观点 / Stance
2025年中国电商行业综合分析
2025年中国美妆行业综合分析
价值 / Value
投资风格
Investment Strategy
- 长期主义 / Long Termism
- 安全边际 / Margin Of Safety
- 多元配置 / Multiple Configurations
- 理性决策 / Rational Decision
投后管理
Investment Management
- 动态监测 / Dynamic Monitoring
- 价值赋能 / Value Empowerment
- 分层聚焦 / Layered Focus
- 资源整合 / Resource Integration
投资案例
Investment Case
- 价值驱动 / Value Driven
- 技术壁垒 / Technical Barriers
- 产销协同 / Production & Sales Synergy
- 政策加持 / Policy Support
领域 / Investment
电商 / E-Commerce
通过技术创新与政策协同，持续推动消费升级与产业转型，扩大消费需求。
Through technological innovation and policy coordination, we will continue to promote consumption upgrading and industrial transformation, and expand consumer demand.
餐饮 / Restaurant
“大众消费”时代，性价比需求 驱动行业，连锁化，快餐小吃、团餐等细分领域。
In the era of "mass consumption", the demand for cost-effectiveness drives the industry, with segmented areas such as chain, fast food snacks, and group meals.
跨境 / Cross-Border
从单点突破转向生态化布局，政策红利、技术创新与文化输出共同驱动。
From single point breakthrough to ecological layout, driven by policy dividends, technological innovation, and cultural output.