与此同时，以旧换新的热度也居高不下，成交笔数领跑全市。随着宝安区"欢购爱车"活动的持续发力， 本次假期期间宝安全区汽车置换更新申请数量为411辆，销售金额为9163万元，在全市各行政区中排名 第一；家电、数码产品以旧换新共核销13243笔，补贴金额超600万元，销售总额超4500万元，均排名全 市前列。 这个假期，宝安各商圈利用户外疗愈、首发经济、非遗、电竞等消费热点，策划多种特色主题活动，不 断丰富消费场景，吸引大量游客和消费者。在欢乐港湾，"深圳西引力——宝安五一国际艺术开放 周"与"公园文化季——五一专场"相继举办，世界小姐、国际艺术家、宝安本土艺术团、乐队在这里为 消费者送上沉浸式的艺术体验；满京华·满纷天地以王者荣耀全国大赛·海选赛的举办为契机，策划了一 系列电竞主题节日活动；随着好利来西部首店在大仟里的开业，大仟里也主动策划"有限面包公社 5.0"面包快闪活动，吸引全城的烘焙爱好者前来打卡……据统计，宝安全区本次假期实现消费笔数超 300万笔，同比上升7.67%，占全市消费比重近20%。 线上消费方面，美团大数据显示，5月1日至4日宝安区数字消费交易规模同比增速为18.74%，整体交易 规模在全国 ...

Core Insights - The bakery brand "拾 耍·SCHWASU," owned by Haidilao, opened its first store in Hangzhou, attracting significant customer interest during the May Day holiday [1][3] - The store offers nearly 20 types of bread, primarily common varieties, with prices mostly under 20 yuan, appealing to a broad customer base [2][3] - Haidilao's expansion into the bakery sector is part of a strategy to diversify its offerings and capture additional market segments, including breakfast and afternoon tea [3][4] Company Overview - "拾 耍·SCHWASU" is positioned as Haidilao's first bakery brand, leveraging the company's existing customer base and brand recognition [1][3] - The store features a modern design and a circular purchasing area, enhancing the shopping experience for customers [1][2] - Haidilao has previously ventured into various food sectors, including barbecue and hot pot, indicating a broader strategy of brand diversification [3][4] Product Offering - The bakery offers a range of products, including popular items like croissants and sea salt rolls, with some items priced as low as 5.8 yuan [2][3] - Special promotions, such as membership discounts and bundled offers, are in place to attract customers and encourage repeat visits [2][3] Market Context - The bakery industry is characterized by intense competition, particularly in Hangzhou, where numerous brands are vying for market share [3][4] - Haidilao's revenue for the previous year reached 42.755 billion yuan, with a year-on-year growth of 3.1%, indicating the company's overall financial health [3] - The introduction of "拾 耍·SCHWASU" aligns with Haidilao's "Red Pomegranate Plan," aimed at enhancing synergy with its main brand and launching new sub-brands [4]

Core Viewpoint - The rise of Chinese-style health bread, which combines traditional Chinese medicine concepts with modern baking, is gaining popularity among young consumers, particularly in hospital settings and social media platforms [3][6][8]. Group 1: Market Trends - The trend of "Chinese-style" products is becoming a new consumer phenomenon, with health-oriented foods like Chinese health bread emerging as a natural extension of this trend [6][8]. - The market for Chinese health water is projected to grow at a compound annual growth rate of 88.9%, potentially reaching a market size of 10.8 billion yuan by 2028 [6]. Group 2: Consumer Demographics - Young consumers, particularly health enthusiasts, are driving the demand for Chinese-style bread, often influenced by social media and health trends [3][6][8]. - The average customer flow at the "Yuanqi Health Bureau" bakery in hospitals is over 20 people during peak hours, indicating a strong interest from both patients and health-conscious individuals [5][6]. Group 3: Product Characteristics - Chinese-style breads feature unique ingredients and flavors, such as "Lotus Leaf Summer Package" and "Huangqi Health Package," which differentiate them from traditional Western breads [4][8]. - The combination of medicinal ingredients with baked goods is seen as an innovative approach that caters to the curiosity of young consumers [8][21]. Group 4: Competitive Landscape - The emergence of "copycat" products, as seen with the Yangzhou Central Hospital's health bread, indicates a growing market interest and competition in this niche [3][6]. - Companies like "Zhi Ma Health" are optimistic about the market potential for health-oriented breads, with early sales showing promising results [11][12]. Group 5: Challenges and Limitations - The location of many Chinese-style bread shops, often situated in hospitals or traditional medicine settings, limits their scalability and market reach [16][18]. - Despite positive consumer feedback, the challenge of maintaining repeat purchases exists, as many consumers view these products as novelty items rather than staples [17][20].

