Group 1: Luxury Market Trends - The luxury goods market is experiencing a decline in customer numbers for the first time in 23 years, with an estimated loss of about 50 million customers globally from 2022 to 2024 [1] - Consumers are shifting their preferences from logo-centric brands to low-key, niche, and sustainable brands, leading to a rise in smaller brands gaining popularity [3][4] - Major luxury groups like LVMH, Kering, Richemont, and Swatch have seen fluctuating growth in China, indicating a change in consumer behavior [3] Group 2: ADA Cosmetics' Market Strategy - ADA Cosmetics, a leading manufacturer of hotel amenities, is focusing on the Chinese market due to saturation in Europe, adopting the principle of "In China, For China" [4][5] - The company is actively researching the Chinese market and has developed a five-year growth plan to enhance its presence [4] - ADA is facilitating the entry of local brands into luxury hotels, showcasing them at events like the Hotel & Shop Plus expo [7] Group 3: Product Innovation and Sustainability - ADA is introducing innovative products like the ACTIMOOD® emotional fragrance project, which aims to connect scents with emotional experiences [14][20] - The company emphasizes sustainability, with all new dispensers made from 100% recycled PET, aligning with consumer demands for safety and environmental responsibility [24][28] - ADA is the first and only hotel amenities manufacturer with a full product line certified from cradle to cradle, highlighting its commitment to sustainable practices [27] Group 4: Cultural and Emotional Branding - The rise of local brands like handhandhand and 闻献DOCUMENTS reflects a growing interest in culturally rooted and emotionally resonant products [9][11] - ADA's strategy includes linking products with emerging concepts, focusing on emotional value as a key driver for consumer engagement [18][20] - The company aims to create unique consumer experiences through scent, enhancing the overall hotel stay [23]

Group 1 - The core viewpoint of the article emphasizes the emergence of new consumption trends driven by emotional value and the integration of supply-side innovations, highlighting a shift towards personalized and diversified consumption [2][4][10] - On the demand side, there is a significant increase in consumption focused on emotional value, with "self-pleasing" consumption projected to grow by 40.6% in 2024, and social consumption, represented by sports and entertainment goods, expected to rise by 11.1% [2][10][23] - The supply side shows a notable trend of integration across different fields, with the IP industry experiencing an average growth rate of 13.1% from 2019 to 2024, and the tourism and cultural sectors also expanding significantly [2][32][39] Group 2 - The rise of new consumption is attributed to generational changes, economic characteristics, and upgrades in consumption supply, with younger consumers (ages 18-34) being the primary drivers of emotional consumption [4][49][50] - The youth demographic is increasingly focused on emotional value due to factors such as high unemployment rates and increased work pressure, leading to a greater emphasis on self-pleasing and home-based consumption [4][61][62] - Supply-side improvements, including increased R&D investments in sectors like automotive and electrical machinery, are facilitating the intelligent upgrade of consumption offerings [4][62][68] Group 3 - Future growth potential for new consumption is reinforced by economic growth, demographic shifts, and improvements in consumption supply, with service consumption expected to rise as GDP per capita increases [6][74][83] - The trend of smaller family units and declining birth rates in developed countries is likely to further enhance new consumption demand, as seen in the U.S. and Japan [7][74][75] - The importance of "consumption-related infrastructure" is being elevated, with government spending in education, healthcare, and social security expected to support the enhancement of new consumption supply [8][102][106]

