24日下午，抖音发布了春节消费数据报告，其中有一个消费数据相当醒目，成为了年味主理人的Z世代消费者这个假期下单的团购商品中，拼豆同比增幅 达到了惊人的9018%，远高出消费增幅第二位的宠物寄养的348%，拼豆怎么就这么火了？ 《永夜星河》意外带火拼豆"文艺复兴" 玩家说：一代人有一代人的十字绣 拼豆又称熔融豆，具体玩法是玩家把彩色塑料小豆子作为基本材料，排列在模板上形成图形，最后经过加热定型后变成立体或者平面的手工艺品。拼豆起 源于20世纪70年代的瑞典，发明家贡纳尔.克努特松从工作室里散落的塑料边角料获得灵感，他希望可以通过对手指神经末梢的精细刺激帮助老人对抗生 理性的认知衰退与漫长冬日的孤独，因此拼豆最初被用作于康复训练领域。十来年前拼豆曾在国内短暂的流行过一段时间，后来退出了大众视野，成为 DIY圈中的小众爱好。 拼豆在国内突然的"文艺复兴"与热播剧《永夜星河》有关系，2024年年底，《永夜星河》正在热播中，主创团队在一次直播中展示了剧中角色的拼豆，也 是无心插柳柳成荫，粉丝们很快对拼豆明星周边迅速产生了浓厚的兴趣，并很快开始动手操作，制作自己喜欢的艺人的Q版拼豆周边。2025年，拼豆开始 从粉丝圈层突 ...

新华社武汉2月24日电 题："蒜鸟"走红、解压焕新，"为情绪买单"成湖北消费新趋势 新华社记者徐海波、龚联康 春节期间，武汉江汉路步行街上熙熙攘攘。"楚味堂"商店内年味浓郁，李女士带着女儿在柜台前， 捏了捏绿头黄脸的毛绒小鸟玩偶，清脆的武汉方言随即响起。她买下玩偶，笑着说："'蒜鸟'很有武汉 文化特色，带回家留个纪念。" "现在消费需求已从生存型向享受型、发展型升级，追求情绪价值成为消费转型的必然趋势。"中南 财经政法大学经贸学院教授黄漫宇分析，当前市场供给由"拼价格"转向"拼服务、拼体验"，推动了情绪 经济发展。 位于汉口的咸安坊，是这种消费逻辑的生动注脚。咸安坊历史建筑群始建于1915年，经过精细化修 缮后焕发新生。如今的咸安坊，保留了老汉口特色的同时，还为艺术、餐饮等业态提供多功能空间，一 些体验式、互动式强的商家纷纷进驻。一家门店负责人说，他们的主要卖点是让消费者与本地文化产 生"情感链接"。 这种"情感链接"正在湖北多地蔓延。宜昌、十堰、恩施等地巧妙借助"票根经济"，将其作为情绪经 济的有力抓手，推出外地游客凭火车票、飞机票抽取"游、住、行"一站式大礼包活动，激发游客出行热 情。黄石将拥有100多年 ...

Core Viewpoint - The rise of "golden manicure" as a new trend among young consumers reflects a shift in the gold jewelry market, where traditional high-value purchases are being replaced by lower-cost, high-frequency consumption options [1][6][10]. Industry Trends - The gold jewelry industry is experiencing a dichotomy, with rising international gold prices since 2025, yet companies like Chow Tai Fook and Chow Sang Sang reporting declining revenues and store closures [1][9]. - The "golden manicure" trend is seen as a potential solution to the industry's challenges, transforming gold from a low-frequency, high-ticket item to a high-frequency, low-ticket item [2][10]. Market Dynamics - The global nail product market is projected to grow from $25.76 billion in 2025 to $36.26 billion by 2032, with a compound annual growth rate of 5.01% [6]. - The demand for gold in manicures is driven by a desire for self-expression and social status among younger consumers, moving away from traditional views of gold as merely an investment [7][10]. Consumer Behavior - Consumers are increasingly willing to spend thousands on "golden manicures," with some using old jewelry to create custom designs, indicating a shift towards personalized luxury experiences [3][4]. - The perception of gold is changing, with younger consumers valuing its emotional and aesthetic appeal over its investment potential [7][10]. Business Implications - Traditional gold jewelry brands are exploring collaborations and price increases but are struggling to recover from declining sales, highlighting the need for innovation in product offerings [9][10]. - The beauty industry, particularly nail salons, is capitalizing on the trend by offering services that incorporate gold, although concerns about the sustainability and legality of recycling gold materials persist [11][12]. Future Outlook - There is potential for the introduction of smaller gold accessories specifically designed for manicures, which could enhance profitability and customer engagement in the gold jewelry sector [10][11]. - The "golden manicure" trend may remain a niche market, primarily appealing during festive occasions rather than becoming a mainstream daily choice [12].

