「核心提示」 即便只作为粉丝，这都算相当狂热，而金枝的另一重身份是常驻杭州的典型互联网大厂人，更重要的是，这13场短途旅行，她只用掉了3天假期，还是在 过年期间。演唱会行程之外，她还能挤出其他周末，进行"特种兵极限旅行"。 用她自己的话说，"一望无际的上班生涯当中，可能只能靠这种事情吊着一口气。" 报复性旅游的热潮之后，人们的旅行欲望并未如预期般消退，旅行反而开始变成不少人的日常。 与银发族热衷于抽出整块时间沉浸式旅行不同，不少年轻人倾向于在疲惫的日常之外，将短途旅行和跑演唱会作为暂时逃离生活的"安全出口"。他们中不 少人像金枝一样供职于大厂，高薪、繁忙，愿意为创造美好回忆付费。 哪里有需求，哪里就有洞悉需求的人，一些新兴的旅行平台也开始盯上这部分年轻人的钱包。然而，高溢价与低服务却让这场"逃离"变成了一场精准收 割。 旅行：大厂人的情绪消费 金枝绝大部分的短途旅行中包含红眼航班——价格更便宜，大部分时候往返只要1000来块，又不用请假。 从演唱会现场到维权群聊，当旅行平台盯上年轻人的钱包，一场隐秘的收割正在上演。 1年时间，往返13个城市看演唱会——这是金枝2024年的战绩。 一般来说，她会看周六、周日两场 ...

今年五一假期，#演唱会 可是太火了。 根据大麦网数据，今年五一假期，北上广深及其他主流二线城市，5天要搞63场演唱会。 其中，有好几个明星连续几天开唱，像是#王力宏 在杭州5月1号到3号连唱三天，#张杰 在北京从5月2号到4号也连唱三天。 | 城市 | 场次 | 城市 | 场次 | | --- | --- | --- | --- | | 北京 | 11 | 成都 | 9 | | 上海 | 17 | 武汉 | l | | 广州 | 3 | 天津 | 2 | | 深圳 | 5 | 西安 | 1 | | 杭州 | 6 | 苏州 | 1 | | 南京 | 7 | | | "抢不到票"、"秒没"、"手速根本跟不上啊"等成为歌迷们高频"吐槽"。 黄牛们还可能把原本就几百的门票炒上几千不等。 的确，按捺不住的火热之心背后，有个不争的事实： 中国人爱看演唱会，城市爱办演唱会。 2024年，我国有2900万人次观看演唱会（含音乐节），足足比2023年增长了45%，卖票方的收入更达到了296.36亿元！ 这有多夸张？举个例子，去年全国电影票房才卖450来亿，观影人次却有10亿之多，相比之下，创造了电影票房近64%收入的演唱会观看 ...

Core Viewpoint - The emergence of the "first launch economy" is driving industrial transformation and upgrading in Chengdu, with a focus on creating a comprehensive ecosystem for new product launches and enhancing consumer experiences [1][3]. Group 1: Development Initiatives - The Chengdu Jinjiang District has launched the "first launch economy" industrial ecosystem, marking a shift from merely increasing the number of first stores to establishing a closed-loop ecosystem for first launches [3]. - The district plans to create flagship venues such as COSMO Trend Fusion Space, Tianfu Red National Comic Main Venue, and White Egret Bay Technology Exhibition Space, aiming to form an ecosystem layout characterized by "one core leading, two wings interacting, and five circles thriving together" [3]. - The district aims to attract 100 first stores and build a trillion-yuan commercial circle through the "Spring Action" initiative, which includes the introduction of new consumption scenarios, new business formats, and new models [3]. Group 2: Economic and Consumer Trends - Data indicates that 64% of young consumers prioritize spiritual consumption, leading to new consumption trends that reshape their purchasing habits [5]. - The Chengdu government has introduced a comprehensive support system for the digital cultural and creative industry, including a 300 million yuan annual fund and tax reductions for anime companies, as part of the "14th Five-Year Plan" [5]. - The "Three-Year Action Plan for Promoting the First Launch Economy (2025-2027)" aims to boost consumption through five key actions, including new product launches and enhancing the business environment [5].

