卖家端的动力则来自实用需求与财务目标的结合。66%的受访者将"衣橱减负"作为出售二手奢侈品的首要原因，清理闲置成为一种时尚生活方 式；44%的卖家希望通过转售为未来的二手购买储备资金，41%旨在赚取额外收入，还有18%将转售所得用于购买一手新品。Mytheresa首席营 销与客户官Amber Pepper指出："消费者需要便捷无缝的二手转售渠道，这与他们对可持续发展和循环经济的兴趣日益增长相契合，而时间有 限的他们对服务有着明确的要求。" 此外值得注意的是，线上渠道已成为二手交易的主力。据BCG调研数据显示，55%的二手奢侈品购买通过Vestiaire Collective、The RealReal、 Vinted等的多品牌二手奢侈品线上转售平台完成，较前几年有了更为显著的提升。 2025年，二手时尚与奢侈品市场正式告别"小众趋势"的标签，成为全球时尚产业中不可忽视的核心增长引擎。据波士顿咨询集团（BCG）与全 球高端二手时尚平台Vestiaire Collective联合发布的《二手转售市场新篇章（Resale's Next Chapter）》报告显示，全球二手时尚奢侈品市场规模 已达2100亿至2200亿 ...

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 article identifies eight key industries that are experiencing growth despite a low-desire society, highlighting that consumer demand is shifting rather than disappearing [4][5]. - The second-hand economy is booming, with examples like Japan's "Daikokuya" and China's "Hongbulin" and "Panghu" seeing significant revenue increases as consumers opt for second-hand luxury goods [6][7][8][9]. - The pet economy is flourishing, with brands like "Inaba" in Japan and "Guibao" in China witnessing strong sales, as younger generations prioritize spending on pets over traditional family structures [11][12][13][14][15]. Group 2: Health and Wellness Trends - The adult care market is expanding, with Japan's "Unicharm" leading the adult diaper segment, which has surpassed $10 billion in market size, indicating a potential growth area in China [16][17][18]. - Health food and beverage sectors are rising due to changing demographics and increased health awareness, with brands like "Oriental Leaf" and "Jianchun" gaining traction in the post-pandemic era [21][22]. Group 3: Beauty and Lifestyle - The beauty economy is thriving, with products like collagen supplements and home beauty devices achieving significant sales, reflecting a consumer desire for affordable beauty solutions [23][25]. - Outdoor and leisure activities are gaining popularity, with brands like "Snow Peak" in Japan and various Chinese outdoor brands experiencing rapid sales growth, as consumers seek experiences over material possessions [25][26][27]. Group 4: Emotional and Convenience Economies - The emotional economy is highlighted through the success of brands like "Labubu" and "Rio," which cater to consumers' desires for comfort and enjoyment during challenging times [28][29][30]. - The convenience economy is on the rise, with frozen food brands and smart home appliances addressing the needs of younger generations who have less time for cooking [33][35][36]. Group 5: Strategic Planning and Future Outlook - The article concludes by urging businesses to adapt their strategies in light of these emerging trends, emphasizing the importance of strategic planning and resource allocation to thrive in a low-desire economy [39][40].

来源：子弹财经 上个月，大二学生小林用自己兼职赚的钱买了手机、平板、笔记本"三件套"。她是趁着"双十一"入手的，只不过，不是在某东、某猫上买的，而是在转转 上买的二手。她说，比新的省了四千多块钱，感觉很值。 让她下定决心的是转转承诺的"官方验"。 "自己现在没有收入，买二手很划算，而且有平台提供的质检担保、七天无理由退货等服务，买起来也很放心。"像小林这样的年轻人，正在创造由二手商 品引领的新消费。 今年12月2日，转转迎来十周年。十年间，这家公司做了许多事，但在黄炜看来，都是围绕信任这一件事。一件事，做十年，究竟给这家公司和行业带来 何种改变？ 1 无信任 不生意 信任之于商业，如同健康之于人，没有前面的1，后面再多的0都没用。尤其是二手行业。 二手行业是典型的柠檬市场。这是经济学家乔治·阿克尔罗夫提出的理论，核心是因质量不确定，买方仅愿支付平均价格，进而导致高质量商品退出市 场，形成劣质品主导的市场低效。他举例二手车市场，论证卖方隐藏质量信息，导致买方压价，从而引发市场萎缩。 破解柠檬市场的困境的关键在于解决信任，实现质量的确定性。具体到二手行业，商品折旧程度，是否有功能缺陷，如何精准描述等等，都涉及到质 ...

