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 ...

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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].

Group 1: Market Overview - Amazon's second-hand sales in the UK and Europe are projected to exceed €2 billion in 2024, with over 740 million items circulating in the European second-hand market [2] - The European second-hand e-commerce market has reached €21.6 billion, with over two-thirds of consumers having purchased second-hand goods, expected to grow to €23.8 billion by the end of 2025 [2] - Germany shows the highest willingness to purchase second-hand goods, with a transaction volume of €6.5 billion in the past year, while the UK's online second-hand market reached £4.3 billion [2] Group 2: Development Stages - The development of the European second-hand e-commerce platform can be divided into three phases: the inception around 2010, expansion from 2015 to 2020, and peak growth from 2021 to 2024 [3] - The first phase saw the emergence of key platforms like Vinted, Vestiaire Collective, and Depop, focusing on fashion, luxury goods, and vintage clothing [4][5][6] - The second phase was characterized by the expansion of established platforms and the rise of new entrants, with significant financing activity [9][10] Group 3: Key Players - Vinted, founded in 2008, has become a leading platform with a valuation of €5 billion in 2024, achieving a GMV of $12.5 billion and over 65 million registered users [15][18] - Vestiaire Collective, established in 2009, has a valuation of €1.1 billion as of 2023 and has expanded into multiple markets [16][18] - Depop, launched in 2011, was acquired by Etsy for $1.63 billion in 2021 and has over 35 million users [16][18] Group 4: Market Trends - The second-hand clothing market in Europe is projected to grow from approximately $17.425 billion in 2023 to $43.12 billion by 2032, with a CAGR of 10.52% [14] - The second-hand electronics market is also expanding, with platforms like Back Market and Swappie gaining traction [17][18] - Major players like Amazon, eBay, and TikTok Shop are increasingly entering the second-hand market, indicating a competitive landscape [24][25][26] Group 5: Amazon's Strategy - Amazon has launched initiatives like Amazon Warehouse and Amazon Renewed to facilitate the sale of second-hand goods, with sales in the UK exceeding 4 million items in 2022 [19][22] - In 2024, Amazon's second-hand sales in Europe and the UK surpassed €2 billion, reflecting a growing demand for refurbished and second-hand products [23] - Amazon's entry into the second-hand car market is planned for 2025, further diversifying its offerings [21]

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].

Core Viewpoint - The article emphasizes that economic downturns can present unique opportunities for ordinary individuals to find low-cost business ventures, contrary to the common perception of difficulty in making money during such times [3][5]. Group 1: Economic Cycles and Opportunities - The article discusses the "Kondratiev Wave" theory, which suggests that economies experience cycles of prosperity, recession, stagnation, and recovery approximately every 60 years, with each phase lasting about 15 years [5]. - Currently, the global economy is transitioning from a low period that began in 2015 to a recovery phase, indicating that new opportunities are emerging amid structural adjustments [5][7]. - Historical examples from Japan and the United States illustrate that economic downturns do not eliminate opportunities but rather redistribute them, leading to the emergence of low-cost businesses that meet essential needs [7][8]. Group 2: Trends in Japan and the United States - Japan's economic transformation post-1990 crisis saw a shift towards value-oriented consumption, with the rise of discount stores and second-hand markets, emphasizing the importance of quality-to-price ratio [9][10]. - The U.S. experienced similar trends during the Great Depression and the 1970s stagflation, where low-cost entertainment and essential services thrived despite economic challenges [14][15][16]. - Both countries' experiences highlight the necessity for businesses to adapt to changing consumer demands during economic downturns, focusing on efficiency and cost-effectiveness [17]. Group 3: CHEES Model for Identifying Opportunities - The article introduces the CHEES model, which identifies five key areas for potential business opportunities: Cheap (value-oriented), Health (preventive care), Emotion (emotional fulfillment), Entertainment (low-cost leisure), and Lifestyle (niche markets) [19][21][23][27]. - Specific business opportunities are suggested, such as community discount supermarkets, second-hand luxury goods, and self-service fitness centers, which align with current consumer trends [20][22][24][26][28]. - The model serves as a practical guide for entrepreneurs to navigate economic fluctuations and identify viable business ventures [29][31]. Group 4: Practical Guidance for Entrepreneurs - The article stresses the importance of understanding economic trends and consumer behavior to convert insights into actionable business strategies [29][34]. - It encourages aspiring entrepreneurs to start with low-cost ventures to minimize risks and build experience, rather than pursuing large-scale projects without a solid foundation [30][39]. - The course offered by Wang Cen aims to provide a comprehensive framework for understanding economic cycles and applying the CHEES model to identify suitable business paths [31][42].

Core Viewpoint - The article discusses how certain industries are thriving despite a general perception of economic downturn, highlighting eight sectors that present significant business opportunities in a low-desire society [3]. 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 phenomenon of consumption upgrading and demand migration is identified as the largest business opportunity [5]. Group 2: Key Industries - **Second-hand Economy**: The second-hand luxury market in Japan, represented by companies like Daikokuya, has seen a significant revenue increase. In China, platforms like Hongbulin and Panghu are experiencing similar growth [6][7]. - **Pet Economy**: Despite declining birth rates, spending on pets is increasing, with brands like Inaba in Japan and Guobao in China seeing strong sales [10][11]. The pet healthcare sector is also expanding rapidly [12][13]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating a substantial growth potential for similar products in China [14][15][16]. - **Health Food and Beverages**: Changes in population structure and rising health awareness are driving the growth of sugar-free beverages and functional foods in both Japan and China [19][20]. - **Beauty Economy**: The demand for beauty products, such as collagen supplements and home beauty devices, remains strong, indicating that beauty is both an economic and therapeutic necessity [22]. - **Outdoor and Leisure**: The outdoor equipment market is thriving, with brands in China experiencing rapid sales growth, reflecting a desire for leisure activities despite economic constraints [22]. - **Emotional Economy**: Products that provide emotional comfort, such as low-alcohol beverages and unique consumer goods, are gaining popularity [23][24]. - **Convenience Economy**: The demand for convenience foods and smart home appliances is rising as younger generations seek to save time in cooking and household chores [27][28]. Group 3: Market Outlook - The article suggests that while many perceive the current market as a "cold winter," the true winners are those who can identify and invest in counter-cyclical opportunities [31].