冬至・毛绒玩具催热“暖”生意｜财经二十四节气

Group 1 - The core viewpoint of the article highlights the growing popularity and market potential of plush toys, which are evolving from traditional toys to emotional and social consumer products, with the market size in China expected to grow from 143 billion yuan in 2024 to 241 billion yuan by 2028 [3][6] - The plush toy industry is experiencing significant growth, with the global market projected to exceed 10 billion USD in 2024, reflecting an annual growth rate of approximately 15% [6] - The registration of plush toy-related companies has remained above 1,000 annually from 2015 to 2024, with a notable increase in registrations in recent years, reaching 1,483 in 2024, a year-on-year growth of over 16% [6] Group 2 - The popularity of plush toys is evident on social media platforms, with "plush toys" topics garnering 22.1 billion views on Xiaohongshu and 180.1 billion views on Douyin [3] - Sales data indicates that popular plush products, such as those from well-known IPs like "自嘲熊" and "卜卜," have consistently performed well, with the latter achieving top sales for three consecutive weeks as of December 18 [3][12] - The emotional connection and social symbolism associated with plush toys, particularly those derived from celebrity IPs, have made them highly sought after, serving as emotional support and social identifiers for fans [12][13] Group 3 - The integration of AI technology into plush toys is creating new interactive and personalized experiences, with the AI toy market in China expected to reach 24.6 billion yuan in 2024 and grow to 29 billion yuan in 2025 [16] - Major companies are entering the AI plush toy market, launching products that combine appealing designs with AI capabilities for enhanced emotional experiences, such as Huawei's "智能憨憨" and other AI plush toys priced between 200 to 500 yuan [16][19] - The target demographic for plush toys has shifted, with post-00s consumers making up 43% of the market, driven by emotional value and interest, indicating a trend towards emotional consumption and companionship experiences [19]