今天分享的是：2025美国市场冷启动最优解KICKSTARTER实战报告 报告共计：78页 2025美国市场冷启动新路径：众筹成中国品牌破局关键，实战案例揭示三大核心逻辑 在全球经济不确定性攀升的背景下，美国作为全球最具价值的消费市场，依旧是中国企业出海的重要目的地。2024年美国零售 总额突破7.3万亿美元，过去十年年复合增长率达4.74%，远超全球3.84%的平均水平；电商领域更是表现亮眼，10年间规模增长 4倍，2024年总额达1.25万亿美元，年复合增长率高达15.5%，且用户消费理性、客单价高，为高附加值产品提供了理想土壤。 不过，中美关税波动与经贸环境变化，让传统出海模式面临挑战。在此背景下，众筹凭借低门槛、强验证、广传播的特性，成 为中国品牌切入美国市场的"最优解"。尤其是Kickstarter、Indiegogo等平台，不仅是融资工具，更成为产品测试、品牌曝光与用 户积累的综合阵地。 从市场现状来看，北美众筹市场已形成成熟生态。2024年市场规模约59.6亿美元，预计未来几年保持11.2%的复合增长，85%的 美国互联网用户知晓众筹平台，2023年参与用户超2亿。与全球市场相比，美国众筹项目成 ...

格隆汇9月16日｜开源证券研报指出，华宝新能发布全新股票激励计划，绑定核心团队&聚焦收入增 长，维持"买入"评级。公司发布2025年限制性股票激励计划，绑定核心团队彰显增长信心，目标2025- 2027年营收复合增速40%左右。展望后续，公司将持续利用CTB技术推出更大容量段新品以及移动储能 产品，建议关注2026年移动储能新品放量以及持续的产品周期。盈利端，建议关注产能迁移+高毛利新 品占比提升带动2026年毛利率修复以及费用率弹性。 ...

Core Viewpoint - The article discusses the structural opportunities for Chinese e-commerce platforms in the Japanese market, which has been experiencing economic stagnation for 35 years, while highlighting the unique characteristics of Japanese consumers and the evolving e-commerce landscape [1][3][21]. Group 1: Economic Context - Japan's GDP has seen a significant decline, dropping from approximately 15.3% of global GDP in 1989 to 4.18% in 2022, with its global ranking falling from second to fourth [1]. - The Japanese economy is characterized by a prolonged period of stagnation, with the government expressing increased concerns about economic risks, as indicated by the frequent mention of "risk" in recent policy documents [3]. Group 2: E-commerce Market Entry - Chinese e-commerce platforms like TikTok Shop, Temu, TAO, and JD Japan are entering the Japanese market, which is the third largest e-commerce market globally, valued at $169 billion [1][2]. - The e-commerce penetration rate in Japan is still below 10%, indicating significant growth potential compared to markets like China and the U.S. [21][25]. Group 3: Consumer Behavior - Japanese consumers are known for their high standards and preference for in-person shopping experiences, which include social interactions and personalized services that online shopping cannot replicate [7][8][9]. - The trend of consumption downgrade among Japanese consumers is evident, with a growing preference for second-hand goods and discounted products, reflecting a shift towards value-oriented purchasing [25][26]. Group 4: Market Opportunities for Chinese Brands - Chinese brands are well-positioned to capitalize on the Japanese market's demand for high-quality, cost-effective products, as Japanese consumers are increasingly price-sensitive while still valuing quality [22][25]. - The recognition of Chinese brands in Japan has improved, with successful examples like Ecoflow and SwitchBot demonstrating the potential for Chinese products to fill market gaps [27][28]. Group 5: Challenges and Considerations - The Japanese market presents unique challenges, including a complex logistics system, high operational costs, and cultural barriers that require a deep understanding of local consumer preferences [37][40]. - The long-term nature of building brand trust in Japan means that companies must be prepared for a patient approach to market entry and growth, as Japanese consumers tend to be cautious and require time to develop loyalty [31][36].

以下文章来源于霞光社 ，作者岭南人鱼机 本文来自微信公众号： 霞光社 ，作者：岭南人鱼机，编辑：李小天，题图来自：AI生成 霞光社 . 赋能企业全球化 "经济上行的美"成为今年上半年的流行词，带着对昨日生机勃勃的浓烈怀旧气息，击中了无数年轻人 的心。 2025年Q1，日本GDP再次出现负增长，这意味着自1989年日本泡沫经济破裂后，经济停滞的状态已 经长达35年之久。期间，日本GDP全球占比从1989年的约15.3% [1] 降至2022年的4.18%，GDP总量 从位居全球第二，先后在2010年、2023年被中国、德国超越，跌至全球第四。 而耐人寻味的是，在日本经济持续疲软的当下，多家中国新兴电商却开始将目的地看向这一"失落 地"。6月30日，TikTok宣布在日本推出TikTok Shop，购物功能正式上线，允许卖家进军这一全球第 三大电商市场 （据Statista Market Insights数据，日本以1690亿美元的市场表现排在全球第三） 。 此外，Temu、TAO （阿里巴巴旗下） 、京东日本站分别于2023~2024年期间登陆日本，SHEIN也于 2020年末在日本上线。 如果说"经济上行的美 ...