1月9日，《2025闲鱼次元年度报告》正式上线，首次全景呈现平台二次元用户的消费生态。数据显示，截至2025年底，闲鱼二次元、追星与游戏用户总量 已突破1.6亿，年度二次元消费人数同比增长47%。 过去一年中，谷圈、明星周边、硬周边、潮玩盲盒、毛绒玩具、娃圈、四坑及卡牌成为平台交易最活跃的次元圈层。其中，潮玩盲盒增势最为迅猛，订单 量同比激增250%，展现出强劲的圈层活力。 闲鱼二次元用户的"剁手"高峰集中在工作日下班后与深夜时段，多数用户的最晚下单记录可至23点。消费活跃的同时，用户也展现出成熟的"回血"能力 ——人均年度卖出二次元商品回血2541元，人均二次元增值收入282元，形成了独特的兴趣消费循环。 首届"闲鱼次元年度大赏"结果在报告中揭晓，直观反映了2025年二次元消费市场的潮流变迁。其中，星星人、哪吒、达菲和朋友们、LABUBU、 CRYBABY哭娃凭借订单量的快速攀升，获评"异军突起IP奖"。"最热IP奖"也同步出炉，LABUBU、恋与深空、时代少年团、高达、第五人格位列总榜前 五，成为过去一年闲鱼交易热度最高的次元IP。在商品层面，LABUBU-幸运、LABUBU-I FOUND YOU、DI ...

1月9日，《2025闲鱼次元年度报告》正式上线，首次全景呈现平台二次元用户的消费生态。数据显示，截至2025年底，闲鱼二次元、追星与游戏用户总量已 突破1.6亿，年度二次元消费人数同比增长47%，平台已成为年轻人兴趣消费的首选阵地。 过去一年中，谷圈、明星周边、硬周边、潮玩盲盒、毛绒玩具、娃圈、四坑及卡牌成为平台交易最活跃的次元圈层。其中，潮玩盲盒增势最为迅猛，订单量 同比激增250%，展现出强劲的圈层活力。 用户行为层面，闲鱼二次元用户的"剁手"高峰集中在工作日下班后与深夜时段，多数用户的最晚下单记录可至23点。消费活跃的同时，用户也展现出成熟 的"回血"能力——人均年度卖出二次元商品回血2541元，人均二次元增值收入282 元，形成了独特的兴趣消费循环。 本次报告以"从你的次元账单，测测你是二次元的谁"为主题，基于图鉴、行情、次元柜等功能，结合消费行为数据，为用户生成"深夜挖宝""神仙出物咪"等 个性化标签，并与二次元经典角色对应，帮助用户在分享中找到身份共鸣。即日起，用户登录闲鱼搜索"次元报告"，可查看个人年度消费历程。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 首届"闲鱼次元年度大 ...

二次元消费在过去一年完成了从圈层到大众、从线上到线下、从消费到创造的全方位升级，已经成为年轻人构建身份认同、寻求情感联结的重 要路径。新一代二次元用户正以更广阔的参与和更深的投入，将兴趣热爱融入日常生活，以消费为语言，主动参与文化建构和寻求身份认同。 进入2025年，当我们审视整个泛文娱行业时，一个清晰的现象是：二次元已从过往相对垂直的圈层文化，转变为驱动线上与线下消费活跃的显性增量市 场。它不仅是内容消费的重要环节，也是观察和理解当代年轻人这群内容消费主力的生活方式、社交模式与自我表达方式的关键窗口。 与2016-2017年上一轮以动画、漫画等内容创作为核心的创业潮不同，本轮二次元市场的显著变化，核心指向了消费与社交的深度融合。近年来，《原 神》等现象级产品的持续破圈也大大影响了文化的底层参与逻辑：从对IP故事本身的深入讨论和共鸣，转向以角色情感连接为核心、以消费与展示为载体 的日常化实践。 在这背后，是新一代内容消费者全面走向舞台中央。他们成长于社交媒体与移动互联网高度成熟的环境，拥有强烈的自我表达欲望、高度的圈层归属需 求，并习惯于通过消费行为来构建身份、寻求共鸣。因此，盘点2025年的二次元消费趋势， ...

