Following the Yuan

Following the Yuan

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Following the Yuan
[2/2] 10 forecasts for China’s consumer market in 2025, consumers & information dissemination edition | Following the Yuan
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[2/2] 10 forecasts for China’s consumer market in 2025, consumers & information dissemination edition | Following the Yuan

The union of commercially driven feminism and China’s traditional patriarchal societal values always don’t align with each other.

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Yaling Jiang
Jan 02, 2025
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[2/2] 10 forecasts for China’s consumer market in 2025, consumers & information dissemination edition | Following the Yuan
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This is a continuation of 10 forecasts for China’s consumer market in 2025, macro environment edition.

To unlock the full version of my forecasts, reply to this email for a 1-month trial. (I don’t want you to be charged without consent — I know how that feels — so I recommend setting a reminder on your calendar to cancel if you don’t mean to pay!)

Macro environment

  1. Russia influence continues to rise in China

  2. HK - mainland China cultural integration deepens

  3. China’s “good cop, bad cop” strategy on Taiwan amplifies

Consumers

  1. Lower-tier brands win big-city wallets

  2. Endless price wars backfire

  3. Diffusion brands make a comeback

  4. Marketing messages become more unfiltered

Conflicting forces in information dissemination

  1. Anxiety around pet ownership reaches new heights

  2. Gender issue polarize public opinion

  3. Clampdown on Xiaohongshu content

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