Core Insights - The rise of "golden manicure" reflects a shift in consumer behavior, particularly among younger demographics, who are increasingly viewing gold as a form of self-expression rather than just an investment [7][10] - Despite the growing popularity of gold in beauty applications, traditional gold jewelry companies are facing significant challenges, with declining revenues and store closures [10][11] Industry Trends - The gold jewelry market has seen a decline in sales, with Chow Tai Fook reporting a 1.1% drop in revenue for the 2026 fiscal year, marking a five-year low, and a closure of 611 stores [10] - The gold jewelry sector is attempting to adapt by exploring collaborations, price increases, and online sales, but these efforts have yielded limited success [10] - The global nail care market is projected to grow from $25.76 billion in 2025 to $36.26 billion by 2032, with a compound annual growth rate of 5.01% [7] Consumer Behavior - Consumers are increasingly willing to spend thousands on "golden nails," with some using old jewelry to create custom manicures, reflecting a desire for unique and personalized beauty experiences [5][6] - The perception of gold is shifting from a long-term investment to an immediate form of expression, with consumers valuing its aesthetic and symbolic significance over its monetary value [9][10] Market Dynamics - The emergence of "golden manicure" is seen as a potential solution to the challenges faced by both the gold jewelry and nail care industries, as it offers a new avenue for consumer engagement [10][12] - There is a growing interest in smaller gold accessories for manicures, which could lead to increased frequency of purchases and a shift in consumer demographics [12] Regulatory Considerations - Concerns have been raised regarding the legality of recycling gold scraps from manicures, as such practices may violate regulations set by the People's Bank of China [2][12] - Legal experts emphasize the importance of maintaining clear boundaries for nail salons, advising against involvement in gold recycling or trading [12][13]

2月21日，国际金价在4900美元/盎司关口震荡，国内金价同步调整至1110元/克附近，品牌金饰价格普遍回落至1500元/克左右，较前一日下跌约17元。 一、金价走势与市场报价 国际现货黄金（XAU）报4982美元/盎司附近，日内小幅上涨0.14%；国内AU9999现货黄金收于1110元/克，基础金价同步。 品牌金饰方面，周大福、六福珠宝、老庙黄金等主流品牌足金价格集中在1499元/克，周生生报1500元/克，老凤祥以1518元/克居首，菜百首饰与中国黄金为 1505元/克。 深圳水贝市场的批发价明显较低，足金999报价1284元/克，反映出品牌溢价与工艺成本对终端售价的显著影响。 在金饰消费整体承压的背景下，老铺黄金凭借独特的"一口价"策略和精湛工艺逆势走强，与传统品牌按克计价不同，老铺黄金所有产品实行一口价销售，价 格中蕴含较高的工艺与品牌溢价。2月18日，老铺黄金宣布将于2月28日进行2026年首次调价，延续其每年2至3次的定期调价节奏。 国金证券研报指出，老铺黄金门店终端供不应求，背后是消费者对品牌价值的认可度持续提升，产品采用"一体成型、无焊点"等古法工艺，并创新推出"金 胎烧蓝""足金镶嵌钻石"等 ...