Core Insights - The ACG (Anime, Comic, Game) culture and economy in Guangzhou is experiencing significant growth, with a total of 11 large-scale ACG exhibitions held in the first half of the year, attracting 840,000 visitors [2][3][4] - The rise of the "Dimensional Station·Cyber Guangzhou" initiative has contributed to increased consumer traffic and engagement in the ACG sector, showcasing the city's potential as a hub for ACG events [2][3] Group 1: Event Statistics - In the first half of the year, Guangzhou hosted 11 major ACG exhibitions covering a total exhibition area of 520,000 square meters, receiving 840,000 visitors from both domestic and international locations [3][4] - The 36th Firefly Animation and Game Carnival in Guangzhou attracted 288,000 attendees, with 1.5 million tickets sold online, indicating strong demand for ACG events [4] - The "KUROFEST" event drew over 10,000 participants, with nearly half coming from outside the province, setting a record for the brand's offline attendance [4] Group 2: Economic Impact - The ACG exhibitions have stimulated the "ticket root economy," enhancing the integration of business, travel, and cultural consumption in Guangzhou [3] - The Guangzhou game industry is projected to generate approximately 140.67 billion yuan in total revenue in 2024, reflecting a year-on-year growth of about 10.5% and accounting for 43.17% of the national revenue in the sector [5] - The overall user base for the broader ACG market in China is expected to grow from nearly 460 million in 2021 to 503 million by 2024, with the "Z Generation" spending over 3,000 yuan annually on anime and related products [5] Group 3: Government Support and Initiatives - The Guangzhou government is actively promoting the ACG industry through policies and financial incentives, including rewards for new and expanding exhibitions [7] - The introduction of the "Exhibition + Consumption" digital platform by the Guangzhou Commerce Bureau and Alipay aims to enhance visitor experience and facilitate access to various services during ACG events [8]

Group 1 - The core viewpoint of the articles highlights the significant role of the gaming industry in Xuhui District, Shanghai, which accounts for nearly 40% of the city's gaming revenue, with total revenue exceeding 70 billion yuan in 2024 [1][3] - Xuhui District is home to over 70 large-scale gaming companies, including major players like Tencent, NetEase, and miHoYo, covering essential aspects of game development, publishing, and operation [1] - The district aims to create an innovative ecosystem that empowers both the gaming IP industry and local consumption, with recent initiatives including the launch of the "Meta Universe Street" and the "Meta Universe Summer Carnival" [1][3] Group 2 - The "Meta Universe Summer Carnival" runs from July 18 to August 17, featuring various activities such as themed days, immersive experiences, and pop-up stores, aimed at blending cultural experiences with commercial consumption [3] - The district's strategy involves bringing popular online gaming IPs into physical spaces to enhance their value through virtual and real-world integration, thereby fostering a connection between the gaming industry and local businesses [3]

Core Insights - Shanghai's Xuhui District is launching a "Metaverse Street" to promote new "ACG (Anime, Comic, Game) consumption" through collaboration with local gaming companies [1][2] - The gaming industry in Xuhui is significant, with over 70 large-scale gaming enterprises and projected total revenue exceeding 70 billion RMB in 2024, accounting for over 40% of Shanghai's gaming revenue [1] - The "Neo World" Metaverse Street spans 1.9 kilometers, featuring commercial entities alongside major gaming company headquarters, aiming to enhance the value of gaming IPs by integrating online and offline channels [1] Industry Developments - The "Metaverse Summer Carnival" event from July 18 to August 17 will feature five major IP theme days, special performances, and pop-up stores, combining cultural experiences with commercial consumption [2] - The initiative aims to create a cross-industry celebration that fosters community interaction and enhances consumer engagement [2] - Major gaming IPs are actively participating in the Metaverse initiative, indicating a trend of direct involvement from top gaming companies in the physical space [3]

