五月份，老凤祥与《圣斗士星矢》推出联名产品，上市短短两周，系列产品已创下近亿元销售，其中最受关注的666克黄金手办售价88万元，限量30件被抢 购一空。当年轻人心目中的两大"顶流"黄金、谷子联手，商业价值似乎一触即发。 据悉，当前老凤祥的黄金手办在黄牛渠道已经攀升至百万级别。 而老凤祥也不是唯一一家开始做二次元生意的金店。比如周大福与Chiikawa联名转运珠，发售当日脱销，迪士尼系列累计销量超200万件；潮宏基与三丽 鸥、《哆啦A梦》《蜡笔小新》等IP的联名。 截至目前为止，各大黄金品牌的克价都在900甚至1000元上摇摆不下，另一头，谷子经济与整个二次元生意也蒸蒸日上，2024年中国谷子经济市场规模达 1689亿元，同比增长40.63%。 一场"双向救赎"？ 虽然黄金与二次元经济在消费市场上俘获了一票年轻人的心，但细究一番，二者各有苦楚，这或许也是"黄金手办"诞生的根本原因。 先看黄金。随着国际金价变幻莫测，黄金品牌的克价一波三折，越来越多的消费者对买黄金出现抵触心理，尤其是首饰类。2024年1月到9月，金饰消费持续 疲软，7月金银珠宝零售额（主要是金饰）同比下降了6%。 今年一季度，黄金首饰消费量继续低 ...

Core Insights - The 2025 "New First-Tier Cities Charm Ranking" highlights the increasing differentiation among cities in China as they transition to a consumption-driven society, with cities like Linyi and Heze showing significant improvements in their rankings [1][9] - The ranking methodology emphasizes commercial consumption over traditional economic indicators like GDP, reflecting a shift in urban competitiveness [3][4] Group 1: Ranking Overview - Linyi has returned to the second-tier city status, ranking closely behind Yantai, and has jumped 8 places from the previous year, while Heze has surged 20 places [1] - The ranking includes 15 new first-tier cities and 30 second-tier cities, with Linyi and Heze being notable examples of cities that have improved their standings significantly [2] Group 2: Evaluation Criteria - The ranking system prioritizes third-sector activities, particularly commercial consumption, over industrial output, indicating a shift towards a more service-oriented urban economy [3][4] - New metrics introduced in the ranking include factors such as the scale of live-streaming influencers, online business diversity, and nighttime economic activity, reflecting the evolving nature of urban attractiveness [4][5] Group 3: Economic Indicators - Linyi's retail sales reached 343.38 billion yuan in 2024, ranking fourth in Shandong, while its economic output is significantly lower than Yantai's, indicating untapped consumption potential [6][7] - The city has a third-sector contribution of 51.2% to its GDP, which is comparable to other industrial cities, suggesting a balanced economic structure [7][8] Group 4: Urban Development Trends - The ranking reflects a broader trend where cities with strong service sectors and vibrant consumer markets are becoming more attractive, especially to younger populations [5][8] - Linyi's logistics and transportation infrastructure has facilitated economic dynamism, with a notable increase in online retail sales driven by live-streaming commerce [8][9] Group 5: Consumption as an Economic Driver - Consumption is increasingly recognized as a primary engine for economic growth in China, with consumer spending contributing 82.5% to GDP growth in 2023 [8][9] - The shift towards a consumption-oriented economy is evident as cities adapt to new consumer preferences and market dynamics, with Linyi's rise serving as a case study [9]

