"买labubu堪比理财" 今年以来，来自中国的泡泡玛特实现了海外市场的爆发式增长以及股价的一路飙升。5月27日，泡泡玛 特大涨5.42%，股价再创历史新高，每股报233.2港元，总市值3132亿港元，今年股价已上涨160%。 泡泡玛特股价飙升背后，labubu（泡泡玛特人气ip）正横扫全球。 据媒体报道，有资深玩家表示，"labubu就是年轻人的茅台——不见得自己喝、但你一定要抢，抢到了 心情愉悦，不想要还能高价转卖。" 所属系列2024年营收暴增7倍 从财报数据来看，泡泡玛特近年来的业绩呈现出显著增长态势。2024年度，其营收高达130.4亿元，增 速为106.92%，实现了极速扩张。与此同时，同期归母净利润也达到了31.25亿元，增长态势十分明显。 labubu这个潮玩界的超级ip已经不能用火爆来形容，而是"火得一塌糊涂"。 据橙柿新闻报道，杭州的"谷子玩家"（指潮玩收藏者）ayo说，"labubu太火爆了，预约都买不到，要抽 签或者加价买。" 记者发现，泡泡玛特labubu系列的价格因版本和稀缺程度价格会有所不同，基础款的盲盒售价通常为99 元，整盒（含多个盲盒）价格可能在850元左右。 不过，一些联 ...

裤子都脱了，你…… 发了个寂寞、耍猴啊、一个车价还藏着掖着，真服了、瞬间不想看了啊、那发布干嘛？？？ 大家不要误会，以上这些都是雷军本人该条微博下的真实评论。 起因是自5月19号，官宣小米YU7发布以来，热度不断，车圈消息真是离谱给离谱开门，离谱到家了。 但5月22号的今天，突然又给大家浇了盆冷水，雷军发文表示YU7预计7月正式上市，今晚预发布会，不 会公布正式价格，也不会开启小定。 千呼万唤始出来，犹抱琵琶半遮面 两款绿银新配色和内饰都出了，结果雷军给你来了个回马枪。 雷军好像跟太乙真人一样在说，你打我噻？你打我噻？ 当然，有些着急上头的朋友们当然不惯着，直接在雷军评论区开始"用泥巴种荷花，用石头砌小楼"了， 精彩程度一绝。 当然，也怪不得大家着急，毕竟你在5月19号说过了"发布"二字，这几天过去了，如今22号，两款配色 和内饰都出了，结果反手表示只是"预发布会"。 这么说就是相当于：公布了所有的外观和内饰，然后价格未出，小定也暂未开启。 颤抖吧！友商 虽然，雷军这波操作让屏幕前的"准车主们"颇为不满。不过待产品真要上市，更不高兴的恐怕是友商。 就像去年的小米SU7，发布会后便让友商们一片哀嚎。时至今日，S ...

明星效应是把"双刃剑"，带火了黄子韬主理的卫生巾品牌"朵薇"，也招来了"黄牛"高价倒卖。 5月20日，新京报贝壳财经记者从电商平台朵薇旗舰店获悉，由于工厂产能受限，暂定每天中午12点和 晚上7点两个时段，通过各平台旗舰店适量放货销售，"目前都是预售，现货都已经卖完了"，该店铺客 服人员表示，但对于产能恢复周期未能给出明确时间表。 二手平台的"黄子韬卫生巾"转卖帖。 这一销售模式引发部分消费者对品牌方"饥饿营销"的质疑。明星效应在初创品牌营销中具有天然流量优 势，但过度依赖限量策略可能引发市场信任危机。值得关注的是，供需失衡已催生二级市场溢价交易现 象，原价49.8元的卫生巾组合装被"黄牛"加价卖到高达190元。 卫生巾比"演唱会门票都难抢"？朵薇客服：目前均为预售 直播现货全部售罄、GMV（商品交易总额）超4000万元，卫生巾品牌朵薇一经发布，便收获亮眼的销 售数据。 "当所有人提起朵薇的时候，（希望）大家想到的不是明星黄子韬，而是一个真正的企业家。"在朵薇新 品发布会上，黄子韬透露了自己的"野心"，并宣布了卫生巾的售卖机制和价格——包含迷你巾、日用 装、夜用装和安心裤等共62片的组合装售价49.8元，平均每 ...

