文：向善财经 创始人现场上演咏春对打，沈腾惊喜现身，生生把严肃的年会搞成大联欢。 没错！这就是别人家的年会现场。 更让人气不过的是，这场年会的热度还没褪去，泡泡玛特就交出了一份惊艳的年度成绩单，用实打实的销量证明了自己在潮玩赛道的绝对领跑地位。 数据显示，2025 年泡泡玛特全球员工规模突破 1 万人，注册会员数成功迈过 1 亿大关；爆款 IP LABUBU 系列全年销量超 1 亿只，全品类 IP 产品总销量高 达 4 亿只。 如今的泡泡玛特，业务版图已覆盖 100 多个国家和地区，全球门店数量超 700 家，手握 6 大供应链基地，更为全球创造了超 20 万个就业岗位。 //2025，情绪经济大年 2025年是消费市场公认的情绪经济大年，那啥是情绪经济？ 说白了，就是大家的消费观念变天了——以前买东西，看的是实用、性价比，现在掏钱，先问"能不能让我开心"，情绪价值必须拉满，这就是当下最火的情 绪经济。 拿日本的三丽鸥来说，上个世纪末的日本年轻人生活、工作压力普遍比较大，情绪需要放松，于是，HelloKitty 就这么火了。 直到现在，HelloKitty依然还是三丽鸥这家公司的台柱子。 说回现在的我们，生活 ...

Group 1: Economic Growth and Investment - The GDP of the central region is expected to approach 30 trillion yuan by 2025, with Henan leading at a growth rate of 5.6% [1] - The focus for 2026 among central provinces is on "stabilizing growth and expanding domestic demand," leveraging local resources and insights into new consumption trends [1] - Effective investment is crucial for stabilizing economic growth, with provinces exploring investment potential in water conservancy and other sectors [4] Group 2: New Consumption Trends - Central provinces are focusing on "emotional value" and "emotional economy" in their government work reports, indicating a shift in consumer trends [2] - Various provinces are cultivating new consumption growth points, such as the "first launch economy" and "night economy," to enhance consumer vitality [2][3] - Specific initiatives include promoting local business innovations and developing new consumption scenarios in provinces like Henan and Shanxi [2] Group 3: Modern Manufacturing and High-Tech Industries - The central region aims to build a modern industrial system with a focus on new energy, new materials, and optoelectronic information [6] - Provinces like Hubei and Hunan are advancing projects in high-tech sectors, including lithium batteries and new energy systems [6][7] - Jiangxi is enhancing its capabilities in aircraft manufacturing and electric vehicles, while Shanxi is focusing on high-end equipment manufacturing and new materials [7]

近日，地方两会陆续召开，山西、安徽、江西、河南、湖北、湖南等中部六省的2026年政府工作报告已 全部出炉。根据六省的数据，2025年中部地区GDP总量逼近30万亿元。其中，河南以5.6%的增速领跑 中部，湖北、安徽、江西增速均超5%。同时，安徽、河南的规上工业增加值同比分别增长9.4%和 8.4%，凸显中部地区制造业底盘之稳。 上海证券报记者梳理中部省份2026年政府工作报告发现，"稳增长、扩内需"成为各省今年的重点工作之 一。依托地方资源禀赋及在新消费领域的洞察，中部省份在消费、投资两端同步发力，打造中国经济高 质量发展的"中部引擎"。 满足情绪价值 中部省份布局新消费 湖北将大力推进三峡水运新通道等新建续建项目建设，以有效投资的扩量提质助推全省高质量发展一路 前行。江西力争鄱阳湖水利枢纽工程等重大项目开工，浙赣粤运河等重大项目前期工作取得积极进展。 山西则持续开展重大项目建设年活动，推动骨干水网及县域配套工程等项目建设，加快黄河古贤山西水 资源配置工程等前期工作。 湖南提出，抓好总投资2万亿元的389个省重点项目。根据湖南省发展和改革委员会日前公布的名单，包 括梅山灌区、金塘冲水库等重大水利工程被列入今年 ...