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: Economic Trends - The concept of a "low-desire society" does not equate to a lack of opportunities, as consumer behavior is shifting towards different spending patterns [4]. - The article identifies "consumption upgrading" and "demand migration" as significant business opportunities in the current economic landscape [5]. Group 2: Key Industries - The second-hand economy is booming, with examples like Japan's "Daikokuya" and China's "Hongbulin" and "Panghu" seeing significant revenue increases as consumers opt for second-hand luxury goods [6][7]. - The pet economy is on the rise, with brands like "Inaba" in Japan and "Guobao" in China experiencing strong sales growth, reflecting a shift in spending towards pet care products [12][13][14]. - The adult care market is expanding, with Japan's "Unicharm" leading the adult diaper segment, which has surpassed $10 billion in market size [17][18]. - Health food and beverage sectors are thriving due to changing demographics and rising health consciousness, with brands like "Oriental Tree Leaf" and "Jianchun" gaining traction in China [21]. - The beauty economy remains robust, with products like collagen supplements and home beauty devices seeing high sales, indicating a persistent consumer desire for self-improvement [23][24][26]. - Outdoor leisure activities are gaining popularity, with brands like "Kailas" and "Camel" in China experiencing rapid sales growth as consumers seek outdoor experiences [29][31]. - The "lazy economy" is emerging, with increased demand for convenience foods and smart home appliances, as consumers prioritize time-saving solutions over traditional cooking [39][40][42]. Group 3: Market Opportunities - The article suggests that the current economic climate presents opportunities for those willing to invest in counter-cyclical sectors, highlighting the importance of recognizing and seizing these opportunities [44].

焕新改造后的首旅集团所属北京友谊商店以全新姿态回归大众视野，成为京城Citywalk（城市漫步）新晋热门网红地标。5月至10月，北京友谊商店实现 销售额2亿元，同比增长1190%。 初冬时节，虽然是工作日，友谊商店内仍有不少客人。东门入口处的友谊花园内，很多顾客的第一站是刚开业一个月的书店。"每次来都有惊喜！"赵女士 和闺蜜相约来书店小聚，为她们带来惊喜的不仅有琳琅满目的文艺书刊，还有颜值颇高的蛋糕和咖啡。 在北京友谊商店，能喝咖啡的地方还有好几家。临街的本土咖啡品牌门店前，买咖啡的顾客络绎不绝，门口两把复古红椅成了热门拍照点位。昔日的传达 室修旧如旧，保留了外汇票、打字机等老物件，现如今这里咖啡飘香，曾创造一日卖600杯的销售纪录。 "焕新升级后的老商场更有活力了！"友谊商店副总经理吕岩姣统计过，5月以来，友谊商店平日日均客流约5000人，周末及节假日日均客流突破10000人， 较改造前提升数十倍，近八成人都是年轻顾客和外国游客。友谊商店总计引进31家商户，其中北京首店、概念店21家，占比接近70%。截至目前，园区还 组织了户外骑行、普拉提、草坪音乐节、怀旧电影展映、种子计划、文创市集等15场主题活动，为园 ...

一、用户评价与避雷帖子的深度挖掘 社交媒体与垂直社区是获取真实消费体验的核心渠道。以小红书、知乎为例，用户通过"避雷帖"分享的 细节往往能揭示商品隐性缺陷。例如，某款网红化妆品在宣传中强调"持久不脱妆"，但避雷帖指出其实 际使用后出现"卡粉""暗沉"问题，并附上对比照片。此类信息需结合多篇帖子交叉验证，避免单一负面 评价导致的误判。 差评分析需聚焦具体问题而非情绪宣泄。在电商平台中，差评往往隐含关键信息：如电子产品频繁出现 的"续航不足""发热严重"，或服饰类商品"色差""尺码不符"。通过筛选"有图/视频评价"和"追评"，可识 别卖家是否通过刷单掩盖质量问题。例如，某款手机在初评中获赞"运行流畅"，但30天后追评显示"频 繁死机"，此类时间跨度大的评价更具参考价值。 二、黑猫平台红黑榜：动态风险预警系统 黑猫投诉 【下载黑猫投诉客户端】平台推出的红黑榜，通过大数据分析形成商家信用画像。红黑榜企 业基于投诉解决率、响应速度等指标评选。消费者可通过"黑猫红黑榜"小程序实时查询。 该榜单的公开透明特性，使消费者能追踪企业整改动态，用户可查看企业历史投诉案例与解决方案。 三、专业工具与跨平台验证 在消费决策中，"提前 ...

