美妆丨市场观察 本周看点： -从爆雷款到"塑料茅台"，美妆行业能从潮玩标杆取何真经？ -芳香疗愈SPA：美妆行业的下一个"卷"点？ -六部门发文，国货美妆产业将掀IPO热潮？ 行业环境 1.从爆雷款到"塑料茅台"，美妆行业能从潮玩标杆取何真经？ 关键词 ： 中国IP,全球影响力,缺陷美学,情感营销,稀缺性操控 概要 ： 2025年，中国IP全球影响力显著提升，《哪吒之魔童闹海》跻身全球影史票房前30， LABUBU潮玩以"缺陷美学"引发热潮。美妆行业从小众审美入手，花西子、橘朵融合传统文化 满足个性化需求。品牌通过稀缺性、本土化叙事和UGC增强用户连接。未来，美妆竞争将集中 于创新与文化影响力，差异化价值是关键。 2.芳香疗愈SPA：美妆行业的下一个"卷"点 ？ 关键词 ： 疗愈经济,芳疗市场,情绪价值,健康消费,五感体验 概要 ： 随着生活节奏加快，疗愈类服务成市场刚需，中国失眠发生率超38%，全球疗愈经济年 增10%，预计2025年达7万亿美元。芳疗市场因天然安全特性快速崛起，消费额年均增长 20%-30%，"SPA+零售"模式兴起。然而，行业存在品牌分散、同质化、人才短缺等问题。未来 需通过规范化、技术 ...

以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 惊蛰研究所 . 探索发现新经济。 在直播间里，从爱好到生意。 文 ｜ 白露 来源｜ 惊蛰研究所（ID：jingzheyanjiusuo） 封面来源 ｜ unsplash 400多年前，明朝末年的广州诞生了世界上最早的人工养殖观赏鱼——"珍珠鳞"金鱼。到清朝末年，广州芳村地区的花农们为了点缀庭院吸引游客，又在花 园中开挖池塘养殖金鱼，由此开启了广州系统性养殖观赏鱼的历史。 公开资料显示，2022年时广州观赏鱼产业的年产值就已达5.4亿元。另据央视财经2024年报道，整个广东水族业年产值已接近400亿元，带动近30万人就业， 养殖面积达10多万亩，年产观赏鱼数百亿尾，相关水族器材厂家两千余家。 数百年间，观赏鱼已经从一个小众商业行为，逐渐成长为一个百亿规模的系统性产业。而如今，广州的观赏鱼产业又在直播间里找到了新的发展方向。 当小众爱好"浮出水面" 近几年来，疗愈经济的流行推动了不少新消费现象的产生，其中就有一种名为"盘草缸"的小众爱好。 作为一种逐渐流行的小众圈层文化，盘草缸的魅力在于它可以让爱好者们按照自己的喜好，用各种水草、造景石和观赏类的鱼、虾等生物，打造 ...

Group 1 - The rise of emotional economy is reshaping consumer behavior, with 64% of Chinese consumers prioritizing emotional satisfaction as their primary need [3][5][11] - The emotional economy is becoming a new economic engine, with significant growth in sectors like trendy toys, pets, and sports, as evidenced by the explosive sales during events like the Tmall 618 shopping festival [3][30] - Over 80% of surveyed consumers reported engaging in emotional consumption in the past year, with preferences varying by age group [6][8][10] Group 2 - Emotional consumption is defined as purchasing behavior aimed at achieving psychological compensation, indicating a shift from functional to emotional-driven consumption [5][10] - The "谷子经济" (Goods economy) market is projected to reach 168.9 billion yuan in 2024, reflecting a 40.63% increase from 2023, driven by the popularity of trendy toys and related products [30][34] - The pet industry is evolving into an emotional compensation system, with Gen Z spending an average of over 1,200 yuan per month on pet-related products and services [34][35] Group 3 - The silver economy is expected to reach a market size of 50 trillion yuan by 2050, driven by the new retired demographic who are financially stable and seeking quality experiences [35][36] - The healing economy is gaining traction, with a projected market value exceeding 240 billion yuan this year, fueled by rising demand for emotional wellness and immersive experiences [37][40] - Emotional marketing is widely accepted, with over 80% of respondents recognizing its influence on purchasing decisions, particularly among younger consumers [22][23]

