本文来自微信公众号：亿邦动力 （ID：iebrun），作者：张从容，编辑：董金鹏，题图来自：AI生成 去年8月，我去医院复查卵巢囊肿，担心它变大和恶化，甚至糟糕到要做手术……不是不能承受这些负 面情绪，但还是雇来一位女大学生，让她扮演成我喜欢的虚拟角色，以男友的身份，陪我前往医院复 查。 B超室门口排队的，多是独自检查的孕妇，而陪伴的男性大多在玩手机。我们坐在角落里，滔滔不绝聊 她送我的礼物、我的工作，以"角色和他女友"的身份，聊未来的生活，仿佛有说不完的话。 进B超室前，我把之前的检查单落在她手上，但医生要看，便让护士去取。走出超声室，她说护士刚才 问家属在哪里。"我是你家属，我很高兴"。她以角色的口吻说。 一、cos委托：在虚拟与现实中为消解孤独定价 8月底，去参加了我喜欢的角色的七夕线下活动，现场有不少扮演成该角色的coser。路过的一对中年夫 妻不明所以，这样说道： "你说他们（coser）是男的是女的？" "小姑娘呗，你看她们那鞋底厚的。" 这种情况屡见不鲜。消费cos委托时，尽管和我"约会"的人扮成男性，但餐厅店员仍然会带着热情的笑 容说着出戏的话："两位美女想吃点什么？" 这是我第一次约cos委 ...

以下文章来源于新周刊 ，作者草莓脆 新周刊 . 本文来自微信公众号： 新周刊 （ID：new-weekly） ，作者：草莓脆，编辑：桃子酱，原文标题： 《2025年还歧视一人食？韩国网友忍不了了》，题图来自：AI生成 孤独经济有多火，不必赘述。 日本社会学家三浦展在其著作《孤独社会》中写道："在这个时代，繁华可以被制造，但烦恼和孤独 没有容身之处。当代人的孤独感加剧，消费行为就会趋向于精准和个性化。" 新的商机就在眼前，生意人怎么可能停滞不前？一人食、陪伴经济、情绪消费盛行，早已习惯畅游在 这片千亿市场蓝海里的年轻人，没想到还会有踢到铁板的时候——怎么会有人连钱都不乐意赚啊？ 前段时间，据韩国SBS电视台报道，韩国一名女子在全罗南道丽水市一家网红店吃饭时，因独自前来 就餐，遭老板娘无礼对待。尽管她点了两人份的餐食，仍被不断催促赶快吃完。最终，她无奈地提前 结束用餐，含泪离开。 事情曝光后，迅速激起韩国民众的不满，餐厅也遭遇网友抨击。由于此事影响了城市形象，丽水市政 府派人前往涉事店家进行行政指导，并向全市约5000家餐厅发出公文，同步推动"让人想再来的城 市"服务改善活动。 事件看似圆满解决，但有一点让人着实 ...

本文来自微信公众号：新周刊 （ID：new-weekly），作者：草莓脆，编辑：桃子酱，题图来自：AI生成 孤独经济有多火，不必赘述。 日本社会学家三浦展在其著作《孤独社会》中写道："在这个时代，繁华可以被制造，但烦恼和孤独没有容身之处。当代人的孤独感加剧，消 费行为就会趋向于精准和个性化。" 新的商机就在眼前，生意人怎么可能停滞不前？一人食、陪伴经济、情绪消费盛行，早已习惯畅游在这片千亿市场蓝海里的年轻人，没想到还 会有踢到铁板的时候——怎么会有人连钱都不乐意赚啊？ 前段时间，据韩国SBS电视台报道，韩国一名女子在全罗南道丽水市一家网红店吃饭时，因独自前来就餐，遭老板娘无礼对待。尽管她点了两 人份的餐食，仍被不断催促赶快吃完。最终，她无奈地提前结束用餐，含泪离开。 事情曝光后，迅速激起韩国民众的不满，餐厅也遭遇网友抨击。由于此事影响了城市形象，丽水市政府派人前往涉事店家进行行政指导，并向 全市约5000家餐厅发出公文，同步推动"让人想再来的城市"服务改善活动。 事件看似圆满解决，但有一点让人着实想不明白：都2025年了，"一人食"究竟招谁惹谁了？ 共食文化下，不合群的一人食 假设你是一个热爱看美食探店视频的 ...

