"昨天抢了一晚上3.0，今天又要抢星星人。"成为孙琳口中"泡玛人"这两天的日常。 9月28日，泡泡玛特旗下潮玩IP Labubu3.0前方高能系列迎来大量补货，作为泡泡玛特的经典IP之一，Labubu凭借其独特的设计风格和可爱的形象积累了大量 忠实粉丝，此次补货自然也引起了粉丝的抢购。 但或许是因为前方高能系列放量了，最近二手价格降了，孙琳在一些买家群里能看到跌破原价的前方高能系列，"99元原价，抢到不喜欢的或者重复的，现 在有的85元就出，千岛均价也降到120元了。" 这一价格变化，使得抢购Labubu3.0前方高能系列的难度大幅降低。孙琳告诉观察者网，"在昨天泡玛的官方开盒直播间，热门款出了很多，也出了好几个隐 藏款，我朋友昨天晚上在泡玛的官方开盒直播间几乎搞了个整端。" 但想要抢购第二日上新的潮玩IP"星星人美味时刻系列"就没有那么容易了。"我朋友只抢到个手机链，啥啥都没有。"孙琳说道。 事实上，在泡泡玛特全新潮玩IP"星星人美味时刻系列"上新前夕，该系列便已未售先火，受到了广大消费者的热烈追捧。 有媒体报道，据得物APP显示，计划9月29日晚上10点发售的"星星人美味时刻系列-现烤小饼干毛绒挂件盲盒" ...

Core Insights - The rise of the two-dimensional (2D) shopping malls in Shanghai demonstrates a successful adaptation to changing consumer preferences, contrasting with the struggles of traditional malls facing e-commerce and consumption downgrading [1][4][15] - The "circle economy" model, focusing on community and experience rather than just products, is reshaping the retail landscape, allowing 2D malls to thrive [9][10][20] Group 1: Sales Performance and Consumer Engagement - Jing'an Joy City’s "Dimension Festival 2.0" achieved over 10 million in sales within four days [2] - Bailing ZX Creative Park attracted over 15 million visitors in 18 months, with sales nearing 5 billion [3] - The two-dimensional economy is projected to reach a trillion-level industry, driven by 15 top 100 national 2D malls and 80 well-known brand stores in Shanghai [3] Group 2: Consumer Experience and Preferences - Young consumers prioritize experience, identity, and community over traditional shopping, leading to the development of "vertical pain buildings" that cater to these needs [7][8] - The design and offerings of 2D malls are heavily influenced by fan participation, creating a sense of ownership and community [12][13] - The repurchase rate of fans participating in mall activities is 40% higher than that of regular customers, indicating the effectiveness of community engagement [13] Group 3: Differentiation and Market Positioning - Successful 2D malls employ differentiated strategies, such as IP pop-up events and targeted customer segments, to avoid competition and enhance their unique market positions [14][17][20] - Jing'an Joy City focuses on high-profile IPs to attract a broader audience, while Bailing ZX emphasizes niche IPs for dedicated fans [17][18] - The spatial design of malls is tailored to create immersive experiences, encouraging longer visits and higher spending [19][26] Group 4: Challenges and Future Directions - Despite impressive sales figures, the 2D mall sector faces challenges such as product homogenization and reliance on trending IPs, which can lead to inventory issues [21][22] - The key to long-term success lies in transitioning from short-term traffic generation to sustainable value creation through diversified offerings and community engagement [23][24] - The balance between "breaking the circle" and "monetization" is crucial for the evolution of the 2D economy from a trend to a stable business model [28]