截至今年11月底，深圳从事手机壳生产销售的企业达到4000余家，占全国总量的47.7%，其中1300多家持有相关专利。看似不起眼的手机壳生意正在爆发 出强大的生意场。 其中，被称为"手机壳界爱马仕"的CASETiFY近期也因一年卖出36亿销售额而登上热搜高位。 在这场品牌盛宴背后，Z世代对于圈层认同、情绪满足和生活方式的追求以手机壳这一载体被勾勒出更清晰的画像。大家开始好奇，500多的手机壳到底 是谁在买？年轻人的情绪生意又有了新玩法？ 买的是手机壳，晒的是身份卡 "刚付完iPhone17Pro的尾款，配两个壳、买两条挂链又花了两千多！"上海静安寺CASETiFY门店外，"00后"林晓举着刚入手的村上隆联名手机壳既兴奋 又"肉疼"。 这样的场景并非个例。武汉武商MALL的CASETiFY门店开业当天秒售罄500多个，印着樱花和黄鹤楼的城市限定款手机壳开售即断货；闲鱼 上，疯狂动物城2、RIIZE、Miffy、三丽鸥等IP联名时，总有大量黄牛溢价出售。 当手机配件从9.9元包邮进化到这届年轻人的电子快消品，这个被称为"手机壳界爱马仕"的品牌，2024年营收已突破36亿元，毛利率高达55.8%，并且还立 下202 ...

《疯狂动物城2》的上映，让2025年的电影市场再度热闹了起来。 九年间，超过225万人在豆瓣为它的前作打出了9.3分的高分评价；现在，兔子朱迪和狐狸尼克的故事依然吸引着观众为其买单。灯塔专业版数据显示，上 映10天，这部电影的内地票房已突破23亿元。过来人的心得是如果想在周末去观影，必须提前下手买票，否则不只没有位置好的座位，就连时间合适的场 次也剩不下。一位观众感慨："很久没有见过这么火爆的电影院了。" 同样火爆的还有与之相关的消费领域。据不完全统计，目前已有70余个消费品牌和这一IP进行联名合作，覆盖潮流玩具、服装配饰、乳品饮料、美妆护 肤、家居日用等多个品类。其中，部分潮流玩具品牌推出的联名商品一经上市，迅速售罄。12月3日，前述观众前往家附近名创优品和九木杂物社门店， 打算再入手一些周边，却惊讶地发现"基本上都没有什么货了"。 电影院内外，《疯狂动物城2》的疯狂还在延续。有意思的是，它和年初掀起观影热潮的《哪吒之魔童闹海》（下文简称《哪吒2》）一样，都是没有真人 演员的动画片。放眼整个2025年，动画片的票房总和已接近中国电影市场的半壁江山，这其中虽然存在偶然因素，也离不开时代背景下的必然选择。 具体 ...

据了解，本次快闪开幕周将推出多项专属福利，包括弗里达吊卡300只、定制贴纸与徽章领取、现场购买赠礼计划等。值得一提的是， 11月30日开业首日将特别推出"一日店长"活动：用户单笔消费满238元即可凭小票兑换"60s互动手环"，于13:30-17:00与明星店长胡凯旋 进行专属互动，并获赠限定小卡、亲签及合照拍立得等独家周边。活动进入12月下旬后将切换至跨年主题，增设夜间氛围灯光区，通过 更多参与方式增强用户互动，使快闪在整个节日周期保持新鲜感。同时，恰逢K11 VIP DAY，K11会员还将享有专属体验日，可提前解 锁新品与特别礼遇。 11月30日，HERE奇梦岛与上海K11购物艺术中心携手推出的跨年季限时快闪活动在K11 B2中庭拉开帷幕。作为品牌升级后的首个核心 线下项目，奇梦岛现场带来包括独家首发的WAKUKU弗里达联名限定吊卡，用户不仅可以近距离体验潮玩文化，还可以参与"一日店 长""到店打卡"等社交互动，获取快闪期间的不定期惊喜礼物。 本次奇梦岛快闪活动以具有节日氛围的空间陈列和丰富互动体验，构建一个面向城市年轻人的治愈型情绪场景，陪伴消费者体验年末的 仪式感。更值得期待的是，奇梦岛将同步开启"双城 ...

