EPISODE · Aug 17, 2026 · 10 MIN
该省省该花花：拆解 2026 上半年消费分化，什么赛道逆势大涨
整体消费大盘放缓，但市场并没有全面萎缩，而是上演 “该省省，该花花” 的结构性分化。大额大件消费观望，刚需小消费、情绪体验、服务消费却跑出亮眼增长。本期梳理纸企、茶饮咖啡、美妆、宠物、银发、汽车后市场等真实行业数据，看懂当下消费者的花钱逻辑，挖掘消费换挡之下，哪些赛道真正具备长期机会。
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该省省该花花：拆解 2026 上半年消费分化，什么赛道逆势大涨
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