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Articles by 任倩 刘旌

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Capital, Earnings & M&A

Undercurrents in New Consumption: Traffic-Driven Companies Abandoned, Yet Some Players Thrive

Since consumption is an industry with a long slope and thick snow, those who believe in it should continue to believe. This is a compilation of first-hand information from the recent consumption industry. In the past month, '暗涌Waves' has learned from multiple sources about financing progress of key consumer companies or institutions, including Florasis, Saturdance, HotMaxx, and Meituan Longzhu. Over the past two years, the new consumption industry has experienced rapid rise and cooling, largely due to massive capital injection and unrealistic expectations.

任倩 刘旌