Core Viewpoint - The article discusses the rising trend of expensive bread in China, highlighting how it has transformed from a street food to a luxury item, with consumers expressing shock at the high prices of certain bakery products [5][21]. Price Trends - The price of bread has significantly increased, with items like black mountain toast priced at 128 yuan and strawberry cream tarts at 39 yuan, leading to consumer complaints about the cost [3][5]. - A survey indicated that 70% of respondents were only willing to pay under 10 yuan for bread, while less than 10% could accept prices above 20 yuan [5][6]. Consumer Behavior - Young consumers are increasingly drawn to high-priced bread, which is positioned between everyday items and luxury goods, satisfying a "light luxury" desire without being overly burdensome [15][21]. - The social aspect of purchasing these expensive breads is emphasized, as they serve as a form of social currency, with consumers buying them for sharing on social media [16][19]. Marketing Strategies - Brands employ scarcity tactics, such as limited purchases and exclusive releases, to create a sense of urgency and desirability among consumers [16][19]. - The use of social media for marketing is prevalent, with brands generating buzz before opening new locations, leading to long queues and heightened consumer interest [19][21]. Brand Positioning - Many high-end bread brands utilize foreign language names and cultural references to create a perception of sophistication and exclusivity [10][11]. - The design and ambiance of these bakeries are also crucial, with a focus on aesthetics that appeal to consumers' desire for a luxurious experience [10][11]. Challenges Ahead - The high operational costs associated with maintaining a premium brand image pose significant challenges for these bakeries, particularly in terms of rent and labor costs [21][22]. - The industry faces issues of product homogeneity and low technical barriers, making it difficult for brands to maintain a competitive edge [21][22]. - Consumer habits in China differ from those in Western countries, with bread not being a staple food, leading to lower repeat purchase rates for high-priced items [22][23]. Future Outlook - The sustainability of the expensive bread trend is uncertain, as brands must address challenges related to cost management, product innovation, and consumer behavior to avoid becoming a fleeting trend [25].

Core Viewpoint - The article discusses the rising trend of expensive bread in China, highlighting how it has transformed from a common food item to a luxury product, with consumers expressing shock at the high prices [1][3][17]. Group 1: Price Trends - The price of bread has significantly increased, with some items starting at 50 yuan, and average spending at premium bakeries reaching around 60 yuan per person [2][3][12]. - A survey indicated that 70% of respondents were only willing to pay under 10 yuan for bread, showing a disconnect between consumer expectations and current market prices [1][2]. Group 2: Branding and Marketing Strategies - Premium bread brands utilize creative naming and branding strategies to create a sense of luxury, often incorporating foreign language elements and cultural symbols [6][7]. - The design and ambiance of these bakeries are also tailored to enhance the consumer experience, with a focus on aesthetics and social media appeal [8][9]. Group 3: Consumer Behavior - The phenomenon of "hunger marketing" is prevalent, where limited availability and exclusivity drive consumer demand, leading to long queues and even scalping [12][14]. - Social media plays a crucial role in promoting these brands, with consumers often purchasing products for social validation rather than regular consumption [16][19]. Group 4: Challenges Ahead - High operational costs and the challenge of scaling up while maintaining quality pose significant risks for premium bread brands [17][18]. - The industry faces issues of product homogeneity and low consumer repurchase rates, as bread is not a staple food in China compared to Western countries [19][20].

