以下文章来源于i黑马 ，作者江南春 i黑马 . 让创业者不再孤独@i黑马 整个社会都在喊没钱了，为什么这些公司反而年赚百亿？ 日本"失落 30年的秘密" ， 就在这八个行业里面 。 第一，二 手经济 日本二手奢侈品市场，以 大黑屋 为代表，收入暴涨。 在中国， 红布林 、 胖虎， 同样业务大涨。 买不起爱马仕、 LV ， 但 抢着买二手。 但在日常消费品领域， 闲鱼 日活破亿， 转转 的 GMV 也大幅飙升。 低欲望社会 ， 不等于没机会。 江南春 分众传媒董事长 黑马导师 消费分级 ， 需求迁移 ， 才是最大的商业机遇 。 当人们不买房子，不追奢侈品的时候，钱都流向了哪里？ 闲置不是垃圾，是流动的黄金。 第二 ， 宠物经济 年轻人不太生孩子，但可以给猫买高级的罐头。 日本 Inaba 靠猫粮上市，中国乖宝 （ 中宠 ） 股价强劲 。 诚实一口、凯锐思、 疯狂小狗、 伯纳天纯、比瑞吉、 网易严选、 卫仕 等宠物品牌，销量持续攀升。 宠物不仅是主粮零食营养品，以 新瑞鹏 为代表的宠物医院，以 泰 淘气 为 代表 的宠物益生菌 、 保健品 ， 都大幅飙 升 。 宠物开支逆势增长， " 毛孩子 " 才是真刚需。 第 ...

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in the context of Japan's "lost 30 years" and its implications for China [3][4]. Group 1: Emerging Opportunities - The concept of a "low-desire society" does not equate to a lack of opportunities; instead, it presents new avenues for business growth [4]. - Consumer behavior is shifting towards second-hand markets, with significant growth in platforms like Xianyu and Zhuanzhuan, indicating a rising demand for second-hand goods [6][9]. - The pet economy is booming, with brands like Guobao and Zhongchong seeing strong sales as consumers prioritize spending on pets over traditional family structures [11][12][15]. - The adult care market is expanding, particularly in China, where products like adult diapers are expected to see significant growth due to an aging population [16][18]. - The beauty and wellness sectors are thriving, with products like collagen supplements and at-home beauty devices gaining popularity, reflecting a continued consumer focus on aesthetics [23]. - Outdoor and leisure activities are on the rise, with brands in camping and outdoor gear experiencing increased sales as consumers seek experiences over material possessions [24][30]. - The emotional economy is gaining traction, with products that provide comfort and joy, such as low-alcohol beverages, becoming increasingly popular [25][26]. - The "lazy economy" is emerging, driven by younger generations who prefer convenience, leading to growth in frozen food and smart home appliances [29][31]. Group 2: Market Trends and Strategies - The article suggests that the current economic climate, often viewed as a "winter," actually presents opportunities for those willing to invest in counter-cyclical sectors [33]. - The upcoming event, "Black Horse Consumption Rise," aims to provide insights into how Japanese and Chinese companies can thrive in a stock market era through product innovation and brand expansion [34][39]. - The importance of understanding consumer needs and market segmentation is highlighted, with successful companies focusing on niche markets and innovative product offerings [42]. - The article discusses the significance of global branding and the need for Chinese companies to build trust in international markets through effective storytelling and cultural adaptation [43][49].

1. 引言 当前全球经济正面临多重挑战，增长放缓已成为不争的事实。根据国际货币基金组织(IMF)预测，2025年全球经济增速约为3.0%，处于中低速增长轨道。 全球经济增长预计将放缓，贸易相关扭曲导致表面呈现的韧性正在减弱。 经济越是不景气，越赚钱的8个行业：本文将借鉴日本"失落30年"的经验，深入分析这八大行业的增长逻辑、市场表现和未来趋势，探讨经济下行期的消 费分级与需求迁移现象，以及如何在看似低迷的经济环境中把握商业机遇。 2. 日本"失落30年"的经济特点与消费变化 2.1 日本经济下行的特点 日本经济从1992年开始陷入衰退，经济增速大部分时间在0～3%徘徊，有些年份甚至出现负增长。随着经济下行，日本的股票和房产价格暴跌七成以上， 人均收入也下降近两成。1992年时，日本的家庭平均收入约650万日元，降到最低时，2009年只有550万日元。如果按当时的汇率计算，1992年日本的家庭 平均收入相当于50多万人民币，而2009年只相当于39万元。更为关键的是，直到2019年，日本的人均GDP仍未超过1992年的水平。 经济学家将这种现象称为"日本经济病"。经过深入研究，专家们认为日本经济的核心问题不仅仅 ...

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].