新消费派 |新消费时代观察——强IP与地方经济的融合共生

Core Viewpoint - The integration of the panda IP with cultural tourism innovation is driving economic transformation, making pandas a key engine for local economic growth and cultural heritage [1][14]. Group 1: Panda IP and Tourism Growth - The panda IP has a natural global appeal and cultural affinity, which enhances local tourism development [2]. - In the first three quarters of 2025, domestic tourism in China reached 4.998 billion trips, an 18% increase year-on-year, providing an excellent market environment for panda IP [4]. - The panda IP's deep experience projects significantly increase visitor spending, with conversion rates for secondary consumption being 3 to 5 times higher than ordinary tourist attractions [4][5]. Group 2: Economic Impact and Consumer Behavior - In 2024, Ya'an city received 30 million tourists, generating a total tourism expenditure of 31.519 billion yuan, reflecting a year-on-year growth of 27.17% and 39.12% respectively [5]. - The new consumption model emphasizes personalization, scene-based experiences, and participation, aligning well with the panda tourism innovation direction [6]. - The cultural IP derivative consumption market is expected to exceed 120 billion yuan by 2025, with nearly 40% of the market share coming from cultural tourism scenarios [8]. Group 3: Integration of IP with Broader Economic Sectors - The panda IP's value extends beyond tourism, reshaping local economic structures through a "cultural tourism + all industries" integration model [14]. - The panda-themed educational bases and cultural parks are fostering local tourism market entities, while rural areas are leveraging panda-related content for economic advantages [14]. - The panda IP is becoming a "connector" for ecological protection, cultural transmission, and economic development, creating a virtuous cycle [15]. Group 4: Future Prospects and Technological Integration - The panda IP is expected to leverage technologies like the metaverse and digital twins to create diverse consumption scenarios [16]. - The integration of cultural symbols with new consumer demands is anticipated to drive not only local economic growth but also a new future of ecological, cultural, and economic synergy [16].