“票根经济”“谷子经济”“兴趣消费”写进政府工作报告 “种草”引变局 “懂你”成标签

Core Insights - The rise of "emotional economy" reflects a significant shift in consumer behavior, where young people are increasingly willing to pay for happiness and emotional satisfaction, indicating a transformation in consumption logic from "product-centered" to "people-centered" [5][11] Group 1: Emotional Consumption Trends - Over 90% of young people recognize the importance of emotional value, with 46.8% considering it a remedy for stress and anxiety [4] - The popularity of "blind boxes" and merchandise related to anime and gaming illustrates the trend of consumers seeking joy and emotional fulfillment through purchases [3][4] - The "ticket economy" is emerging, where concert tickets can unlock discounts on related services, enhancing the overall consumer experience [4][8] Group 2: Market Growth and Economic Impact - The emotional consumption market in China reached 2.72 trillion yuan in 2025, projected to exceed 4.5 trillion yuan by 2029 [6] - Companies like Pop Mart have seen significant financial success, with revenue of 138.8 billion yuan and net profit of 47.1 billion yuan in the first half of 2025, surpassing the entire revenue of 2024 [7] - The rise of emotional consumption is driving the growth of niche markets, creating billion-dollar opportunities in sectors like trendy toys and entertainment [8] Group 3: Regional Development and Strategic Focus - Cities like Shenzhen are prioritizing the development of emotional economy concepts such as "ticket economy" and "self-pleasure economy" in their government work reports, indicating a strategic focus on enhancing consumer experiences [9][10] - Shenzhen's demographic advantages, including a young population with high spending power, position it well to capitalize on the emotional economy [10][11] - The city's plans to expand its commercial landscape and enhance consumer engagement through innovative marketing strategies reflect a commitment to fostering a vibrant consumption ecosystem [11]