这是新消费智库第 2 7 5 4 期文章 新消费导读 1. 亨氏推出「营养面」新品 2. 泡泡玛特推出甜品品牌「 POP BAKERY 」 3. 康师傅合麺两款新品上市 4. 麦当劳中国推出多款新春限定产品 5. 伊利研漾 × 京东健康上新「牛乳燕麦燕窝粥」 6. 王老吉限量新品售价 1828 万 7. 蒙牛未来星上新叶黄素蓝莓牛奶 8. 恒顺推出「香醋可乐」新品 9. MLB 官宣章若楠出任潮流品牌全新代言人 10. Crocs 携手乐高集团推出全新联名系列 11. 均瑶上新「纯实 100%NFC 椰子水」 12. 瑞幸咖啡 x 澳网打造联名门店 13. 茶小开 推出魔法冻冻茶 ...... 一周新品 1. 亨氏推出「营养面」新品 图片来源：AI生成 近 日，亨氏推出「营养面」新品，包括原味、猪肝菠菜味、牛肉番茄味。据官方介绍，新品选用加拿大西部草原红春小麦，富含钙铁锌和多 种维生素，易煮易嚼易消化，配方干净，生产过程中不额外添加盐、白砂糖、香精、色索、防腐剂，并采用独立小包装，携带方便，可搭配核 桃油、蔬菜泥、肉泥等作为宝宝辅食食用。 （ FDL 数食主张） 2. 泡泡玛特推出甜品品牌「 POP BAKE ...

Core Viewpoint - The event "From Seoul to Shanghai: A Two-Way Journey of K-FASHION" gathered nearly 40 South Korean companies, highlighting the interest in expanding into the Chinese market and collaborating with local designers to promote Chinese brands in South Korea [1] Group 1: Event Overview - The event took place at the Hengfu Art Center, coinciding with South Korean President Yoon Suk-yeol's recent visit to Shanghai [1] - Korean brand representatives expressed particular interest in the business environment of Xuhui District, aiming to establish a presence in Shanghai [1] Group 2: Business Environment - Xuhui District is a significant hub for multinational company headquarters, hosting 175 foreign-funded headquarters and R&D centers [1] - Notable South Korean brands in the area include F&F, Hankook Tire, Hanwha Commercial, and Samsung's Shanghai branch [1] Group 3: Market Expansion - A number of Korean fashion brands have recently entered Xuhui, with notable stores like wiggle wiggle, Rockfish, and MUSINSA [1] - The upcoming "New Six Hundred YOUNG" mall in Xujiahui will feature brands such as MUSINSA and SMTOWN [1] Group 4: Economic Impact - The Wukang Road-Anfu Road fashion district, approximately 1.5 kilometers long, hosts over 200 unique merchants and has contributed over 100 million yuan to the annual economy, recognized as a "new consumption billion-yuan street" [1] - The district is characterized by a strong "first-store matrix," including flagship stores like Adidas and LE LABO's first street-side store in mainland China [1]

Core Viewpoint - The collaboration between STAYREAL and Apple for the "MOJO FAMILY" sticker launch represents a strategic blend of pop culture and technology, aiming to attract consumers through unique design and charitable contributions [1] Group 1: Product Launch - STAYREAL, co-founded by Mayday's Ashin, has launched a joint sticker product with Apple called "MOJO FAMILY趣贴贴" [1] - The stickers are based on STAYREAL's IP "MOJO FAMILY" fruit and vegetable family, with the iPhone 17 Pro featuring the same "pain machine" design on Apple’s website and outdoor billboards [1] - The initial release includes 50,000 sets, priced starting at 29 yuan, with discounts available for purchasing two items [1] Group 2: Sales and Distribution - The stickers will be available for purchase both online and offline, with online sales through the SR mini-program and offline sales at specific locations in Shanghai, Shenzhen, and Guangzhou [1] - Shipping for the products will commence on December 25 [1] Group 3: Social Responsibility - STAYREAL has announced that all proceeds from the sales will be donated to the Zhejiang Xinhua Love Education Foundation's "Golden Name Project," highlighting a commitment to social responsibility alongside commercial success [1]

