情绪经济
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浙江传统服装企业跨界破圈 国潮娃衣出海圈粉
Zhong Guo Xin Wen Wang· 2026-01-06 07:40
Group 1 - The core viewpoint of the articles highlights the emergence of the "doll clothing" segment within the broader潮玩 (trendy toy) market, driven by emotional consumption among young consumers [1][3] - Traditional garment companies in Zhejiang are entering the doll clothing market, utilizing ancient techniques like Song brocade and blue printed cloth to create unique products that blend traditional craftsmanship with contemporary trends [1][3] - The monthly sales of doll clothing and related products on e-commerce platforms have exceeded 100 million RMB, indicating a booming market [1] Group 2 - Companies are focusing on high-quality materials and unique designs, with one company reporting a stable monthly order volume of around 1,000 pieces and an annual production expected to surpass 10,000 pieces [2] - Young entrepreneurs are contributing creativity to the doll clothing sector, with examples like a 90s entrepreneur who gained popularity by creating knitted doll clothing and collaborating on designs for cultural events [2] - The潮玩 industry is projected to grow from approximately 60 billion RMB in 2023 to 110.1 billion RMB by 2026, with an annual growth rate exceeding 20% [3]
艺恩数据:2026年“情绪疗愈”消费市场趋势盘点报告
Sou Hu Cai Jing· 2026-01-06 01:06
Core Insights - The report highlights the rising trend of the "emotional healing" consumption market, driven by modern societal pressures and the shift from "pleasing others" to "self-care" [1][6] - The emotional healing economy is projected to grow at a compound annual growth rate (CAGR) of 25.6%, with over half of young consumers willing to pay for emotional value [1][14] Market Overview - The emotional healing market is becoming a new consumption engine, permeating various daily life scenarios as individuals seek to alleviate anxiety and stress [1][6] - Social media mentions related to emotional healing increased by 17% in 2025 compared to the previous year, indicating growing consumer interest [10] Consumer Segmentation - The core consumer groups are categorized into three types: - 42% are "Instant Emotion Escapers," primarily Gen Z (ages 18-28), favoring low-cost, quick stress relief methods like blind boxes and stress toys [2][25] - 33% are "High-Pressure Sustainers," aged 28-45, seeking efficient and professional healing solutions such as incense and meditation [2][25] - 25% are "Spiritual Nomads," individuals over 25 who prefer deep experiences like concerts and art exhibitions for emotional resonance and self-exploration [2][25] Consumption Trends - The market is witnessing a shift from "functional consumption" to "sensory system reconstruction," with products related to sensory healing, body healing, and attention healing gaining popularity [2][20] - Emotional value is becoming an "invisible price" across various industries, expanding the "healing+" scenarios that encompass space, technology, and content [2][21] Marketing Insights - Marketing strategies are evolving, with significant growth in emotional healing-related commercial investments on platforms like Xiaohongshu and Douyin, focusing on narrative-driven content and daily life interactions [2][20] - Brands are positioning themselves as emotional providers, utilizing scenario-based marketing to convey joy and transforming technical functions into perceivable emotional experiences [2][21] Consumer Motivations - More than 56% of young consumers are willing to spend on emotional value, primarily motivated by self-pleasure, emotional companionship, and stress relief [17] - The main consumption forms include physical products, experiential consumption, and social relationships, with daily and home settings being the primary healing scenarios [18]
电商运营:“情绪疗愈”消费市场趋势盘点
Sou Hu Cai Jing· 2026-01-05 13:30
Core Insights - The emotional healing market is rapidly growing as consumers shift from "pleasing others" to "self-care," with the trend exemplified by the 2025 phenomenon "Love Yourself" [1][5] - Emotional healing has transitioned from a niche topic to a mainstream consumer driver, with significant social media engagement and a projected market growth rate of 25.6% annually [1][13] Market Overview - The emotional economy is expected to exceed 4 trillion yuan in China by 2029, with a global healing economy projected to reach 7 trillion USD by 2025 [1][13] - Social media volume related to emotional healing increased by 17% in 2025 compared to 2024, with peak engagement exceeding 45 million interactions [1][9] Consumer Behavior - 56.3% of young consumers are willing to pay for emotional value, driven by motivations such as self-pleasure, seeking companionship, and stress relief [1][16] - The main consumer segments include: - Instant Emotion Escapers (ages 18-28) who prefer low-cost, social products like blind boxes for immediate emotional relief - High-Pressure Sustainers (ages 28-45) who favor efficient, professional products like incense and meditation for maintaining mental stability - Spiritual Nomads (ages 25+) who engage in deep experiential consumption like concerts and art exhibitions for emotional resonance [1][5][24] Trends and Innovations - The trend of "Healing +" indicates cross-industry integration, with innovations in space, technology, and content, such as offline healing spaces and sound therapy beds [1][20] - Emotional consumption is driving retail transformation, with collectible brands gaining popularity and some stores upgrading to prime mall locations [1][20] Challenges and Future Directions - The market faces challenges such as homogenization and unregulated promotion, necessitating standardization, technological innovation, and localization for sustainable growth [1][20]
不露脸,只出声,语音厅怎么就成了300亿黑马?
