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兵姐姐
2023-03-24
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@中国基金报:潘長江迴應
兵姐姐
2023-03-18
🥪
@投资界:福建母基金開始遴選了
兵姐姐
2023-03-14
222
@读懂财经:空氣炸鍋銷量下滑三成,小家電爲何總是“未大先衰”?
兵姐姐
2023-03-03
$特斯拉(TSLA)$
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兵姐姐
2023-01-22
$Faraday Future(FFIE)$
兵姐姐
2023-01-18
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兵姐姐
2022-12-16
$Faraday Future(FFIE)$
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投資界解碼LP獲悉,最近,由國興(廈門)投資管理有限公司擔任管理人的寧德市東僑經濟開發區智創股權投資合夥企業(有限合夥)(簡稱:寧德市東僑經濟開發區智創基金、母基金)正式啓動了子基金管理機構遴選相關申報工作。 這一次,寧德市東僑經濟開發區智創基金目標明確將採取“母-子基金”投資方式運作,通過子基金放大作用,目標規模形成100億的母基金集羣,主要投向新能源產業、新材料產業、電動智能化、綠色交通以及其他戰略性新興產業等領域,對單支子基金出資比例最高可達30%。 寧德母基金開始招GP 遴選公告出爐 我們先從寧德東僑經濟開發區說起。 作爲動力鋰電龍頭公司寧德時代及消費電池龍頭公司寧德新能源所在區域,寧德東僑經濟開發區歷經十餘年發展,逐漸形成了新能源、新材料的千億級核心產業鏈。這裏也從曾經荒蕪的灘塗地,一步步崛起成爲今天承載新能源產業的“鋰電之都”,正在成爲寧德的新名片和新地標。 現在,爲加快新能源產業發展,推進以鋰電新能源爲核心、其他優勢產業鏈多元協同發展的新能源、新材料全產業鏈集羣生態發展,提升產業聚集規模和效益,東僑經濟開發區再次行動寧德東僑國有資產投資建設有限公司出資成立寧德市東僑經濟開發區智創基金,由國興投資擔任管理人。 隨後,遴選公告以及子基金設立要求正式出爐: 首先,東僑經濟開發區智創基金對子基金的參股比例不超過子基金總規模的30%。子基金管理團隊或管理機構或與管理機構有關聯關係的普通合夥人,應根據子基金規模,在子基金中參股或認繳一定份額。 單隻子基金募集規模原則上不超過10億元人民幣,應主要圍繞新能源、新材料、電動智能化、綠色交通及其他戰略性新興產業進行投資,且投資於上述主投領域的比例不得低於該子基金規模的70%。原則上全部出資在3年內到位,子基金所有投資者均以貨幣形式出資。 返投層面,東僑經濟開發區智創基金要求子基金應優先投資於寧德市東僑經濟技術","listText":"福建寧德市也來了。 投資界解碼LP獲悉,最近,由國興(廈門)投資管理有限公司擔任管理人的寧德市東僑經濟開發區智創股權投資合夥企業(有限合夥)(簡稱:寧德市東僑經濟開發區智創基金、母基金)正式啓動了子基金管理機構遴選相關申報工作。 這一次,寧德市東僑經濟開發區智創基金目標明確將採取“母-子基金”投資方式運作,通過子基金放大作用,目標規模形成100億的母基金集羣,主要投向新能源產業、新材料產業、電動智能化、綠色交通以及其他戰略性新興產業等領域,對單支子基金出資比例最高可達30%。 寧德母基金開始招GP 遴選公告出爐 我們先從寧德東僑經濟開發區說起。 作爲動力鋰電龍頭公司寧德時代及消費電池龍頭公司寧德新能源所在區域,寧德東僑經濟開發區歷經十餘年發展,逐漸形成了新能源、新材料的千億級核心產業鏈。這裏也從曾經荒蕪的灘塗地,一步步崛起成爲今天承載新能源產業的“鋰電之都”,正在成爲寧德的新名片和新地標。 