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Just like the saying:

Posted: Sun Jan 05, 2025 10:07 am
by sabarina38
No one is forever young, but there are always young people. No hot spot will always be popular, but there will always be hot spots. After 2023 , many investors have made it clear that they will no longer look at consumer projects, but will increase their investment in hard technology. Metaverse, Web3 , big models, whether they are real or fake, the dream must continue. After hard technology became an investment hotspot, some US dollar funds that originally invested in TMT and consumption began to flock to hard technology. However, the high barriers to hard technology investment can no longer bring the " fast pace " of consumer investment .



Investors are chasing new trends, making new consumer financing even more depressed in the second half of 2022 than in the first half. In December , the worst month , only 39 investment and japan whatsapp number data financing events were completed in the new consumer sector, far lower than the 50 in November , and even more than halved compared to the 89 in the same period of 2021. The cumulative investment and financing amount in December was only 1.4 billion yuan, a sharp drop of 48.15% and 79.23% month-on-month and year-on-year respectively . The three major driving forces that once supported the rise of new consumer brands: capital, platforms, and consumers have now withdrawn one after another. The hustle and bustle of the world is all about profit. 3. Breaking the deadlock in 2023 , the disappearance of new consumer brands in 618 is a signal of the times, but it will definitely not be the end.



The marketing era is coming to an end, and new consumer brands are " saving " themselves. The beauty channel brand " Hua Mei " has invested in and acquired 9 consumer brands, covering the categories of aromatherapy, cosmetics, and skin care. PMPM , Bi Sheng Zhi Yan, Mei Yu Gao, and overseas brands Kevyn Aucoin and Graine de Pastel have all entered the " Hua Mei " channel. Three Squirrels and Wang Xiaolu entered high-end channels such as Hema and achieved the second curve of growth. Moving from online to offline is the first step for new consumer brands. In 2021 , Yuanqi Forest locked in production capacity by investing in the sugar substitute supplier Ruifen Biotechnology, and continued to deepen its control over the supply chain .