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工厂私域,线上加线下,绝配
Sou Hu Cai Jing· 2025-05-27 08:49
Group 1 - The article discusses the decline of internet personalities and projects, emphasizing that trends in the internet space are fleeting and often do not sustain long-term success [5][6]. - It suggests that transitioning from internet-based projects to physical entities is essential for stability, as physical businesses require consistent customer engagement to survive [5][6]. - The article highlights the importance of leveraging social media platforms, particularly video platforms like WeChat and Douyin, to build a customer base and enhance marketing efforts [8][10]. Group 2 - The author argues that creating a strong online presence through video content can help dominate market visibility and outcompete peers in the industry [12][15]. - It is recommended that businesses start by collaborating with factories to sell products, which can lead to greater pricing power and stability in the long run [16]. - The article concludes that successful entrepreneurs are often those who have maintained physical businesses for over a decade, contrasting them with the more volatile nature of internet-based ventures [16][17].
中国人挤爆马来西亚,民宿行业也快被挤死了
Hu Xiu· 2025-05-26 11:41
Core Insights - The article discusses the experiences of Chinese entrepreneurs venturing into overseas markets, particularly in Malaysia, highlighting the challenges and opportunities they face in the hospitality and beauty industries [4][29]. Group 1: Entrepreneurial Journey - The entrepreneur began their overseas journey in 2017, initially focusing on financial technology while exploring opportunities in the hospitality sector [4]. - The decision to move to Malaysia was influenced by the desire for better living conditions for their children, with Malaysia offering a more favorable cost-benefit ratio compared to Singapore [5][6]. - The entrepreneur entered the hospitality market during the pandemic, capitalizing on the opportunity as many competitors exited the market [15]. Group 2: Market Conditions and Challenges - The hospitality market in Malaysia is described as mature, with significant competition and low entry barriers, making it challenging for new entrants [16]. - The occupancy rates for hotels have significantly declined, with a drop from over 70% during Ramadan last year to below 40% this year, indicating a tough market environment [18]. - Economic conditions have tightened, leading consumers to be more frugal, which has prompted a shift in focus from tourism to local services in the beauty industry [19]. Group 3: Business Strategy and Operations - The entrepreneur has transitioned from the hospitality sector to the beauty industry, specifically opening a facial care business, as they perceive a gap in the local market [19][21]. - The cost of starting a beauty business is relatively low, with estimates ranging from 10,000 to 15,000 Malaysian Ringgit for a 20 square meter store [22]. - The entrepreneur prefers independent operations over partnerships to maintain control over business decisions [26][27]. Group 4: Future Outlook - The article suggests that while overseas entrepreneurship may not guarantee wealth, it presents significant opportunities for those willing to invest time and effort [29]. - The potential for long-term success in overseas markets is emphasized, with the possibility of establishing a sustainable business over the next decade or two [30].
聚势破圈:民族品牌陪跑计划助力 CCBE 美博会激活产业新动能
Sou Hu Cai Jing· 2025-04-29 13:35
2025 年 4 月 17 日,第 51 届(春季)CCBE 成都美博会在 "新美业・创商机" 的主题声中拉开帷幕。作 为西部美业年度盛会,本届展会吸引 752 家企业携 4500 + 国内外品牌齐聚,其中由《了不起的国货》 《发现者》等权威媒体发起的 "民族品牌陪跑计划" 以展媒融合创新模式,为民族品牌搭建全维度成长 舞台。 一、全链路赋能体系落地 构建品牌升级 "加速通道" "民族品牌陪跑计划" 延续其标志性的 "四级筛选机制",从企业资质、产品力、社会责任等多维度严苛 评估,为入选品牌定制 3-5 年深度赋能方案。该计划整合央视、新华社等国家级媒体及 300 + 行业媒体 资源,构建 "内容生产 - 精准传播 - 效果转化" 全链路服务体系,此前已在糖酒会、食品工业博览会等 场景验证效能,此次落地美博会,标志着其在大消费领域赋能矩阵的进一步完善。展会现场,计划负责 人透露,陪跑服务涵盖品牌战略规划、权威媒体背书、数字化营销等核心模块,尤其针对美业品牌 "重 产品、轻品牌" 的痛点,提供从技术优势转化为品牌价值的专业解决方案。 撰稿人: 蒋谷齐 在门店赋能领域,沥美川商学院构建 "技术培训 + 产品输出 ...