2026.02.21 本文字数：1821，阅读时长大约3分钟 作者 |第一财经 齐琦 马年春节，国际金价在5000美元/盎司关口上演"过山车"。大年初一（2月17日）盘中跳水超2%，次日直 线拉升收复失地，随后几个交易日在5000美元关口反复拉锯。 当千家万户沉浸在团圆喜悦中，深圳黄金电商从业者小宇却化身"空中飞人"，一周三飞穿梭于故乡与职 场。冷清的珠宝产业园区里，他的直播间与客服后台灯火通明，在全球金价的剧烈波动中，书写着中国 黄金消费市场的新春故事。 园区冷、生意火 18日，农历正月初二，深夜的深圳龙岗珠宝产业园，主干道上鲜有行人，多数商铺大门紧闭，只有零星 几家物流网点亮着灯。而在园区内一间办公室里，键盘敲击声、电话铃声此起彼伏，与窗外的寂静形成 鲜明对比。 这个春节，小宇的行程表被排得满满当当。他告诉记者，2月16日他从深圳飞回甘肃老家，与父母团圆 吃年夜饭；22日，正月初六，就要飞回深圳处理积压订单；等到24日，正月初八，再回老家补休。一周 三飞，他成了名副其实的"空中飞人"。 "初二晚上，家里的饺子刚端上桌，我就接到了团队的紧急电话。"小宇回忆，当时国际金价突然拉升， 消费者咨询量激增，系统一度 ...

从传统的节日消费向资产配置和悦己消费升级 马年春节，国际金价在5000美元/盎司关口上演"过山车"。大年初一（2月17日）盘中跳水超2%，次日直线拉升收复失地，随后几个交易日在5000美元关口反 复拉锯。 当千家万户沉浸在团圆喜悦中，深圳黄金电商从业者小宇却化身"空中飞人"，一周三飞穿梭于故乡与职场。冷清的珠宝产业园区里，他的直播间与客服后台 灯火通明，在全球金价的剧烈波动中，书写着中国黄金消费市场的新春故事。 园区冷、生意火 18日，农历正月初二，深夜的深圳龙岗珠宝产业园，主干道上鲜有行人，多数商铺大门紧闭，只有零星几家物流网点亮着灯。而在园区内一间办公室里，键 盘敲击声、电话铃声此起彼伏，与窗外的寂静形成鲜明对比。 "紧急调整价格！现货金条每克下调6元，同步上架投资金专属优惠券。"返乡过年的小宇也没闲着，他一边盯着电脑屏幕上跳动的伦敦金现报价，一边在群 里下达指令。屏幕上，国际现货黄金价格跌至4853美元/盎司的日内低点，较盘中高点5010美元/盎司大跌157美元。作为深圳一家黄金电商的运营负责人， 这样的盯盘和调整，是他这个春节的日常。 "国内金市休市，国际金价却在疯狂波动，我们线上生意必须跟着节奏走。 ...

Group 1 - The core viewpoint of the articles highlights a significant increase in gold jewelry sales during the Chinese New Year, driven by festive promotions and consumer sentiment towards gold as a valuable gift and investment [1][2]. - In Shanghai, a gold shop experienced long queues on the second day of the Lunar New Year, with gold prices around 1500 yuan per gram, indicating a recovery from previous lows [1]. - Consumers are purchasing gold not only for personal use but also as gifts for family and friends, with many citing the cultural significance of gold during the New Year celebrations [1][2]. Group 2 - In Hangzhou, parents are using their children's New Year's money to buy gold, reflecting a trend towards tangible investments over intangible options like paper gold [2]. - Retailers report that gold jewelry is a popular category during the holiday season, with innovative designs attracting younger consumers, indicating a shift towards self-purchase trends [2]. - The current gold price is nearly double compared to the previous year's Lunar New Year, showcasing a strong recognition of gold's value retention and appreciation among consumers [2].