Core Insights - The central provinces of China are focusing on "stabilizing growth and expanding domestic demand" as key priorities in their 2026 government work reports, with a projected GDP nearing 30 trillion yuan for 2025 [1][2] - The concept of "emotional value" and "emotional economy" has emerged as a significant trend in consumer behavior, prompting these provinces to innovate in consumption and investment [1][2] Economic Growth and Investment - Henan leads the central provinces with a GDP growth rate of 5.6%, while Hubei, Anhui, and Jiangxi also report growth rates exceeding 5% [1] - The provinces are enhancing their investment in sectors like water conservancy and logistics to strengthen their roles as key hubs in the domestic and international economy [3][5] New Consumption Trends - Provinces are actively cultivating new consumption growth points such as the "first release economy," "exhibition economy," and "silver economy" to meet evolving consumer demands [2] - Specific initiatives include promoting local business innovations and developing diverse consumption scenarios to stimulate economic activity [2] Industrial Development - The central region aims to establish a modern industrial system with a focus on new energy, new materials, and high-tech industries [5][6] - Hubei is working on a world-class integrated storage and computing industry base, while other provinces are advancing projects in electric vehicles, lithium batteries, and aerospace [5][6] Infrastructure and Project Development - Significant infrastructure projects are being prioritized, with Hunan announcing 389 key projects totaling 2 trillion yuan in investment [3] - The provinces are also focusing on enhancing their logistics and transportation networks to facilitate economic growth and connectivity [3][5]

2月8日，市长李忠军主持召开文商旅体展演领域从业人员座谈会，贯彻落实中央和省市委经济工 作会议精神，认真听取一线从业人员意见建议，研究推动文商旅体展演深度融合发展的政策举措。市领 导季铁军、许峰参加。 李忠军指出，推动文商旅体展演深度融合，是激发消费活力、促进经济增长的重要抓手。下一步， 南京将深入实施提振消费专项行动，加快推动文商旅体展演深度融合，多措并举激发消费活力，不断积 蓄高质量发展新动能。进一步扩大产品供给，坚持供需两端协同发力，聚焦年轻人、女性、亲子和中老 年等消费群体，持续推出更多高品质、个性化的服务产品；积极引进一批全国首店、江苏首店、南京首 店，大力发展首发首秀首展，不断丰富研学游、文博游等特色旅游线路，加快培育夜经济、情绪经济、 周末经济、宠物经济。进一步提升行业影响，强化品牌、平台、AI赋能，用好金陵老字号等特色品牌， 发展电商直播、网红直播，推动公共算力平台开放共享，提供文旅、展演、体育等场景，切实打造一批 具有全国影响力的消费IP。进一步优化营商环境，落实落细国家、省市各项试点和支持政策，研究推出 更有针对性和含金量的政策措施，持续加大金融支持力度，健全完善为企服务机制，真正做到企业 ...

Core Viewpoint - China's service consumption is entering a significant strategic opportunity period, with projections indicating that by 2025, per capita service consumption expenditure will account for 46.1% of total per capita consumption expenditure, nearing half of total consumption [2] Group 1: Policy Initiatives - The State Council has approved a work plan to accelerate the cultivation of new growth points in service consumption, focusing on optimizing service supply and enhancing quality [2] - Various departments, including the Ministry of Transport and the Ministry of Commerce, have announced measures to support the development of service consumption [2] - The Ministry of Commerce aims to enhance service supply and adapt to consumer demand, thereby improving public satisfaction and happiness [2] Group 2: Growth Trends - From 2020 to 2025, China's per capita service consumption expenditure is expected to grow at an annual rate of 8.5%, indicating strong growth momentum [3] - As GDP per capita surpasses $10,000, the elasticity of goods consumption decreases while the potential for service consumption increases, reflecting a natural economic progression [4] - The emotional economy market in China is projected to reach 23,077.67 billion yuan in 2024, with expectations to exceed 45,000 billion yuan by 2029, indicating a robust growth trajectory [4] Group 3: Sector-Specific Developments - The transportation sector is focusing on developing new growth points in service consumption, including self-driving travel services, high-quality development of micro-car rentals, and expanding yacht and cruise consumption [5] - The ice and snow economy is also being promoted, with significant increases in visitor numbers and spending in ski resorts, indicating a growing market [6] Group 4: Investment and Infrastructure - The government is actively investing in public service sectors, which is creating foundational conditions for service consumption growth [10] - The Ministry of Commerce and the Ministry of Finance have initiated pilot projects for new consumption models, allocating 8.6 billion yuan in initial funding to support these initiatives [8]