Core Viewpoint - The 2025 Bakery China event aims to provide a platform for showcasing innovative baking products, enhancing brand influence, and expanding market space, with a focus on the emergence of new trends and products in the baking industry [1][8]. Group 1: Industry Trends and Innovations - The event will feature over 500 new product case studies to assist brands in decision-making [5][8]. - New product launches are becoming a core strategy for brands to reposition themselves and respond to consumer preferences in a fragmented market [7][10]. - The 2025 China Bakery New Product Launch Week will introduce a product manual covering 13 major sections, including six channel innovations and seven product innovation trends [8]. Group 2: Market Dynamics and Consumer Insights - The event serves as a professional stage for brands to showcase their new products, which are seen as votes on market trends [10]. - The upcoming trends in the Chinese baking industry for the next six months to a year will be anticipated during the event [10]. - The ability to link raw materials, production chains, and retail will directly impact the life cycle of new products [18]. Group 3: Industry Collaboration and Supply Chain - The event will feature a full industry chain collaboration, with major retail and beverage brands participating, allowing for a comprehensive understanding of the product flow from development to consumption [17][18]. - The participation of suppliers and manufacturers will facilitate a multi-dimensional dialogue across different channels, emphasizing customization and collaboration as key industry trends [17][18]. Group 4: Brand Highlights and Case Studies - Notable brands such as Sam's Club, Hema, and Starbucks will showcase their innovative products and strategies during the event [17]. - Companies like Guangzhou Liuhe Food Co., Ltd. and Shanghai Xinmai Food Industrial Co., Ltd. are highlighted for their successful transitions and contributions to the baking industry [21][29]. - The event will also feature emerging brands that focus on health and quality, such as DOCKI DOCKI and Papa Sugar, which emphasize natural ingredients and artisanal production methods [36][43].

Core Viewpoint - The article emphasizes the potential for the emergence of numerous baking unicorns in the domestic market, highlighting the importance of strategic vision, innovative brand marketing, and operational management capabilities in the baking industry [1]. Group 1: Company Overview - "Kifukudo," a bakery established in 1916, has maintained its traditional flavors and products, particularly the red bean bun, for over a century [5][10]. - The current owner, Ikufumi Kaneko, represents the fourth generation of the family business, which has adapted to modern challenges while preserving its heritage [12][13]. - The bakery has a rich history, including relocation after the 1923 Kanto earthquake and a name change in 1961 to "Kifukudo," reflecting the founder's and his wife's names [15][16]. Group 2: Product Innovation - The red bean bun is a signature product, known for its unique recipe that balances rock sugar and white sugar for optimal taste [32]. - The bakery emphasizes high-quality ingredients, sourcing red beans from Hokkaido, specifically the Tokachi region, to ensure superior flavor [36][38]. - Kifukudo has expanded its product line by incorporating seasonal ingredients and variations of the red bean filling, showcasing innovation while honoring tradition [42][68]. Group 3: Business Strategy - The bakery's strategy includes maintaining classic products while diversifying offerings to meet customer preferences, similar to how other successful brands have expanded their product families [68]. - Seasonal adaptations and the introduction of new products, such as cream buns, are part of the strategy to sustain growth and customer interest [70]. - The company aims to create a welcoming shopping environment, enhancing customer experience through store renovations and an improved online purchasing system [56][58].

