Core Insights - The "Guzi" economy, referring to merchandise derived from comics, anime, and games, is rapidly transitioning from a niche market to a mainstream consumer trend among Generation Z [1][2] - The emotional value associated with "Guzi" products, which provide a tangible connection to beloved IPs, is a key driver of this consumption trend [1][3] Market Dynamics - Over 20 first- and second-tier cities in China are developing "Guzi" themed consumer landmarks, with significant examples including the transformation of the underground level of Wangfujing Joy City in Beijing, which is expected to double its revenue in 2024 compared to the previous year [2] - The "Guzi" economy is projected to reach a market size of 168.9 billion yuan in 2024, reflecting a 40.63% increase from 2023, with expectations to exceed 300 billion yuan by 2029 [2] Cultural Impact - Generation Z not only consumes "Guzi" products but also actively creates related cultural content, contributing to the growth of quality cultural IPs [3] - The success of domestic animations and games, such as "Nezha 2," illustrates the synergy between cultural production and consumer demand, enhancing the "Guzi" economy [3] Industry Development - The "Guzi" economy is fostering innovation in consumption scenarios and is seen as a significant contributor to the evolution of China's cultural industry [4] - Ensuring a stable market order and high-quality cultural output is essential for the sustainable growth of the "Guzi" economy, with a focus on copyright protection and product quality [3]

Group 1 - Multiple banks have issued warnings about the risks of gold investment, particularly regarding the use of credit cards for purchasing gold, which is considered a violation of regulations [1] - The "Guzi" economy, centered around anime and gaming merchandise, is projected to reach a market size of 168.9 billion yuan in 2024, reflecting a growth of 40.63% from 2023 [1] - The first public appearance of a megawatt-level helium refrigeration machine marks a significant breakthrough in China's low-temperature technology, with a liquefaction rate of 3,370 liters per hour [1] Group 2 - The first embodied intelligent robot sports event in Wuxi showcased advancements in robotics, with local companies making progress in key technologies [2] - MIT has created a unique "periodic table" of machine learning algorithms, highlighting over 20 classic algorithms and their interconnections, which may enhance AI model development [2] - Harvard University is exploring the sale of approximately $1 billion in private equity fund assets as part of a financial strategy following a federal funding freeze [2] Group 3 - Meituan clarified rumors regarding account suspensions due to alleged use of dual-opening or JD software, attributing the misinformation to malicious editing of a legitimate warning [3][4] - Tianhe Environmental Protection has terminated its IPO plans on the Beijing Stock Exchange, which aimed to raise 180 million yuan for various projects [4] - The first quarter performance report of several futures companies indicates a significant divergence in results, with some companies experiencing substantial growth while others face declines [5] Group 4 - Tianli Lithium Energy announced that its subsidiary's land use rights have been seized due to a lawsuit, with a three-year freeze period [6] - Ningbo Shuntong received a written warning from the Shanghai Stock Exchange for inaccuracies in its financial data disclosures [6] - Rixin Technology reported overdue bank loans totaling 39.7 million yuan, and is in discussions with the bank to secure funds for repayment [7] Group 5 - A private education institution from Chengdu has emerged in the A-share market, acquiring significant stakes in multiple companies, with total holdings exceeding 55 million yuan [8] - Changchun High-tech reported its first decline in revenue and net profit in a decade, with a 7.55% drop in revenue to 13.466 billion yuan and a 43.01% decrease in net profit to 2.583 billion yuan [8]

Core Insights - The "Guzi" economy, which focuses on secondary products derived from comics, animations, and games, is gaining popularity among young consumers, particularly Generation Z [1] - This economic model emphasizes emotional value through concepts like "companionship" and "spiritual consumption," attracting significant attention from the youth demographic [1] - Major cities in China are developing two-dimensional consumer landmarks to draw in young shoppers [1] Market Growth - The market size of China's "Guzi" economy is projected to reach 168.9 billion yuan in 2024, representing a growth of 40.63% compared to 2023 [1] - It is expected to surpass 300 billion yuan by 2029, indicating a robust growth trajectory [1] Cultural and Economic Impact - This trend is not only fostering the development of the cultural industry but also injecting new vitality into the consumer market [1]

