捞一捞生猛海鲜，感受"赶海"的惬意；摇一摇潮玩盲盒，与同好分享"中奖"的欣喜；挑一挑母婴用品， 面对面地获取导购建议……消费品类各异，消费逻辑相通。如今的消费者，购买的不仅是产品本身，还 有体验和情绪，既要性价比，也要"心价比"。通过营造消费新场景、新模式，发挥可感可触、当面服务 的自身优势，众多实体商超提升购物体验、释放独特魅力，让购物成为很多消费者享受美好生活不可或 缺的一部分。 责编：李芳、李雪钦 《人民日报》（2025年08月26日 第 07 版） 互联网时代，购物变得容易。动动指尖，就能轻松购物、货比三家；在线下单，即可坐等送货上门。网 络购物如此便捷，热门商圈仍然火爆，实体店为何还能吸引众多消费者？一只只购物袋里，藏着线上购 物无法取代的精彩生活，也蕴含着前景无限的商机。 从购物袋里，可以读懂消费者的多元需求，更能发现实体店的广阔商机。进一步发挥实体店独特优势， 带给消费者更多新鲜、舒心的体验和服务，实体消费将人气更旺，为提振消费和发展经济注入源源动 力。（张伟昊） ...

在浙江嘉兴市南湖区一家商场，家长带着孩子选购学习用 品。 金 鹏摄（新华社发） 玩具潮玩等行业迎来爆发式增长，成为新消费领域最具活 力的赛道之一。图为电影《浪浪山小妖怪》周边挂件。 郑家雄摄（新华社发） 山东省青州市一家超市，消费者在挑选水果。 王继林摄（影像中国） 数据来源：国家统计局 到超市"赶海"，鲜活水产品带来逛水族馆般的新鲜体验；去潮玩店"吃谷"，在追赶潮流中获得情绪价 值，满足社交需求；在母婴店"淘货"，"所见即所得"的同时，享受专业、细致的服务……凭借产品升 级、服务优化、场景创新，到店消费热度不减。逛实体店成为很多消费者，特别是年轻消费群体的选 择。 网络购物很便利，为何仍有不少消费者热衷打卡实体店？他们的购物袋里都有啥？近日，记者在多地进 行了探访。 在生鲜超市 打捞水产 放松身心 下午5点半，贵州贵阳市合力惠民生鲜超市南浦路店逐渐热闹起来，下班来购物的顾客精挑细选心仪的 商品，工作人员忙着补货、整理。 来到水产区，宽大的鱼缸整齐排列，透明的玻璃映着蓝莹莹的水光。连串气泡从增氧泵里"嗡嗡"吐出， 翻腾出水面时"啵"的一声破裂，鱼儿在其中游弋。一旁的王丽丽静静看着，一天的疲惫也像气泡一样冲 出 ...

Core Insights - The Chinese consumer market is experiencing significant growth, driven by changing consumption patterns and the emergence of new consumption models such as trendy toys, jewelry, and pet-related products [1][3][10] - L Catterton, the largest private equity firm in the global consumer goods sector, has invested over $37 billion and completed more than 300 investments in the consumer industry, focusing on notable Chinese brands [1][10] - The investment environment in China is considered favorable, with a large middle class and increasing consumer spending potential, despite the current low percentage of consumption in GDP [10][11] Investment Trends - The younger generations, particularly those born in the 1990s and 2000s, exhibit strong consumption willingness, prioritizing emotional value over functional benefits [3][4] - Traditional consumption categories like liquor and tea are experiencing a decline, while sectors like dining and trendy products are thriving, indicating a shift in consumer preferences [4][10] - The investment strategy of L Catterton focuses on three main areas: consumer brands, consumer services, and consumer concepts, with a strong emphasis on high-quality domestic brands [8][10] Market Dynamics - Cities like Guangzhou and Chengdu are emerging as international consumption centers due to their industrial strengths and vibrant cultural scenes, respectively [6][10] - The collaboration between L Catterton and LVMH enhances the investment firm's ability to identify and support promising consumer brands through strategic resources and expertise [7][8] - The Chinese market is characterized by rapid innovation in business models, including the use of digitalization and AI in manufacturing and the growth of e-commerce and live-streaming platforms [11][12] Challenges and Opportunities - Foreign investment firms are encouraged to adopt a focused investment approach rather than a broad one, emphasizing the importance of industry expertise and value creation [12] - The potential for exit strategies is diversified, with over 50% of projects historically exiting through mergers and acquisitions, highlighting the importance of industry alignment [12]

