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上海、深圳又在出现3大怪现象,开始逐步蔓延,值得每个人深思
Sou Hu Cai Jing· 2025-05-21 08:47
Group 1 - Major cities like Shanghai and Shenzhen are experiencing a stark contrast between luxury real estate and impoverished areas, with a housing price-to-income ratio reaching 100:1 in core urban areas [3][5] - The phenomenon of luxury homes coexisting with slums is a result of distorted real estate development, where high land prices are passed on to urban villages, creating a cycle of wealth extraction from affluent areas and poverty creation in others [3][5] Group 2 - Despite lowering household registration barriers to attract talent, major cities are witnessing accelerated population outflows, with Shanghai losing 72,000 residents in 2024, while the number of incoming residents decreased by 238,000 [5][6] - Contributing factors to this trend include stagnant income growth, high living costs, and a decline in blue-collar job opportunities due to manufacturing relocation and layoffs in the financial sector [6][8] Group 3 - Retail dynamics have shifted dramatically, with luxury stores seeing a significant drop in foot traffic, while discount stores thrive, exemplified by a 35% drop in average transaction value for LVMH in China, despite a 20% increase in purchase frequency [8][12] - The increase in foreclosed properties by 35% in 2024 indicates a collapse of wealth effects, pushing the middle class to cut spending and downgrade their consumption habits [9][12] Group 4 - The widening wealth gap is attributed to certain interest groups capturing most of the urban development benefits, while the relocation of manufacturing has deprived ordinary workers of upward mobility [12] - High operational costs are driving businesses away from urban centers, with vacancy rates in office buildings in Shenzhen exceeding 30% [12][14]
越来越多人靠着二手生意赚翻了
商业洞察· 2025-03-10 09:07
以下文章来源于真叫卢俊 ,作者真叫卢俊团队 2024年第三季度Gucci营收16.4亿欧元,同比下滑25%,是去年以来最 大跌 幅,包括LV母公司LVMH 该季度营收也同比下滑3%至190.76亿欧元 真叫卢俊 . 认认真真聊地产,实实在在谈买房。 作者:真叫卢俊团队 来源:真叫卢俊(ID:zhenjiaolujun0426) 其实每个硬币天然有两面,当你抛向空中的那一刻,总有一面最后会落到手中成为筹码 正如今天想跟大家分享的: 二手生意 我想对于二手生意或二手市场,最普遍的理解可能是"倒卖旧货"的人,但某种意义上,其实更像是一 种行业的二次衍生 奢侈品回收应该是离我们最近的二手交易市场 当去年一边巨头们纷纷亏损的时候 而反观奢侈品二手出售 位于上海虹桥天地地下 通道的只二奢侈品透明仓 开在上海虹桥火车站楼下的只二奢侈品透明仓,已经靠着出售二手完成5轮融资,如今全国范围开了4 家店 据相关负责人介绍,买家复购率80%,卖家复卖率同样高达70% 所以重要的是 当那些你以为的一手市场增量已经来到天花板的时候,类似存量经济和闲置经济这样的二次衍生,反 而很可能会爆发出超乎想象的能量 那么除此之外呢 对于其他行业,乃 ...