成都、重庆商业体扎堆爆改二次元，谁扛大旗？谁画大饼？

Core Insights - The offline "谷子" stores are facing challenges due to rough growth and homogeneous competition, moving away from the previous "early entry benefits" phase, yet the strong momentum of the二次元 economy remains evident, driven by the mainstreaming of二次元 culture and emotion-driven consumption logic [1] - Despite negative sentiments like "closure waves," offline commercial entities are actively exploring new growth paths and differentiation strategies through aggressive renovations, strategic introduction of二次元 themed districts, and cautious trials of IP pop-ups and二次元 markets [1] - The二次元 economy is recognized as a significant driver of consumer growth, with long-term sustainability and potential being inevitable [1] Group 1: Market Overview - Major cities like Shanghai, Guangzhou, and Shenzhen are analyzed for their二次元 commercial layouts and key players, indicating a competitive landscape [1] - New first-tier and second-tier cities, such as Chengdu and Chongqing, are also experiencing rapid development in二次元 commerce, ranking among the top ten cities nationwide in terms of谷店 quantity, social media popularity, and key brand presence [2] Group 2: Chengdu's二次元 Landscape - Chengdu's天府红 shopping center is a prime example of a successful二次元 transformation, housing nearly 70谷店 and achieving a significant increase in二次元 brand presence [6] - The春熙路 commercial area is projected to become a new二次元 hub, with a projected foot traffic of over 200 million and commercial revenue nearing 100 billion in 2024 [8] - The购次元K88 project has attracted over 800,000 visitors in its first month, with a significant portion of its audience being young women aged 15-25 [10] Group 3: Chongqing's二次元 Development - Chongqing's谷子 economy is robust, with over 200谷店, primarily concentrated in the观音桥 and解放碑 commercial areas [25] - The方圆LIVE project has become a popular二次元 destination, featuring 33谷店 and hosting various IP pop-up events [27] - The解放碑商圈 has seen significant foot traffic, exceeding 2.5 million during peak holiday periods, indicating a strong potential for二次元 commercial growth [33] Group 4: Challenges and Future Outlook - The二次元 industry faces challenges such as product homogenization, scene convergence, and single interaction forms, raising the market entry barrier for new players [38] - The competition among established and new entrants is intensifying, with a need for deeper understanding of二次元 culture and consumer psychology to succeed [38] - The future landscape of二次元 commerce remains uncertain, with ongoing competition and evolving consumer demands [38]