Core Insights - Douyin E-commerce launched the "Interest Industry Belt Support Plan" in Guangzhou, marking a significant step in integrating digital economy with the real economy, aimed at fostering new consumption dynamics and driving industrial upgrades [1][6] Group 1: Interest Consumption Rise - The concept of "Interest Industry Belt" refers to geographic clusters of products that fulfill consumers' emotional and spiritual needs, characterized by niche, cultural, and social aspects [3] - In the past year, five interest industry belts on live-streaming e-commerce platforms achieved a payment GMV exceeding 10 billion, with 57 belts surpassing 100 million, and Guangzhou's related order volume exceeding 340 million [3] Group 2: Digital Empowerment and Upgrading - The growth of interest industry belts is facilitated by live-streaming e-commerce platforms, which have lowered operational barriers for small and medium-sized businesses through policies like zero-cost entry and zero-commission on product cards [4] - The complete industry chain for the Guangzhou water pet industry belt includes "pet breeding + equipment maintenance + knowledge payment," showcasing a successful transition from traditional offline models to online integration [4] Group 3: Building a Guangzhou Model - Guangzhou has been designated as a key area for pet consumption, with Douyin E-commerce providing services such as traffic subsidies and operational training to stimulate local industry vitality [6] - Douyin E-commerce's initiatives have reached 130 cities across 27 provinces, helping 332 industry belts achieve order volumes exceeding 10 million and 830 belts with sales over 100 million [6] Group 4: Economic Growth through Interest Consumption - Interest consumption is identified as a crucial direction for consumption upgrade, transforming niche interests into new growth for the real economy [7] - The ongoing implementation of the "Interest Industry Belt Support Plan" is expected to deepen the integration of digital and real economies, contributing to the construction of a new development pattern and fostering new productive forces [7]

Core Insights - Guangzhou's foreign trade environment is becoming increasingly efficient, supporting companies like Miniso in expanding their international markets [1][5] - The city's foreign trade import and export total reached 605.05 billion yuan in the first half of the year, marking a 15.5% year-on-year increase, a historical high for the same period [2][7] Group 1: Trade Expansion Initiatives - Guangzhou is leveraging exhibition resources to accelerate companies' overseas expansion, with over 200 local enterprises participating in the 2025 Asia Fashion (Thailand) exhibition, resulting in over 20,000 intended orders [3] - The 137th Canton Fair saw over 900 participating enterprises from Guangzhou, generating an intended transaction amount of 2.7 billion USD, a record high [3] - The city is providing substantial support for enterprises participating in over 300 overseas exhibitions in 2025, offering up to 80% subsidies for booth fees [3] Group 2: Export Growth - In the first half of the year, exports of Guangzhou's self-owned brand electromechanical products grew by 14%, integrated manufacturing technology exports surged by 51%, and clothing exports increased by 19% [4] - The cross-border e-commerce "9610" export model has effectively boosted the export of traditional advantageous products such as clothing, bags, and small appliances [4] Group 3: Policy and Infrastructure Improvements - Guangzhou's "Yiqi Xing" enterprise service initiative has conducted over 50 policy briefings, serving more than 4,000 enterprises and enhancing government-enterprise interaction [5] - The city has implemented four nationally pioneering measures to facilitate trade, including a new cross-border e-commerce export model and a global data service platform for battery-powered goods [6] - The establishment of the "Sui-Hong Kong Automobile Export Fast Track" has significantly reduced the vehicle registration wait time from 14 to 3 working days [5] Group 4: Trade Statistics - In the first half of the year, Guangzhou's bonded logistics imports and exports reached 56.65 billion yuan, a growth of 29.9% [7] - Trade with the European Union amounted to 105.24 billion yuan, increasing by 30.5%, while trade with ASEAN reached 101.91 billion yuan, up by 36.7% [7] - Trade with countries involved in the Belt and Road Initiative totaled 282.41 billion yuan, reflecting a growth of 26.2% [7]

Group 1 - The core viewpoint of the article highlights the significant growth and transformation of China's consumption market during the "14th Five-Year Plan" period, emphasizing the expansion, quality improvement, innovation, and openness of the market [1][2][4] Group 2 - The consumption market in China is expected to grow from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024, with an average annual growth rate of 5.5%. By the end of this year, the total retail sales are projected to exceed 50 trillion yuan [1] - The retail sales of home appliances have maintained double-digit growth since September last year, and the penetration rate of new energy vehicles reached 50.2% in the first half of this year, with a 5.4-fold increase in ownership compared to 2020 [2] - The service consumption expenditure is expected to grow at an average annual rate of 9.6% from 2020 to 2024, outpacing goods consumption, indicating a shift towards higher quality service offerings [2] - New consumption trends are emerging, with innovative retail experiences being developed, such as integrating museums and entertainment into shopping environments, and the rise of digital consumption and AI-driven retail [3] - The import of consumer goods from 2021 to 2024 is projected to reach 7.4 trillion yuan, showcasing China's role as a significant player in the global market [3][4] - The tourism and shopping experience for international visitors is expected to generate a total expenditure of 94.2 billion USD in 2024, reflecting a 77.8% increase, thus converting tourism traffic into shopping growth [4]