当各大平台纷纷晒出国庆消费成绩单时，一个诡异的现象正在发生：上海静安商圈人均停留时间从1.8小时增至3.5小时，但客单价同比下降18%；北京三里 屯网红买手店单日客流突破万人次，却有73%的顾客空手而出。这些看似矛盾的数据背后，隐藏着中国经济转型期的巨大撕裂——我们正在经历从"占有型 消费"到"体验型消费"的史诗级转变。 日本学者三浦展预言的"第五消费时代"正在中国以超常规速度变现。但与日本漫长的演化历程不同，中国的消费升级呈现典型的"压缩式演进"特征：北上广 深同时存在第二到第五消费时代的各种形态，既有追求logo的炫耀性消费，也有强调断舍离的极简主义。这种多重时空并存的奇特景象，使得任何试图用单 一模型解读中国消费市场的行为都显得徒劳。 当代年轻人正在上演令人费解的消费行为艺术：他们可以为了省5块钱运费纠结半小时，却愿意花888元体验非遗匠人的金工课程；穿着拼多多25元的纯棉T 恤，却背着中古市场淘来的2万元绝版LV；一边在豆瓣"消费主义逆行者"小组打卡，一边为偶像演唱会一掷千金。这种看似分裂的消费观，实则是新一代对 传统商业话语体系的彻底叛离。 当资本扎堆涌入养老产业时，青山资本的调研数据泼来一盆冷水： ...

国庆中秋小长假开始了。 此刻的你，无论正奔赴山海，还是选择"躺"在家，与街道上飘扬的国旗、商圈里涌动的笑意、线上线下的各类节日活动，一起构成了观察咱们国家 消费活力的黄金窗口。 在这个关键节点，《经济日报》鲜明地提出"要像抓生产一样抓消费"。这意味着"消费"这个曾经在宏观政策中稍显沉默的变量，如今成为和"生 产"并驾齐驱的经济增长引擎。 点击上图▲立即收听 " 要像抓生产一样抓消费。 " 文 / 巴九灵（微信公众号：吴晓波频道） 而要理解这一转向，不能只看数字涨跌，更要读懂背后的时代性变迁——我们究竟处在怎样的消费时代？又将去往什么样的未来？ 被称为"消费行业研究第一人"、著有《第四消费时代》的日本社会学家三浦展，在他的新书《第五消费时代》中提到，从2021年到2043年，日本 和中国会逐步进入一个全新的阶段——第五消费时代。 这一阶段的核心转变在于：人们不再执着于物质所有与外显成功，转而追求内心的充实、人际的连结与社会的可持续性。消费，正从"工具导 向"的价值，转向"即时情感满足"。 也许有人会问，为什么要借一位日本学者的视角，来观察当下的中国？ 答案恰恰在于：中国很可能是三浦展消费理论最有力、最生动的实践 ...

最近，有个少见的独角兽在港股IPO：米连科技。为啥说它少见呢？业务是做情感社交的。2015年成立后，它聚焦移动端恋爱社交。2017年，又推出视频 交友模式。 所以，如果大家是精力旺盛的男女青年，估计对它是熟悉的。 米连科技的总部就在北京朝阳，CEO叫任喆，毕业于南开大学哲学系（2006届），原先在天津某事业单位任职，后去了世界500强任职。 2011年，他首次创业，做的是社交旅游产品，规模化远不及这次。 因为距招股书显示，他这次创立的公司，很赚钱。今年上半年收入有19.17亿元，同比增长85.9%；净利润2.62亿元，同比增长490%。 | 项目 | 详细信息 | | --- | --- | | 公司全称 | 米连科技有限公司 | | 上市进展 | 已于2025年9月29日向港交所提交上市申请书 | | 主营业务 | 在线情感社交平台 | | 核心产品 | 伊对、贴贴等国内应用,以及HiFami、Chatta、Seeta等海外应用 | | | - 2025年上半年:收入19.17亿元,期内利润2.62亿元 | | 财务轰现 | - 2024年:收入23.73亿元,期内利润1.46亿元 | | | - 2022 ...

