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我们讲改善，比如说中国饮料行业的改善，中国家居行业的改善，中国汽车行业的改善，包括新能源汽车行业改善，会消灭很多企业，很多企业倒闭了，这在以前很难想象企业大规模倒闭。说明行业的集中度在提高，因为新企业消失的时候，可能另外一些企业它的规模在不断扩大。那这个规模的扩大的原因是什么呢？生产能力的重复，而是他掌握了新的一些工具。比如说我有一条更好的生产线，更高效的生产线啊。从二三年开始，大家消费的一个特别明显的变化，更在乎我的感受，向外界炫耀，炫耀性的东西很少，那种比较务实的，吃好一点儿然后出去转转
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