Core Insights - The article discusses the rising trend of expensive bread, which has transformed from a street food to a luxury item, with prices significantly increasing over the past two years [3][11] - Consumers express disbelief at the high prices, with many feeling that the cost of bread has become exorbitant, often exceeding the price of a full meal [1][3] Price Trends - Current prices for premium bread start at 50 yuan, with some items like the "Wellington Beef Croissant" priced at 58 yuan and average spending at B&C reaching 59 yuan [3][11] - A survey indicated that 70% of respondents were only willing to pay under 10 yuan for bread, highlighting a disconnect between consumer expectations and current market prices [3][11] Branding and Marketing Strategies - Premium bread brands utilize creative naming and branding strategies to create a sense of luxury, often incorporating foreign language elements and cultural symbols [6][8] - The design and ambiance of these bakeries are also tailored to enhance the consumer experience, with many featuring stylish interiors that encourage social media sharing [7][10] Consumer Behavior - The phenomenon of "hunger marketing" is prevalent, where limited availability and exclusivity drive consumer demand, leading to long queues and high resale values [11][12] - Social media plays a significant role in promoting these brands, with consumers often purchasing bread as a status symbol or for social currency rather than for regular consumption [11][12] Challenges Ahead - High operational costs and the challenge of scaling while maintaining quality pose significant risks for premium bread brands [13][17] - The industry faces issues of product homogeneity and low technical barriers, making it difficult for brands to differentiate themselves in a crowded market [13][14] - Consumer habits in China, where bread is not a staple food, limit the potential for repeat purchases, creating a barrier to long-term success for these premium brands [15][16]

Core Viewpoint - The rise of "peel-apart film" among young consumers reflects a blend of nostalgia, scarcity marketing, and celebrity influence, leading to a significant increase in prices and demand for this once-common photography medium [2][14][27] Group 1: Market Dynamics - The price of peel-apart film has skyrocketed from 70 yuan to 3000 yuan, marking a 28-fold increase, which outpaces even gold [2][7] - The main manufacturers, Polaroid and Fujifilm, have ceased production, resulting in a scarcity that drives up the value of existing stock [5][14] - The average transaction price for peel-apart film on second-hand platforms has reached 1800 yuan, indicating a robust secondary market [16] Group 2: Consumer Behavior - Approximately 80% of consumers are motivated by the desire to replicate the aesthetic associated with celebrities who use peel-apart film, creating a social currency around these images [14][16] - The "one shot, one peel" nature of the film enhances its perceived value, tapping into consumers' desires for unique experiences and collectibles [13][27] - The trend has led to a cultural shift where the experience of taking and sharing photos has become more important than the technical quality of the images [27] Group 3: Technical Aspects - Peel-apart film operates on a unique chemical process that eliminates the need for traditional development, making it appealing for instant photography [5] - However, the film has a high failure rate, with over 40% of expired film failing to develop properly, which adds an element of risk to the experience [18] - The production of peel-apart film has not been entirely lost, as some companies are attempting to recreate it, although at a higher cost and limited availability [11] Group 4: Cultural Impact - The phenomenon of peel-apart film has been amplified by social media, where users share their experiences, contributing to its status as a trendy item [16][21] - The nostalgia associated with older photography equipment, such as CCD cameras and disposable film cameras, has also seen a resurgence, driven by a desire for unique and authentic photographic experiences [19][27] - The overall trend indicates a shift in consumer values, where emotional and aesthetic satisfaction takes precedence over technical specifications in photography [27]