题图 | AI配图 "人均100元能呆12小时、免费水果饮料、还能打游戏看电影，出去玩住洗浴中心比青年旅舍划算多 了。"今年在上大三的李薇告诉记者，她已经在本地生活平台搜集了全国十多家"高性价比"洗浴中心的信 息。 如今，许多年轻消费者不是去洗浴中心泡澡的，而是住宿地，集电竞、桌游、KTV、观影于一体的新型 洗浴成了新一代的高性价比住宿选择。而养生放松以及入境游客的推拿正骨体验，也拉动了洗浴足浴行 业的消费。 业内认为，整体看，2025-2030年将是中国洗浴服务行业的黄金发展期。消费升级、技术革新、政策支 持三重红利叠加，为行业带来前所未有的机遇。 行业快速发展，年轻女性消费者崛起 2025.06. 14 本文字数：5602，阅读时长大约9分钟 作者 | 第一财经 陆涵之 揭书宜 上海市浦东新区一条普通的街道上，周勇的足浴店在此扎根已整整15年。15年时光流转，门外霓虹招 牌或许已略显旧色，然而门内空间却始终氤氲着熟悉的中药气息与热水蒸气。近年来，他目睹了一个显 著变化：大量新面孔涌入足浴沐浴行业，街头巷尾，新招牌如雨后春笋。"门槛低，回本快。"周勇一语 点破缘由。新店只要重金投入营销活动、引流活动，顾客预 ...

Group 1: Core Insights - Shenzhen has launched a comprehensive plan to boost consumption, focusing on four key product categories: artificial intelligence terminals, whole-home smart devices, modern fashion, and outdoor equipment [1] - The plan includes 39 specific measures aimed at addressing consumption market expansion and resolving existing bottlenecks [1][3] - Shenzhen's retail sales of consumer goods reached 1,063.77 billion yuan in 2024, marking a 1.1% increase from the previous year, with a notable recovery in the second half of the year [2] Group 2: Enhancing Consumer Capacity and Willingness - The plan emphasizes enhancing residents' income and employment, with measures including high-quality job promotion and multi-channel income increases [3] - Specific financial incentives are provided for talent recruitment, with subsidies of up to 30,000 yuan for undergraduates and 100,000 yuan for doctoral graduates [3] - The plan also aims to adjust minimum wage standards and support collective bargaining to improve wage levels for workers [3] Group 3: Expanding Quality and Diverse Consumption Supply - Shenzhen aims to promote artificial intelligence terminal consumption by rewarding high-quality products and supporting flagship stores in key locations [7] - The city encourages local fashion brands to enhance their market presence and develop limited edition products [7] - Outdoor equipment consumption will be fostered through events and the establishment of service centers, leveraging Shenzhen's natural resources [7][8] Group 4: Policy Support and Infrastructure Development - The plan includes measures to support foreign trade enterprises affected by tariffs, such as establishing themed display areas in shopping centers [11] - Shenzhen will facilitate participation in international exhibitions, providing financial support for companies attending overseas events [11] - The city is also promoting the use of REITs to enhance investment in consumption and cultural tourism infrastructure [12]

Core Insights - The rise of "Yun Gui Chuan Bistro" reflects a shift in urban consumer behavior towards a blend of cultural experience and social interaction in dining [2][10][27] Group 1: Market Trends - The "Yun Gui Chuan Bistro" concept has seen explosive growth, with a reported annual increase of over 150% in cities like Shanghai and Chengdu since 2022 [6][7] - The popularity of bistros indicates a new dining trend where consumers seek both casual dining and a sense of ritual in their eating experiences [10][27] Group 2: Consumer Behavior - Urban consumers are increasingly engaging in "装货式消费" (showing off consumption), which emphasizes the importance of aesthetic and experiential dining [10][18] - The bistro atmosphere, characterized by dim lighting and cultural decor, enhances the dining experience, encouraging social media sharing and personal branding [11][13] Group 3: Culinary Innovation - "Yun Gui Chuan Bistro" offers a unique flavor system that combines traditional regional dishes with creative presentations, such as pairing Guizhou sour soup fish with Sichuan spicy rabbit heads [5][19] - The menu features innovative dishes that attract consumers, with names and presentations designed to be visually appealing for social media [14][19] Group 4: Social Dynamics - The bistro dining experience fosters social interaction, with diners exchanging dipping sauce recipes and engaging in lively discussions about food [13][19] - The concept serves as a "third space" for consumers, allowing them to escape the fast-paced urban lifestyle while enjoying a relaxed yet stylish dining environment [16][21]

为迎接端午佳节并庆祝第15个"中国旅游日"，5月19日、20日，深圳市福田区福田街道党工委在兴融社区公园举行"哇噻CBD·福田CBD企业特色展示"系列第 25期——旅游消费专场活动。 本次活动在福田区文化广电旅游体育局的指导下，由福田街道"两新"党委、福田街道CBD商圈党委、福田街道"小个专"党委、CBD商圈党群服务中心、福田 街道经济发展办公室、福田街道商会承办，围绕"锦绣山河、美好旅程"主题，联动辖区30家旅游酒店行业企业打造"食、住、行、游、购"五大场景展示平 台，让商圈青年体验CBD商圈与文旅融合的独特魅力。 文旅行业正深度拥抱"养生疗愈经济"，通过场景重构打造新型青年心灵旅居地。妙游文旅现场展示在梅州布局的"森林疗愈矩阵"。中旅集团则带来"新藏 式"特色民宿喜林苑·纳达山居，将藏式碉楼建筑融入生活，通过"环境疗愈力+文化沉浸感"的创新，重新定义都市青年的短途疗养新范式。 携程旅游聚焦"微度假+深度游"双赛道，精选云南西双版纳傣族生活体验、湖南长沙+张家界畅玩湘西古镇等国内特色短途线路，同步推出多个出境主题自 组团，形成"48小时周边游"与"10天国际体验"的爆款旅游合集。益企享游等专业服务商则提供涵 ...

