3] - The integration of online and offline business models, along with the expansion of new business areas, significantly contributed to JD.com's impressive performance [3] Group 4 - Alibaba International Station reported a 42% year-on-year increase in orders since June, with a nearly 30% growth in GMV [4] - The U.S. market has returned to pre-tariff growth rates, showing a 25% year-on-year increase, while Alibaba's advertising efforts in Europe aim to enhance brand visibility and market share [4]
火山引擎发布豆包1.6大模型;仓储物流机器人公司极智嘉获IPO备案 | 一周未来商业
Mei Ri Jing Ji Xin Wen· 2025-06-15 23:17
E-commerce and New Retail - Luo Yonghao's digital human made its live streaming debut on Baidu E-commerce, marking a significant collaboration that leverages advanced digital human technology to enhance user interaction and drive efficiency in live commerce [1] - The competitive landscape in live commerce is intensifying, with major platforms vying for top influencer resources, and Baidu's digital human technology aims to reduce costs and improve efficiency for Luo Yonghao's live streaming [1] Company Developments - A former Alibaba employee published a lengthy analysis highlighting internal issues such as lack of innovation and management problems, prompting a response from founder Jack Ma acknowledging the company's necessary growth processes [2] - Li Guoqing announced a final settlement regarding property division with Yu Yu, allowing him to focus on AI applications, although specific project details remain undisclosed [3] - The launch of "Super Turn" by Zhuanzhuan Group represents a strategic move in the competitive second-hand market, offering a multi-category shopping experience in a 3000 square meter space [4] Logistics and Supply Chain - Smart logistics company Geek+ has received IPO approval to list on the Hong Kong Stock Exchange, showcasing its leading position in the warehouse robotics sector despite ongoing losses [6] - JD Logistics introduced a cold chain shared warehouse for Douyin's instant retail merchants, addressing logistics challenges in the fresh produce sector and enhancing service offerings [7] AI and Technology - Meituan launched its first AI programming tool, NoCode, aimed at enabling users with no coding experience to create websites and software through natural language interactions [8] - AI startup SiliconFlow completed a significant A-round financing led by Alibaba Cloud, indicating its potential in lowering barriers for developers using advanced AI models [9] - Amazon announced a substantial investment of 20 billion AUD (approximately 93.3 billion RMB) to expand its data center infrastructure in Australia, aiming to enhance cloud computing and AI capabilities [10] - Volcano Engine released the Doubao 1.6 model, which supports long context capabilities, reflecting its competitive positioning in the large model sector [12]