情绪消费的兴起，既有互联网和社交媒体的普及，以及企业营销策略的推动，更是消费差异化、细分化 的结果。受收入水平、年龄差异、受教育程度、家庭结构等各方面因素影响，消费呈现差异化特点。同 时，消费在被生活方式重新定义。在快节奏的现代社会，人们需要找到释放压力的出口、缓解焦虑的良 方、增进交往的媒介。物美价廉之外，具有体验感、情绪价值的消费成为一种品质追求：既要"性价 比"，也要"情价比"。 为心情买单，让热爱出圈。情绪消费与体验消费一脉相承，具有"返观内照"的特点，均超越了商品传统 功能需求，转而追求情感与自我实现的"小确幸"。一份关于2025年"Z世代"情绪消费的报告显示，情绪 消费以"Z世代"为核心主力，超九成年轻人认可情绪价值，44.8%的年轻人关注"品质升级"。由此可见， 年轻人的情绪消费并非盲目悦己，而是在情感驱动下追求更优的体验感。 小确幸里有大市场。情绪消费不再是年轻人的专属，从"小众所需"演变成"主流刚需"，情绪消费呈现巨 大市场潜力。据统计，2024年中国情绪经济市场规模已达2.3万亿元，预计2029年将突破4.5万亿元。情 绪消费承载着人们对美好生活的向往，期待更多优质消费品和服务供给，成为激 ...

轻轻拍打便唱起生日歌，这是扬州润益电子科技有限公司生日熊动漫造型的毛绒玩具，可爱的声音加上 柔软的触感让人心情愉悦。产品在传统的毛绒玩具内部植入芯片，预先录入相关程序，同时配置了电机 和线路。工作人员告诉记者，有了这样的设计，毛绒玩具会唱歌、讲故事，在海外销售非常火爆。 AI技术带来的惊喜很快成为商机，扬州五亭龙玩具城是华东地区规模最大的专业玩具礼品批发市场， 这里商户挨着商户，最新款的AI毛绒玩具产品被放在最显眼位置。AI"鹅大厨"爱说冷笑话，AI"卡皮巴 拉"憨态可掬……产品销往全国各地，商家直呼来不及补货。 "AI技术增加了毛绒玩具的乐趣，衍生出的陪伴功能助力开拓更大的市场。"扬州大学机械工程学院教授 程家幸的创业公司犹如AI毛绒玩具产品"试验田"，设计师用自主研发的AI语音盒子与毛绒玩具不断进行 匹配测试。程家幸说，"当前扬州毛绒玩具正从'单纯制造'走向'数字智造'，但多数产品仍处于'毛绒外 壳+基础对话'阶段，仍需关注技术壁垒避免低端化竞争。" 近期，《扬州市支持人工智能赋能毛绒玩具产业创新发展的若干措施(试行)》等一批政策发布，特色小 镇、创意设计中心等平台载体接连落地。扬州毛绒玩具"IP＆AI" ...

Core Insights - The rise of the "Crying Horse" toy in Yiwu reflects a collision of "imperfect aesthetics" and "emotional value," highlighting the flexible transformation of Chinese manufacturing and the Z generation's demand for authentic emotional connections [1][4] Group 1: Emergence of "Crying Horse" - The "Crying Horse" gained popularity due to a production accident where a factory worker mistakenly sewed the mouth upside down, creating a toy with a sad expression that resonated with consumers [3][4] - Initial trial sales of the flawed toy resulted in 5,000 orders within three days, demonstrating the power of social media in driving consumer interest [3][4] Group 2: Emotional Consumption Trends - A report indicates that 56.3% of young consumers are willing to pay for emotional value, suggesting a shift from functional to emotional pricing in the new consumption era [4][6] - The "Crying Horse" serves as a vehicle for emotional expression, aligning with the self-deprecating culture prevalent among younger consumers [4][6] Group 3: Flexible Production and Market Response - The Yiwu manufacturing ecosystem showcased a rapid response mechanism, with factories operating 24/7 to produce tens of thousands of units within days, adapting to the surge in demand [5][6] - The supply chain was adjusted within 72 hours to ensure continuous product availability, demonstrating the agility of the industry [5][6] Group 4: Cultural and Social Implications - The "Crying Horse" has become a social currency among young people, symbolizing an understanding of the "crying while running" philosophy of life [6][8] - The toy's imperfections are viewed as valuable differentiators in a market saturated with industrial perfection, appealing to consumers' desire for authenticity [5][8] Group 5: Future of Manufacturing - The phenomenon indicates a shift towards a more human-centered manufacturing approach, where emotional resonance and authenticity take precedence over mere perfection [8][10] - Companies are encouraged to embrace consumer feedback for product iteration, fostering a collaborative relationship between brands and consumers [10]