Core Insights - The phenomenon of "paid office" services reflects the deep-seated anxiety and structural changes in consumption behavior among contemporary youth during a period of social transformation [2][10][12] - The "paid office" market has evolved from a psychological comfort to a scalable consumer demand, indicating a shift in how young people cope with unemployment and identity crises [9][13][20] Group 1: Paid Office Services - The concept of "paid office" allows individuals to maintain a semblance of normalcy and social identity while unemployed, with costs ranging from 40 to 1000 yuan depending on the service duration [1][5][8] - The service has gained traction on platforms like Xiaohongshu and Xianyu, with users sharing experiences and referring to it as a "utopia for the unemployed" [5][8][18] - The pricing structure varies significantly between first-tier and second-tier cities, reflecting economic disparities and employment pressures [8][9] Group 2: Youth Anxiety and Consumption Behavior - Young people's anxiety has transformed from singular job-related concerns to a broader existential crisis, with many feeling pressured to maintain a facade of employment [10][12] - The average starting salary for 2025 graduates is reported at 2800 yuan, with a significant gap between expectations and reality, leading to heightened anxiety [10][12] - The rise of "emotional consumption" indicates a willingness to spend on services that provide psychological comfort, as seen in the increasing popularity of "healing economy" services [14][16][20] Group 3: Social Dynamics and Market Trends - The emergence of "paid office" services has led to new social dynamics, with online platforms becoming spaces for mutual support among the unemployed [18][20] - The trend of flexible employment and side jobs is on the rise, with participation rates in side jobs reaching 43.7% in early 2025 [20] - The market for career training and self-improvement courses has expanded, driven by the anxiety of young individuals seeking to enhance their employability [20]

以下文章来源于新周刊 ，作者郑依妮 新周刊 . 中国最新锐的生活方式周刊。 井喷式发展期。 作者 | 郑依妮 编辑 | L 来源 | 新周刊 （ID：new-weekly） 清晨7点，位于广州CBD甲级写字楼楼下的一家瑜伽馆已亮起了灯。十几位白领身着露 露乐蒙的瑜伽服，手握一杯冰美式，在等待一场"疗愈之旅"。她们跟随导师的指引闭目 盘坐，耳边是钵音的交响，鼻腔里萦绕着香薰蜡烛的檀香气味。 但当一小时的课程结束，走出冥想馆的白领们立刻不约而同地低头刷起手机——客户群 的未读消息提醒、同事沟通工作的邮件、银行发来的房贷还款提醒、体检报告上的异常 指标等，如潮水般涌入屏幕。 花费3999元购买的"心灵SPA"，仿佛只是给焦虑蒙上了 一层滤镜。 近两年，国内疗愈产业出现了爆发性增长。根据《疗愈经济用户报告（2024）》，中国 疗愈经济规模达到10万亿元人民币，约60%的城市青年人有焦虑情绪，其中18%为中 度或重度焦虑。各类打着疗愈之名的颂钵冥想班异常火爆。 一 家 网 红 瑜 伽 疗 愈 中 心 的 标 配 往 往 是 " 洞 穴 式 空 间 设 计 + 有 机 素 食 套 餐 + 心 理 学 硕 士 导 师"的一 ...

Group 1 - The core viewpoint of the articles highlights the rise of emotional consumption among young consumers, driven by the need for stress relief and emotional connection in a fast-paced society [1][2] - The global healing economy is projected to reach $7 trillion by 2025, with China's emotional consumption market expected to exceed 2 trillion yuan, indicating a shift of emotional economy from the margins to the mainstream [1] - The development of technology supports the rise of emotional economy, with products like AI companionship and specially designed plants catering to consumers' emotional needs [1] Group 2 - Despite rapid growth, the emotional economy faces challenges such as poor product quality and privacy concerns, with reports of substandard products causing health issues [2] - Industry experts emphasize the need for high-quality products and strict regulatory measures to ensure the healthy development of the emotional economy, which is crucial for protecting consumer rights and achieving sustainable market value [2] - The emotional economy reflects the diversification and layering of consumer demands, creating new business opportunities and emphasizing the importance of emotional value in a material-rich era [2]