Group 1 - The core achievement of the "14th Five-Year Plan" is the significant growth of China's consumption market, with the total retail sales of consumer goods expected to rise from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024, reflecting an average annual growth of 5.5% [2] - China's total retail sales of consumer goods are approximately 80% of the United States in absolute terms, but in terms of purchasing power, they exceed the U.S. by 1.6 times according to World Bank data [2] - In the first half of this year, it is anticipated that China's total retail sales will surpass 50 trillion yuan for the entire year, with sectors like online retail and automotive sales maintaining a leading global position [2] Group 2 - The "14th Five-Year Plan" period is characterized by a "renewal" in consumption, with new consumption trends emerging, such as high-quality domestic products and creative trends appealing to younger consumers [3] - The Ministry of Commerce is promoting the integration and innovation of new consumption formats, focusing on digital consumption, quality e-commerce, and cultivating new growth points like "AI + consumption" and "IP + consumption" [3]

Group 1 - The article highlights the remarkable success of companies like Pop Mart, Mixue Ice Cream, and Pang Donglai, which have emerged from Henan, a province not typically known for economic prosperity [3][4][11] - Pop Mart's market value surged to 250 billion HKD, increasing 8.2 times in less than a year, showcasing the potential for high-value consumer products in the region [3][4] - Mixue Ice Cream has expanded to over 46,000 stores globally, becoming the fifth-largest chain restaurant worldwide, indicating rapid growth and market penetration [6][10] Group 2 - The success of these companies is attributed to their ability to provide exceptional service and meet consumer needs effectively, rather than relying on unique products or high-tech innovations [4][5] - Pang Donglai has established itself as a benchmark in the retail sector by focusing on transparency and trust, addressing consumer concerns in a market often plagued by fraud [6][8] - The article emphasizes that Henan's unique social and cultural context fosters a pragmatic approach to business, allowing entrepreneurs to adapt and thrive in competitive environments [9][10] Group 3 - The article suggests that Henan's lower consumption levels make successful businesses more relatable and their business models more applicable across China [11] - The region's historical context, including its agricultural roots and the migration of its population for better opportunities, has shaped a resilient entrepreneurial spirit [8][9] - Despite existing challenges such as market irregularities and limited access to financing, Henan's evolving business landscape reflects broader trends in the Chinese market [11]

Group 1 - The core viewpoint of the article highlights the dual nature of youth consumption, balancing rationality and emotional value, with a shift from material ownership to experiential consumption [2][3][5] - Young consumers prioritize both "cost-performance" and "emotional value" in their purchasing decisions, indicating a blend of rational and emotional factors [3][4] - The investment decision logic among young consumers is evolving, favoring "experiential economy" over "brand upgrades" and "IP economy" [2][11][13] Group 2 - The article identifies distinct consumption pain points across different age groups, with young people being impulsive, middle-aged individuals facing issues of excess, and older adults struggling with information overload and quality concerns [8][9][10] - Young consumers are willing to spend on experiences that bring joy, with a significant preference for interests such as trendy items and cultural experiences [6][12] - There is a notable difference in behavior between consumption and investment, where young consumers are more cautious when investing compared to their spending habits [11][12] Group 3 - Both investors and general consumers show a consensus on the potential of immersive cultural tourism projects, new domestic brands, and trendy collectibles [13][14] - The article emphasizes the importance of distinguishing between popular concepts and actual financial performance when investing in new consumption sectors [18][19] - The growth of new consumption is driven by generational shifts and technological advancements, with a strong focus on experiential and service-oriented consumption [19][20]

Core Insights - The rise of Chinese潮玩 (trendy toys) is transforming into a global phenomenon, driven by the strength of "Made in China" and cultural appeal [1][2][6] Group 1: Market Performance - In 2024, Pop Mart reported a revenue of 7.97 billion RMB in mainland China, a year-on-year increase of 52.3%, while overseas and Hong Kong, Macau, and Taiwan revenue reached 5.07 billion RMB, growing by 375.2% [3] - The Southeast Asian market saw a remarkable revenue growth of 619.1%, with North America and other regions also experiencing significant increases of 556.9% and 310.7% respectively [3] - MINISO's first global MINISO LAND store in Shanghai achieved a sales record of 12.03 million RMB in its first month of trial operation [3] Group 2: Supply Chain and Production Advantages - The efficiency of China's supply chain is highlighted, with a typical delivery time of 3 to 7 days for domestic markets and 20 to 30 days for overseas markets, significantly faster than other countries [4] - Chinese潮玩 companies can respond quickly to market demands, with new products designed and launched within two weeks [4] Group 3: Cultural Impact and Consumer Trends - The潮玩 industry is becoming a universal social language, with products serving as a medium for self-expression and social interaction among global youth [6] - The concept of "interest consumption" is gaining traction, reflecting a shift from material to emotional and cultural needs as GDP per capita rises [6][7] - The global acceptance of Chinese潮玩 is seen as a recognition of Chinese aesthetics and culture by the younger generation worldwide [7]