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in Japan and China [3][4]. - It identifies eight key sectors that are capitalizing on changing consumer behaviors and preferences, presenting significant business opportunities [5]. Group 1: Key Industries - **Second-Hand Economy**: The second-hand luxury market in Japan, exemplified by companies like Daikokuya, has seen a dramatic revenue increase. In China, platforms like Hongbulin and Panghu are experiencing similar growth [6][7][8]. - **Pet Economy**: With a decline in birth rates, spending on pets has surged. Brands like Inaba in Japan and Guobao in China are witnessing strong sales in pet food and healthcare products [12][13][15]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating a growing demand for adult care products in China as well [16][18]. - **Health Food and Beverages**: The rise in health consciousness has led to increased sales of sugar-free beverages and functional drinks in both Japan and China [20][21]. Group 2: Emerging Consumer Trends - **Beauty Economy**: Despite economic constraints, spending on beauty products like collagen supplements remains high, with brands like Wei Yi Mei achieving significant market valuations [23][24][26]. - **Outdoor Recreation**: Companies in the outdoor equipment sector, such as Snow Peak in Japan, are thriving as consumers seek leisure activities despite economic challenges [29][31]. - **Emotional Economy**: Brands like Labubu and Rio are tapping into consumers' emotional needs, providing affordable luxuries that enhance well-being [34][35][36]. - **Lazy Economy**: The demand for convenience products, such as frozen foods and smart home appliances, is rising as younger generations prioritize time-saving solutions [40][42][44]. Group 3: Strategic Insights - The article suggests that businesses should focus on understanding consumer needs and adapting to market changes rather than relying solely on data-driven decisions. This approach is exemplified by successful Japanese brands that emphasize real consumer interactions and product quality [51][53][55].

Core Viewpoint - The announcement by Zhuanzhuan Group to gradually shut down its "Free Market" business is interpreted not as a strategic retreat but as a necessary "pruning" to focus on its core C2B2C services, reflecting a shift from a lightweight internet platform to a new consumption enterprise deeply involved in quality inspection, recycling, and after-sales services [5][6][12]. Group 1: Strategic Focus - Zhuanzhuan's C2C business, once a highlight, now accounts for less than 3% of its GMV, while its C2B2C business has seen significant growth, indicating a strategic shift towards more valuable directions [7][9]. - The decision to close the "Free Market" aligns with the need to identify bottlenecks and focus resources on the most promising areas, as emphasized in strategic management literature [7][9]. Group 2: Market Dynamics - The domestic second-hand trading market is experiencing a bifurcation, with Zhuanzhuan and Xianyu representing two distinct paths: one focusing on standardization and certainty, while the other emphasizes openness and community [5][12][14]. - Zhuanzhuan aims to transform non-standard transactions into standardized ones through quality inspection and warranty systems, addressing the trust gap in the second-hand market [11][20]. Group 3: Trust and Consumer Behavior - The second-hand market faces significant challenges due to information asymmetry, leading to buyer hesitance and seller distrust, which Zhuanzhuan seeks to mitigate through rigorous quality assurance processes [9][11][25]. - Zhuanzhuan's approach includes direct user engagement and the establishment of physical stores, enhancing consumer confidence in the quality and reliability of second-hand products [27][28]. Group 4: Competitive Landscape - Xianyu, backed by Alibaba's ecosystem, thrives on a community-driven model, while Zhuanzhuan, lacking such support, focuses on building a reputation through service quality and trust [15][18]. - Both platforms cater to different user needs, with Xianyu offering a more chaotic but vibrant marketplace, while Zhuanzhuan provides a structured and reliable environment for transactions [19][20]. Group 5: Future Outlook - The second-hand market is not a zero-sum game; both Zhuanzhuan and Xianyu will coexist, fulfilling diverse consumer demands and contributing to a more complete ecosystem in the second-hand trading space [30][31].