3 6 Ke· 2026-01-05 07:59
不露脸,只出声,直播日均流水超200万元,一款周边爆卖20.6万元。 当团播还在卷生卷死的时候,纯靠声音的语音厅却悄悄拿下了一个300亿的市场,并捧出了".赵太阳""控"等拥有百万粉丝的语音圈顶流。 不久前,".赵太阳"还以听潮阁传媒总裁的身份参与录制了抖音、湖北卫视联合呈现的综艺《我被有趣的工作包围了》。 所谓语音厅,指的是多个主播以不露脸、纯语音的形式聚集在直播间与用户互动的一种直播方式。目前业内多以1个主持人+8个主播的搭配,主播轮番上 麦唱歌,并和网友进行各式互动。 听潮阁传媒副总裁UU介绍,语音厅就像一个Live House,主播则是Live House的主角。对用户来说,他们走进的不是一个用视觉装饰的空间,而是一个主 播用声音构建的感官世界。"语音厅是一种以声音为核心,以互动为纽带的线上陪伴方式。" 现如今,业内不仅有YY语音、TT语音、Soul等多个以语音为核心的社交平台,还出现了听潮阁传媒、造梦师、自律传媒、旭旭宝宝传媒等多个语音厅公 会。头部语音厅公会听潮阁传媒告诉新榜编辑部,目前听潮阁传媒员工接近1000人,签约虚拟歌手超过5000人,孵化了"听潮阁男明星""听潮阁·礼"等13 个人气语音 ...
盒马双业态加速扩张,非一线市场成为新增长极
Sou Hu Cai Jing· 2026-01-04 07:34
来源:界面 在传统零售商超扎堆"胖改"的热潮当中,盒马却选择了截然不同的路径——逆势扩张、并在盒马鲜生和超盒算NB两大业态上,实现了经营效率与规模效应 的同步释放。 2026年新年第一天,盒马CEO严筱磊在面向员工的全员信中披露了盒马的重要业绩数据:2025年盒马整体营收同比增速超40%,盒马鲜生与超盒算NB双业 态已服务了超1亿消费者。 全员信显示,2025年盒马鲜生进入了40个新城市,超盒算NB新开门店超过200家。商品建设方面,80%新品开发聚焦用户核心需求,并以健康食品、创新生 鲜解决方案引领了行业趋势。 爆品逻辑激活非一线市场 凭借盒马鲜生与超盒算NB双业态协同发力,这家新零售标杆企业实现逆势扩张。 盒马鲜生门店与越来越多的潜力城市互相吸引,与当地城市的消费需求同频共振。例如山西太原,即将在2026年中旬迎来第一家盒马鲜生门店。最近一两个 月,盒马仍然保持高速开店状态,新进入了河南南阳、浙江衢州、等城市。 而盒马十年的线上线下新零售经验积累,首创最快30分钟送达、生鲜和餐饮融合、完整的会员体系、在线客服支持。无论是运营模式还是门店体验,这一整 套以门店为核心的零售操作系统,构成了对传统商超模式的系统 ...
“人生K线”为何爆火?
