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“纸片茅台”价格暴涨10倍 停产的撕拉片是怎么火起来的?
经济观察报·2025-05-09 11:13

Core Viewpoint - The price of a special instant film, referred to as "paper Moutai," has surged dramatically, increasing from nearly 30 yuan per sheet three to four years ago to around 100 yuan last year, and recently skyrocketing to 200-300 yuan per sheet. A box of 10 sheets now costs as much as 2000 yuan [1][2]. Group 1: Market Dynamics - The term "撕拉片" (tear-off film) describes an instant photography method where the film can be pulled directly from the camera after shooting, with the development chemicals evenly distributed by the camera's roller, allowing for quick development [2]. - The current market for tear-off film is primarily composed of existing stock, as production has ceased, leading to a reliance on second-hand products for purchasing cameras and film [3]. - Fuji Film has acknowledged the trend and is expanding its Instax product line to meet diverse consumer needs, planning a 20% increase in Instax film production capacity by the fiscal year 2025 [3]. Group 2: Consumer Behavior and Trends - The rise in popularity of tear-off film has been fueled by social media, with many celebrities sharing their experiences, leading to a resurgence of this previously niche photography style [2]. - New types of photo studios are emerging, focusing on instant photography and offering lower prices compared to traditional studios, appealing to younger consumers seeking unique experiences [4][8]. - The customer base for these studios is primarily divided into tourists seeking travel mementos and young people looking for special occasion photos, with a significant portion preferring more affordable options like traditional instant photos [8]. Group 3: Business Challenges - Despite the increased interest in tear-off film, studio owners face challenges due to rising costs, with the price of tear-off film increasing from 1200 yuan to nearly 2000 yuan per box, leading some to halt this service [7]. - The competition in the instant photography market is intensifying, with new studios opening rapidly, emphasizing the importance of video content creation and online marketing skills over traditional photography expertise [8][9].