社会服务行业周报:扩大服务消费,新消费持续受资金青睐
Ping An Securities· 2025-04-29 03:05
Investment Rating - The report maintains an "Outperform" rating for the social services industry [1][27]. Core Insights - The report emphasizes the importance of expanding service consumption and highlights that new consumption continues to attract funding [1][3]. - The macroeconomic environment is supportive of service consumption growth, with government policies aimed at increasing income for low- and middle-income groups and enhancing consumption's role in economic growth [4][5]. - The report notes that service consumption has a high frequency of transactions, strong multiplier effects, and sustainable growth potential, with significant contributions to overall consumer spending [5]. Summary by Sections Macroeconomic and Industry Dynamics - The Politburo meeting on April 25 discussed the current economic situation, emphasizing support for technology innovation, consumption expansion, and stable foreign trade [3][4]. - The State Taxation Administration revised the management measures for tax refunds for overseas travelers, facilitating easier tax refund processes [4]. - Recent reports highlight the importance of service consumption as a key driver for domestic demand, with a projected 6.2% growth in service retail sales in 2024, outpacing goods retail sales [5]. Company Dynamics - Traditional retail continues to optimize, with companies like Yonghui Supermarket successfully launching products through green channels for foreign trade [6][7]. - Beauty industry companies reported strong financial performances, with Jinbo Bio achieving a 62.51% year-on-year revenue increase in Q1 2025 [3][13]. - The report highlights the performance of various companies, including a significant turnaround for Bubugao, which reported a 164.16% increase in net profit in 2024 [7][14]. Investment Recommendations - The report notes that the social services sector has seen a rotation in performance, with key companies trading at a PE ratio of 20-40 times for 2025, indicating stable operations and solid growth potential [3][27]. - The report suggests that the market is favoring high-growth companies within the social services sector, with significant year-to-date increases in stock prices for companies like Shangmei and Maogeping [24][27].
天图投资与欧莱雅合作成立美丽领航基金,赋能中国美业新力量
IPO早知道· 2025-04-01 02:31
投向以早期及成长期为主的美业及产业上下游相关领域,兼具科技创新和可持续价值的品 牌。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 欧莱雅 日前 宣布与天图投资合作成立美丽领航基金,该基金将投向以早期及 成长期为主的美业及产业上下游相关领域,兼具科技创新和可持续价值的品牌,以支持中国蓬勃发展 的美业市场,为中国乃至全球消费者创造更多更美的体验。 作为 中国最早专注于消费领域的投资机构,天图投资在消费领域积累了丰富的行业资源,并形成了 系统化的投研体系。通过行业洞察积累和产业资源链接,此次合作将促进中国美业生态系统的增长和 创新。欧莱雅作为基金的基石投资者,其强大的研发创新能力与全球化视野将为利益相关方的可持续 发展提供助力。 欧莱雅北亚总裁及中国首席执行官博万尚表示: "中国正引领全球美妆市场的未来,因此,'投资中 国,就是投资未来'成为我们的核心战略。此次合作彰显了我们与中国美妆生态圈携手创新、合作共 赢的坚定承诺。我们相信,欧莱雅的全球美妆领导地位与天图投资的专业实力强强联合,必将激发创 新活力,催生突破性美妆理念,推动中国品牌走向世界舞 ...
社会服务行业周报:蜜雪冰城港股打新创纪录,3.8大促超头直播间国货占比提升
Ping An Securities· 2025-03-03 03:04
Investment Rating - The industry investment rating is "Outperform the Market" [2][22][29] Core Insights - The report highlights the record-breaking IPO of Mixue Ice City, which raised HKD 1.82 trillion, surpassing Kuaishou's previous record of HKD 1.26 trillion, with a subscription multiple of 5125 times [2][4] - During the 3.8 promotion event on Taobao and Tmall, domestic brands accounted for 41.7% of GMV, showing a year-on-year increase of 6.4% [2][6] - The report notes that the leisure service sector has shown resilience, with a year-to-date increase of 0.97% despite a decline in the broader market [2][19] Summary by Sections Industry Dynamics - Mixue Ice City's IPO set a new record with a subscription amount of HKD 1.82 trillion and a subscription multiple of 5125 times [2][4] - The 3.8 promotion event saw domestic brands contributing 41.7% to GMV, with a notable increase in the number of domestic brands in the top 20 [2][6] Company Updates - Beauty Industry - Babai Co. reported a revenue of CNY 695 million for 2024, up 48.24%, while Huaxi Bio's revenue decreased by 11.6% to CNY 5.371 billion [8] - Jinjian Bio achieved a revenue of CNY 1.447 billion, a growth of 85.4%, and a net profit increase of 144.65% [8] Company Updates - Travel Industry - Ctrip reported a total revenue of CNY 53.294 billion for 2024, a year-on-year increase of 19.73%, with a net profit of CNY 17.067 billion [10] - Huangshan Tourism is set to adjust its resource usage fees, which may reduce annual profits by approximately CNY 50 million during the trial period [10] Company Updates - Commercial Services and Retail - Core International achieved a revenue of CNY 11.793 billion, a growth of 20.6%, while Beijing Human Resources is restructuring to focus on its core business [12][10] Market Performance - The report notes that the Shanghai Composite Index fell by 1.72% during the week, while the leisure service sector saw a slight increase [19][23] - Key companies in the sector, such as Ctrip and Aimeike, experienced significant declines in stock prices, with Ctrip down 14.81% [19][21]