Core Viewpoint - The article discusses the emergence of AI companionship products, particularly focusing on the company Ropet and its founder's personal experiences with loneliness, which inspired the creation of an AI pet that provides emotional support rather than traditional conversation [4][6][10]. Group 1: Company Overview - Ropet is an AI companionship robot company founded by He Jiabin, who has a background in major tech companies like Microsoft and Baidu [7][15]. - The company aims to address the loneliness experienced by urban populations through its product, which simulates a living being that requires care, thus providing emotional value to users [10][11]. Group 2: Product Design Philosophy - Ropet's design philosophy is counterintuitive; instead of focusing on conversation, it emphasizes the emotional connection through caregiving, allowing users to find satisfaction in nurturing [10][12]. - The product is designed to resemble a small cat, featuring a soft surface and temperature control, and it responds to human touch with expressions and sounds, enhancing the sense of companionship [12][35]. Group 3: Market Response and Performance - Ropet successfully raised 26.87 million yen (approximately 1.3 million RMB) on the first day of crowdfunding in Japan, indicating strong market interest [13][15]. - The company has completed a multi-million A1 round of financing, led by the Beijing Artificial Intelligence Industry Investment Fund, showcasing investor confidence in the product's potential [15][16]. Group 4: User Insights and Target Demographics - Extensive research involving over 1,000 samples revealed that the target demographic, particularly urban women aged 20-40, do not necessarily seek verbal interaction with AI pets, challenging common assumptions about companionship [34][36]. - Users reported emotional attachment to Ropet, treating it as a pet and expressing a desire for its data to be restored if lost, indicating a deep emotional investment [42][43]. Group 5: Future Outlook and Strategy - The company plans to prioritize overseas markets for initial sales to gather diverse user feedback before launching domestically, with a version expected in November [47][48]. - Ropet aims for a sales target of 10,000 to 15,000 units in the following year, emphasizing the importance of genuine market demand over aggressive marketing strategies [54][55].

Core Viewpoint - The recent lawsuit against ChatGPT by the parents of a 16-year-old boy who committed suicide highlights the potential risks associated with AI companions, emphasizing the need for greater awareness and responsibility in the development and use of such technologies [2][4]. Group 1: AI Companion Popularity - The rise of AI companions is driven by the "loneliness economy" and advancements in generative AI technology, with a significant increase in downloads and revenue for AI companionship applications [2][3]. - In 2024, AI companionship applications reached a total download of 110 million, with in-app purchases exceeding $55 million, marking a 652% year-on-year growth [2]. Group 2: Risks Associated with AI Companions - AI companions pose several risks, including privacy breaches due to excessive data collection, which can lead to financial and personal harm if data is inadequately protected [4]. - The business models of AI companions often involve subscription fees and upselling, which can lead to consumer traps and unnecessary financial burdens [4]. - There is a risk of content safety issues, as AI companions may disseminate harmful or false information, particularly affecting vulnerable populations like adolescents [4][5]. Group 3: Mitigation Strategies - The industry must enhance self-regulation, ensuring algorithm transparency and robust data management to protect user rights [6][7]. - Governments are accelerating legislative efforts to regulate AI applications, with various laws aimed at data protection and content compliance [7]. - Users are encouraged to maintain awareness of their privacy, practice rational consumption, and avoid over-reliance on AI companions, recognizing them as supplements rather than replacements for real-life interactions [7].

