Micro Connect 滴灌通

We are excited to launch China Consumer Connect, the first newsletter focusing on stores🏪 and shops🛍️ in China's consumer sector. Sign up today for exclusive data, charts, industry insights! LinkedIn: linkedin.com/newsletters/ch… Substack: microconnect.substack.com

In our holiday special issue, we dissect China's consumer market with granular data, uncovering surprising insights. Discover the hidden potential in lower-tier cities and which items thrived during Labor Day. #ChinaConsumerConnect #Consumption #LaborDay #Trends rb.gy/v6hm3c

We are delighted to bring you our latest newsletter on China's #EV infrastructure - condensed in 6 charts. rb.gy/b7cdnu 🪫🚗

Spring is here, and it's time to get moving! That's exactly what's happening in #China, thanks to #Yolomovie, a hit comedy about boxing that's motivating viewers to hit the gym. In 1st sports issue, we dive into China's rapidly changing #fitness scene. rb.gy/mo5ip0

Dive into the performance of #China micro and small businesses during #cny2024 and discover broad trends that mirror official data & unique insights from a micro-level perspective that might have gone unnoticed. rb.gy/wxjyew #MicroConnect #consumertrends

Our final newsletter before #CNY2024 is about baby products 🍼👶. As always, we've prepared some thought-provoking industry analysis peppered with our own index insights. More here: microconnect.substack.com/p/behind-china…

Vol.7 is an introduction to our MAP, a new market standard of funding micro and small businesses #SME. The MAP's release also means that Micro Connect is entering the #MCEX exchange operator phase of its development. rb.gy/py11kk

In our final newsletter of 2023, we highlighted Micro Connect's key milestones and compiled a Top 10 list of products and services that were popular among Chinese consumers. We wish you all a happy 2024! #China #consumer tinyurl.com/2z7hww7f

For wedding planners in #China, the busiest days so far this year have been Dec.2 and Oct.1. Wondering why? Our latest wedding services issue of #ChinaConsumerConnect newsletter shares some clues: rb.gy/kg6w6v

Welcome to our wedding services issue! December is a popular month for weddings💒. With our index capturing this trend, we explore China's flourishing & cutthroat wedding services market and more. #China #Consumer #Wedding #Services shorturl.at/jLX89

Newsletter #4 is out! We used our own index to measure the impact of China's #blackfridaysale on delivery services. Plus, a deep dive into China's official retail sales data from Nov., from which we uncovered 6 easily overlooked consumer trends. t.ly/eavMt

Curious about the #business cycle of #bubbletea shops in #China? We've looked into the shops we invested in and found some trends that you might find interesting. More in our #China #Consumer Connect newsletter Vol.3: rb.gy/tyj5sj

China Consumer Connect newsletter Vol. 3 is out! It's our first issue on beverages.🍵 We delve into China's tea beverage market valued at 1 hundred billion yuan. Plus, an update on global fintech funding in Q3. More here: rb.gy/90pv7k

Here is a glimpse into #China #food & #beverage sector #financing this year (Jan-Aug). More in our China #Consumer Connect newsletter Vol. 2: tinyurl.com/3jv9vz6d

Back to chart: Up until the end of Sept, our index for Japanese restaurants🍣has fallen by close to 60%. So the impact is clearly there, at least in the short term. To be sure, we will revisit the index later to check whether the business has bounced back.

If the index is 1.5 today, it means we receive RMB 1.5 in return for every RMB 1,000 investment). This gives us a glimpse into how these small shops are performing on a daily basis. In a word, we follow the money.

Wondering whether #Fukushima 's discharge of treated wastewater into ocean has affected the business of Japanese restaurants🍣 in #China ? We have the answer below.

Welcome to our 1st edition on food! In Vol.2, we will explore the impact of Fukushima's discharge of treated wastewater into ocean on Japanese restaurants in China, and share food & beverage investment data in the primary market in 2023. Enjoy your tasty reading! rb.gy/palik