Core Insights - Consumption is viewed as a stabilizing force for the economy, with policies aimed at expanding domestic demand and promoting consumption set to drive a vibrant market in 2025 [1] Group 1: Consumption Growth - From January to November 2025, the total retail sales of consumer goods in the province reached 11,646.20 billion, marking a year-on-year growth of 3.0% [2] - Urban and rural consumption both showed growth, with rural areas growing faster than urban areas; urban retail sales reached 9,635.45 billion (up 2.9%), while rural retail sales reached 2,010.75 billion (up 3.7%) [2] - The "old for new" consumption policy has been effective, with significant growth in retail sales of communication equipment (up 50.8%), wearable devices (up 53.3%), computers and accessories (up 61.2%), and home appliances (up 33.9%) [2] Group 2: Service Consumption and Digital Economy - The province is focusing on developing service consumption to expand domestic demand and promote high-quality economic growth [4] - The internet and related services have shown strong growth, with revenue from these sectors increasing by 38.8% from January to November 2025, leading among ten key industries [4] - The software and information technology services sector also maintained double-digit growth, with a revenue increase of 15.3% from January to October 2025 [4] Group 3: Emerging Consumption Trends - The city of Kunming is becoming a key destination for new restaurant brands, indicating a rise in the "first launch economy" [5] - The concept of "emotional value" is emerging as a key consumption driver among the younger generation, leading to a transformation in consumer behavior focused on emotional resonance and interest satisfaction [5] - New themed spaces and events targeting the younger demographic are being developed, such as the first two-dimensional theme street in Yunnan, enhancing social engagement and consumption growth [5] Group 4: Cultural and Tourism Integration - The integration of culture and tourism is providing more convenience for one-stop travel experiences, with initiatives like non-heritage shopping months and cultural performances being introduced [6] - During the New Year period, there was a 29% year-on-year increase in tourism bookings in Kunming, with hotel and homestay bookings rising by 27% and luxury hotel orders increasing by 118% [7] - The continuous release of consumption potential highlights the resilience of the market and underscores the critical role of consumption as a key driver of economic growth [7]

Group 1 - The emotional consumption market in China is rapidly growing, expected to rise from 16.3 trillion yuan in 2022 to 23.1 trillion yuan in 2024, and projected to exceed 4.5 trillion yuan by 2029, with over 90% of youth recognizing "emotional value" and nearly 60% willing to pay for it [1][4] - The retail industry is observing a shift in consumer trends from "meeting basic needs" to "valuing experiences," with "aesthetic economy," "emotional consumption," and "sense of value" becoming mainstream [4] - Companies are adopting "scenario-based" strategies to cater to immersive consumption needs, focusing on home office, pet cohabitation, and parent-child interaction [4] Group 2 - The company Baixinglong, known as the "first stock of creative packaging," is focusing on the emotional economy of Generation Z through its core brand "Wanwuzongseng," which has developed a dual product structure of "AI emotional companionship" and "popular trendy toys" [4] - The IP "One-Eyed Planet" AI companion plush toy has begun mass production, with core channels and consumer engagement expected to be established by the end of the year [4] - Dongwu Securities highlights that recent consumer promotion policies have significantly increased in "newness," aiming to stimulate internal consumption dynamics through new technologies, products, and scenarios [4]

以下文章来源于e公司 ，作者证券时报 吴志 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 "潮玩不是试一试，而是我们必须做、长期做的事。"杭州恺顽科技有限公司（简称"恺顽科技"）CEO陈倩倩向证券时报记者表示。 恺顽科技是A股游戏公司恺英网络的子公司。2025年12月初，恺顽科技的潮玩产品"暖星谷梦游记"公开发售，这是恺英网络在AI潮玩领域的重要落 子。 2025年5月，A股公司万达电影与港股上市公司中国儒意旗下儒意星辰，共同完成了对知名潮玩品牌52TOYS的投资，耗资约1.44亿元。港股上市网 文巨头阅文集团在此前投资卡牌企业Hitcard后，2025年又作为独家战略投资者投资了毛绒潮玩品牌"超级元气工厂"。 刚刚过去的2025年，潮玩不仅掀起了一轮消费热潮，也迎来了新一轮投融资热潮。一级市场，专业创投机构、细分领域巨头纷纷入场"淘金"，行业 亿元级融资案例频现；二级市场，部分潮玩企业股价飙升，龙头泡泡玛特市值一度 ...