Core Insights - The 2025 Sohu Fashion Gala will be held on December 18 in Beijing, focusing on the theme "Moving Towards the Heart," which emphasizes emotional value, emotional economy, and social companionship as emerging trends in the fashion industry [1][3] Group 1: Event Overview - The gala will gather influential fashion pioneers, aesthetic advocates, and cultural creators to discuss the new directions and consumer logic in the fashion industry amidst the integration of emotional needs and AI technology [1][3] - Sohu Video will provide live streaming of the entire event, ensuring broad accessibility [1] Group 2: Key Themes and Trends - "Emotional value" is highlighted as the annual keyword, reflecting a shift in consumer behavior where younger generations are more willing to pay for emotional experiences [3] - The event will feature discussions on topics such as "emotional dressing" and "self-fashion," showcasing the contemporary fashion philosophy of "beauty for oneself" [3] Group 3: Historical Context and Evolution - Since its inception in 2012, the Sohu Fashion Gala has evolved to reflect industry trends, introducing various awards that align with emerging marketing and consumption patterns, such as e-commerce and live streaming [4] - The 2025 gala marks a significant shift by centering on "emotional value," indicating a rethinking of fashion definitions and a keen understanding of contemporary societal values [4]

在全球汽车产业经历百年未有之大变局的今天，中国市场已成为智能电动化浪潮的中心。消费趋 势如何演变？本土化研发走向何方？安全与创新如何平衡？高端品牌的价值核心又该如何重塑？ 近日，第一财经总编辑杨宇东在北京独家对话全球顶级汽车品牌的掌门人——梅赛德斯-奔驰集团 董事会主席、首席执行官康林松。在这场题为《静水深流：汽车业的中国命题与世界答案》的对谈 中，两位嘉宾从消费趋势、智能辅助驾驶、本土研发到品牌价值，展开了一场深度碰撞。 本土研发战略升级： 从"服务中国"到"赋能全球" 康林松强调，从被动安全到主动安全，从辅助驾驶到有条件自动驾驶，安全的内涵在演进，但我们的 承诺从未改变。 消费新格局： 康林松开宗明义："中国不仅是全球最大的汽车市场 ， 也是 我 们全球最大的市场。"他特别指出，中 国已成为多款旗舰车型的全球第一大市场。 而更值得关注的是，其在华发展战略已从早期的"中国研发，服务中国"，升级为"中国研发，服务中 国，赋能全球"。康林松举例说，在中国研发的后排娱乐系统，已应用于全球市场的旗舰轿车；针对中国 复杂路况开发的自动泊车技术，也正反向输出至全球。 "我们坚持'人才在哪里，就在哪里深耕'，"康林松表示 ...

11月21日，由《经济观察报》主办、北京希肯国际文化集团联合承办的"2025美好生活新消费高峰论坛"在北京圆满落幕。该论坛已连续成功举办十一届，汇 聚了政界、企业界、学术界及研究机构的各界代表，现场聚焦高质量与消费升级的核心议题，共同为中国消费市场迈向更健康、更持续的未来献计献策。 论坛上，"从'悦己'到'共情'：解码Z世代消费心智"圆桌会议围绕Z时代消费心智展开深入探讨。在经济观察报大消费新闻一部主任阿茹汗的主持下，布朗兄 弟集团创始人王宇平、元气森林公共事务副总裁胡文娟、马大姐CCO杨学宝、好想你总经理助理及投资总监王浩翔、大窑饮品品牌创新总监刘辉，以及AI 管理学与科技伦理学科研究者杨马克等嘉宾，从量化研究、消费趋势、品牌构建、产品体验等多个维度分享了情绪价值的理解与实践，揭示了情绪价值崛 起、共情策略实践及未来消费趋势的核心逻辑。 11 / x personal 7 1 m 9 a / all 00 1 f L 0 从功能满足到精神共鸣 从个性化表达到圈层认同 情绪价值已成为Z世代消费决策的核心驱动力。王宇平指出，品牌需通过精神价值观的构建与消费者建立深层共鸣。以布朗兄弟投资的科技品牌为例，其通 过正 ...