"动漫的盛会"又来了！5月29日，第二十一届中国国际动漫节在白马湖国际会展中心精彩亮相。 动漫节吉祥物乐乐和《黑神话：悟空》"天命人"组成"金猴""黑猴"CP与您现场互动；毛茸茸的RUA RUA RED PANDA小熊猫萌化全场；动漫节的"老朋友"中南卡通再次来到现场，苏东坡全息数字人互 动，钱王传奇展台表演等您来参与…… 今年动漫节有哪些特色亮点？活动现场有哪些好逛好玩？记者来帮您"划重点"。 "动漫+科技"激发文化新质生产力 本届动漫节充分体现人工智能等新一代信息技术在动漫游戏领域的新应用新探索，多元呈现动漫文 化与现代科技创新融合的独特魅力。 在策展、布展、传播等环节深度体现现象级游戏《黑神话:悟空》有关元素和内容，叠加放大"金 猴"和"黑猴"两大杭州动漫游戏IP效应。 主会场A1-2"动漫+科技"展区是本届动漫节的一大亮点，以"国漫点亮科技树"为主题，不仅集聚游 科互动、宇树科技等杭州"六小龙"企业的IP和产品，也吸引灵伴科技、水母智能、涂鸦科技等一批文化 科技型企业参展，在现场可一站式观赏、体验《黑神话：悟空》天命人1:1半身像以及格斗机器人、外 骨骼机器人、VR眼镜、AI动画、MR沉浸式互动体验游 ...

叠纸游戏"美好生活节"主办方表示，通过本次线下活动，将游戏IP与公共空间实现融合，为玩家和 附近的居民构建出一个沉浸式的美好生活体验场域，展现游戏IP"破次元"的独特魅力。 中新网上海5月23日电 (记者 陈静)如何以"年轻态"为引领，创新消费新场景是当下上海政府部门不 断探索的议题。 记者23日获悉，在上海杨浦区，上海次元漫游节吸引了众多观众。该区政府联动二次元头部品牌企 业，以五角场二次元主题商圈为核心，以国潮国风为突破口，举办各类IP主题展览、主题消费游线、主 题次元市集等，助力打造联动新亮点。 据了解，上海次元漫游节面向Z世代青年，围绕垂类用户群体、泛二次元群体和青年群体三大消费 圈层，发挥龙头企业引领作用，互联网平台企业和五角场重点商圈自有主题活动聚焦国潮国风，推出十 余个重点项目，推动区域消费与文化产业协同发展，推动产商融合，丰富消费供给，提升消费增量。 在上海杨浦区科创数字公园，叠纸游戏"美好生活节"开幕，以多个游戏IP为核心，构建融合沉浸式 场景的复合型文化体验空间。这场以IP为纽带，以观众共创为内核的线下试验，不仅为玩家和二次元爱 好者们提供了一场妙趣横生的夏日游园会，更为区域探索"文化IP ...

Group 1 - The commercial market in Guangzhou and Foshan is becoming increasingly competitive, with various new projects and renovations being launched to attract consumers [1] - Guangzhou Tianhe Ling Exhibition Plaza is undergoing significant renovations with an investment of over 3 billion yuan, aiming for a 31% increase in annual sales and a 37% increase in foot traffic in 2024 [2][4] - The project is focusing on enhancing the shopping experience through thematic floor designs and introducing over 100 new brands, including several first stores in the region [4][5] Group 2 - Guangzhou Liying Plaza is set for a comprehensive upgrade in 2025, with a focus on fashion and innovative retail experiences, aiming to attract the Z generation [9][11] - The project will enhance its IP exposure and optimize traffic flow to improve the shopping atmosphere [11][12] - Guangzhou PO PARK Oriental Baotai is also undergoing a transformation to appeal to younger consumers, with 51 brand upgrades planned for 2024 [13][14] Group 3 - Guangzhou Baixin Plaza has seen a significant brand overhaul with over 170 brands replaced, leading to a 25% increase in foot traffic and a 20% increase in sales [22][24] - The plaza is focusing on enhancing its entertainment and dining offerings, including the introduction of popular new restaurants and entertainment venues [26][28] - The project is leveraging its location near the Baiyun Station to capitalize on increased foot traffic [23] Group 4 - Guangzhou Meilin M•LIVE Tian Di is expanding its outdoor and night economy offerings, with a 11.54% increase in annual sales to 5.8 billion yuan [35][37] - The project has introduced 30 new dining brands, significantly enhancing its culinary offerings [39][40] - The plaza is also developing new outdoor spaces to attract visitors and enhance the overall shopping experience [40][41] Group 5 - Guangzhou Fashion Tianhe is investing over 2.6 billion yuan in renovations to enhance its unique underground commercial experience [41][42] - The project is focusing on integrating cultural and artistic elements into its shopping environment, aiming to attract a diverse consumer base [45][46] - The plaza is also enhancing its entertainment offerings with new sports and social spaces [44] Group 6 - Guangzhou Poly Plaza is undergoing hardware and software upgrades to improve customer experience, resulting in a 15% increase in foot traffic and sales [47][52] - The project is focusing on enhancing its facilities and introducing new brands to maintain its competitive edge [48][49] - The plaza has achieved a 100% occupancy rate with over 30 new brands introduced [52] Group 7 - Foshan Nanhai Vanke Plaza is focusing on creating a park-like commercial environment, with significant upgrades to its outdoor spaces [53][54] - The project has introduced 55 new brands, including 27 first stores in the region, to cater to local consumer preferences [57][58] - The plaza is maintaining a high occupancy rate of 98% despite market challenges, showcasing its strong market position [58]