Core Insights - The eighth China International Import Expo (CIIE) focuses on "Better Quality, Better Life," showcasing international trends and innovations in consumer goods [6][9] - Foreign companies express optimism about the Chinese market, indicating plans to increase resource investment and local innovation [6][9] Consumer Goods Sector - The consumer goods exhibition area spans 84,000 square meters, featuring over 700 companies from more than 70 countries, covering categories like home goods, luxury brands, beauty, fashion, and outdoor sports [9] - Notable first-time exhibitors include global lifestyle brands such as Calvin Klein and TOMMY HILFIGER, adding fresh energy to the event [9] Brand Innovations - Uniqlo debuted its first knitwear collection in collaboration with artist KAWS and launched several designer collaboration series [7] - IKEA showcased its new product line for the Chinese New Year, leveraging the expo's platform to transform exhibits into market-ready products [7] Beauty and Personal Care - Shiseido introduced its innovative medical beauty philosophy and a new skincare brand tailored for Asian skin at the expo [8] - The event serves as a strategic platform for Shiseido to integrate its Chinese and travel retail businesses, enhancing brand recognition among local and international consumers [8][9] Emerging Trends - The expo highlighted new trends such as the silver economy, pet economy, and sports economy, with companies like Panasonic and IKEA launching products aimed at improving the quality of life for the elderly [10] - A dedicated pet-themed area featured 26 global pet brands, while major sportswear brands like Adidas and Nike attracted significant attention in the sports section [10]

New Product Launches - Luckin Coffee collaborates with "Tom and Jerry" to launch "Milk Skin Latte," inspired by traditional Inner Mongolian dairy products, featuring a rich milk flavor and a pudding-like texture [6][4] - Heytea introduces "Sauce-flavored White Tofu Crushed Silver," combining Yunnan sweet soy sauce with butter for a unique taste experience [6][4] - Qiaqia partners with Dairy Dragon to launch "Growth Nuts," featuring cartoon packaging and added lutein and probiotics [6][4] - Yanjinpuzi collaborates with Nongshim to create "Spicy Kimchi Chips," utilizing a non-fried baking process and optimized for reduced fat, salt, and sugar [7][4] - Dongpeng Special Drink teams up with Wrigley's to launch a sugar-free gum flavored like Dongpeng Special Drink [6][4] - Let Tea launches "Guava Oil Kumquat Jasmine Tea," a new product emphasizing health with no sugar and added probiotics [11][8] - Yuanqi Forest releases a new 1.8L iced tea, priced around 8 yuan, expanding its product sizes [11][8] Industry Events - Sun Yingsha becomes a global partner for OPPO, unveiling the special edition "Chasing Light Red" for the Find X9 series [15][13] - General Mills announces the closure of factories and a restructuring plan costing approximately $82 million, aimed at enhancing supply chain competitiveness [16][12] - Pang Donglai reports sales of 681 million yuan over the National Day holiday, with the Times Square store leading at 188 million yuan [16][12] - UNDEFEATED SPORT launches a themed event in Anaya, promoting its fall/winter collection through interactive sports challenges [16][12] - RIMOWA introduces a new seasonal limited edition in ballet pink, enhancing its Essential series [19][17] - LG Life Health appoints a new CEO, Lee Sun-joo, who has extensive experience in the beauty industry [20][18] - Mengniu Dairy continues its stock buyback strategy, repurchasing shares on multiple occasions in October [20][18] - Zheng Qinwen becomes the first global brand ambassador for Bawang Tea [20][18] - Three Squirrels receives approval for its H-share listing, aiming to issue up to 81.5 million shares [23][21] Investment and Acquisitions - M Stand acquires RAC BAR, marking its entry into multi-brand development [25][24] - Mixue Ice Cream invests 285.6 million yuan in Fulu Beer, gaining a 51% stake to enter the fresh beer market [25][24] - Zhou Dasheng acquires German high-end audio brand MBL, preserving jobs and production facilities [25][24] - Froneri, the parent company of Häagen-Dazs in the U.S., secures 36 billion yuan in new funding to strengthen its asset holding [25][24] - Pernod Ricard invests over 50 million yuan in a Canadian distillery, reaffirming its commitment to the region [28][26] - Jianming Industrial acquires enzyme producer HJ Youtel, enhancing its capabilities in various sectors [30][29] Food Industry Developments - Central Park Coffee Co. announces the opening of a Friends-themed café in New York, offering immersive experiences for fans [31][30] - Meituan's Happy Monkey brand opens its first northern store in Yanjiao, Hebei [33][32] - Asahi Foods launches a new nursing food brand, focusing on enjoyable eating experiences for the elderly [33][32] - a2 Milk becomes the first official milk partner of the Australian Open [33][32] - Wangwang introduces "Wangzai Vegetable and Fruit Milk," made with 100% imported milk and various fruit and vegetable juices [35][34] - JD.com kicks off its 11.11 fresh food sales event, offering significant discounts [35][34] - Xiangpiaopiao announces Sun Yingsha as its brand ambassador, promoting its health-focused product line [35][34] - Baili Foods plans to list on the Beijing Stock Exchange, aiming to issue up to 54 million shares [38][36] - Vitasoy is launching new flavors to adapt to emerging tea drink trends and competitive pricing [38][36] - Shuanghui's premium light food brand Jian Song releases new products, emphasizing health and nutrition [38][36]