Core Viewpoint - The company has experienced a significant resurgence in popularity and stock price, driven by the global success of its LABUBU IP and a strong performance in the consumer market, particularly in the U.S. and Europe [1][3][12]. Group 1: Market Performance - On April 28, the company's stock price rose over 12% to HKD 193, with a total market capitalization reaching HKD 259.188 billion [3]. - Since the beginning of 2025, the stock has increased by over 114% [3]. - The company's app climbed 114 spots to become the top shopping app on the U.S. App Store on April 25, marking its first time at the top [1][2]. Group 2: Product and IP Development - The LABUBU series has become a global sensation, with significant contributions from celebrity endorsements, leading to a surge in consumer interest [10][11]. - The revenue from the THE MONSTERS series reached RMB 3.041 billion in 2024, a year-on-year increase of 726.6% [7]. - The company has successfully diversified its product offerings, with plush products generating RMB 28.32 billion in revenue, a staggering increase of 1289% [8][9]. Group 3: International Expansion - The company has opened 130 overseas stores, with revenue from international markets growing by 375.2% to RMB 5.07 billion, increasing its share of total revenue from 16.9% to 38.9% [12][14]. - Plans are in place to open 100 iconic stores in various countries, including France, the U.S., and Australia, as part of its accelerated international strategy [14]. Group 4: Brand Perception and Future Outlook - The company has successfully transformed from a product-focused entity to an IP-centric organization, establishing a robust ecosystem of various IPs [9][18]. - The CEO expressed confidence in achieving RMB 20 billion in revenue and over 50% growth in 2025, indicating a strong belief in the brand's long-term potential [18].

Group 1 - The core viewpoint of the article highlights the rising popularity of "squishy toys" among young adults aged 20-35, particularly in Hangzhou, where sales have surged significantly in recent years [2][3] - The number of adult customers purchasing "squishy toys" has increased markedly compared to previous years, indicating a shift in the target demographic from children to young professionals [3] - Online platforms have seen substantial sales, with various stores reporting monthly sales exceeding 10,000 units for "squishy toys," particularly among women aged 18-35, who make up over 60% of buyers [3][4] Group 2 - The success of "squishy toys" is attributed to product innovation, social media promotion, and the growing trend of emotional consumption, where consumers seek products that fulfill emotional needs [2][4] - Retailers are continuously optimizing the materials and designs of these toys, with new styles resembling real desserts gaining popularity, leading to significant sales increases [4] - Social media influencers play a crucial role in promoting "squishy toys," driving more customers to purchase them due to their appealing aesthetics and fun nature [4]

港股消费爆发。 作者 I 杨继云 报道 I 投资界PEdaily 那是3月5日这天，老铺黄金以600港元/股的价格超越腾讯，成为港股新一任"股王"。没 有人会想到这一幕：老铺黄金自去年6月上市，此后股价一路飞涨，至今涨幅已经超过2 0 倍。 "爆赚，准备原地退休了"。早早上车的人难掩喜悦，这样的分享帖子遍布社交媒体。身 边消费投资人则拍断了大腿： "当初没有投进去。" 这是港股消费公司的一缕缩影。如你所见，资本市场对蜜雪冰城、泡泡玛特报以同样热情 ——他们都涨幅惊人。至此， 泡泡玛特、蜜雪冰城、老铺黄金一起组成了"港股三姐妹" 。 "现在有合适的消费公司赶紧推去港股。"目睹几家消费公司的罕见暴涨，一位头部VC投 资人如是喊话。嘉御资本创始合伙人兼董事长卫哲则向投资界分享他的一个观点："中国 资产重估始于港股，港股重估始于消费公司"。 三姐妹崛起 港股三家千亿消费公司 港股三姐妹，今年密集地出现在投资人聊天之间。 老铺黄金，始于湖南岳阳人徐高明——他于200 4年进军消费级黄金产品市场，后来在北 京创办老铺黄金。他将黄金从"克重计价"的实用主义中剥离，把黄金卖成奢侈品，万元 以上的产品贡献了近9 0%营收，由此 ...

