行业概述方面，潮鞋转售是兼具潮流文化、收藏价值与流通属性的交易行为，涵盖限量款、联名款、经典复刻款等多类产品， 形成了包含品牌方、转售平台、鉴定机构、物流服务商等在内的完整生态链。中国潮鞋转售市场起步较晚但发展迅猛，2024年 市场规模已突破数百亿元，年均增长率超30%，主要集中于一线城市及新一线城市，东部沿海地区为核心阵地，中西部地区正 逐步成为新增长点。 今天分享的是：硕远咨询：2025年国潮鞋转售行业市场研究报告 报告共计：27页 2025年国潮鞋转售行业市场研究报告核心总结 《2025年国潮鞋转售行业市场研究报告》全面剖析了该行业的发展现状、市场特征、竞争格局及未来趋势，展现了这一融合潮 流文化与商业价值的细分领域的发展全貌。 市场需求端，18-35岁的年轻白领与大学生是核心消费群体，男性用户略占多数，女性消费者增速显著。购买动机涵盖收藏、个 性表达、社交及实用需求，消费者注重鞋款的设计感、稀缺性与舒适度，线上专业转售平台因鉴定保障和交易便捷成为主流渠 道，KOL与社交媒体对消费决策影响深远。Z世代和00后作为新兴主力，更追求个性化与数字化体验，推动循环消费模式兴起。 竞争格局上，得物、毒App、闲鱼 ...

Core Insights - The report by QuestMobile indicates that the monthly active user base of post-00s on Xianyu has reached 43.61 million, ranking fourth in the mobile shopping industry, with a growth rate of 47.1%, surpassing platforms like Taobao, JD.com, and Pinduoduo [1][3] User Engagement and Demographics - As of October 2025, the total monthly active user base of post-00s in the mobile internet has reached 179 million, showing a year-on-year growth of 10.1%, accounting for 14% of all internet users [3] - Post-00s exhibit a higher depth of internet usage compared to other demographics, with an average monthly usage time of 217.6 hours and an average of 3,296.7 sessions, reflecting year-on-year increases of 3.7% and 4% respectively, significantly above the average levels of all internet users [3] Consumption Trends - The consumption patterns of post-00s in the mobile internet reveal new characteristics, as they are not only focused on shopping but also engage in cyclical and emotional consumption, which serves both personal fulfillment and social asset accumulation [3] - Post-00s are identified as the core driving force behind the "Guzi economy," showing strong interest and high spending potential in trendy toys and IP culture [3] - Xianyu has experienced explosive growth in Guzi and trendy toy consumption this year, with historical highs in Guzi transaction volume in Q1 and a 167% increase in sales of traditional Guzi products; in Q2, trendy toy transaction volume surged over 300%, with a year-on-year increase of 43.4% in average monthly consumers and an average spending of 218 yuan per transaction [3]

12月9日，第三方数据机构QuestMobile发布《2025"00后"用户消费洞察报告》，显示闲鱼00后月活跃用户规模达到4361万，仅次于淘宝、 京东、拼多多，在移动购物行业排名第四，且00后月活增速达到47.1%，增速超过所有综合电商平台。 报告显示，截至2025年10月，全网移动互联网00后月度活跃用户规模达到1.79亿，同比增长了10.1%，在全网用户中的占比达到14%。作 为移动互联网原住民，00后的互联网使用深度高于其他人群，月度人均使用时长和人均使用次数分别达到217.6小时和3296.7次，同比分 别增长了3.7%和4%，明显高于全网用户平均水平。 00后用户在移动互联网的消费模式呈现出新特点。他们的电商消费不满足于购物，还热衷循环消费和情绪消费。"00后"情绪消费既为自 我精神充电，也为积累圈层社交资产，构成其完整的价值满足体系。 报告还指出，"00后"是"谷子经济"的核心驱动力，尤其对潮玩盲盒与IP文化具有强烈兴趣与高消费潜力。作为年轻人兴趣消费的第一入 口，闲鱼今年迎来了谷子消费和潮玩消费的爆发式增长。今年一季度谷子交易额创历史新高，国风谷子销量暴涨167%；二季度潮玩交易 额涨超30 ...

