CAN TALK是参加CANPLUS旗下一档非严肃的商业对谈栏目，立足科技+消费，放眼商业世界。每期我们都会邀请来自不同领域的创业者聊一聊创业那些事儿，探寻商业文化观点背后的来龙去脉。
Podcast Overview
CAN TALK是参加CANPLUS旗下一档非严肃的商业对谈栏目，立足科技+消费，放眼商业世界。每期我们都会邀请来自不同领域的创业者聊一聊创业那些事儿，探寻商业文化观点背后的来龙去脉。
Language
🇨🇳
Publishing Since
4/1/2025
1 verified contact email on file for CAN TALK
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Recent Episodes
April 29, 2026
启承资本常斌：“不涨价的消费升级”是新时代的消费解法
<p>2026年是启承资本创始合伙人常斌做消费投资的第20年，也是启承资本创立的第十年。从今日资本到京东，再到创立启承，这位消费投资“老兵”亲历了中国消费从增量扩张到存量博弈的周期转变。</p><p>在与首程资本合伙人、参加CANPLUS创办人李青阳的深度对谈中，常斌提出一个颠覆性判断：中国消费正经历一场“不涨价的消费升级”。他认为，中国消费已完成从增量市场到存量市场的结构性转变，驱动因素从工厂、渠道转向消费者主导，企业必须适应“买方市场”逻辑。在总量趋于稳定的买方市场中，能够同时向上提升性能、便利与情绪价值，并依靠商业模式创新把价格降下来的公司，正加速替代上一代企业。</p><p>核心内容梳理</p><ul><li><p>市场转折：从卖方市场到买方市场</p></li><li><p>“不涨价的消费升级”：颠覆性发现</p></li><li><p>投资双主线：新一代国民品牌 + 新一代全国连锁</p></li><li><p>被优秀公司选中的关键：解决问题而非只出钱</p></li><li><p>消费投资的真正门槛：知易行难的长跑</p></li><li><p>创始人的进化之路：从“发明家”到“指挥者”</p></li></ul><p></p>
January 13, 2026
弘章投资翁怡诺：如何看未来20年中国企业全球化之路
<p>在出海似乎成为“标配”的今天，中国企业是否真的理解了海外市场？当大多数讨论仍围绕“如何出海”时，弘章投资创始合伙人翁怡诺提出一个鲜明观点：“出海”这个词本身就非常傲慢。</p><p>过去三年，他深入海外多地市场，发现以自我为中心的“出海”思维已经过时，真正的全球化应该以本地为起点，反向思考中国能提供什么。本期CAN TALK，参加CANPLUS创办人李青阳深度对话弘章投资翁怡诺。</p><p>这是一场关于出海认知、组织与战略的深度重构，翁怡诺系统拆解了从美国族裔分层、非洲早期机遇，到东南亚多元市场、全球低增长趋势下的企业出路。</p><p>核心内容梳理</p><ul> <li>全球化不是“出海”，而是认知重构</li> <li>美国市场：族裔分层与商业逻辑差异</li> <li>新兴市场观察：非洲、东南亚、墨西哥</li> <li>日本市场：制造空心化与供应链机遇</li> <li>全球趋势：低增长时代与长期变量</li> <li>未来十年：中美竞争为主线</li> <li>个人调整：忘掉“高增长幻想”，接受低增长常态</li></ul>
September 16, 2025
新希望李巍：40年前卖手表创业，70岁享受与万物连接
<p>李巍，新希望集团联合创始人 ，刘永好的“天使投资人”。</p><p>1982年，李巍毅然决然典当了英格纳手表，把自己唯一的婚前财产交给刘永好，作为丈夫创业的第一笔资金，用于办良种场。李巍的一路选择，成就了丈夫刘永好，成就了女儿刘畅，成就了新希望，也在冥冥之中成就了自己。</p><p>本期CAN TALK，参加CANPLUS创办人李青阳与李巍深度对谈，李巍动情讲述了跟先生刘永好一起踏上创业之路后发生的故事，有苦有乐，有纠结有惊喜，更有满满的爱。</p><p>·写作《成为一束光》，照亮更多女性。</p><p>·做了十年医生，毅然辞职创业</p><p>·为凑钱卖了用积蓄买的手表</p><p>·民营企业穿越周期，创始人价值观至关重要。</p><p>·女儿出国后出来第二次创业</p><p>·70岁，我与宇宙的交往才刚刚开始。</p>
6 total episodes available
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This podcast updates daily.
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