Core Insights - The rise of "one-person dining" restaurants is rapidly expanding in major urban centers like Beijing, Shanghai, Guangzhou, and Shenzhen, catering to the growing demand for solo dining experiences [5][11][25] - The "one-person dining" trend is driven by a significant increase in single-person households, with China's single population exceeding 240 million and projected to surpass 300 million soon [11][13][25] - The market for "one-person dining" is expected to reach 800 billion yuan in 2024 and exceed 1 trillion yuan by 2025, with a compound annual growth rate of approximately 22% [25][32] Industry Trends - Various restaurant formats are emerging under the "one-person dining" concept, including ramen shops, barbecue restaurants, and sushi bars, often featuring private dining spaces for enhanced privacy [6][10][11] - Innovative dining experiences, such as "board-front cooking" and conveyor belt sushi, are gaining popularity, appealing to younger consumers seeking unique dining experiences [8][10][23] - The "one-person dining" model is not just about food consumption but also reflects a shift towards a more individualized and ritualistic dining experience, emphasizing personal enjoyment over social dining [17][21][30] Consumer Behavior - The demand for "one-person dining" is linked to changing social dynamics, with more young people choosing to be single and valuing personal space and autonomy in dining [18][19][30] - Consumers are increasingly willing to pay a premium for high-quality, personalized dining experiences, reflecting a trend towards "self-reward" and "no compromise" living [21][24] - Data shows that restaurants labeled as "one-person dining" have seen a 26% increase in order rates, and pre-packaged small portion meals have grown by 35% [15][25] Operational Efficiency - The "one-person dining" model allows for streamlined operations, reducing labor costs and increasing service efficiency, as seen in establishments like Ichiran Ramen, which employs self-service technology [27][29] - The average dining time in "one-person dining" venues is reportedly 30% shorter than in traditional restaurants, enabling higher customer turnover and improved profitability [29][32] Market Opportunities - The "one-person dining" market is becoming a new battleground for differentiated competition, challenging businesses to enhance operational efficiency while addressing emotional and social needs of consumers [32] - Restaurants are innovating beyond simple seating arrangements to create diverse dining environments that cater to the emotional and social needs of solo diners, such as pet-friendly spaces and 24-hour dining options [30][31]

Core Viewpoint - Daqian Ecological Environment Group Co., Ltd. reported a significant net loss of 15.90 million yuan in the first half of the year, marking a 223.94% decline year-on-year, attributed to the costs associated with its new pet service business [2][6]. Financial Performance - The company's revenue for the first half of the year was 55.15 million yuan, a year-on-year increase of 10.02% [2]. - The net cash flow from operating activities was -97.34 million yuan, a decline of 268.24% year-on-year [2]. - Sales expenses surged to 17.69 million yuan, reflecting a 1013.98% increase due to the expansion into the pet business [6]. Business Segments - The ecological construction business saw a significant revenue drop of 86.64% year-on-year, while the cultural tourism operation business experienced a revenue increase of 116.85% [4]. - The newly launched pet service and sales business generated 9.08 million yuan in revenue, accounting for 16.47% of total revenue [4]. Strategic Initiatives - Daqian Ecological established a wholly-owned subsidiary, Jiangsu Qianchongjia Technology Co., Ltd., in March to develop a comprehensive pet service brand [3]. - The company has opened 20 pet service stores in major cities like Beijing, Shanghai, Nanjing, and Hangzhou, focusing on an "experience + retail" model [3]. Market Outlook - The pet economy is viewed as a promising sector, with projections indicating that China's pet consumption market will reach 300.2 billion yuan in 2024, a 75.76% increase from 2018 [6]. - The company aims to integrate resources and explore opportunities in the pet consumption sector while maintaining its traditional business [9]. Ownership Changes - In November 2024, the "Bubugao system" acquired an 18.09% stake in Daqian Ecological, with plans to leverage the company for resource integration in emerging consumer sectors [6][9]. - The "Bubugao system" has a pet social platform named "Chongpangpang," which is expected to be integrated into Daqian Ecological [6].