Core Insights - The 27th China International Bakery Exhibition (Bakery China 2025) will take place from May 19 to 22, 2025, at the Shanghai Hongqiao National Exhibition and Convention Center, marking it as the largest and most influential baking trade show globally [1] - The theme for this year's exhibition is "Innovation Driven, Connecting the World," with an exhibition area exceeding 330,000 square meters, featuring over 2,200 companies from more than 30 countries and regions, and an expected attendance of nearly 400,000 professional visitors [1] Group 1: International Collaboration - Bakery China 2025 aims to enhance international cooperation in the baking market, expanding its global network through partnerships with government agencies and industry organizations [2] - The exhibition will feature over 20% international brands, including those from developed baking regions such as Europe, North America, and Japan, as well as debuts from brands in Belt and Road countries and other emerging markets [2] - A special "Belt and Road Baking Corridor" will be established to showcase unique ingredients, traditional crafts, and cultural integration from countries along the Belt and Road [2] Group 2: Domestic Support - The exhibition will also focus on helping local enterprises expand internationally, launching an "International Trade Acceleration Program" to facilitate supply-demand matching and provide services for international buyers [2] - An international trade matching room will be set up at the venue to offer multilingual trade services, cross-border logistics consulting, and tariff policy interpretation, enhancing the global service capabilities of China's baking and confectionery industry [2] - A dedicated area for traditional Chinese pastries, such as egg yolk pastry and mochi, will be established to support the globalization of Chinese baking products and culture [2] Group 3: Industry Dynamics - Bakery China serves as a one-stop procurement platform for the entire baking and confectionery industry, reflecting the growing production capacity of China's baking sector [3] - The exhibition will be divided into 12 halls based on categories such as raw materials, equipment, packaging, and beverages, with thematic areas highlighting current industry trends like pre-made baking, health baking, and private label products [3] - The event attracts nearly 400,000 professional visitors from various sectors, including chain bakeries, distributors, and e-commerce platforms, facilitating efficient activation of the entire industry chain [3]

以下文章来源于投中网 ，作者喜乐 投中网 . 投中网是领先的创新经济信息服务平台，拥有立体化传播矩阵，为创新经济人群提供深入、独到的智识 和洞见，在私募股权投资行业和创新商业领域拥有权威影响力。官网：www.chinaventure.com.cn 来源丨 投中网 顶着"烘焙第一股"的昔日皇冠正式走进末路。 提到网红品牌，除了它做到了引领热潮和热议之 外，现在又多了另一层含义：往往网红都易昙花一现。就像被称为"时代的眼泪"的蛋糕品牌，克莉 丝汀。 近期，上海星瀚律师事务所发文称，因上海克莉丝汀食品有限公司不能清偿到期债务且资产不足以 清偿全部债务， 2025 年 3 月 12 日，上海市第三中级人民法院作出（ 2025 ）沪 03 破 187 号 民事裁定书，裁定受理克莉丝汀破产清算案，如今面向社会征集财产线索。 01 "这是一个有救的企业，一定会大有希望！" 在克莉丝汀为期 32 年的历史里，创始人罗田安无疑是最为重要的人物，在他的手里，克莉丝汀完 美完成了"濒临死亡 - 起死回生 - 走进末路"的闭环。 中国台湾人罗田安靠在台湾贩卖牛仔裤起家，作为一名成功商人，他在 30 岁时就实现了财富自 由，据说那时他 ...

Core Viewpoint - The resurgence of high-priced bread shops in major cities like Beijing and Shanghai is driven by a combination of consumer demand for unique and high-quality products, despite previous market challenges and consumer complaints about pricing [3][9][34]. Group 1: Market Trends - High-end baking brands are rapidly expanding in first and new-tier cities, with an average price of over 60 yuan per item [8][9]. - The market has seen a significant influx of new brands, with over 20 baking brands competing in high-traffic shopping centers like Beijing's He Sheng Hui [6][9]. - The trend of "expensive bread" is characterized by unique product offerings and creative marketing strategies, including social media engagement and limited-time discounts [9][32]. Group 2: Consumer Behavior - Despite complaints about high prices, many young consumers are willing to wait in long lines and pay premium prices for trendy bread items, indicating a strong emotional connection to the products [9][10][12]. - The perception of value has shifted, with consumers now associating high prices with quality and exclusivity, leading to a willingness to pay more for unique offerings [9][13]. Group 3: Brand Strategies - Brands are adopting innovative marketing strategies, such as "queue marketing" and creating visually appealing store environments to attract customers [26][27][31]. - The use of social media for pre-launch marketing and customer engagement has become crucial for brand visibility and consumer interest [32][36]. - Many brands focus on creating a high-end image through strategic store locations in premium shopping areas and unique product offerings [17][19][30]. Group 4: Operational Challenges - The high operational costs associated with premium baking brands, including labor and rent in prime locations, pose significant challenges for profitability [34][35]. - The industry faces a high closure rate, with many new bakeries failing within two years due to intense competition and market saturation [36][37]. - Despite the current popularity, the sustainability of high-priced bread brands remains uncertain as they navigate the challenges of maintaining consumer interest and managing operational costs [34][36].