Core Viewpoint - The article discusses the rising trend of "fidget toys," particularly the Tangle, among urban workers as a means to alleviate workplace anxiety and improve focus, reflecting a broader cultural shift towards seeking emotional value in everyday objects [1][2][3]. Summary by Sections Fidget Toys and Workplace Culture - The Tangle, a colorful plastic fidget toy, has gained popularity among workers, marketed as a tool to enhance focus and relieve anxiety, selling for around 70 yuan each [1][4][6]. - The emergence of fidget toys like Tangle is linked to the growing trend of self-improvement among workers, with products like "扭扭乐" (Tangle) entering office spaces [3][4]. Market Dynamics - The Tangle's price can reach up to 108 yuan on resale platforms, indicating a significant markup from its production cost of around 5 yuan [7][8]. - The fidget toy market has diversified, with premium versions made from materials like wood being sold for over 700 yuan, attracting a new consumer base [8][9]. Psychological and Medical Aspects - Tangle has been recognized as a therapeutic tool for ADHD (Attention Deficit Hyperactivity Disorder), with claims of improving focus and reducing anxiety, supported by its classification as a medical device by the FDA [9][10]. - The article highlights the increasing prevalence of ADHD diagnoses among adults, with many individuals self-identifying with the condition based on common symptoms [14][16]. Cultural Implications - The rise of ADHD as a trendy diagnosis reflects a societal shift, where symptoms are often trivialized or misidentified, leading to a culture of self-diagnosis [15][22]. - The Tangle and similar products serve as coping mechanisms for individuals navigating the pressures of modern work life, providing a socially acceptable outlet for anxiety [20][21]. Consumer Behavior - The popularity of fidget toys is driven by their perceived emotional value, with consumers willing to pay a premium for items that offer stress relief and a sense of control in chaotic environments [19][20]. - The article notes that while fidget toys may provide temporary relief, their effectiveness in treating ADHD remains scientifically unproven [19][20].

在小众 AI 硬件 × 大众消费品的交叉口创业。 文 丨 王与桐 编辑 丨 程曼褀 2024 年 9 月，我们第一次去 Haivivi 北京办公室和 CEO 李勇见面。在交谈的两小时里，他不断被会议 室外的员工提醒看手机。几次之后，他告诉我们，当天他们给小孩挂在毛绒玩具脖子上的智能对话硬件 BubblePal（泡泡伙伴），在直播间卖爆了，他要处理一些采购、打款的事，很着急。 这时 BubblePal 刚上线不久，此时 Haivivi 创业 3 年，做了 1 年半 AI 毛绒玩具。在从教育硬件转型做 玩具前，Haivivi 获得过蓝驰的天使轮投资；转型过渡期，香港科技大学工学院原院长高秉强教授曾个人 投资 Haivivi。 BubblePal 上市后，去年底至今，Haivivi 又陆续获得红杉中国种子基金、愉悦资本、华山资本等机构的 投资，累计融资额超千万美元。现在单价 399 元一个的 Bubble Pal，已能带来单月超千万元的收入。 "我也很意外，实在没准备好。" 李勇说，刚推出产品不久，只有一个主播和一个客服，面对着直播间涌 入的几千人，根本回不过来消息。"我 2005 年硕士毕业到现在，做了二十年的硬 ...

孙学琛探讨，汽车行业是否可以"卷"产品的魅力属性？"比起去卷成本、卷价格，魅力属性能够为公司带来溢价。" 学习提供情绪价值的消费品，通过快 速迭代魅力型个性化产品，满足用户更广泛的需求，推动有内核有内容的营销，来推进良性竞争，实现新质生产力的提升。 撰文 / 孙学琛 洪晗琪 设计 / 师 超 2024年，中国汽车行业"卷"字当头。年初比亚迪以"电比油低"的口号，率先打响新一年的车企价格战。多家车企迅速跟进，以更低价格的入门版车型、 加量不加价的改款产品，誓要在存量市场不让寸土，扩张版图。 "卷"的风潮同样吹向汽车营销领域。白热化的市场环境下，流量成为车企KPI考核的重要指标。大佬、高管进直播间，冲到营销第一线，已然成为车企 的必选项。 据招银国际1月6日发布报告，2024年12月，全汽车行业平均折扣环比扩大0.6个百分点。招银国际称，因2025年将有超140款全新新能源车型上市，高于 去年的127款，预测价格战将延续至2025年。 竞争更趋激烈，汽车营销如何"卷"出高质量。毕竟，在规模效应实现之前，以价格 "卷" 营销，背后是利润空间收窄。 "汽车行业的卷，已经进入到汽车产品的各个领域，包括尺寸、颜色、配置等 ...