Capital, Earnings & M&A
Weng Yinuo of Hongzhang Capital: Looking at Consumption Over the Long Term, Re-understanding This Round of 'Cold and Hot' Cycles
Over the past few years, the consumer investment track has experienced a remarkable rise and fall: from sparse participation a decade ago, to an investment boom starting in 2019, and then a return to rationality in the second half of last year, with confidence seemingly collapsing overnight and voices of 'consumer pessimism' being amplified. In such a cycle transition, how should entrepreneurs adjust their posture to adapt to the new environment? After a round of market turbulence, what kind of consumer companies can truly reach the endgame?
李知一