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许柏鸣：三五年内家居业“变盘”逻辑与终极形态

福禄装修家居
2025-11-11 15:46

Transformations in China's Home Industry Understanding the Core Phenomena of China's Home Industry

Today, the Chinese home industry is marked by three core phenomena:

The decline of traditional suite enterprises and the rise of brands like "Yuan Shi Mu Yu";

The determined advancement of custom giants towards "whole home integration";

The deepening of the functionality of furniture products and the empowerment of technology.

This is not just a simple shift from one to another, but a fundamental change in the industry's logic. The industry has transitioned from "incremental competition" to "existing competition," and from "product dominance" to the "era of user sovereignty."

In this profound transformation, what drives the change? What will the ultimate outcome look like? How should businesses and individuals navigate this new direction?

01. The Deep-Rooted Causes of Change - Reconstruction of Three Value Logics

1) Change in Consumer Logic: From "Ownership" to "Experience," From "Symbol of Status" to "Emotional Value"

The subject of consumption is shifting: The new generation (Z世代, α世代) has become the main consumer group, and their consumer values (aesthetics, interest communities, lazy economy, emotional resonance) are reshaping market demand.

The role of "home" is changing from a physical space to a "spiritual habitat" and "personalized living scene." This has directly led to the demand for whole home integration (providing certainty and convenience) and the rise of functional single products (meeting individualization and enhancing happiness).

Breakthrough pioneers: The success of brands like "Yuan Shi Mu Yu" lies in their precise capture of the new consumer logic of high aesthetics, high cost-performance, and convenient online experience.

2) Change in Industrial Logic: From "Channel Dominance" to "Dual-Driven by Supply Chain and Digitalization"

Efficiency revolution: Brands like "Yuan Shi Mu Yu" have颠覆ed the traditional multi-level distribution and high-margin model through their extremely efficient supply chain management and online channels that eliminate intermediaries.

Data empowerment: Digitalization is evolving from a "tool" to an "infrastructure." It is reshaping the entire chain from marketing acquisition, design, production to services, making "mass customization" and "whole home solutions" possible.

Reshaping of capabilities: The core competitiveness of future enterprises will be reflected in their ability to integrate information flow, capital flow, and logistics digitally.

04. Philosophical Reflections on Industry Development: Return to Essence, Create Happiness

Regardless of technological iteration, market changes, or model transformation, the ultimate mission of the furniture industry, as well as the overall home industry, has remained unchanged: to create a better, healthier, and more humanely caring living environment for humans.

While pursuing efficiency and scale, businesses must not forget to uphold design aesthetics, craftsmanship quality, sustainability, and human warmth.

This is the eternal beacon that guides us through cycles and towards the future.