Core Insights - The event "My Stage 2025 FW New Aesthetic Release Conference" held by the Dewu App showcased the platform's achievements in the trend culture sector, highlighting its role as a quality lifestyle shopping community for young people in China [1][2] - The platform has seen a significant increase in active creators, with a year-on-year growth of 143%, indicating a diverse content ecosystem covering beauty, digital, and sports [1] - The collaboration with Madame Figaro introduced the "Silent Retro Style," emphasizing a blend of classic aesthetics and contemporary design, catering to the functional and aesthetic needs of the youth [1] Event Highlights - The event featured performances by celebrities and community leaders from various fields, breaking traditional fashion show boundaries and providing reusable daily outfit templates for young users [2] - Major brands like Anta and Li Ning showcased innovative products that align with current trends, leveraging the unique advantages of the Dewu platform to connect with the younger generation [2] - The collective participation of leading brands reflects the industry's recognition of the "My Stage" event and signifies a shift in Chinese fashion from following trends to defining them [2] Industry Impact - The successful hosting of the event underscores Shanghai's position as an international fashion capital, with the platform aiming to foster communication between creators, brands, and users [3] - The initiative is expected to inject cultural energy into the city and contribute to a more distinct Eastern narrative in the global fashion landscape [3]

Core Insights - The South Korean brand Mardi Mercredi is facing speculation about its potential exit from the Chinese market due to the closure of several stores and clearance sales in multiple cities [1][3] - The brand, founded in 2018, initially gained popularity through e-commerce and expanded to physical stores in major Chinese cities [1] - Despite the closures, Mardi Mercredi's online presence remains strong, with over 760,000 followers on Taobao, indicating a possible shift towards e-commerce sales [3] Group 1 - Mardi Mercredi has closed its flagship store in Shanghai, with the space now covered by mall barriers, leading to concerns about its future in China [3] - The brand's Chinese agent, Mandoia, stated that the store closures are part of a "partial store operation adjustment" and that resources are being redirected to new brands [3] - Mandoia was established in March 2022 and has registered several new trademarks this year, indicating a strategic shift [3] Group 2 - Mardi Mercredi was seen as a successful example of Korean brands localizing in China, contributing to the resurgence of the "Korean Wave" in the Chinese consumer market [6] - Other Korean brands, such as emis and Ader Error, have also entered the Chinese market this year, highlighting a trend of increasing competition [6] - The Korean e-commerce platform MUSINSA, backed by Anta Group, is rapidly expanding in China, planning to open over 100 stores by 2030 [6] Group 3 - The withdrawal of Mardi Mercredi's physical stores underscores the complexities of the Chinese market, where both international brands and local operators must continuously adapt strategies to meet fierce competition and changing consumer preferences [9]

Core Insights - Chengdu has become a significant hub for "first stores," with over 4,000 first stores, ranking third in China after Beijing and Shanghai [1] - The "first economy" has emerged as a new driver for urban consumption vitality, with 395 first stores established and over 180 high-profile events held in the first half of the year [1][2] - The Jinjiang District, as the core area of Chengdu's international consumption center, has attracted more than 600 first stores, with nearly 2,000 international brands, accounting for over 30% of the city's first launch resources [1] Government Initiatives - The Jinjiang District government has formed a professional investment promotion team to attract businesses, reducing approval times from 7-10 days to as fast as 2-3 days [2] - A "gold medal service specialist" system has been implemented to provide one-on-one support for businesses, covering all aspects from site selection to operational coordination [2] - The local government has introduced various policies and support measures to stimulate the first economy, focusing on mechanism innovation, service upgrades, and creating engaging consumer scenarios [2][3] Economic Impact - The Jinjiang District government launched the "First Economy High-Quality Development Leading Plan (Spring Action)" in early 2025, establishing a first economy promotion alliance and creating benchmark projects [3] - The Spring Street business district hosts a new first store or event approximately every two days, contributing to a year-on-year consumption growth of 6.8%, leading the nation [3] - Future plans include enhancing the business environment for first economy development and launching the first national first information index to promote sustainable growth [3]