Group 1 - The core point of the article is the unexpected rise of the "Crying Horse" toy, which resonates with the emotional state of contemporary workers, transforming from a perceived defect to a viral sensation [1][2] - The "Crying Horse" reflects the unique emotional expression of Generation Z, using humor to cope with stress and embodying a relatable narrative for young people [2] - The rapid response of the Yiwu manufacturers, who expanded production and maintained pricing, showcases the agility of the local industry in capitalizing on viral trends [2] Group 2 - The "Crying Horse" symbolizes the emotional consumption era, with the emotional economy in China projected to exceed 23 trillion yuan in 2024, indicating a shift towards valuing emotional connections over mere products [3] - The toy serves as an emotional carrier, allowing individuals to express their feelings and connect with others, highlighting the importance of emotional resonance in consumer behavior [3] - The narrative surrounding the "Crying Horse" encourages acceptance of life's complexities, promoting a philosophy that embraces both joy and sorrow as part of the human experience [3]

（来源：中国消费者报） 图一、二：网络平台上关于秒回师的帖子。 记者截图 ■本报记者 李燕京 近期，秒回师在社交平台悄然兴起。消费者可以像订外卖一样，将情绪与困扰"下单"给屏幕另一端的秒 回师，并获得全天候的倾听与即时回应。 《中国消费者报》记者调查发现，秒回服务的出现是"情绪经济"蓬勃发展的一个缩影，这种主打"即时 回应、共情理解"的付费服务，承载着现代人缓解孤独的情感诉求，但也暗藏隐忧。 孤独感催生新服务 在数字社交深度渗透、生活节奏持续加快的现代社会，"线上喧嚣鼎沸，线下孤独丛生"已成为不少人的 生活常态。在此背景下，主打即时陪伴的秒回师受到部分消费者的青睐。"本来今天心里不舒服，结果 这个小姐姐逻辑清晰、三观很正，句句都说在点子上……拯救了我。"在网上一篇关于秒回师的帖子下 面，记者看到一位消费者这样评论道。 记者在闲鱼上看到，秒回师的体验价格约为10分钟5元至10元，每位秒回师都会晒一段自己的简介，明 确标明自己的性别、擅长聊天的方向，有的还特别注明"三观正，有爱心、耐心，不批判，会站在你的 角度思考问题""帮你分析问题给建议"。 "做秒回师的核心不仅是回复快，而且是'懂你'。"晨曦打开自己的手机备 ...

Core Viewpoint - The rise of the phrase "爱你老己" reflects a growing trend of self-care among young people, emphasizing the importance of living for oneself while also gently reminding elders to do the same [1] Group 1: Consumer Trends - The term "谷子" representing "emotional economy" was included in the top ten buzzwords of 2025, indicating a shift in consumer attitudes towards self-fulfillment and emotional well-being [1] - New policies aimed at enhancing consumer supply and demand adaptability focus on expanding diverse interest consumption and innovative consumption scenarios, reflecting the evolving expectations of the public [2] - The interaction between supply and demand in the consumer market is becoming a dominant theme, driven by policies that encourage personalized and diversified consumption [2] Group 2: Policy Implications - Recent consumption and domestic demand policies are designed not just to stimulate short-term consumption but to build a healthier, more sustainable consumer ecosystem centered on people's needs [3] - The shift from material satisfaction to achieving spiritual resonance in consumption is supported by strong policy backing, which is crucial for continuously releasing consumption potential [3] - The alignment of personal consumption trends with national policies fosters a vibrant economic environment, enhancing both individual well-being and overall economic growth [2][3]

Core Insights - The rise of "emotional economy" reflects a shift in consumer behavior, where young consumers prioritize emotional satisfaction over traditional value-for-money considerations [1][4] - The emotional economy market in China is projected to grow from 16.3 trillion yuan in 2022 to 23.1 trillion yuan in 2024, and is expected to reach 27.2 trillion yuan by 2025, surpassing 45 trillion yuan by 2029 [1] - Nearly 60% of young consumers are willing to pay for "emotional value," indicating a significant change in purchasing motivations [1] Group 1: Emotional Consumption Trends - Emotional consumption is characterized by a focus on products that enhance personal experiences and feelings, moving from "cost-performance ratio" to "emotional value ratio" [1] - Young consumers are increasingly asking questions about the aesthetic and emotional impact of products, such as whether a coffee machine can enhance kitchen decor or if a sound system can create a better atmosphere [1][4] Group 2: Product Examples and Market Offerings - Retailers like Suning are offering a variety of appliances that cater to emotional value, including collaborations with popular IPs and products designed for emotional engagement, such as "emotion air conditioners" and AI televisions [4] - The in-store experience at Suning includes immersive setups that showcase products in emotionally resonant contexts, such as cozy coffee corners and gaming stations, enhancing the emotional appeal of the shopping experience [4]