本文字数：1074，阅读时长大约2分钟 2025.04. 24 国元证券在2024年12月发布的《IP供给与精神消费共振，谷子经济崛起》报告中曾表示，相对"日 谷"，"国谷"购买便捷、价格便宜，国产IP的崛起叠加"国谷"在渠道和价格方面的显著优势共同驱动 导读 ： 国潮风格的谷子，让长期习惯"日谷""美谷"的用户有了惊喜感。 作者 | 第一财经 陈杨园 "谷子经济"的热浪中，"国谷"（中国IP谷子）正突破"日谷"（日本IP谷子）包围，迎来迅速增长。 4月24日，闲鱼发布《2025闲鱼谷子趋势报告》，数据显示，今年一季度，闲鱼谷子交易额创历史新 高，"国谷"交易额反超"日谷"。 从具体IP来看，国产女性向游戏《恋与深空》和手游《第五人格》分别升至闲鱼2025年谷圈IP销量 榜第一和第二，超越去年排名前三的日谷"顶流"《排球少年》《蓝色监狱》和《咒术回战》。 此外，哪吒也成为推动"国谷"增长的重要力量。2025年春节档电影《哪吒之魔童闹海》爆火后，第 一季度，闲鱼哪吒IP谷子销量同比激增2346.2%，中国神话题材的国漫《非人哉》IP谷子量同比涨幅 也达到1003.5%。 游戏产业分析师、产业时评人张书乐对记者分 ...

4月24日，《2025闲鱼谷子趋势报告》发布，显示2024年谷子消费进入爆发期，年交易额同比增长 105%。今年一季度，闲鱼谷子交易额创历史新高，其中国产IP谷子热度反超日谷，交易额达到日谷的 1.2倍。一季度国风谷子在闲鱼销量暴涨167%，哪吒IP谷子销量激增2346.2%。当下，谷子消费呈现出 女性向、年轻化、高频次、高增速的趋势。女性消费者占比从2023年67%提升至2025年78%。(人民财 讯) ...

4月14日，集换式卡牌品牌卡游更新招股书，再次冲击港交所。 2024年卡游首次启动IPO，后以失败告终，从当时证监会要求卡游提交的补充材料来看，卡游首次上市失败或许与数据安全、不符合监管要求等相关。对 这家年入百亿，毛利率超过70%的企业来说，暴利生意的另一面是长期困于"收割小学生""未成年沉溺其中""小学生集卡成瘾"等负面舆论。 同时，集换式卡牌赛道后发者的持续发力，也为卡游带来了竞争压力，同为集换式卡牌品牌的集卡社与Hitcard，前者成为了资本宠儿，后者IP合作版图持 续扩大，春节档与卡游一同拿下了《哪吒之魔童闹海》的卡牌产品开发授权。 在周边经济越来越受关注的当下，Hitcard选择密切绑定上游IP版权方，集卡社选择走引进与原创双轮驱动之路，目前卡游也给出了自己的选择。过去一两 年，在业内外"缺乏自有IP""营收结构单一"等质疑声下，卡游选择了开辟新的增长曲线，即发力人偶、谷子类周边、文具等领域。不过，目前集换式卡牌 仍是卡游的顶梁柱产品。 集换式卡牌乘上"周边经济"东风 卡牌，在外界眼中不过是一张张印着各大IP角色形象的"纸片子"，但对卡牌消费者而言，小小纸片提供的收藏价值、情绪价值等可是超乎想象的 ...