現在,爲加快新能源產業發展,推進以鋰電新能源爲核心、其他優勢產業鏈多元協同發展的新能源、新材料全產業鏈集羣生態發展,提升產業聚集規模和效益,東僑經濟開發區再次行動寧德東僑國有資產投資建設有限公司出資成立寧德市東僑經濟開發區智創基金,由國興投資擔任管理人。 隨後,遴選公告以及子基金設立要求正式出爐: 首先,東僑經濟開發區智創基金對子基金的參股比例不超過子基金總規模的30%。子基金管理團隊或管理機構或與管理機構有關聯關係的普通合夥人,應根據子基金規模,在子基金中參股或認繳一定份額。 單隻子基金募集規模原則上不超過10億元人民幣,應主要圍繞新能源、新材料、電動智能化、綠色交通及其他戰略性新興產業進行投資,且投資於上述主投領域的比例不得低於該子基金規模的70%。原則上全部出資在3年內到位,子基金所有投資者均以貨幣形式出資。 返投層面,東僑經濟開發區智創基金要求子基金應優先投資於寧德市東僑經濟技術","text":"福建寧德市也來了。 投資界解碼LP獲悉,最近,由國興(廈門)投資管理有限公司擔任管理人的寧德市東僑經濟開發區智創股權投資合夥企業(有限合夥)(簡稱:寧德市東僑經濟開發區智創基金、母基金)正式啓動了子基金管理機構遴選相關申報工作。 這一次,寧德市東僑經濟開發區智創基金目標明確將採取“母-子基金”投資方式運作,通過子基金放大作用,目標規模形成100億的母基金集羣,主要投向新能源產業、新材料產業、電動智能化、綠色交通以及其他戰略性新興產業等領域,對單支子基金出資比例最高可達30%。 寧德母基金開始招GP 遴選公告出爐 我們先從寧德東僑經濟開發區說起。 作爲動力鋰電龍頭公司寧德時代及消費電池龍頭公司寧德新能源所在區域,寧德東僑經濟開發區歷經十餘年發展,逐漸形成了新能源、新材料的千億級核心產業鏈。這裏也從曾經荒蕪的灘塗地,一步步崛起成爲今天承載新能源產業的“鋰電之都”,正在成爲寧德的新名片和新地標。 現在,爲加快新能源產業發展,推進以鋰電新能源爲核心、其他優勢產業鏈多元協同發展的新能源、新材料全產業鏈集羣生態發展,提升產業聚集規模和效益,東僑經濟開發區再次行動寧德東僑國有資產投資建設有限公司出資成立寧德市東僑經濟開發區智創基金,由國興投資擔任管理人。 隨後,遴選公告以及子基金設立要求正式出爐: 首先,東僑經濟開發區智創基金對子基金的參股比例不超過子基金總規模的30%。子基金管理團隊或管理機構或與管理機構有關聯關係的普通合夥人,應根據子基金規模,在子基金中參股或認繳一定份額。 單隻子基金募集規模原則上不超過10億元人民幣,應主要圍繞新能源、新材料、電動智能化、綠色交通及其他戰略性新興產業進行投資,且投資於上述主投領域的比例不得低於該子基金規模的70%。原則上全部出資在3年內到位,子基金所有投資者均以貨幣形式出資。 返投層面,東僑經濟開發區智創基金要求子基金應優先投資於寧德市東僑經濟技術","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650864891","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650060740,"gmtCreate":1678768557782,"gmtModify":1678768557782,"author":{"id":"3547082032543595","authorId":"3547082032543595","authorIdStr":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547082032543595"},"themes":[],"htmlText":"222","listText":"222","text":"222","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650060740","repostId":"650011831","repostType":1,"repost":{"id":650011831,"gmtCreate":1678761032024,"gmtModify":1678762051644,"author":{"id":"3525994231964285","authorId":"3525994231964285","authorIdStr":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525994231964285"},"themes":[],"title":"空氣炸鍋銷量下滑三成,小家電爲何總是“未大先衰”?","htmlText":"從頂流爆品到明日黃花需要多長時間?