冬至?毛绒玩具催热“暖”生意｜财经二十四节气
2 1 Shi Ji Jing Ji Bao Dao·2025-12-21 03:18

Group 1 - The core viewpoint of the article highlights the growing emotional and social value of plush toys, which are evolving from traditional toys into new consumer products that fulfill the need for warmth and companionship, with the market size expected to grow from 143 billion yuan in 2024 to 241 billion yuan by 2028 [1] - The plush toy industry is experiencing significant growth, with the global market expected to exceed 10 billion USD in 2024, reflecting an annual growth rate of approximately 15% [4] - 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% [4] Group 2 - The popularity of plush toys is evident on social media platforms, with "plush toys" related topics reaching 22.1 billion views on Xiaohongshu and 180.1 billion views on Douyin [3] - Notable sales figures include a significant increase in revenue for plush products from Pop Mart, which grew from 446 million yuan in the first half of 2024 to 6.139 billion yuan in the first half of 2025, marking a staggering year-on-year growth of 1,276.2% [6] - Star IP-derived plush products are gaining traction, with sales figures such as over 100,000 units sold for the "Bubu" plush keychain from Mayday and over 10 million yuan in sales for the "Zhou Keke" plush doll on its launch day [7] Group 3 - The integration of AI technology into plush toys is creating new interactive and personalized experiences, with the AI toy market in China projected to reach 24.6 billion yuan in 2024 and grow to 29 billion yuan in 2025 [9] - Major companies are entering the AI plush toy market, with products priced between 200 yuan and 500 yuan, featuring interactive capabilities and emotional engagement [9] - The post-2000 generation has become the largest consumer group for plush toys, accounting for 43%, with emotional value and interest being primary reasons for their consumption, aligning with the trend of emotional spending [10]