Core Insights - Domestic demand recovery is ongoing, with technological advancements and emotional consumption as structural highlights [1] - 45% of multinational companies reported improved performance in Q4 2025, while 33% expect further improvement [1][5] - The real estate sector continues to drag down growth, but there are notable structural strengths, particularly in technology and service consumption [1][5] Domestic Demand - Overall domestic demand remains weak, but there are structural highlights such as optimistic prospects for renovation in coatings and elevators [2][12] - Service and emotional consumption are experiencing high demand, with companies like Estée Lauder and Procter & Gamble reporting double-digit growth in specific product lines [2][12] - Companies are adapting to trade friction by increasing localization, with ABB reporting over 85% localization in China [2][12] Trade Friction - Localization strategies are being adopted by companies to mitigate the impact of trade tensions, with some firms shifting to local development and sales models [2][12] - Companies like SKF are facing supply chain pressures due to trade policy uncertainties, but are implementing measures to manage these risks [34] Technology - There is a slight decline in external demand for technology products, with a trend towards domestic substitution becoming evident [3][13] - Traditional companies are benefiting from increased demand driven by technological advancements, particularly in the semiconductor sector [3][13] - U.S. export restrictions and domestic competition are impacting overseas companies' revenues in China [3][13] Industry Summaries Materials and Industrial - Demand for materials and industrial products is generally weak, but there are structural demands in electronic gases due to the semiconductor industry [14][26] - The coatings sector is showing resilience due to renovation demand, while traditional electrical and elevator businesses are facing declines [14][27] Consumer Sector - The consumer sector shows significant differentiation, with companies like Uniqlo experiencing revenue declines due to increased competition [20][21] - High-end products in the beauty sector are performing well, while food and beverage sectors are facing slight declines [21][22] Financial Services - MetLife's operations in China are showing strong recovery, with a focus on optimizing distribution channels and enhancing service offerings [19][41] - The company is transitioning away from telemarketing and focusing on high-end customer segments [41] Technology Hardware - Semiconductor companies maintain a high revenue share in China, but face challenges from export controls and supply chain adjustments [23][30] - Companies like Intel and AMD are experiencing delays and increased competition from local manufacturers [30][31] Machinery - Caterpillar anticipates positive growth in the Chinese market, particularly in larger excavators, while SKF is facing challenges in the automotive sector [32][33] - Companies are adjusting their strategies to focus on local development and sales, with a shift in production towards Southeast Asia [39]

当前，博州节日消费市场持续升温，除购置年货这样的传统消费外，美发、美甲等"美丽消费""悦己消费"持续走热，成为节前消费新亮点。各族群众以焕 然一新的面貌迎接新春佳节，消费市场活力足、氛围浓、新意多。 2月13日，记者走访博乐市各大商圈看到，不少美发店内座无虚席，烫染、修剪、造型等项目备受青睐；美甲店内技师忙碌不停，喜庆时尚的款式广受追 捧；服装店内新春服饰、新款春装琳琅满目，市民挑选热情高涨。为应对消费高峰，商户们提前备货、增派人手、延长营业时间，以充足货源和贴心服务 满足市民节日消费需求。 美甲店内亦是一派忙碌景象，红色系、香槟色等色彩，搭配闪钻装饰、国风元素等主题款式成为主流。不少市民表示，做一套精致美甲，已是过春节必不 可少的仪式感，既提升整体形象，也让节日的喜悦感与幸福感满满。 梅梅美甲美睫店负责人马小梅说："我们提前准备了上百种款式，不涨价，让大家消费得放心、安心。看到顾客满意的笑容，我们也开心。" 服装消费热度不减，博州多家服装店将喜庆服饰与简约春装同步上架，舒适、大气、有质感成为市民选购的核心关键。商家结合新春元素优化货品，还贴 心提供穿搭建议，满足市民多样化的装扮需求。 知惠·欧尼服装店负责人 ...