中海消费混合A（398061）基金经理为何文逸。 截至发稿，何文逸累计任职时间3年203天，现任基金资产总规模3.03亿元，任职期间最佳基金回报 28.32%， 任职期间最差基金回报-32.34%。 资料显示，重庆登康口腔护理用品股份有限公司位于重庆市江北区海尔路389号，成立日期2001年12月 14日，上市日期2023年4月10日，公司主营业务涉及从事口腔护理用品的研发、生产与销售。主营业务 收入构成为：成人牙膏80.43%，成人牙刷9.90%，儿童牙膏4.54%，口腔医疗与美容护理产品等2.44%， 儿童牙刷1.76%，电动牙刷0.81%，其他(补充)0.11%。 从基金十大重仓股角度 数据显示，中海基金旗下1只基金重仓登康口腔。中海消费混合A（398061）二季度增持1.54万股，持有 股数21.2万股，占基金净值比例为4.64%，位居第四大重仓股。根据测算，今日浮盈赚取约44.52万元。 中海消费混合A（398061）成立日期2011年11月9日，最新规模2.23亿。今年以来收益11.13%，同类排名 5315/8180；近一年收益19.69%，同类排名5668/7978；成立以来收益287.67% ...

Core Viewpoint - The article discusses the evolving landscape of the personal care and household cleaning industry, emphasizing the shift from basic necessity to emotional and experiential purchasing driven by younger consumers [4][8]. Group 1: Market Trends - The 618 shopping festival serves as a critical checkpoint for market trends and brand strategies in the personal care and household cleaning sectors [4]. - Brands are facing challenges in capturing traffic and expanding their consumer base during promotional periods, necessitating a focus on "certainty" in their strategies [6]. Group 2: Consumer Behavior - The industry is transitioning from a focus on basic functionality to emotional resonance and personalized experiences, driven by the younger generation's changing consumption mindset [8][9]. - The concept of "necessity" is evolving into "must-buy," with brands needing to enhance emotional value and consumer engagement to drive sales [9][14]. Group 3: Strategic Approaches - Douyin's (TikTok) strategies for driving growth in the personal care and household cleaning sectors include category innovation, breaking into new consumer segments, and advanced marketing tactics [9][15]. - Brands are encouraged to leverage collaborations and celebrity endorsements to infuse products with emotional and social value, transforming essential goods into "must-have" items [12][14]. Group 4: Targeting and Engagement - The article highlights the importance of precise consumer targeting, categorizing audiences into three types: demand-driven, interest-driven, and emotion-driven, to maximize marketing effectiveness [18][21]. - Douyin's platform allows brands to engage with diverse consumer segments through tailored content and campaigns, enhancing brand visibility and sales potential [22]. Group 5: Marketing and Sales Channels - The article outlines a shift in Douyin's traffic mechanism, emphasizing the need for products to generate both e-commerce and content traffic to achieve "explosive" sales [25]. - Multi-point marketing strategies are recommended to optimize consumer touchpoints, including live streaming and short videos, to enhance engagement and conversion rates [27][28].