Group 1 - The core viewpoint of the articles highlights the rise of emotional consumption among young consumers, driven by the need for stress relief and emotional connection in a fast-paced society [1][2] - The global healing economy is projected to reach $7 trillion by 2025, with China's emotional consumption market expected to exceed 2 trillion yuan, indicating a shift of emotional economy from the margins to the mainstream [1] - The development of technology supports the rise of emotional economy, with products like AI companionship and specially designed plants catering to consumers' emotional needs [1] Group 2 - Despite rapid growth, the emotional economy faces challenges such as poor product quality and privacy concerns, with reports of substandard products causing health issues [2] - Industry experts emphasize the need for high-quality products and strict regulatory measures to ensure the healthy development of the emotional economy, which is crucial for protecting consumer rights and achieving sustainable market value [2] - The emotional economy reflects the diversification and layering of consumer demands, creating new business opportunities and emphasizing the importance of emotional value in a material-rich era [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The retail sector is experiencing a rise in emotional consumption trends, with leading retail companies actively transforming through quality retail, cross-border trendy play, and co-branding with fashion IPs, which is expected to lead to performance recovery and valuation revaluation in the long term [4][30] - The report highlights the ongoing disclosure of annual and quarterly reports, indicating that high-quality companies in high-prosperity sectors are worth monitoring [4][27] - The retail index has shown a slight increase of 0.07% recently, but has decreased by 5.00% since the beginning of 2025, underperforming the broader market [6][15] Summary by Sections Retail Market Review - The retail index closed at 2127.02 points, with a weekly increase of 0.07%, ranking 24th among 31 primary industries [6][15] - The supermarket sector showed the largest increase this week, while the watch and jewelry sector has led the gains since the beginning of 2025 [18][21] Retail Insights: Focus on Beauty Care, Gold Jewelry, and Traditional Retail - The report emphasizes the performance divergence among companies in the cosmetics, medical beauty, gold jewelry, and traditional retail sectors, with a positive outlook for quality companies in the retail sector due to the recovery of consumer demand [27][30] - Key companies such as Yonghui Supermarket and Aiying Room are highlighted for their proactive transformation and potential for performance recovery [41][42] Key Company Performances - Proya achieved a 28.9% increase in net profit in Q1 2025, supported by a series of new product launches [47] - Yonghui Supermarket reported a revenue of 174.79 billion yuan in Q1 2025, down 19.3% year-on-year, but is undergoing significant store renovations [30][46] - The report suggests focusing on companies with strong growth potential in high-prosperity segments, including Proya, Aiying Room, and gold jewelry brands like Laopu Gold and Chaohongji [44][42]

Group 1 - The article discusses the significant changes in the holdings of various companies as of March 31, 2025, highlighting the fluctuations in market value and the percentage changes in stock holdings [2][3][4][5] - Tencent Holdings has seen a decrease in its market value by 13.79% with a holding value of approximately 3.78 billion yuan, while Alibaba's market value decreased by 34.01% to around 3.76 billion yuan [2][3] - The total market value of the top holdings across different companies amounts to approximately 28.99 billion yuan, indicating a concentration of 78.81% in the top stocks [2] Group 2 - Xiaomi Group's market value increased by 9.21% to approximately 1.28 billion yuan, while SMIC's market value surged by 80.09% to around 852 million yuan [4][5] - The total market value of the holdings in the second group is approximately 6.55 billion yuan, representing 45.45% of the total fund value [4] - Notable declines include Ningde Times, which saw a decrease of 29.00% in market value, and Haier Smart Home, which dropped by 41.77% [5]

IT'S OK RELAX 散情松 些奇奇怪怪的小东西 ... 治愈 系情绪稳定器 #这是什么奇 ... 小歪睡不醒 2024-06-26 ♡ 1046 "工位情绪稳定器"。 网络截图 "工位情绪稳定器"悄然走红，成为宁波新一代职场人士的新宠，与之相关的"工位经济"正成为新的消费 热点。 记者注意到，在小红书等各大社交平台上，新一代职场人纷纷晒出"工位情绪稳定器"。而电商平台上， 祈福类工位摆件、情绪类相关产品销量也大增。 而随着情绪摆件席卷打工人的工位，年轻消费者对工位摆件的需求，也从单纯的提供情绪价值，开始逐 步转向"情绪价值+功能性产品"的结合。 在原先工位情绪摆件的基础上，与办公常用品相结合，衍生出"放青松座钟""苹安喜乐抽纸盒""祝你苹 安台灯"等实用性产品。从单价来看，这些同时具备"情绪+功能"的产品通常价格更高些。 去年，工位情绪类摆件产品在礼赠场景中热度大幅提升。天猫数据显示，工位情绪摆件关键词热度增长 超过20倍，已跃居类目搜索词榜首。目前，送礼产品中排名前10的产品中，已有多个是工位情绪类摆 件。 宁波晚报记者 史娓超 如一款"青松发财"桌面摆件，在一株青松造型上写了一个"发"，售价9.8 ...