● 本报记者 刘英杰 近日，"Z世代"年轻人作为消费主力的"谷子经济"炙手可热，"谷子经济"概念随之受到投资市场的青 睐。Wind数据显示，万得谷子经济概念指数自4月9日以来上涨9.39%。 分析人士认为，"谷圈文化"的崛起，已经成为一股不可忽视的新消费力量，未来将撑起千亿规模市场。 我国目前影视等内容IP的转化率偏低，IP开发及授权的商业链条不够成熟，我国"谷子"产业具备较大潜 力。 "谷子经济"概念股火热 近期，"谷子经济"作为新消费领域的代表受到市场关注。4月17日，A股市场多只"谷子经济"概念股走 强，南京商旅涨停、风语筑涨5.80%、横店影视涨4.67%、宋城演艺涨3.86%。港股市场上，中国"谷子 经济"龙头企业泡泡玛特4月17日上涨3.33%，该股自4月9日以来大涨23.59%。 "谷子经济"中的"谷子"音译自"Goods"，即"商品"，指动画、漫画、游戏等版权作品衍生出的周边产 品。其品类繁多，包括"吧唧"（徽章）、亚克力立牌、挂件、海报、卡片、手办、毛绒挂件等，主要涉 及二次元文化产品，购买这些商品的行为被称作"吃谷"。 艾媒咨询（iiMedia Research）《2024-2025年中国 ...

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以下文章来源于娱乐资本论 ，作者娱子酱团队 娱乐资本论 . 娱乐资本论隶属于界面财联社（上海报业集团主管主办），持有新闻牌照，是北京市文化产业投融资协 会会员单位，并与中国网络视听大会、北京国际电影节、上海国际电影节等行业大会展开了长期、深度 的合作，致力于独家报道，是泛文娱行业第一媒体。 来源丨娱乐资本论（ID：yulezibenlun） 作者丨吴晓宇 图源丨Midjourney "线下谷店的生意都死定了，不用想了。你看现在倒闭了那么多家店，但这只是刚刚开始。IP方直营的快 闪或者线下店越来越多，你干不过人家。" 李丁在日本经营谷子批发生意，平日帮着许多中古店清清库存。除了日本，营口是李丁的第二个根据 地，两头跑成为了李丁的日常。现在，谷子经济早已变成红海，不止一批谷店被拍死在沙滩上。当小娱 以新人的口吻向李丁咨询生意经时，也难怪他会发出上面那绝望的声音。 去年8月，笔者曾经就谷店倒闭潮做过相关的报道。没想到仅仅半年过去，第二波谷店倒闭潮就已经来 临。据不完全统计，今年前三个月，近百家线下谷店正式关闭，或者正在关门的路上，像全国连锁谷店 暴蒙有意撤出北京市场。一些行业人士甚至提醒小娱，谷店倒闭的高峰甚至还远 ...

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。 将投中网设为"星标⭐"，第一时间收获最新推送 棉花娃娃曾经是偶像经济下的产物。 作者丨成昱 来源丨惊蛰研究所 吃饭前先拍下"宝宝"跟食物的合影、旅游时镜头对焦的是可爱"崽崽"、生日时还要和"娃娃"一起在餐 厅切庆生蛋糕……然而这些备受年轻人宠溺的"崽崽"们可不是真正的小孩，而是萌感十足、触感柔软 的棉花娃娃。 坐拥80个棉花娃娃的娃妈"橘子"通常会购买以明星、二次元角色为原型的棉花娃娃，她告诉惊蛰研 究所，"每一只娃我都是当做崽来养的，就像养宠物的人喜欢撸猫撸狗一样，我们也特别喜欢rua娃吸 娃，大家的心态都是'宝宝那么可爱，让妈咪亲亲'，就是比较喜欢可爱或毛茸茸的事物"。 从追星应援产物到二次元同人二创制品，再到无属性棉花玩偶，棉花娃娃凭借可爱软萌的外表、能够 自由装扮的高可玩性，以及能够提供情感陪伴和治愈减压的情绪价值，俘获了大批年轻消费者的心。 与此同时，棉花娃娃的火爆也带火了娃衣、娃包、娃娃妆发等各类衍生品市场。 在"谷子经济"的催化下，棉花娃娃、娃衣等成为潮玩市场中不断增长的热门品类。在柔软的棉花娃娃 之上，愿意为热 ...