头图由AI生成 在当今社会，我们经常听到"性萧条"这个词。 有一些数据也确实很震惊。 比如，曾经的龙头ED药企卖不动了，去年全年其销量共8785.19万片，与2023年相比，每天少卖了近 36500片，销售额也从上一年的12.90亿元下降至去年的10.34亿元。 图 片来源于网络 避孕套也卖不出去了，据《2024年中国避孕套行业发展报告》统计，国内全渠道销售额从2023年的 187.86亿元降至2024年的156亿元，一年内跌幅达17%。杜蕾斯（Durex）天猫电商平台销量从2019年的 372.2万件降至2021年的84.2万件；截至2024年，其中国区线上市场份额已缩至29.3%。 什么意思？不同的经济状态，大家的行为也不同。 金融风险管理领域有一句名言，风险不会消失，只会转移。同样的，性需求也不会消失，只会转移。 虽然曾经的龙头ED药企销量下降，但是近年来的新锐品牌惯爱的销量连续两年突破1亿片，稳居他达拉 非市场前列，销量非常好。 线上线下复购率连续三年保持在行业高位，老客户复购率超过50%。 相应的，相关企业都在大规模注销。2020年-2024年间，全国有超过7.8万家避孕套相关企业倒闭，平均 每年注 ...

Core Viewpoint - The article discusses the declining birth rates in China and its implications for the education sector, particularly focusing on the decreasing number of students in kindergartens and primary schools, while also highlighting the rise of domestic erectile dysfunction (ED) medications that challenge the monopoly of foreign brands [1][2][3][4]. Summary by Sections Declining Birth Rates - The number of kindergarten students in China decreased by 5.35 million in 2023 and is projected to decrease by another 5.09 million in 2024, marking a four-year decline trend [1]. - The number of primary school students is also declining, with a reduction of 2.52 million in 2024 [2]. - The primary reason for these declines is the continuous drop in newborn population, which may worsen in 2025 due to declining marriage rates [3]. Factors Influencing Birth Rates - The decline in birth rates is attributed to various factors, including social and economic changes, housing price pressures, and a decrease in fertility rates [3]. - A report from the World Health Organization indicates that approximately 17.5% of adults globally are affected by infertility, a trend that is increasing [3]. Rise of Domestic ED Medications - Erectile dysfunction (ED) is identified as a significant factor affecting birth rates, with 38.17% of men under 60 in China suffering from this condition [4]. - The high prices of traditional foreign ED medications have limited access for many patients, but domestic alternatives like "Guai Ai" are emerging, offering similar quality at significantly lower prices [4][6]. Market Dynamics and Competition - The introduction of "Guai Ai" represents a pivotal moment in the ED medication market, with prices ranging from 3 to 6 yuan per pill, compared to 68 yuan for foreign brands [12][13]. - The success of "Guai Ai" is attributed to its affordability and effectiveness, leading to over 100 million units sold within two years of launch [13][14]. Production and Technological Advancements - China is the largest producer of active pharmaceutical ingredients, which has helped lower the costs of raw materials for domestic drug manufacturers [16]. - The automation and digitalization of production processes in Chinese pharmaceutical companies have further enhanced efficiency and reduced costs [17][18]. Changing Sales Channels - The traditional barriers to purchasing ED medications are being dismantled through online platforms and services, allowing for easier access to these products [18]. - The integration of online consultations and delivery services has created a comprehensive ecosystem for ED treatment, shifting the market dynamics from price competition to a focus on service and accessibility [18].