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预见2025:《2025年中国潮玩盲盒行业全景图谱》(附市场现状和发展趋势等)
Qian Zhan Wang·2025-09-02 03:39

Core Viewpoint - The Chinese潮玩盲盒 (trendy blind box) industry is experiencing rapid growth, driven by a young consumer base and diverse product offerings, with a projected market size of approximately 280 billion yuan by 2024 [25][36]. Industry Overview -潮玩盲盒 are defined as designer original cartoon figures and artistic dolls, featuring various styles and often linked to popular IPs, enhancing their appeal [2][5]. - The潮玩盲盒 industry is segmented into ordinary and hidden款 (hidden versions) [3]. Industry Chain Analysis - The潮玩盲盒 industry chain includes upstream (raw materials, production equipment, packaging, and IP), midstream (design and manufacturing), and downstream (various sales channels) [5][7]. - Key players in the upstream include suppliers of raw materials like金发科技 and packaging suppliers like万华化学, while midstream players include泡泡玛特 and 52TOYS [7]. Industry Development History - The潮玩盲盒 industry has evolved through three stages: the萌芽阶段 (nascent stage),缓慢发展阶段 (slow development stage), and快速发展阶段 (rapid development stage) [10][12]. - The rapid development phase began in 2015, with泡泡玛特 focusing on IP creation and blind box production, leading to increased popularity [12]. Industry Policy Background - The current policy landscape emphasizes both regulation and innovation, with guidelines established to protect consumers and promote cultural integration [13]. - A notable initiative includes a 10 billion yuan fund to support潮玩 IP's global expansion, aiming for over 30% of revenue from overseas by 2030 [13]. Current Industry Status - Major潮玩盲盒 brands include泡泡玛特, 52TOYS, and TOP TOY, each with unique IP strategies [16][18]. - The consumer demographic is predominantly young, with 75% of buyers being female and the largest age group being 18-24 years old [22]. Market Size - The潮玩盲盒 market was valued at approximately 97 billion yuan in 2021, with projections indicating it could reach around 280 billion yuan by 2024 [25]. Competitive Landscape - The潮玩盲盒 industry is characterized by a tiered structure, with泡泡玛特 leading the market, followed by名创优品 and other companies like奥飞娱乐 and高乐股份 [26][28]. - The majority of潮玩盲盒 companies are concentrated in Guangdong, Hainan, and Shandong provinces [29]. Future Development Trends - The潮玩盲盒 industry is expected to see deeper market penetration, ecological operation models, and technological innovations such as AI and AR [31][36]. - The market is projected to grow to 576 billion yuan by 2030, with a compound annual growth rate of approximately 12.5% [36].