Huan Qiu Wang Zi Xun· 2026-01-03 05:29
Core Insights - The "Life K-Line" project combines traditional fortune-telling with stock market K-line charts, utilizing AI to generate a visual representation of an individual's life trajectory [3][4][6] - The project has gained significant popularity on social media, with a single tweet reaching over 3 million views and the topic accumulating over 1 million reads on domestic platforms [1][6] - The AI-generated life K-line chart provides a quantifiable and visual way to interpret one's fate, offering insights into personality, career, and emotional aspects [5][6] Summary by Sections Concept and Functionality - "Life K-Line" allows users to input their birth information, which the system uses to calculate a life chart based on a lunar calendar and true solar time [3][4] - The resulting chart spans 100 years and uses a color-coded system where green indicates good fortune and red indicates bad fortune, with annual scores for "opening," "closing," "highest," and "lowest" fortunes [4] Popularity Factors - Low entry barriers and high efficiency make it easy for users to understand their fortunes without needing to grasp complex terminology [6] - The social aspect of sharing personal life trajectories fosters connections among users, as they compare their "ups" and "downs" [6] - Continuous updates and improvements based on user feedback aim to evolve the project into a comprehensive predictive ecosystem that bridges Web2 and Web3 [6] Psychological and Market Insights - The "Barnum Effect" plays a role in user engagement, as vague yet relatable descriptions create a sense of personalized insight [7] - The rise of AI fortune-telling products reflects a societal response to uncertainty, providing emotional support and a sense of control amid life decisions [7][8] - The market for "fortune and luck economy" in China is significant, with a reported 18.29% preference among consumers, indicating a growing demand for such products [8]
“人生K线”爆火,命运轨迹真的可预测?
Xin Lang Cai Jing· 2026-01-02 11:14
转自:北京日报客户端 "人生K线"是什么? 简单来说,该项目就是将传统的八字命理与股市K线相结合,运用AI生成一张可视化的图表。在操作过 程中,用户只需输入出生信息,系统便会自动基于万年历和真太阳时进行计算。 在得出排盘后,用户还可以自行添加事件进一步校准,确认相关内容无误即可调用Gemini3Pro模型进行 分析。大约等待2-3分钟,一张横跨100年的人生K线图就生成了。 在AI测算的结果报告中,K线不再记录股价的波动,而是用数据勾勒命运的起伏。它借用股市的视觉语 言,但配色逻辑却有所更改。在这里,绿色代表吉运和上涨,红色代表凶运和下跌。每年都有"开 盘""收盘""最高""最低"的运势评分,并附上简短的提示。 直观的量化呈现加上针对性格、事业、情感等方面的建议,AI摇身一变,成了熟知命理的"大师"。 一边是传统命理的内核,一边是股市K线的外壳。"人生K线"的走红,难道仅仅是踩中了"科技+玄学"的 流量密码? "人生K线"为何会爆火? 凌晨1点,小李频繁点击手机屏幕上的按钮,终于跳转到了显示着"前面还有498人,预计等待19分钟"的 页面——她不是在抢演唱会门票,而是在等待一份由AI生成的"人生K线图"。 近 ...
携程报告解码2025旅行经济新趋势:“回旋镖”航线走红,“沉浸走廊”崛起
Sou Hu Cai Jing· 2026-01-01 15:23
2025年12月31日,携程集团发布《2025年度旅行报告》显示,旅游市场呈现需求多元化、体验深度化、 场景融合化特征,年轻群体主导的"回旋镖式"航线、自然疗愈导向的"沉浸走廊"等新业态加速涌现,推 动行业进入"情绪经济"新阶段。 2025年,"松弛感""反内卷"相关搜索量同比激增7倍,周一上午59%用户通过AI查询祈福目的地,"求治 愈""想发呆"成年度热词。报告指出,旅行已从"打卡消费"转向"心灵处方",Z世代重视情绪价值与身份 认同,在节演展赛场景中客流占比超80%,热衷"搭子出游""拼小团"等社交化产品。 报告显示,2025年热门目的地呈现出多元化的特征。北京、上海作为国际文化与现代都市的代表持续受 到关注;西安、南京、成都等城市凭借深厚的历史底蕴与生活哲学吸引大量游客;重庆、长沙则以立体 魔幻的城市体验与活跃的夜经济成为"感官体验窗口"。此外,广州、深圳、杭州等地依托大湾区活力与 数字智能发展,成为"数智活力窗口"的典范。 银发族追求兴趣与温度,通过摄影、歌舞、非遗体验等活动丰富其精神生活;外国游客则通过味觉与视 觉沉浸式体验中国,如上海"TASTE OF CHINA 味"沉浸式餐厅广受欢迎。 西南 ...