文｜王猛 酒类产品供给与新消费需求的错配，已成为当前酒业发展的核心痛点之一。 以Z世代为代表的新兴消费群体，呈现出需求和价值主张多元化的鲜明特征。反观白酒市场，产品同质化现象却普遍存在，难以精准匹配新消费群体的个 性化诉求，这一矛盾进一步加剧了酒企在红海赛道中的同质化价格竞争。 "新一代消费者，成长于国家富强、物质丰裕的时代，既怀揣强烈的民族自信，又因互联网熏陶形成了独立主见，塑造了全新的消费心智，正从根本上改 写行业游戏规则。" 肖瑶深耕战略定位咨询服务领域十余年，服务了茅台、老板电器、德邦快递、山姆会员店等多家行业头部品牌，对消费市场底层逻辑有着深刻洞察。 她认为，当前消费市场已经从"卖方市场"转向"买方市场"，呈现三大核心趋势。 肖瑶表示，品牌需要深入不同圈层的真实需求，建立精细化的用户洞察，先把一个领域做深做透，积累核心用户与口碑，再逐步实现破圈增长。 从人群心智到消费趋势，从产品逻辑到品牌关系，全行业正经历一场深度重构。唯有读懂新一代消费者的核心诉求，才能跳出同质化竞争，进入蓝 海市场。 在AIIC2025酒业创新与投资大会上，源流战略定位咨询创始人肖瑶发表主题分享，深度拆解了消费升级背景下的用户价 ...

最基础的款式起售价近 300元！ 联名款普遍在 500元以上！ 文｜《贵圈》栏目 闫妍 当一个手机壳的价格标签逼近一部千元手机，你会作何感想？ 过去一年， CASETiFY以"手机壳界爱马仕"之姿，凭借年销售额突破36亿元的战绩，迅速 火遍全网，成功跻身中产心中不可或缺的"潮流硬通货"。 走进任意一家 CASETiFY的门店，价格标签会让习惯了"9块9包邮"的消费者倒吸一口凉 气。 部分限量款售价超过千元！ 甚至手机支架、磁吸卡包支架等配件售价也逼近了 300元…… 然而，高价非但没有成为门槛，反而点燃了更旺盛的购买欲。 2025年3月，位于武汉武商 MALL的CASETiFY开业首日，平均单价500元左右的手机壳，开业首日即卖出约500个。 另据，创始人吴培燊透露，品牌年均手机壳销售量超300万件，成立以来每年保持倍数式增 长。 从 9.9到500元 ， " 手机壳界爱马仕 " CASETiFY，如何让中产争相买单？ 硬通货， 盲盒 隐藏款 溢价近 10倍 北京三里屯太古里 商圈，一家装潢 时尚 前卫的 CASETiFY门店外， 两个 " 00 后 " 女孩 举着刚入手的 村上隆 联名手机壳，既兴奋又 " ...

过去一年，CASETiFY以"手机壳界爱马仕"之姿，凭借年销售额突破36亿元的战绩，迅速火遍全网，成功跻身中产心 中不可或缺的"潮流硬通货"。 走进任意一家CASETiFY的门店，价格标签会让习惯了"9块9包邮"的消费者倒吸一口凉气。 最基础的款式起售价近300元！ 文|《贵圈》栏目 闫妍 当一个手机壳的价格标签逼近一部千元手机，你会作何感想？ 联名款普遍在500元以上！ 部分限量款售价超过千元！ 甚至手机支架、磁吸卡包支架等配件售价也逼近了300元…… 然而，高价非但没有成为门槛，反而点燃了更旺盛的购买欲。2025年3月，位于武汉武商 MALL的CASETiFY开业首 日，平均单价500元左右的手机壳，开业首日即卖出约500个。另据，创始人吴培燊透露，品牌年均手机壳销售量超 300万件，成立以来每年保持倍数式增长。 从9.9到500元，"手机壳界爱马仕"CASETiFY，如何让中产争相买单？ 硬通货，盲盒隐藏款溢价近10倍 北京三里屯太古里商圈，一家装潢时尚前卫的CASETiFY门店外，两个"00后"女孩举着刚入手的村上隆联名手机壳， 既兴奋又"肉疼"。 诞生于中国香港的 CASETiFY，以手机壳、手机挂 ...

哈喽，大家好，小圆今天想和大家聊聊2025年一个特别突出的社会经济现象，情绪，已经不再是藏在心 里的个人感受，反而成了能被感知、被消费的硬通货，从街边小摊到商业商场，从线上网红到线下演 出，情绪正通过各种形式转化为实实在在的价值。 有调研数据显示，2013年以来中国情绪消费相关产业年均复合增长率达12%，预计2025年市场规模将突 破2万亿元，这组数字足以说明情绪价值在当下的分量。 情绪消费的具象化 2025年的情绪消费，早已渗透到生活的方方面面，既有市井烟火里的温情，也有商业潮流中的狂欢，在 江西景德镇，48岁的李俊永原本只是守着油锅炸鸡排的摊主，6元一份的鸡排，对学生还会优惠1元，下 午4点半后总会优先让学生购买。 炸鸡排的间隙，他随口说出的"一切尽在掌控、做完你的，做你的"这类接地气的金句，意外戳中了无数 疲惫的都市人，几段视频传到网上后，他成了全网熟知的鸡排哥，律师、教师、会计等各行各业的人都 能从他的话里找到共鸣，甚至自称职场鸡排哥。 网友整理他的语录做成PPT和表情包，数万游客专门排队几小时，只为买一份鸡排、和他聊几句，这种 自发的追捧，本质上是在为确定性的温暖买单，而在商业领域，情绪消费的爆发力 ...