Core Insights - Decathlon's Vice President in China, Yang Mulin, expressed dissatisfaction with the company's current layout in Shandong and indicated plans for increased investment in the region [1][5] Group 1: Market Dynamics - The Chinese sports consumption market is undergoing significant transformation, moving from competition based on price and product to a focus on ecological layout and value resonance [1][3] - Consumers are increasingly demanding higher intensity and variety in sports activities, reflecting a sustained internal drive for sports engagement [4][6] Group 2: Company Strategy - Decathlon has established a complete supply chain in China, including research, production, procurement, logistics, and retail, with total procurement exceeding 350 billion yuan [3][6] - The company's strategy has evolved from promoting sports concepts and products to providing professional services and building communities, ultimately focusing on meeting emotional and value-driven consumer needs [3][4] Group 3: Regional Focus - Shandong - Shandong has transitioned from a supply chain production base to a crucial ecological partner for Decathlon, with collaboration expanding across technology co-creation, green energy, and retail [2][5] - Decathlon has opened 12 retail stores in six cities in Shandong since entering the market in 2006, but plans to further expand its presence due to current dissatisfaction with the number of stores [6][8] Group 4: Consumer Trends - Seasonal product sales in Shandong are influenced by geography and climate, with outdoor equipment leading in spring and autumn, and water sports products peaking in summer [7] - The demand for bicycles has shown a shift from mountain bikes to road bikes, alongside a stable consumer base for fishing equipment due to Shandong's coastal and mountainous resources [7] Group 5: Future Plans - Decathlon aims to deepen its presence in core cities like Jinan and Qingdao, while also exploring the promotion of sports equipment rental models to cater to both tourists and local residents [8] - The company will continue to adhere to its "In China, For China" strategy, expanding its product matrix and enhancing circular consumption initiatives, including bicycle recycling and rental services for various sports equipment [8]

Core Insights - The luxury goods market in China, which experienced rapid growth a decade ago, is now facing a downturn, with significant declines in revenue and profit reported by major brands like LVMH [3][4][5] - In contrast, the market for near-expiry food products is witnessing explosive growth, with a projected market size exceeding 40 billion yuan and an annual growth rate of nearly 6% [4][10] Group 1: Luxury Goods Market Decline - In 2015, China's luxury goods market reached a peak size of 113 billion yuan, contributing significantly to global consumption [1] - By 2025, LVMH reported a 4% decline in revenue for Q2, with a 15% drop in operating profit and a 22% drop in net profit [3] - Bain & Company revised its forecast for the global luxury goods market, predicting a potential decline of 2% to 5% in sales for 2025 [3] Group 2: Rise of Near-Expiry Food Products - The near-expiry food market in China is projected to surpass 40 billion yuan this year, driven by a shift in consumer attitudes towards more practical and cost-effective purchasing [4][10] - The rapid expansion of near-expiry food chains, such as Haotemai, reflects a growing consumer preference for value-oriented shopping [4] - The trend indicates a fundamental change in consumer behavior from ostentatious luxury spending to rational and pragmatic consumption [4][10] Group 3: Changing Consumer Psychology - The shift in consumer behavior is attributed to a deep transformation in the consumption psychology of the middle class, moving from conspicuous consumption to practical spending [5][10] - The middle class's debt levels have risen above 50%, with a focus on cost-effectiveness and practical consumption dominating their purchasing decisions [5] - The economic environment has shifted from rapid growth to a more cautious approach, influencing consumer habits and preferences [7] Group 4: Generational Shift in Consumption - The primary consumers of luxury goods have shifted from the older generations (70s and 80s) to Generation Z, who prioritize cultural identity and self-expression over brand logos [8] - By 2025, online penetration of luxury goods is expected to reach 46%, with Generation Z accounting for 72% of transactions [8] - The second-hand luxury market is projected to grow significantly, indicating a shift towards circular consumption and away from new luxury purchases [8] Group 5: Future Trends in Consumption - The rise of near-expiry food signifies a new trend in middle-class consumption, emphasizing quality-price ratio and sustainable practices [10][11] - Future consumption patterns are expected to focus on experiential spending, with increased interest in high-end travel and cultural entertainment [10] - Companies are encouraged to adapt to the "new pragmatism" in consumer behavior, focusing on quality and value in their offerings [11]

Core Insights - The article highlights the potential of seemingly ordinary businesses that are quietly generating significant profits, contrasting them with more popular industries that are highly competitive [1][5]. Group 1: Emerging Business Opportunities - The pet funeral industry is experiencing growth, with basic cremation services priced around 500-600 yuan, and additional services like diamond memorials or 3D printed sculptures costing several thousand yuan. The market is projected to exceed 5 billion yuan by 2025 [3]. - The second-hand luxury goods market is thriving, with online sales increasing even in smaller cities. The resale of items like a pair of Chanel shoes can yield profits of several thousand yuan per transaction, with transaction volume in lower-tier cities growing over 30% [3]. - Small-scale storage facilities are in high demand, with monthly rents exceeding 300 yuan for small units. This sector remains profitable even during economic downturns, driven by consistent demand from individuals and businesses [4]. Group 2: Specialized Services - The high-end maternity nurse industry is seeing significant demand, with top professionals earning up to 300,000 yuan annually in first-tier cities. The market is characterized by a shortage of qualified high-end nurses, creating a structural gap that drives profitability [4]. - These industries capitalize on essential needs and emerging trends, such as emotional spending in pet funerals and the rise of circular economy in second-hand luxury goods. They also possess hidden barriers to entry, requiring specialized skills and knowledge to succeed [4][5].