Core Viewpoint - The article discusses the resurgence of high-priced bakery brands in major cities like Beijing, highlighting their rapid expansion and the changing consumer behavior towards premium baked goods amidst a backdrop of previous market contraction [10][50]. Group 1: Market Trends - High-end bakery brands are rapidly expanding in first and new-tier cities, with over 20 brands competing in high-traffic shopping centers like Beijing's He Sheng Hui [7][50]. - The average price of new premium bakery products exceeds 60 yuan, with some brands like UH YUHE and B&C leading the charge in market presence [10][50]. - Despite a previous wave of closures among high-priced bakeries, the current trend shows a renewed interest from consumers willing to pay for premium products, often leading to long queues at popular stores [10][14][27]. Group 2: Consumer Behavior - Consumers express mixed feelings about high-priced bakery items, with some lamenting the cost while others eagerly await new product releases, indicating a strong emotional connection to these brands [10][14][18]. - The phenomenon of "queue marketing" is prevalent, where long lines at stores create a perception of desirability and quality, driving more foot traffic [43][44]. Group 3: Brand Strategies - Many high-end bakery brands are adopting innovative marketing strategies, including social media promotions and unique product offerings to attract consumers [44][50]. - The use of creative product names and appealing packaging is a common tactic among these brands to enhance their market presence and consumer appeal [21][24][40]. - Brands are increasingly focusing on transparency in their baking processes, with open kitchens and live baking demonstrations becoming a standard feature to build consumer trust [35][37]. Group 4: Challenges and Risks - Despite the current popularity, the high-end bakery market faces significant challenges, including high operational costs and the risk of market saturation leading to potential closures [46][50]. - The average lifespan of bakery stores is decreasing, with a closure rate of 25% reported, indicating a volatile market environment [50][51]. - Some brands have already begun to close locations due to unsustainable business models, highlighting the precarious nature of the high-end bakery segment [53][54].

Core Insights - The high-end bakery market in China is experiencing a resurgence with numerous new brands entering major cities, particularly Beijing, where over 20 new baking brands have opened in popular shopping centers like He Sheng Hui [5][45] - Despite a previous trend of declining sales and store closures in the premium bakery segment, the current wave of brands is adapting by offering larger portions and more diverse product lines, appealing to consumer demand for value [14][38] - The marketing strategies of these new brands heavily rely on social media and in-store experiences, including transparent kitchens and queue marketing, to attract customers [29][35] Industry Trends - The average price of premium baked goods has risen above 60 yuan, with many brands offering products priced between 28 to 150 yuan [6][10][42] - Brands like UH祐禾 and B&C are expanding rapidly, with UH祐禾 achieving daily sales of 70,000 to 100,000 yuan per store, indicating strong market demand [44][45] - The bakery industry faces challenges such as high operational costs, low customer retention rates, and significant competition, leading to a high closure rate of 25% for new stores [47][48] Brand Strategies - New brands are focusing on unique product offerings and creative marketing, with names and designs that resonate with younger consumers [17][20] - Many brands are adopting a direct-to-consumer model, emphasizing high-quality ingredients and artisanal baking techniques to justify premium pricing [42][43] - The use of promotional strategies, such as discounts and social media campaigns, is common to drive initial traffic to new stores [36][37] Consumer Behavior - There is a noticeable shift in consumer preferences towards larger, more affordable products, with high-carb, large-volume items becoming popular [14][16] - Consumers are increasingly vocal about the high prices of premium baked goods, leading to discussions about value and quality on social media platforms [9][10] - The phenomenon of "queue marketing" has become a tactic to create buzz and attract customers, with long lines often seen as a sign of quality [34][36]