"拯救线下二次元经济的，现在只能轮到O展了"。 谷店倒闭潮、直播间按斤抛售，甚至模玩熊、斌田小铺等头部售谷品牌也频繁清仓特价，无不在昭示着二次元经济遇冷的走向，更是令从三次元入局泛二 次元经济的上游商家感到一阵恐慌。 为了实现自救，不少敏锐的实体谷店、大型商场等紧急转弯，开始将目光投向了提供线下二次元同好交流活动服务之上。 5月14日晚，"CP31（第三十一届COMICUP同人创作交流展）开票"火速登上热搜的抢票盛况，更是再度验证了泛二次元人群不是对二次元失去了激情， 而是在"择优"消费，对于线下活动需求也是同样旺盛。 值得注意的是，相比于商业大型漫展、厂商嘉年华，如CP30这般的同人展尤其是主打"小而美"的同人Only展，也在当下成为大量商场、场地方主推的合 作模式，有望再度在二次元市场掀起波澜。 01 为爱"O"一下 Only展也被称为O展，顾名思义，其中的Only是指限定单一IP或是依据特定标签来划分主题的展会，有且只允许符合IP或是标签的同人创作、周边售卖、 Cosplay参与，有着一定的高度垂直化、细分受众。 与大众认知中诸如BiliBili World、Wonder Festival等规模更大、内 ...

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 ...

记者 唐烨 清明小长假的杨浦区五角场商圈，一派热闹景象：百联ZX造趣场内外都是年轻人的身影，模玩、 卡牌和谷子周边店内人头攒动；合生汇中庭的泡泡玛特快闪店迎来一拨又一拨消费者，多家餐饮店就餐 高峰时排队半小时起…… 热闹的背后是消费实实在在的增长。今年以来，五角场商圈增速亮眼：春节7天，消费额同比增长 5.2%，在上海12个重点市级商圈中增速排名第一；1、2月份，五角场市级商业中心累计消费同比增长 38.3%，在19个上海市级商业中心中增速排名第三。 "五角场商圈正在抢抓年轻消费力！"不少商家这样说。杨浦是上海"最年轻"的中心城区，每四个常 住人口中就有一个18岁至35岁的青年人；五角场周围更是集聚着18万"永远年轻"的大学生，大量互联网 大厂、高校等"心态年轻"的中青年消费群体。这两年，杨浦引导五角场商圈加速转型，推动文旅商体展 融合发展，打造数字化、年轻化、沉浸式场景，吸引年轻人与"年轻态"消费者集聚。 聚力打造二次元主题商圈 "五角场又变样了！感觉比前两年'又年轻了5岁'。"一年多没来五角场商圈的小邵惊喜地发现：五 角场商圈多了很多年轻的面孔，"朝气蓬勃、意气风发"。 去年年底，老牌购物中心"悠迈生活广 ...