空氣炸鍋的答案是,兩個月。過去兩年,空氣炸鍋是小家電領域最強勢的爆款產品。2022年,空氣炸鍋零售額仍能同比增長49.2%。但到了2023年,空氣炸鍋銷量急轉直下,今年前兩個月,空氣炸鍋線上、線下渠道銷量較去年同期分別下滑28.98%、38.31%。空氣炸鍋急速墜落,是小家電行業困境的又一次展示。小家電行業曾被寄予厚望,有機構甚至預測到2023年,小家電市場規模將超千億。但現在來看,小家電不僅距千億規模相差甚遠,甚至還總是出現“未大先衰”的情況。2022年,小家電小家電總體銷售額同比下滑6.7%,如果不算空氣炸鍋,其市場規模同比下滑14.1%。就連美的集團董事長兼總裁方洪波也在反思自家業務時提道,“美的小家電業務面臨的不是發展問題,而是生存問題。”爲什麼空氣炸鍋銷量急轉直下,小家電的發展又遠不及預期?本文持有以下核心觀點:1、空氣炸鍋透支了市場需求。空氣炸鍋可一鍵烹飪,居家紅利以及社交媒體的狂轟濫炸,很多不會做飯的年輕人入手空氣炸鍋,但衝動下單後,空氣炸鍋產生了擱置現象。閒魚發佈的年度十大無用產品中,空氣炸鍋位居首位。疫情放開後,餐飲開業,居家增益完全消失。2、空氣炸鍋被集成化產品打敗。老闆、美的等品牌推出蒸烤炸一體機產品,集成了空氣炸功能。對於居住面積普遍較小的中國家庭,功能更全面的家電產品很容易擊敗應用場景少,使用頻率低的單一屬性產品。3、小家電很難跑通量價齊升的邏輯。小家電功能單一,產品升級空間有限,很難通過高端化實現量價齊升。同爲新興品類,空氣炸鍋只能是降價促量,而乾衣機走的是量價齊升的路線。/ 01 /銷量下滑三成,空氣炸鍋驟然降溫空氣炸鍋雖然這兩年才火,但產品歷史卻比我們想象的早很多。其產品原型最早可追朔至1990年,美國QNC公司推出了商用空氣炸鍋——Quik n Crispy Greaseless Fryer(無油脂炸鍋)。","listText":"從頂流爆品到明日黃花需要多長時間?空氣炸鍋的答案是,兩個月。過去兩年,空氣炸鍋是小家電領域最強勢的爆款產品。2022年,空氣炸鍋零售額仍能同比增長49.2%。但到了2023年,空氣炸鍋銷量急轉直下,今年前兩個月,空氣炸鍋線上、線下渠道銷量較去年同期分別下滑28.98%、38.31%。空氣炸鍋急速墜落,是小家電行業困境的又一次展示。小家電行業曾被寄予厚望,有機構甚至預測到2023年,小家電市場規模將超千億。但現在來看,小家電不僅距千億規模相差甚遠,甚至還總是出現“未大先衰”的情況。2022年,小家電小家電總體銷售額同比下滑6.7%,如果不算空氣炸鍋,其市場規模同比下滑14.1%。就連美的集團董事長兼總裁方洪波也在反思自家業務時提道,“美的小家電業務面臨的不是發展問題,而是生存問題。”爲什麼空氣炸鍋銷量急轉直下,小家電的發展又遠不及預期?本文持有以下核心觀點:1、空氣炸鍋透支了市場需求。空氣炸鍋可一鍵烹飪,居家紅利以及社交媒體的狂轟濫炸,很多不會做飯的年輕人入手空氣炸鍋,但衝動下單後,空氣炸鍋產生了擱置現象。閒魚發佈的年度十大無用產品中,空氣炸鍋位居首位。疫情放開後,餐飲開業,居家增益完全消失。2、空氣炸鍋被集成化產品打敗。老闆、美的等品牌推出蒸烤炸一體機產品,集成了空氣炸功能。對於居住面積普遍較小的中國家庭,功能更全面的家電產品很容易擊敗應用場景少,使用頻率低的單一屬性產品。3、小家電很難跑通量價齊升的邏輯。小家電功能單一,產品升級空間有限,很難通過高端化實現量價齊升。同爲新興品類,空氣炸鍋只能是降價促量,而乾衣機走的是量價齊升的路線。/ 01 /銷量下滑三成,空氣炸鍋驟然降溫空氣炸鍋雖然這兩年才火,但產品歷史卻比我們想象的早很多。