Core Viewpoint - The company, Zhuanzhuan, has announced the gradual shutdown of its C2C marketplace, shifting focus to an "official verification" business model, which raises questions about its competitive strategy and future growth potential in the second-hand market [2][6][10]. Market Context - The Chinese second-hand market is projected to exceed 3 trillion yuan, indicating a vast potential for growth [6]. - Zhuanzhuan has historically operated under the shadow of larger competitors like Xianyu and Aihuishou, lacking strong e-commerce backing [6][10]. Competitive Landscape - Zhuanzhuan's reliance on advertising to maintain its C2C presence has proven costly and ineffective compared to the community-driven approach of Xianyu, which benefits from Alibaba's ecosystem [6][9]. - Xianyu has over 600 million registered users, with a significant portion being active Gen Z users, highlighting its strong market position [9]. Business Model Challenges - The C2C segment has been financially burdensome for Zhuanzhuan, with CEO Huang Wei admitting to nearly 200 million yuan in subsidies to support this business line [7]. - Zhuanzhuan's previous attempts to pivot towards a C2B2C model included quality verification services, but recent controversies have undermined consumer trust [10][11]. Strategic Shifts - Zhuanzhuan has made several strategic pivots, including a recent acquisition of Hongbulin and a focus on the luxury second-hand market, which aims to address consumer demand for quality assurance [12][13]. - The launch of "Super Zhuanzhuan," a multi-category second-hand store, represents a significant shift towards offline retail, catering to consumer preferences for tangible product experiences [13]. Risks and Future Outlook - The decision to exit the C2C market may lead to user attrition as consumers migrate to platforms that still support peer-to-peer transactions [14]. - Zhuanzhuan's approach contrasts with competitors like Xianyu and Dewu, which continue to embrace C2C models, suggesting potential long-term implications for Zhuanzhuan's market relevance [14][15].

Core Insights - The article discusses how certain industries are thriving despite the overall economic downturn, highlighting eight key sectors that present significant business opportunities in a low-desire society [2][4]. Group 1: Key Industries - **Second-hand Economy**: The second-hand luxury market in Japan, represented by companies like Daikokuya, has seen a surge in revenue. In China, platforms like Hongbulin and Panghu are experiencing similar growth [4][5][6]. - **Pet Economy**: With a decline in birth rates, spending on pets has increased. Companies like Inaba in Japan and Guobao in China are capitalizing on this trend, with various pet brands seeing rising sales [8][9]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating a significant opportunity for adult care products in China, particularly with brands like Kexin [10][11][12]. - **Health Food and Beverages**: The rise in health consciousness has led to increased demand for sugar-free products and functional beverages in both Japan and China, with brands like Dongfang Shuye and Jianchun gaining traction [15][16]. - **Beauty and Personal Care**: Despite economic constraints, spending on beauty products remains strong, with high-priced items like collagen supplements and home beauty devices seeing significant sales [19][20][21][22]. - **Outdoor Recreation**: The outdoor equipment market is booming, with brands like Snow Peak in Japan and various Chinese brands experiencing rapid sales growth [24][25][26]. - **Emotional Economy**: Products that provide emotional comfort, such as low-alcohol beverages and comfort foods, are gaining popularity among younger consumers [27][28][30]. - **Convenience Foods**: The demand for frozen foods and smart home appliances that save time is increasing, with brands like Anjiyuan and Kewotai seeing steady growth [34][35]. Group 2: Market Trends - **Consumer Behavior**: The article emphasizes that in a low-desire economy, consumers are prioritizing time-saving products over cost-saving ones, indicating a shift in purchasing priorities [35][38]. - **Investment Opportunities**: The current economic climate presents opportunities for those willing to invest in counter-cyclical sectors, suggesting that companies that can identify and act on these trends will emerge as winners [38]. - **Educational Initiatives**: The article promotes a course aimed at helping businesses understand how to thrive in the current market, featuring insights from industry leaders on product innovation and brand expansion [39][40][47].