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中国消费市场前景向好。 尽管当前市场弥漫着“内卷”和消费疲软的担忧,但四大结构性

中国消费市场前景向好。
尽管当前市场弥漫着“内卷”和消费疲软的担忧,但四大结构性力量正在积蓄,将为中国消费市场带来一个积极的未来。
这四个决定未来的核心信号分别是:崛起的上层中产、尚未爆发的自有品牌潜力、全新的中国消费者画像,以及正在重塑的香港零售市场。
The outlook for China’s consumer market is positive.
Although the market is currently plagued by concerns over “involution” and weak consumer spending, four structural forces are gathering momentum that will pave the way for a bright future for China’s consumer market.
These four key indicators shaping the future are: the rising upper-middle, the untapped potential of private-label brands, the evolving profile of Chinese consumers, and the Hong Kong retail market, which is undergoing a transformation.