Core Viewpoint - Soul is making its fourth attempt to go public through an IPO on the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor, after previous attempts in the US and Hong Kong failed [1][2]. Group 1: Company Background - Soul focuses on providing "emotional value" services, distinguishing itself from other social platforms by allowing users to express themselves through avatars rather than relying on real identities or appearances [2]. - The company has attracted significant investment from notable backers, including Tencent, which holds a 49.9% stake and 25.7% voting rights, while the founder, Zhang Lu, owns 32% with 65% voting rights [2]. Group 2: User Engagement and Metrics - As of August 31, 2025, Soul is projected to have 11 million daily active users, with 78.7% belonging to Generation Z, making it the leading AI + immersive social platform in China [2]. - The average monthly user interaction rate is 86%, with users sending approximately 75 peer-to-peer messages daily [2]. Group 3: Financial Performance - Soul's revenue from 2022 to 2025 is projected to grow from 1.667 billion RMB in 2022 to 2.211 billion RMB in 2024, while the company has incurred losses of 508 million RMB in 2022, 129 million RMB in 2023, and 149 million RMB in 2024 [3][4]. - The adjusted net profit (non-IFRS) is expected to improve from a loss of 22 million RMB in 2022 to a profit of 2.86 million RMB in 2025 [3]. Group 4: Strategic Focus and Future Plans - The latest IPO prospectus emphasizes AI, with the term appearing 266 times, indicating a strategic pivot towards AI capabilities and immersive social experiences [5]. - The funds raised from the IPO are intended for AI development, global expansion, user base growth, and content creation [5]. - Soul has shifted its branding to align with the AI narrative, moving away from its previous focus on the metaverse as interest in that area wanes [5]. Group 5: Market Outlook - The acceptance of Soul's "AI + immersive social" narrative in the Hong Kong market remains uncertain and will be determined over time [6].

Core Insights - The Chinese gift industry is undergoing a paradigm shift driven by the Z generation's purchasing decisions, with digital procurement penetration exceeding 11.5% and emotional value premium rising by 16% annually [2][3][11] Industry Trends - The industry has transitioned from a phase of scale growth to a critical period of "value reconstruction" and "efficiency revolution" [2] - The confidence index for the gift industry in 2025 has increased by 9 points year-on-year, reaching 80, indicating a positive outlook [2] - There is a significant divergence in confidence among different segments, with cross-category and brand channel merchants scoring 86, while processing and OEM factories score only 75 [2] Key Contradictions - Demand upgrade vs. budget contraction: Z generation employees demand personalized and high-quality gifts, while corporate welfare budgets are shrinking [2] - Digital efficiency vs. compliance risk: 48% of companies are increasing digital procurement investments, but this leads to heightened compliance and risk management challenges [2] - Homogeneous competition vs. differentiated breakthroughs: Standard products face declining profit margins, while demand for cultural and health-related gifts is growing [2] Strategic Responses - Cost reduction and efficiency enhancement: 46% of companies prioritize improving quality-price ratios, leveraging digital tools to streamline procurement processes [2][4] - Compliance risk management: 35% of companies focus on compliance management, with third-party inspection mechanisms becoming more prevalent [2][4] Market Dynamics - The procurement landscape is becoming younger, with 90% of decision-makers being under 34 years old, leading to a shift in purchasing logic [3][11] - Small and medium-sized private enterprises account for over 70% of the market share, indicating a shift in purchasing power [3] Product and Service Innovations - The gift industry is moving towards professional competition, with a focus on emotional value and brand expression [11] - Successful case studies highlight the importance of integrating cultural elements and innovative marketing strategies to enhance product appeal [7][10] Future Outlook - The industry is expected to continue evolving towards high-quality development, with a focus on emotional value and compliance-driven procurement practices [11] - Companies that can adapt to changing consumer demands, embrace digital transformation, and maintain compliance will emerge as industry leaders [11]

