作者 | 远禾 数据支持 | 勾股大数据（www.gogudata.com） 今年上半年，新消费无疑是资本市场最为热门的板块。 在近半年的大涨之后，新消费板块均出现了不同程度的回调。 而时至今日，新消费代表个股却出现了显著的分化。 老铺黄金股价走势 图源：富途 而另一方面，随着国务院第九次全体会议再次提出，要"系统清理消费领域限制性措施"，再次传递出稳 消费、促内需的信号，白酒板块近一段时间显著回暖。 传统消费，再次被摆上台面。 那么，新消费的行情，涨到头了吗？ 01 近日，几大新消费龙头接连公布上半年业绩。 2025年上半年，泡泡玛特实现营收138.76亿元，同比增长204.4%，净利润47.1亿元，同比增长362.8%。 随后，王宁在业绩会上宣布，推出mini版labubu，新品星星人再度引发抢购热潮。 泡泡玛特股价也再度扶摇直上，一周内再度上涨20%。 泡泡玛特股价短暂下调后仍高歌猛进，老铺黄金股价却震荡下行，市值较最高点的1108港元下调超 30%，其他一些茶饮巨头的股价也较最高点下调超20%。 同期，老铺黄金也实现营收123.54亿元，同比增长251%，净利润23.5亿元，同比增长291%。 老 铺 ...

中国质量新闻网讯 近日，青岛市市场监督管理局网站公布2025年网络销售产品质量市专项监督抽查结果。其中，老人鞋产品抽查4批次，全部合格。 | 附件 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2025年老人鞋产品质量市级监督抽查结果汇总表 | | | | | | | | 不 | | | | | | 抽 | | | | | 生产 | | | | 合 | | 行 | | | 序 | 样 | 产品名称 | 受检单位名称 | 统一社会信用代码 | 标称生产者 | 日期 | 规格型号 | 商 | 抽查结 | 格 | 抽样 | 政 | 承检单位 | | 号 | 领 | | | | 名称 | 或批 | | 标 | 果 | | 日期 | 区 | | | | 域 | | | | | 号 | | | | 项 | | 划 | | | | | | | | | | | | | 目 | | | | | | 电 | 软面妈妈鞋透气轻便休闲老 | ...

降低重心，挺直身板，右脚用力蹬地，吕素贞屏住呼吸，反手拨球得分。 早上7点刚过，山东枣庄滕州市弘道公园的乒乓球场地内，吕素贞正挥汗如雨。 年过七旬的吕素贞是一位乒乓球发烧友，每天早晨都会来弘道公园和球友们过过招。这段时间，吕素贞 球技突飞猛进，球友们都想跟她比试比试。 连丢3球之后，吕素贞的球友王娟不干了，放下球拍上下打量起吕素贞来："现在这脚步咋这么果断？莫 不是换了什么先进装备？"过去，在球场上，面对对方的大力杀球，吕素贞迈步尝试一下说不定就有接 住的可能，但她害怕脚底打滑，往往只能放对手得分。"咱这老胳膊老腿了，万一打滑摔一下，可不得 了。"吕素贞说。 "兴许是因为这款鞋！这运动款老人鞋，舒适好穿，特别防滑，迈步子没有后顾之忧了。"王娟这么一 问，吕素贞赶忙撩起裤脚向球友们炫耀起来，"这鞋合脚，专门为喜爱运动的老年朋友设计，要不你也 赶紧买一双穿上试试？" 吕素贞脚上穿着一双灰色运动款老人鞋，圆形的鞋头宽松舒适，流线型的设计新颖时尚。 吕素贞这么一"秀"，球友们纷纷围拢过来，都想看看这双鞋到底好在哪儿。 "别的不说，这'易拉扣'的设计就真贴合咱老年人的需求。"吕素贞弯下腰，轻轻扭动鞋舌上的"易拉 扣"， ...

Core Viewpoint - The concept of "competition" in the consumer goods sector has intensified, evolving from mere growth to a survival mode, affecting even niche categories that were previously less competitive [1][4]. Group 1: Nature of Competition - The essence of "competition" is characterized by oversupply and supply homogenization, driven by excessive competition on the supply side [4]. - Two main factors contribute to this phenomenon: oversupply due to a high number of competitors and the homogenization of supply, where many brands follow similar paths, leading to a crowded market [4][6]. Group 2: Brand Homogenization - The trend of brand homogenization has become more pronounced in recent years, with brands increasingly adopting similar strategies and methods, resulting in a lack of differentiation [8][9]. - The rise of e-commerce has lowered the barriers for brand creation, leading to an explosion of brands and consequently, a homogenization of brand offerings [8][9]. Group 3: Building Brand Scarcity - To escape the cycle of homogenization, brands need to focus on creating scarcity through unique brand positioning and innovative strategies [10][11]. - The differentiation of brands can be achieved by understanding the dual nature of branding: as a tool for business strategy and as a result of consumer perception [12][14]. Group 4: Positioning Theory - The essence of consumer goods business is rooted in "concept" and the competition for consumer mindshare through effective positioning [20]. - Many brands tend to adopt a simplistic approach to positioning, focusing solely on product categories, which can lead to a lack of differentiation in a saturated market [21][22]. Group 5: Multi-Dimensional Brand Image - A multi-dimensional brand image is more difficult to replicate and can provide a competitive edge, as seen in successful brands like Apple [37][38]. - Building a multi-dimensional brand requires a cohesive narrative and alignment with business strategies to create a strong brand identity [38].