其產品原型最早可追朔至1990年,美國QNC公司推出了商用空氣炸鍋——Quik n Crispy Greaseless Fryer(無油脂炸鍋)。","text":"從頂流爆品到明日黃花需要多長時間?空氣炸鍋的答案是,兩個月。過去兩年,空氣炸鍋是小家電領域最強勢的爆款產品。2022年,空氣炸鍋零售額仍能同比增長49.2%。但到了2023年,空氣炸鍋銷量急轉直下,今年前兩個月,空氣炸鍋線上、線下渠道銷量較去年同期分別下滑28.98%、38.31%。空氣炸鍋急速墜落,是小家電行業困境的又一次展示。小家電行業曾被寄予厚望,有機構甚至預測到2023年,小家電市場規模將超千億。但現在來看,小家電不僅距千億規模相差甚遠,甚至還總是出現“未大先衰”的情況。2022年,小家電小家電總體銷售額同比下滑6.7%,如果不算空氣炸鍋,其市場規模同比下滑14.1%。就連美的集團董事長兼總裁方洪波也在反思自家業務時提道,“美的小家電業務面臨的不是發展問題,而是生存問題。”爲什麼空氣炸鍋銷量急轉直下,小家電的發展又遠不及預期?本文持有以下核心觀點:1、空氣炸鍋透支了市場需求。空氣炸鍋可一鍵烹飪,居家紅利以及社交媒體的狂轟濫炸,很多不會做飯的年輕人入手空氣炸鍋,但衝動下單後,空氣炸鍋產生了擱置現象。閒魚發佈的年度十大無用產品中,空氣炸鍋位居首位。疫情放開後,餐飲開業,居家增益完全消失。2、空氣炸鍋被集成化產品打敗。老闆、美的等品牌推出蒸烤炸一體機產品,集成了空氣炸功能。對於居住面積普遍較小的中國家庭,功能更全面的家電產品很容易擊敗應用場景少,使用頻率低的單一屬性產品。3、小家電很難跑通量價齊升的邏輯。小家電功能單一,產品升級空間有限,很難通過高端化實現量價齊升。同爲新興品類,空氣炸鍋只能是降價促量,而乾衣機走的是量價齊升的路線。/ 01 /銷量下滑三成,空氣炸鍋驟然降溫空氣炸鍋雖然這兩年才火,但產品歷史卻比我們想象的早很多。其產品原型最早可追朔至1990年,美國QNC公司推出了商用空氣炸鍋——Quik n Crispy Greaseless 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投資界解碼LP獲悉,最近,由國興(廈門)投資管理有限公司擔任管理人的寧德市東僑經濟開發區智創股權投資合夥企業(有限合夥)(簡稱:寧德市東僑經濟開發區智創基金、母基金)正式啓動了子基金管理機構遴選相關申報工作。 這一次,寧德市東僑經濟開發區智創基金目標明確將採取“母-子基金”投資方式運作,通過子基金放大作用,目標規模形成100億的母基金集羣,主要投向新能源產業、新材料產業、電動智能化、綠色交通以及其他戰略性新興產業等領域,對單支子基金出資比例最高可達30%。 寧德母基金開始招GP 遴選公告出爐 我們先從寧德東僑經濟開發區說起。 作爲動力鋰電龍頭公司寧德時代及消費電池龍頭公司寧德新能源所在區域,寧德東僑經濟開發區歷經十餘年發展,逐漸形成了新能源、新材料的千億級核心產業鏈。這裏也從曾經荒蕪的灘塗地,一步步崛起成爲今天承載新能源產業的“鋰電之都”,正在成爲寧德的新名片和新地標。 現在,爲加快新能源產業發展,推進以鋰電新能源爲核心、其他優勢產業鏈多元協同發展的新能源、新材料全產業鏈集羣生態發展,提升產業聚集規模和效益,東僑經濟開發區再次行動寧德東僑國有資產投資建設有限公司出資成立寧德市東僑經濟開發區智創基金,由國興投資擔任管理人。 隨後,遴選公告以及子基金設立要求正式出爐: 首先,東僑經濟開發區智創基金對子基金的參股比例不超過子基金總規模的30%。子基金管理團隊或管理機構或與管理機構有關聯關係的普通合夥人,應根據子基金規模,在子基金中參股或認繳一定份額。 單隻子基金募集規模原則上不超過10億元人民幣,應主要圍繞新能源、新材料、電動智能化、綠色交通及其他戰略性新興產業進行投資,且投資於上述主投領域的比例不得低於該子基金規模的70%。原則上全部出資在3年內到位,子基金所有投資者均以貨幣形式出資。 返投層面,東僑經濟開發區智創基金要求子基金應優先投資於寧德市東僑經濟技術","listText":"福建寧德市也來了。 投資界解碼LP獲悉,最近,由國興(廈門)投資管理有限公司擔任管理人的寧德市東僑經濟開發區智創股權投資合夥企業(有限合夥)(簡稱:寧德市東僑經濟開發區智創基金、母基金)正式啓動了子基金管理機構遴選相關申報工作。 