变现能力是检验个人IP成败的关键。 很多人做自媒体都有些"文人式清高"，羞于谈钱，哪怕是内心想要钱，他们太在意别人"为了钱"的评价。 如果是这样，那最好是不要做了。 要知道自媒体IP越是成功，污泥脏水就越多，一定会有很多批评、嘲讽、辱骂、诋毁等，到时候你面对不了，或屏蔽不了，你怎么办 呢？ 所谓真金不怕火炼，没有失败过，没有经受过千夫所指的人、IP是脆弱的，一拳就能击倒。 实事求是的说，所有做个人IP的人都有所求。 在这点上中国人不如美国人坦诚，我们这边会委婉很多，当然有的人确实一开始不图谋金钱利益，甚至打赏、广告都不要，但他一定是 在谋求影响力，这也是一种权力。 或者就是为了"雁过留声"，乃至修自己的"福报"。没有毫无所求、不带任何自我意识去做自媒体IP的例子。 谈钱是诚实的表现，钱也是一种反馈，你付出了时间和精力，如果对别人有所帮助，那收取报酬是合理的。不收反而是违背了商业规 律，难以持久。 因此我一直建议要做自媒体的新人从开始就注意构建、累积自己的"商业资产"。 你可以不为了钱，但必须要有赚钱能力。金钱是衡量你进步和能力的标尺，没有商业价值的IP是没有根的，要知道哪怕人类社会的信仰 活动也必须是构建在物 ...

Core Insights - The personal care and cleaning market has undergone significant changes from 2022 to 2025, shifting from a broad growth model to a more segmented and precise approach driven by specific scenarios, efficacy, and emotional value [5][19]. Market Overview - The overall personal care market maintains an 11.2% CAGR, but growth is not uniform across categories [5]. - New growth engines include "body care" (CAGR +17.2%) and "oral care" (CAGR +12.2%), with "intimate care" showing an impressive growth rate of 68.6% [5]. - Traditional "hair care" is experiencing slower growth at 8.1%, with a 1.8% decline in average price, indicating a price war in the saturated market [5]. - "Men's care" has seen a negative growth of 8.4%, suggesting a shift in male consumer preferences towards more neutral and specialized products [6]. Consumer Behavior - Consumers are less willing to pay a premium for basic cleaning functions, with sales growth (9.8%) outpacing average price growth (1.3%) [7]. - Only products with upgraded efficacy or emotional attributes can support a robust pricing structure [7]. Key Categories and Trends - **Shampoo**: Evolving from a "cleanser" to a "scalp conditioner," focusing on specific pain points like "sensitive scalp" and "fine hair" [11]. - **Body Wash**: Growth is slow (3.6%), but consumers are demanding skincare standards, leading to increased interest in ingredients like "acids" for skin issues [14]. - **Hair Oil**: Outpacing the hair care market with a growth rate of 15.5%, shifting from "repair" to "styling" [16]. Brand and Retail Strategies - Brands should pivot from ineffective competition in basic cleaning to focus on "scalp health" and "emotional value" [20]. - Retailers need to adjust product selection by reducing traditional large bottles and increasing the display of specialized products [20]. - Emphasizing ingredient education in stores can lower consumer decision-making barriers and enhance cross-selling opportunities [20]. Supply Chain Recommendations - Innovation in raw materials should focus on "skincare-grade scalp ingredients" and "gentle high-activity acid technologies" [21]. - Development of non-greasy lightweight oil substitutes and new polymers to address consumer pain points [21]. Conclusion - The personal care market in 2025 will prioritize precision over simple scale expansion, with brands and retailers needing to adapt quickly to the shift towards refined, efficacy-driven, and emotionally resonant consumer demands [23].