Group 1 - The core viewpoint of the articles is that Zhu Zhu has been appointed as the brand ambassador for Zhuanzhuan Group, aiming to promote a new trend in second-hand consumption under the "Hundred Categories and Thousand Products" strategy [1][2] - Zhuanzhuan Group's CEO Huang Wei emphasized that Zhu Zhu's public image aligns with the company's mission of sustainability, as she advocates for environmental consciousness [1] - Zhu Zhu expressed her support for circular consumption, stating that good items deserve multiple lives, which resonates with Zhuanzhuan's corporate philosophy [1] Group 2 - The collaboration with Zhu Zhu is expected to enhance the implementation of the "Hundred Categories and Thousand Products" strategy, attracting more young users and female consumers to second-hand trading [2] - The partnership aims to break traditional perceptions of idle goods, accelerating the circulation and reuse of quality idle resources [2] - Zhuanzhuan Group has established a marketplace ecosystem covering over a hundred categories, including second-hand mobile phones, 3C digital products, bags, watches, outdoor sports, books, musical instruments, games, and photography equipment [1]

Core Insights - The luxury goods market in China is experiencing significant growth, particularly in the second-hand luxury segment, driven by increasing consumer awareness and the rise of circular consumption concepts [1][9] - The second-hand luxury market is expanding into lower-tier cities, indicating a substantial untapped market potential [9] Group 1: Market Trends - The second-hand luxury goods market in China has surpassed 1.2 trillion yuan in 2024, reflecting a year-on-year growth of 37% [9] - The penetration rate of second-hand luxury goods in China is currently at 5%, compared to 30% in Japan, highlighting considerable room for growth [7] - The first half of the year saw the Chinese luxury market generate sales of 517 billion yuan, with notable growth in high-end niche brands and lifestyle service brands [9] Group 2: Consumer Behavior - There is a noticeable trend of younger consumers engaging in the second-hand luxury market, with an increasing proportion of male buyers [7] - The shopping experience at "Super Transfer" has been positively received, with customers spending extended periods in-store, indicating strong consumer interest [5] Group 3: Company Strategy - "Super Transfer" operates a 3,000 square meter space with transparent pricing and rigorous quality checks, enhancing consumer trust and satisfaction [3][5] - The company plans to continue exploring multi-category strategies and improving service capabilities to foster healthy development in the second-hand industry [9]

Core Insights - The retail market in Guangzhou shows stability with a slight increase in vacancy rates and a decrease in average rental prices, indicating a cautious but evolving landscape for retail properties [1][2]. Retail Market Overview - The retail property vacancy rate in Guangzhou for the first half of 2025 is reported at 12.7%, with a minor increase of 0.1 percentage points year-on-year and a decrease of 0.2 percentage points quarter-on-quarter, demonstrating better stability compared to the office market [1][2]. - Average rental prices in Guangzhou have decreased by 0.3% year-on-year, now standing at 619.1 yuan per square meter per month [2]. Changes in Consumer Behavior - The restaurant sector is experiencing significant changes, with major dining establishments adopting a more cautious approach due to declining profit margins, contrasting with the more optimistic outlook of upgraded dining brands [2]. - National retail innovation pilot policies are driving changes in consumer behavior, promoting trade-in programs and the integration of online and offline shopping experiences [5]. Retail Innovations and Trends - The first batch of 38 cities has been designated as national retail innovation pilot cities, reflecting a shift in consumer trends towards green and circular consumption [5]. - New retail formats are emerging, including second-hand stores and the integration of live streaming in physical retail, enhancing the online-offline fusion trend [5]. Supermarket Sector Developments - The supermarket sector is undergoing significant transformations, with a focus on enhancing the freshness of products and introducing new operational concepts [7][9]. - Notable changes include the introduction of a higher proportion of imported goods, an increase in fresh and baked goods, and the implementation of a "fresh" shopping experience in stores like Dailian [7][9]. - Dailian's recent store renovations aim to cater to younger consumers by expanding product offerings, including a significant increase in baked goods and ready-to-eat meals [9]. Challenges and Future Outlook - While many supermarkets are pursuing renovations, the success of these changes will ultimately depend on consumer acceptance and the ability to meet market demands while maintaining competitive pricing [11].