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Showing posts from August, 2023

1H2023 China Retail Market Overview

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  Supply: After a quiet Q1, we observed a surge in Q2, marking the most significant half-yearly supply rise in the past five years. This momentum is predominantly driven by leading developers, with a considerable shift towards renovation projects. Demand: We're seeing a rejuvenation in sectors like dining, tourism, and entertainment. However, the fashion retail sector remains underwhelming. Key Indicators: A noteworthy development - the uptrend in vacancy rates we've tracked over seven quarters has come to a halt. While rates remain at a historic high, the decreasing pace of rents is decelerating, suggesting an upcoming market turnaround.

She economy rising Decoding the shopping secrets of Chinese women

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  The purpose of this survey is to gain insights into the consumption patterns of Chinese female consumers from diverse backgrounds. Our objective  is to understand the evolution of their preferences and identify emerging opportunities within the "she economy."

Overview of China outbound investment of H1 2023

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  China’s outward direct investment maintains  growth momentum, overseas M&A in Latin  America and Oceania surges despite the total  continues to decline

China Health Supplements Market Data Pack

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  Over the course of the past three years, the COVID-19 pandemic has accelerated the trend of Chinese  consumers purchasing health products online, with many opting to buy overseas health products  through eCommerce platforms to better meet their health needs. In the post-pandemic era, individuals  are increasingly emphasizing prevention and healthcare, and are utilizing health supplements to assist  in resisting viruses and diseases. This trend will continue to drive the rapid growth of the health  supplement industry in China.  TMO has been cultivating the health supplement industry data for more than three years since the  release of the first edition of the China Cross-Border Health Supplements Data Pack in March 2020.  By continuously learning from the consumer dimensions of the Chinese market, TMO has gradually  established a unified standardized classification system covering various aspects such as efficacy,  ingredients, and applicable populations, with a focus on usage scenar

2022-2023 DISCOVERY OF CHINA'S BIG HEALTH CONSUMERS

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  Founded in 2020, Dentsu Health is a professional marketing team that commied to provide health and wellness  marketing solutions as well as brand building services for Dentsu’s global clients. Seeking opportunities and development for health brands and markets in the new era,  Dentsu conducted a comprehensive research and analysis about health population in 2022. Through the  multi-dimensional in-depth understanding, Dentsu proposed the model of 5-Power of Wellness to discover  modern people’s lifestyles and behavioral characteristics, analysis the motivation and inspiration of modern  people that can be reached by brands. Recently, Dentsu will release “2022-2023 DISCOVERY OF CHINA’S BIG  HEALTH CONSUMERS - 5-POWER IN CREATING HEALTH AND WELLNESS”.

2023 H1 Shenyang Office Market Overview

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  In H1 2023, demand in Shenyang‘s office market solidified as the economy recovers. Energy &  chemicals, and financial companies led leasing transactions with net absorption of over 24,000 sqm  (258,000 sq ft). Driven by the new supply, vacancy rose slightly by 1.0 percentage point. As business  and market sentiment improved, the number of leasing inquiries and showings rebounded from  last year, and rents showed a slight increase.  Landlords Tenants are increasingly demanding turnkey move-ins. We recommend landlords  actively launching small-sized customized products to stay close to these customer needs and  strengthen their competitiveness.  Tenants We recommend that tenants with relocation plans focus on the value-for-money and  project quality, such as new or better located projects, or furnished office space. With the amble  supply available, now is a good time to clarify long term real estate strategies and choose projects  that match these goals.

A Graphic Comparison of the United States, Russia, China, and Other Major Powers

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  The Emeritus Chair in Strategy at CSIS is issuing a report written by Anthony H. Cordesman that compares the key trends in civil and military power in the United States, developed democracies, China, and Russia. The graphs, maps, and tables in this report only highlight a limited range of the complex changes involved, and reliable data are often lacking for the years after 2020. They still show, however, that the civil and military role of the world’s major powers is in a process of dramatic and unpredictable change

China Tmall Consumer D11 Trend Analysis

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  China Consumer D11 Trend Analysis on Tmall  The 2022 D11 shopping festival concluded on 12 Nov 2022. Unlike previous years , Tmall did not disclose their GMV in 2022, just comments like “in line with last year” “. D11 shopping festival evolved from a one-day carnival to a two week shopping festival since 2020.  To help our clients better understand consumer behavior and industry trends in selected subsectors like Cosmetics, F&B, Home Appliances and Sportswear during D11, Part 1 of this report is China Tmall consumer D11 trend analysis.  Tmall 2022 in Review  To help our clients become more familiar with the dynamics of the Chinese e-commerce market in 2022, Part 2 of this report is China Tmall 2022 annual analysis.

China’s heavy-duty truck industry The road ahead

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  Premiumization, electrification, autonomous driving, and a value pool  shift to solutions and services will shape the future of heavy-duty  trucks in China.

Out of the quandary_ Steady advances in the new era - China's chain restaurants_ Road to capital series report 2023

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  According to the National Bureau of Statistics, China's catering industry revenue in 2022 was approximately RMB4.4 trillion, a year-on-year (YoY) decline of over 6% from 2021. In the face of short-term sluggishness of the offline catering market, companies are actively responding to the situation by adopting such methods as cross-category innovation and fusion, development of pre-prepared food product lines, development of the franchising market, and cooperation with online platforms to acquire new customers, to find new growth opportunities. As people's lives return to normal in 2023, the catering industry was the first consumer sector to show signs of recovery. After a two-month adjustment period at the beginning of the year, catering income has grown strongly from March onwards, and market confidence has been restored. Despite the uncertainties ahead, catering chains that have gone through years of trials and implemented strategic adjustments will be able to capitalise on

Shanghai Cold Storage_ An Investor’s Guide

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  Shanghai boasts China's highest disposable income per capita, totalsocial retail sales, and foreign trade. Rapid growth in demand for foodimports, chain restaurants, and supermarkets continue to driverequirements for investment-grade cold storage*, with total stockreaching 1.04 million sq. m. as of end-2022, the highest of any city inChina.