Core Insights - The "China Online Consumption Brand Index" (CBI) for Q3 2025 was officially released, showing a value of 62.65, which represents a 0.92% increase compared to the same period last year, indicating a sustained growth trend in consumer emphasis on quality and brand during online shopping [1][2] Industry Performance - There are significant differences in CBI scores across various industries, with higher scores indicating fewer non-branded products and a concentration of sales among leading brands, while lower scores suggest greater competition for brand recognition [1] - The industries with the highest CBI scores include 3C digital products, home appliances, beauty products, and sports outdoor goods, reflecting a higher consumer demand for product quality, functionality, and brand recognition in these sectors [1] Brand Purchasing Power - Several industries, including women's clothing, 3C smart products, daily beauty products, sports outdoor goods, pet supplies, men's clothing, and home furnishings, have shown growth in their CBI scores compared to the previous year [2] - First-tier cities continue to lead in brand purchasing power rankings, emphasizing the importance of quality competition over mere cost competition [2] Consumer Trends - The CBI results indicate a growing trend among Chinese consumers towards preferring high-quality and branded products when shopping online [2] - Despite discussions around the rise of "white-label" products, the overall trend of the CBI suggests that brand consumption is still in an expansion phase, with many brands facing strategic dilemmas between low-cost customer acquisition and value innovation [2]

Core Insights - The report released on August 20 highlights the "China Online Consumption Brand Index" (CBI) and the "Global Brand China Online Top 500" (CBI500), focusing on emerging brands in the fast-moving consumer goods (FMCG) sector [1] - A new ranking of 50 emerging brands in the FMCG sector was established, emphasizing innovation and the potential of new brands [2] Group 1: Emerging Brands Performance - The beauty sector had the highest number of new brands on the list, with brands like Zhi Ben, Fan Beauty Diary, and HBN leading the rankings [1] - In the mother and baby category, 18 brands were included, such as BeBeBus and HaiGuiBaBa, while Off & Relax, She Yan She, and Spes ranked high in personal care [1] Group 2: Evaluation Criteria - The new ranking system for emerging brands includes five evaluation dimensions: market opportunity, novelty, brand awareness, reputation, and customer loyalty, with market opportunity weighted at 20% [2] - High-value consumer groups and their purchasing behavior are crucial for brand growth, indicating that brands must shift from "traffic thinking" to "user lifecycle management" [3] Group 3: Market Trends and Strategies - Emerging brands are focusing on both functional and emotional value, with strategies that include product innovation and enhanced consumer experiences [3] - The majority of the 50 ranked brands are domestic, indicating a strong trend of entrepreneurship and innovation in China's FMCG sector, primarily concentrated in first-tier cities like Shanghai, Hangzhou, and Guangzhou [4] Group 4: Investment Potential - The report suggests that brands with strong innovation capabilities and high user engagement are becoming focal points in the capital market, as seen with rising stock prices of brands like Lao Pu Huang Jin and Pop Mart [4] - The CBI ranking system serves as a quantitative tool for assessing brand growth potential, providing valuable insights for investment and brand development in the consumer goods market [4]