這一次,寧德市東僑經濟開發區智創基金目標明確將採取“母-子基金”投資方式運作,通過子基金放大作用,目標規模形成100億的母基金集羣,主要投向新能源產業、新材料產業、電動智能化、綠色交通以及其他戰略性新興產業等領域,對單支子基金出資比例最高可達30%。 寧德母基金開始招GP 遴選公告出爐 我們先從寧德東僑經濟開發區說起。 作爲動力鋰電龍頭公司寧德時代及消費電池龍頭公司寧德新能源所在區域,寧德東僑經濟開發區歷經十餘年發展,逐漸形成了新能源、新材料的千億級核心產業鏈。這裏也從曾經荒蕪的灘塗地,一步步崛起成爲今天承載新能源產業的“鋰電之都”,正在成爲寧德的新名片和新地標。 現在,爲加快新能源產業發展,推進以鋰電新能源爲核心、其他優勢產業鏈多元協同發展的新能源、新材料全產業鏈集羣生態發展,提升產業聚集規模和效益,東僑經濟開發區再次行動寧德東僑國有資產投資建設有限公司出資成立寧德市東僑經濟開發區智創基金,由國興投資擔任管理人。 隨後,遴選公告以及子基金設立要求正式出爐: 首先,東僑經濟開發區智創基金對子基金的參股比例不超過子基金總規模的30%。子基金管理團隊或管理機構或與管理機構有關聯關係的普通合夥人,應根據子基金規模,在子基金中參股或認繳一定份額。 單隻子基金募集規模原則上不超過10億元人民幣,應主要圍繞新能源、新材料、電動智能化、綠色交通及其他戰略性新興產業進行投資,且投資於上述主投領域的比例不得低於該子基金規模的70%。原則上全部出資在3年內到位,子基金所有投資者均以貨幣形式出資。 返投層面,東僑經濟開發區智創基金要求子基金應優先投資於寧德市東僑經濟技術","text":"福建寧德市也來了。 投資界解碼LP獲悉,最近,由國興(廈門)投資管理有限公司擔任管理人的寧德市東僑經濟開發區智創股權投資合夥企業(有限合夥)(簡稱:寧德市東僑經濟開發區智創基金、母基金)正式啓動了子基金管理機構遴選相關申報工作。 這一次,寧德市東僑經濟開發區智創基金目標明確將採取“母-子基金”投資方式運作,通過子基金放大作用,目標規模形成100億的母基金集羣,主要投向新能源產業、新材料產業、電動智能化、綠色交通以及其他戰略性新興產業等領域,對單支子基金出資比例最高可達30%。 寧德母基金開始招GP 遴選公告出爐 我們先從寧德東僑經濟開發區說起。 作爲動力鋰電龍頭公司寧德時代及消費電池龍頭公司寧德新能源所在區域,寧德東僑經濟開發區歷經十餘年發展,逐漸形成了新能源、新材料的千億級核心產業鏈。這裏也從曾經荒蕪的灘塗地,一步步崛起成爲今天承載新能源產業的“鋰電之都”,正在成爲寧德的新名片和新地標。 現在,爲加快新能源產業發展,推進以鋰電新能源爲核心、其他優勢產業鏈多元協同發展的新能源、新材料全產業鏈集羣生態發展,提升產業聚集規模和效益,東僑經濟開發區再次行動寧德東僑國有資產投資建設有限公司出資成立寧德市東僑經濟開發區智創基金,由國興投資擔任管理人。 隨後,遴選公告以及子基金設立要求正式出爐: 首先,東僑經濟開發區智創基金對子基金的參股比例不超過子基金總規模的30%。子基金管理團隊或管理機構或與管理機構有關聯關係的普通合夥人,應根據子基金規模,在子基金中參股或認繳一定份額。 單隻子基金募集規模原則上不超過10億元人民幣,應主要圍繞新能源、新材料、電動智能化、綠色交通及其他戰略性新興產業進行投資,且投資於上述主投領域的比例不得低於該子基金規模的70%。原則上全部出資在3年內到位,子基金所有投資者均以貨幣形式出資。 返投層面,東僑經濟開發區智創基金要求子基金應優先投資於寧德市東僑經濟技術","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650864891","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650060740,"gmtCreate":1678768557782,"gmtModify":1678768557782,"author":{"id":"3547082032543595","authorId":"3547