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2016年年初,供给侧改革的消息让“消费升级”一词突然变得火爆,似乎已经成为O2O、B2B之后的“下一个风口”。“2 0 1 6年将会是消费升级元年。”很快有人说道。创业者、投资人纷纷将目光锁定于此,大有不升级、不改革到底不罢休的势头。但在消费升级领域真的大有可为吗?消费升级能如此火爆,不过是投资人在造的伪风口。如果要认清消费升级的现实,必须先了解一点经济学——一般人是怎么花钱的。消费升级,是消费者在“刚性支出”后剩余消费能力的再分配;刚性支
In early 2016, the message of supply-side reform suddenly made the term “consumer escalation” hot and seems to have become “the next outlet” after O2O and B2B. “The year 2016 will be the first year of consumer upgrades.” “Someone soon said. Entrepreneurs, investors have set their sights on this, many do not upgrade, do not reform in the end do not give up the momentum. But in the area of consumer upgrades really promising it? Consumer upgrades can be so popular, but investors are making fake mouth. If you want to understand the reality of consumer escalation, you must first understand a little economics - how most people spend money. Consumption escalation is the redistribution of the remaining spending power of consumers after ”rigid expenditure "; the rigid branch