2025年中国消费市场观察:多元升级与生态创新激活增长新引擎
Xin Hua She· 2025-12-31 06:46
Group 1 - The core viewpoint of the articles highlights the robust growth and transformation of China's consumer market since 2025, driven by consumption policies and technological innovations, emphasizing the shift towards high-quality, intelligent, and emotional consumption [1][2][6] - The retail sales of consumer goods in China increased by 4% year-on-year from January to November 2025, indicating a shift from scale expansion to value growth centered on quality upgrades [2] - Key technological breakthroughs, such as Xiaomi's launch of its 3nm flagship processor and the Xiaomi 17 Ultra smartphone, have significantly contributed to the high-end consumer electronics market, showcasing the role of innovation in stimulating consumption [2] Group 2 - The emotional economy is emerging as a new growth area in consumption, with the market size expected to reach 2.3 trillion yuan in 2024 and surpass 4.5 trillion yuan by 2029, reflecting a shift in consumer motivations from functional satisfaction to emotional resonance [4] - New consumption formats, including digital, green, and health consumption, are becoming increasingly active, with the new energy vehicle market showing significant growth, where new energy vehicles accounted for 53.2% of total new car sales by November 2025 [5] - The integration of ecosystems, such as Xiaomi's smart factories and automotive strategies, is reshaping consumer experiences, moving from single product purchases to integrated, scenario-based services [5][8]
轻工制造行业2026年投资策略:适应新变局
GF SECURITIES· 2025-12-30 23:30
Group 1: Core Insights - The light industry manufacturing sector is expected to experience a recovery in 2026, driven by external macroeconomic stabilization and internal demand adjustments, although the recovery will show differentiation among companies [5][6] - Investment strategies should focus on growth-oriented companies that are expanding overseas, as well as on the supply-side changes in the paper packaging sector and new consumer brands showing marginal improvements [5][6] Group 2: Home Furnishing Sector - The home furnishing industry is currently facing a downturn, with ongoing pressures from consumption and housing handovers, and limited benefits from national subsidies [13][19] - The market environment is expected to remain stable in 2026, with a focus on individual company performance, as the sector is significantly influenced by consumer sentiment and real estate policies [34][40] - The expected decline in new housing completions in 2026 is projected at 21%, which will continue to impact demand for home furnishings [34][40] Group 3: Essential Consumer Goods - The essential consumer goods market is adapting to new dynamics, with established brands facing challenges from evolving channels and increased competition [52] - The growth potential in mature markets remains stable, but the overall consumption environment has weakened, leading to increased competition among leading brands [52][53] - New consumption trends are emerging from changes in consumer sentiment and technological innovations, which are reshaping market dynamics [52][53] Group 4: Light Industry Exports - The light industry export sector has shown strong growth among leading companies, despite fluctuations due to economic cycles and inventory levels [5][6] - The outlook for 2026 suggests continued growth for top companies, supported by stable macroeconomic conditions and ongoing trends such as capacity relocation and cost reduction [5][6] - The overall recovery in the light industry export sector is anticipated to stabilize, with a focus on expanding product categories and niche markets [5][6] Group 5: Paper Packaging Sector - The paper packaging sector is expected to see a gradual recovery, with stable pricing anticipated for cultural paper and improved profitability driven by demand from the consumer electronics and AI sectors [5][6] - The profitability of the paper industry is projected to stabilize, with key factors including supply-demand dynamics and cost efficiencies playing a crucial role [5][6] - Leading companies in the metal packaging sector are expected to benefit from increased market concentration and enhanced pricing power [5][6]