082032543595","authorIdStr":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547082032543595"},"themes":[],"htmlText":"222","listText":"222","text":"222","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650060740","repostId":"650011831","repostType":1,"repost":{"id":650011831,"gmtCreate":1678761032024,"gmtModify":1678762051644,"author":{"id":"3525994231964285","authorId":"3525994231964285","authorIdStr":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525994231964285"},"themes":[],"title":"空氣炸鍋銷量下滑三成,小家電爲何總是“未大先衰”?","htmlText":"從頂流爆品到明日黃花需要多長時間?空氣炸鍋的答案是,兩個月。過去兩年,空氣炸鍋是小家電領域最強勢的爆款產品。2022年,空氣炸鍋零售額仍能同比增長49.2%。但到了2023年,空氣炸鍋銷量急轉直下,今年前兩個月,空氣炸鍋線上、線下渠道銷量較去年同期分別下滑28.98%、38.31%。空氣炸鍋急速墜落,是小家電行業困境的又一次展示。小家電行業曾被寄予厚望,有機構甚至預測到2023年,小家電市場規模將超千億。但現在來看,小家電不僅距千億規模相差甚遠,甚至還總是出現“未大先衰”的情況。2022年,小家電小家電總體銷售額同比下滑6.7%,如果不算空氣炸鍋,其市場規模同比下滑14.1%。就連美的集團董事長兼總裁方洪波也在反思自家業務時提道,“美的小家電業務面臨的不是發展問題,而是生存問題。”爲什麼空氣炸鍋銷量急轉直下,小家電的發展又遠不及預期?本文持有以下核心觀點:1、空氣炸鍋透支了市場需求。空氣炸鍋可一鍵烹飪,居家紅利以及社交媒體的狂轟濫炸,很多不會做飯的年輕人入手空氣炸鍋,但衝動下單後,空氣炸鍋產生了擱置現象。閒魚發佈的年度十大無用產品中,空氣炸鍋位居首位。疫情放開後,餐飲開業,居家增益完全消失。2、空氣炸鍋被集成化產品打敗。老闆、美的等品牌推出蒸烤炸一體機產品,集成了空氣炸功能。對於居住面積普遍較小的中國家庭,功能更全面的家電產品很容易擊敗應用場景少,使用頻率低的單一屬性產品。3、小家電很難跑通量價齊升的邏輯。小家電功能單一,產品升級空間有限,很難通過高端化實現量價齊升。同爲新興品類,空氣炸鍋只能是降價促量,而乾衣機走的是量價齊升的路線。/ 01 /銷量下滑三成,空氣炸鍋驟然降溫空氣炸鍋雖然這兩年才火,但產品歷史卻比我們想象的早很多。其產品原型最早可追朔至1990年,美國QNC公司推出了商用空氣炸鍋——Quik n Crispy Greaseless Fryer(無油脂炸鍋)。","listText":"從頂流爆品到明日黃花需要多長時間?空氣炸鍋的答案是,兩個月。過去兩年,空氣炸鍋是小家電領域最強勢的爆款產品。2022年,空氣炸鍋零售額仍能同比增長49.2%。但到了2023年,空氣炸鍋銷量急轉直下,今年前兩個月,空氣炸鍋線上、線下渠道銷量較去年同期分別下滑28.98%、38.31%。空氣炸鍋急速墜落,是小家電行業困境的又一次展示。小家電行業曾被寄予厚望,有機構甚至預測到2023年,小家電市場規模將超千億。但現在來看,小家電不僅距千億規模相差甚遠,甚至還總是出現“未大先衰”的情況。2022年,小家電小家電總體銷售額同比下滑6.7%,如果不算空氣炸鍋,其市場規模同比下滑14.1%。就連美的集團董事長兼總裁方洪波也在反思自家業務時提道,“美的小家電業務面臨的不是發展問題,而是生存問題。”爲什麼空氣炸鍋銷量急轉直下,小家電的發展又遠不及預期?本文持有以下核心觀點:1、空氣炸鍋透支了市場需求。