Core Insights - The rise of "Guzi Economy" and pet economy in the A-share market reflects a shift in consumption preferences among Generation Z, with a population of 280 million and an annual consumption scale exceeding 5 trillion yuan [1][2] - The consumption behavior of this demographic is transitioning from "purchasing goods" to "purchasing meaning," indicating a deeper emotional and social transformation [1][3] Guzi Economy - The "Guzi Economy" refers to the market for goods related to anime, games, and other IPs, with a user base of nearly 460 million in 2021, projected to grow to 520 million by 2026 [2][8] - The emotional value drives the pricing of items, such as a limited edition badge from "Haikyuu!!" being sold for 72,000 yuan, highlighting the emotional projection fans have towards characters [2][3] - The industry chain involves IP developers creating content that is licensed to manufacturers and retailers, ultimately reaching consumers [2][3] Pet Economy - The pet economy is characterized by emotional compensation, with 150 million single individuals and 216 million elderly people treating pets as family members, willing to spend significantly on pet care [3][8] - The market for pet-related products and services is expected to exceed 2 trillion yuan by 2030, with segments like smart devices and health management growing at an annual rate of over 25% [8][9] Consumer Behavior - Generation Z's consumption is heavily influenced by emotional value, with 62% of post-95s viewing consumption as a way to construct personal narratives [5][6] - Social media plays a crucial role in consumer behavior, with users sharing their collections and experiences, enhancing community engagement and driving secondary market growth [6][8] Market Trends - The "Guzi Economy" market is projected to reach 168.9 billion yuan in 2024, a 40.63% increase from 2023, with expectations to surpass 300 billion yuan by 2029 [8][9] - Companies like Pop Mart have seen significant growth, with overseas revenue increasing by 375%, indicating a successful expansion strategy [8][9] Conclusion - The emergence of the Guzi and pet economies signifies a broader transformation in consumer values, where emotional connection and social identity take precedence over traditional consumption metrics [10][11] - Companies must focus on creating meaningful experiences and emotional resonance to capture the attention of Generation Z consumers in this evolving market landscape [10][11]

这是半佛仙人的第1792篇原创 1 前两天我妈突然给我打电话，说让我给她买点奶粉。 我脑子当场上演一出八点档苦情戏戏码——骨质疏松的老母亲独自垂泪，却怕子女担心不 敢明说的子欲养而亲不待的戏码。 我的愧疚还没来得及张嘴，我妈就给我来了一句【给我买那个跟央视做广场舞盛典的那个 蒙牛悠瑞的什么骨力奶粉，多买几罐，隔壁李婶张姨都等着看，我要让她们眼珠子都瞪出 来】。 刚放下电话，我姨妈和姑妈又分别打了过来，也要这个，快点整，非常急。 于是气氛，变得悬疑了起来。 不是，这到底是什么东西？ 一罐奶粉怎么就俘虏一众老ba by？ 不就是个奶粉吗？平时他们也没少喝奶啊。 再然后，我发现自己还是保守了，这奶粉最近流行度过于离奇，已经成了身边中老年广场 舞爱好者的社交货币，其流行程度直追糖豆APP。 不对，这俩都不是竞争关系，而是一起搞事儿了。 我搜了搜这个广场舞盛典，目前刚开启报名，估计各地中老年人都已经盯上这个了。 2 为什么这个奶粉的魅力让人无法阻挡？ 这就涉及到了一个本源问题。 人活着，活的是什么？ 你年轻时，答案会有很多。 但当你到一定年纪了，你就会意识到，什么都是虚的。 人，就活一口气。 第一眼，我笑了，不就广场舞 ...