以下文章来源于肖明超-趋势观察 ，作者肖明超趋势观察团 肖明超-趋势观察 . 知萌咨询旗下的专业趋势内容传播平台，自2013年成立以来，每周发布原创深度内容，以趋势的视角深入剖析消费、品牌与营销，已成长为一个集合图文、 视频、音频等多媒体形式的综合趋势内容平台。 这是新消费智库第 2 6 2 4 期文章 新消费导读 一张成本几毛的纸片，二手平台敢卖300块？ 作者 ： 肖明超趋势观察团 编辑：竺天 审核： Single 来源： 肖明超-趋势观察 谁能想到，2024年最硬核的"理财产品"，不是黄金股票，而是 始祖鸟 的吊牌！ 一张成本几毛的纸片，二手平台敢卖300块？ 甚至超越部分成衣价格，当别的品牌还在价格战里卷生卷死，始祖鸟却以18%的逆势增长狂揽 376亿！这只"户外界的爱马仕"，到底凭什么？ | ਨਾ | #始祖乌吊牌被炒到最高300元一张# | | | | | | --- | --- | --- | --- | --- | --- | | | 导语:有网友在二手平台上发现,一张始祖乌的吊牌最高煮然被炒到300元。 | | | | | | 数据总览 | | | | 全部 24小时 | 30天 | | | ...

Core Viewpoint - The recent surge in interest around the "climax injection" is largely driven by marketing hype rather than genuine demand, with significant concerns regarding its safety and efficacy [1][2][3] Group 1: Product Overview - The "climax injection" is marketed as a procedure to enhance sexual pleasure by injecting collagen into sensitive areas, with prices ranging from thousands to tens of thousands of yuan [1] - A well-known product in this category is priced at "9800 yuan per injection; 19800 yuan for three treatments," but it is originally approved for use in bone fracture surgeries [2] Group 2: Regulatory and Safety Concerns - The product is classified as a third-class medical device, which is subject to strict regulatory oversight, and its use for purposes outside its approved indications raises serious safety concerns [2] - Experts have highlighted the potential risks associated with injecting into sensitive areas, including infection, bleeding, and nerve damage, as well as the lack of clinical trials supporting its efficacy [2][3] Group 3: Market Dynamics and Consumer Behavior - The marketing strategies employed by some institutions create a false sense of scarcity, leading consumers to believe that the injections are in high demand, which has been debunked by media investigations [1][3] - There is a growing need for regulatory bodies to enhance oversight of such products and practices, especially as they gain popularity and pose increasing risks to consumers [3]

Core Viewpoint - The article discusses the phenomenon of long queues at popular restaurants in major Chinese cities, particularly focusing on the experience of dining in Beijing, highlighting the social dynamics and consumer behavior associated with trendy eateries [2][3][4]. Group 1: Restaurant Queuing Culture - In cities like Beijing, the concept of "delicious, cheap, and no queue" is deemed impossible, leading to a culture where people endure long waits for food [2][3]. - The article illustrates the extreme queuing situation at a popular restaurant "烤匠" (Kao Jiang), where customers may wait up to 9 hours to dine, showcasing the lengths people will go to for trendy food experiences [4][5][8]. - The experience of waiting in line often leads to mixed feelings about the food quality, with some customers expressing disappointment after long waits, indicating a potential disconnect between expectation and reality [17][53]. Group 2: Social Media Influence - Social media platforms like 小红书 (Xiaohongshu) play a significant role in driving the popularity of certain restaurants, creating a cycle of hype and disappointment as consumers flock to these locations based on online recommendations [39][41]. - The article notes that the marketing strategies employed by restaurants often lead to a "hunger marketing" trap, where the act of queuing becomes a social experience rather than just a means to enjoy a meal [49][50]. - Consumers are increasingly aware of the pitfalls of following social media trends, developing a critical eye towards the quality of food at highly publicized establishments [40][56]. Group 3: Economic and Cultural Context - The article highlights that in times of economic downturn, dining out becomes one of the few affordable forms of entertainment for young people in urban areas, leading to a surge in demand for trendy eateries [55][56]. - The phenomenon of queuing for food reflects broader societal trends, where young people seek validation and a sense of belonging through shared experiences, even if those experiences are often disappointing [57][58]. - The article concludes that as long as consumer tastes evolve, new restaurants will continue to emerge, perpetuating the cycle of queuing and social media hype [58][59].