Podcast Atlas
entity Updated 2026-08-24 Topics: Economics, Culture

疯投圈

疯投圈 is the podcast/show context for 132. 雪糕江湖, an episode analyzing China’s ice-cream market through brand positioning, channel economics, cold-chain logistics, store-made retail, trial conversion, and franchise expansion. The episode uses an “industry war” framing similar to coffee, tea drinks, and hot pot, but treats ice cream as a less mature and less frequently consumed category in China.

140. 大疆还能低空飞多久？ adds a hardware-company case through DJI / 大疆. The episode extends the show’s category-war lens from food retail into drones, portable creator cameras, Chinese hardware globalization, low-altitude regulation, and alumni-led startup spillover.

141. 咖啡战争2026：机构化与本土化 returns to consumer chains through China’s coffee market. It argues that the coffee war has moved from startup expansion toward Coffee Chain Institutionalization, Coffee Chain Localization, Premium-Everyday Brand Tension, and Beverage Category Convergence as Starbucks, Luckin Coffee / 瑞幸咖啡, Blue Bottle Coffee / 蓝瓶子, Mixue Bingcheng, and Guming / 古茗 face institution-led ownership and category overlap.

139. 泡泡玛特和拼多多值得投资么？ adds a public-market investing-method episode through Pop Mart / 泡泡玛特 and Pinduoduo. Rather than recommending stocks, the episode uses Good Company Vs Good Stock, Earnings Growth Acceleration, Investment Catalyst, and AI-Compressed Investment Research Advantage to show how business analysis, valuation, time horizon, catalysts, AI research, and investor temperament interact.

138. 昂跑中国重直营、超级猩猩不办卡 adds a sports-consumption and fitness-service episode through On Running and SuperMonkey / 超级猩猩. It extends the show’s consumer-brand lens into premium DTC footwear, circle-brand marketing, pay-per-class group fitness, and the difference between scaling a product brand and scaling an instructor-led service brand.

137. 从顺德猪肉婆到韩国圣水洞：那些AI无法取代的体验消费 adds an AI-era experience-consumption episode. It connects Shunde / 顺德, Zhuroupo / 猪肉婆, South Korea / 韩国, Gentle Monster, Seongsu-dong / 圣水洞, K-Beauty Global Trust, Korean beverage markets, and Hong Kong housing to AI Resistant Experiential Consumption and Housing Experience Investment Split.

142. 产品体验学日本、全球营销学韩国 extends that experience-consumption branch through Japan and Korea comparison. The episode uses Kiyosumi-Shirakawa / 清澄白河, Blue Bottle Coffee / 蓝瓶子, Kyoto / 京都, Tokyo Disney Resort / 东京迪士尼, Sanrio / 三丽鸥, Pop Mart / 泡泡玛特, South Korea / 韩国, OLIVE YOUNG / 올리브영, and BLACKPINK to contrast Japan’s Experience-Led Brand and Long-Term Place Operation strengths with Korea’s Korean Culture Led Consumer Marketing and Fan Economy strengths.

143. 「蔚小理」的高端探索 adds a Chinese electric-vehicle consumer-brand case through Li Auto / 理想汽车, XPeng / 小鹏汽车, and NIO / 蔚来. The episode extends the show’s pricing and category lens into High-End EV Branding / 新能源车高端心智, Automotive Media Influence / 汽车媒体影响力, EV Product Line Clarity / 电动车产品线清晰度, Smart Driving Democratization / 智驾平权, EV Battery Leasing / 电动车电池租赁, and Battery Swap Infrastructure / 换电体系, asking how automakers protect brand premium, gross margin, and user trust when good domestic EVs become crowded and comparable.

144 ✪ 国货出海新趋势：山下有松、观夏、PANE adds a Chinese consumer-brand soft-power case through 山下有松 / Shanxia Yousong, 观夏 / Guanxia, Sandunban / 三顿半, and PANE. The episode extends the show’s experience-consumption branch into Chinese Consumer Brand Soft Power / 中国消费品牌软实力, Aspirational Emotional Premium / 向往感溢价, Inbound Tourism Brand Discovery, and Brand Podcasting, asking how brands can earn overseas attention through design, story, store experience, and emotional identity rather than only function or price.

145. 改嫁中资的餐饮洋品牌 adds a foreign-restaurant-brand localization and control episode. It connects Foreign Restaurant Brand Local Control / 外资餐饮品牌本土控制权 with McDonald’s, Subway China / 赛百味中国, Burger King, Starbucks, Pizza Hut China / 必胜客中国, and Haagen-Dazs, then broadens the show’s consumer-brand lens into Demand-Supply Chain Control Frame / 需求-供应链控制框架 and Fragrance Supply-Chain Moat / 香味供应链壁垒.

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