2010中国零售和快消行业报告.pptVIP

China Consumer Retail Private Equity - 2010 Beyond Consumer-Driven Investment Themes May 2010 Presented by K.C. Yoon Page * Jan 2010 Version 3.0 by KC Yoon Presentation Background Storyline China Weathers Crisis Well -Emerging with Stronger Economic Foundations Foreign Domestic Funds Flow into Consumer Consumption Sectors Key Consumer Trends and Potential Investment Themes ONE: Domestic Brands Going Nation-wide TWO: Internet – Changing the Traditional Business ONE: Strength in Domestic Consumption TWO: Broad-based Drive for Domestic PE THREE: Govt Focused on Fundamentals FOUR: Competitive Markets Government taking Active Role to Promote Private Equity investments Maturing PE Market Global Trends Impacting China Domestic Trends Impacting Consumption THREE: Changing Lifestyle of Middle-class China Page * Jan 2010 Version 3.0 by KC Yoon China Weathers Crisis Well -Emerging with Stronger Economic Foundations Foreign Domestic Funds Flow into Consumer Consumption Sectors Key Consumer Trends and Potential Investment Themes ONE: Domestic Brands Going Nation-wide TWO: Internet – Changing the Traditional Business ONE: Strength in Domestic Consumption TWO: Broad-based Drive for Domestic PE THREE: Govt Focused on Fundamentals FOUR: Competitive Markets Government taking Active Role to Promote Private Equity investments Maturing PE Market Global Trends Impacting China Domestic Trends Impacting Consumption THREE: Changing Lifestyle of Middle-class China Focus of Today’s Presentation Page * In 2009: Macro-Factors Driving China’s Consumer Economy 3 Growth of Chinese Middle-Class Urbanization and Growth of Cities Growth and Impact of the Internet 200 Cities with 1M residents By2015, 300M lower-middle class; 100M luxury consumers NOW 300M users;RMB 120B online consumer sales Demand for home-related products and services Demand for lifestyle convenient services Demand for better healthcare Over 110 high-consumer potential cities with 34% of GDP Most widespread m