空氣炸鍋可一鍵烹飪,居家紅利以及社交媒體的狂轟濫炸,很多不會做飯的年輕人入手空氣炸鍋,但衝動下單後,空氣炸鍋產生了擱置現象。閒魚發佈的年度十大無用產品中,空氣炸鍋位居首位。疫情放開後,餐飲開業,居家增益完全消失。2、空氣炸鍋被集成化產品打敗。老闆、美的等品牌推出蒸烤炸一體機產品,集成了空氣炸功能。對於居住面積普遍較小的中國家庭,功能更全面的家電產品很容易擊敗應用場景少,使用頻率低的單一屬性產品。3、小家電很難跑通量價齊升的邏輯。小家電功能單一,產品升級空間有限,很難通過高端化實現量價齊升。同爲新興品類,空氣炸鍋只能是降價促量,而乾衣機走的是量價齊升的路線。/ 01 /銷量下滑三成,空氣炸鍋驟然降溫空氣炸鍋雖然這兩年才火,但產品歷史卻比我們想象的早很多。其產品原型最早可追朔至1990年,美國QNC公司推出了商用空氣炸鍋——Quik n Crispy Greaseless Fryer(無油脂炸鍋)。","text":"從頂流爆品到明日黃花需要多長時間?空氣炸鍋的答案是,兩個月。過去兩年,空氣炸鍋是小家電領域最強勢的爆款產品。2022年,空氣炸鍋零售額仍能同比增長49.2%。但到了2023年,空氣炸鍋銷量急轉直下,今年前兩個月,空氣炸鍋線上、線下渠道銷量較去年同期分別下滑28.98%、38.31%。空氣炸鍋急速墜落,是小家電行業困境的又一次展示。小家電行業曾被寄予厚望,有機構甚至預測到2023年,小家電市場規模將超千億。但現在來看,小家電不僅距千億規模相差甚遠,甚至還總是出現“未大先衰”的情況。2022年,小家電小家電總體銷售額同比下滑6.7%,如果不算空氣炸鍋,其市場規模同比下滑14.1%。就連美的集團董事長兼總裁方洪波也在反思自家業務時提道,“美的小家電業務面臨的不是發展問題,而是生存問題。”爲什麼空氣炸鍋銷量急轉直下,小家電的發展又遠不及預期?本文持有以下核心觀點:1、空氣炸鍋透支了市場需求。空氣炸鍋可一鍵烹飪,居家紅利以及社交媒體的狂轟濫炸,很多不會做飯的年輕人入手空氣炸鍋,但衝動下單後,空氣炸鍋產生了擱置現象。閒魚發佈的年度十大無用產品中,空氣炸鍋位居首位。疫情放開後,餐飲開業,居家增益完全消失。2、空氣炸鍋被集成化產品打敗。老闆、美的等品牌推出蒸烤炸一體機產品,集成了空氣炸功能。對於居住面積普遍較小的中國家庭,功能更全面的家電產品很容易擊敗應用場景少,使用頻率低的單一屬性產品。3、小家電很難跑通量價齊升的邏輯。小家電功能單一,產品升級空間有限,很難通過高端化實現量價齊升。同爲新興品類,空氣炸鍋只能是降價促量,而乾衣機走的是量價齊升的路線。/ 01 /銷量下滑三成,空氣炸鍋驟然降溫空氣炸鍋雖然這兩年才火,但產品歷史卻比我們想象的早很多。其產品原型最早可追朔至1990年,美國QNC公司推出了商用空氣炸鍋——Quik n Crispy Greaseless Fryer(無油脂炸鍋)。","images":[{"img":"https://static.tigerbbs.com/73062331c9a82ff0e06b861540355ad8","width":"1200","height":"801"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650011831","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626858751,"gmtCreate":1674039210374,"gmtModify":1676538919054,"author":{"id":"3547082032543595","authorId":"3547082032543595","authorIdStr":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547082032543595"},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] 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