新消费派 | 日均客流暴涨5倍！二次元“爆改”老商场

Core Insights - The article highlights the rapid growth of the "Guzi Economy," driven by the popularity of ACGN (Animation, Comics, Games, Novels) related products and the emergence of dedicated commercial spaces catering to this demographic [2][9][10] Group 1: Market Overview - The "Guzi Economy" market size in China is projected to reach 168.9 billion yuan in 2024, reflecting a 40.63% increase from 2023, with expectations to exceed 300 billion yuan by 2029 [2] - Shanghai is identified as the city with the highest concentration of ACGN enthusiasts, with various commercial spaces like the First Department Store and ZX Chuangqu Center becoming hotspots for fans [3][4] Group 2: Commercial Developments - The ZX Chuangqu Center has transformed from an old shopping mall into a leading ACGN commercial hub, featuring over 60 stores, with nearly 80% being first stores in Shanghai or even globally [4][6] - The center achieved sales of 300 million yuan in its opening year, with a significant increase in foot traffic and membership numbers in subsequent years [6] Group 3: Consumer Behavior - The phenomenon of "eating Guzi" refers to the purchasing of ACGN-related merchandise, with consumers forming communities to share and discuss their interests [2][10] - The rise of domestic IPs has led to a shift in consumer preferences, with "Guzi" products based on Chinese IPs gaining popularity due to lower price points compared to Japanese counterparts [10][11] Group 4: Industry Trends - The article notes a compound annual growth rate of 16% in China's pan-entertainment toy industry from 2019 to 2024, indicating a robust market for ACGN-related products [9] - The number of registered "Guzi" related enterprises in China exceeded 1.3 million by the end of 2024, marking a year-on-year increase of over 100% [8] Group 5: Future Outlook - The ongoing transformation of traditional shopping centers into ACGN-themed spaces is expected to continue, with new projects and renovations planned across various cities [8][9] - Analysts predict that the "Guzi Economy" will maintain its growth trajectory, particularly as companies develop long-term IP creation and operation mechanisms [11]