Group 1 - Shanghai is upgrading its commercial districts, focusing on structural adjustment and quality improvement to enhance its global competitiveness as an international consumption center [1] - The "Expansion of Consumption in Shanghai Commercial Districts" event was launched at Wujiaochang Bailian, indicating a strategic initiative to attract more businesses and consumers [1] - The Yangpu District is targeting the youth consumer group by creating a unique "二次元" (two-dimensional) themed commercial district, which includes various themed shopping venues and cultural events [4] Group 2 - The Bailian ZX Zaoquchang has attracted over 800,000 visitors since its opening, with a weekend peak foot traffic increase of nearly 200% and a 90% share of the 90s generation among its customers [3] - The "商圈消费券" (commercial district consumption vouchers) have driven sales exceeding 5 billion yuan, highlighting their effectiveness in boosting consumer spending [5][8] - The "五五购物节" (55 Shopping Festival) has recorded a total offline consumption of 378.5 billion yuan, with a daily average of 6.76 billion yuan, marking a 10% year-on-year growth [7][8]

Group 1 - The toy and trendy play industry in China is experiencing explosive growth during the 618 shopping festival, with six merchants surpassing 100 million yuan in sales and nearly 100 merchants exceeding 10 million yuan [1][2] - The top IP products, including Sanrio and Ultraman cards, are performing exceptionally well, indicating a strong demand for Japanese IP in the Chinese market [2][3] - The overall market for trendy toys is expanding, with over 2,400 stores achieving triple-digit growth compared to the previous year [1][2] Group 2 - Major Japanese companies like Bandai, Sanrio, and Tsuburaya have reported significant revenue from their IPs, with Bandai's Dragon Ball generating approximately 9.44 billion yuan, a 35.6% increase year-on-year [4][5] - Sanrio's revenue in China has surged to 816 million yuan, with IP licensing contributing significantly to its growth [5][7] - Tsuburaya's Ultraman IP has generated 260 million yuan in licensing revenue in China, highlighting the strong performance of card sales [7][19] Group 3 - The competitive landscape of the trendy toy market is intensifying, with over 100 stores closing in the first half of 2025, indicating a significant shakeout in the industry [15][16] - The trend of localization is evident, as companies like Sanrio and Bandai are focusing on developing original IPs and collaborating with local partners to enhance their market presence [21][29] - The shift from content output to collaborative ecosystem building is becoming a key strategy for Japanese IP companies in China, aiming for sustainable growth in the competitive market [29][30]

Group 1 - Shanghai's consumer market showed significant growth during the recent holiday period, with total consumption reaching 59.46 billion yuan, a year-on-year increase of 13.1% [2] - Offline consumption accounted for 33.15 billion yuan, growing by 13.2%, while online consumption was 26.31 billion yuan, increasing by 12.9% [2] - The total foot traffic in monitored shopping districts reached 29.93 million, up 12.8% year-on-year, with inbound consumption hitting 455 million yuan, a remarkable growth of 211.6% [2][7] Group 2 - The "Five-Five" shopping festival in Shanghai, now in its sixth year, features a two-month duration with diverse promotional activities, including a boutique promotion festival and 15 major IP events [3] - Key shopping districts are offering discounts and incentives, such as cash vouchers for various categories including clothing, cosmetics, and automobiles, to stimulate consumer spending [3] Group 3 - Over 3,600 brands participated in discount promotions across 94 shopping malls in nine major shopping districts during the holiday [4] - The Nanjing East Road shopping district, known for its extensive coverage, included major malls like New World City and Raffles City, focusing on beauty, fashion, and daily necessities [4] Group 4 - The Huaihai Middle Road shopping district also saw significant participation, with over 700 brands offering promotions, focusing on trendy products and jewelry [5] - The Yuyuan shopping district, a hub for gold consumption, is promoting gold jewelry discounts, with activities running until the end of June [6] Group 5 - The recent policy changes regarding tax refunds for departing tourists have led to a substantial increase in tax refund sales, with a year-on-year growth of 120% during the holiday period [8] - The home appliance and consumer electronics sectors also experienced a boost, achieving sales of 1.15 billion yuan, a 32.4% increase compared to the previous five days [8] Group 6 - The restaurant sector thrived during the holiday, with dining consumption reaching 79.90 million yuan, and a notable 37.1% increase in dining by tourists from other regions [8] - New consumer trends, particularly in the anime and gaming sectors, attracted significant foot traffic and sales, with events like the "Shanghai Dimension Tour Festival" drawing over 131,000 visitors [9]