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“痛金”狂飙:情感消费下的黄金新局与隐忧
Qi Lu Wan Bao Wang· 2025-08-25 06:28
齐鲁晚报.齐鲁壹点魏银科 0.2克黄金售价达679元,二次元金饰被炒至每克2800元……近期,"痛金"这一新兴概念在年轻消费群体中掀起热潮,成为黄金市场不可 忽视的现象。所谓"痛金",源自二次元"痛文化",是将动漫、游戏等二次元IP与黄金饰品相结合的产物。在国际金价震荡4个月始终未能 突破每盎司3500美元的历史高位,以及黄金消费整体疲软的大环境下,"痛金"却异军突起,为多家金饰品牌打开了一扇次元门。 其二,黄金的天然保值属性,为这份"情感消费"加上了一层"安全垫"。在经济不确定性增加的当下,年轻人既想满足兴趣爱好,又不愿 承担过高的消费风险。对比价格波动大、二手市场流动性差的盲盒、手办,"痛金"既有IP带来的收藏感,又有黄金本身的保值属性—— 即便未来IP退热,至少还能保留贵金属的基础价值,这种"情感+保值"的双重属性,让它成为年轻人眼中"更稳妥的兴趣消费选择"。 但狂欢背后,隐忧早已写进剧本。首当其冲的就是严重的溢价问题。普通黄金饰品价格通常在每克1000元左右,而"痛金"产品每克售价 却普遍达到2000元甚至更多,是普通黄金价格的2倍以上。高溢价的背后,是IP授权费用、设计成本以及商家利用消费者对热门I ...
实探:“痛金”迅速走红!业内呼吁尽快出台规范措施
Zheng Quan Shi Bao· 2025-08-23 15:12
"痛金"一词中的"痛",源自日本御宅族文化,指在物品上添加动漫元素,以公开表达喜好,就好像自己被这份喜 爱"痛"到,非得大声喊出来一样。这种文化不断发展,就有了"痛金"。 "很多年轻人来这里咨询IP联名金饰,也就是所谓的'痛金',但因为我们没有版权,所以不会摆在柜台销售。"近日,记者 走访深圳水贝黄金珠宝市场,有商家表示:"这边金价和工费比品牌金饰低很多,而且这些饰品具有情感投射与投资保值 的双重属性。" (水贝市场销售的黄金挂饰吴家明/摄) 记者在多个社交平台上看到,"痛金"相关话题浏览量都已经突破百万。在闲鱼等二手交易平台,相关金饰的热度很高,价 格也明显高于市场价格。例如,一款老凤祥和高达联名的限量黄金摆件,100克的重量要价128000元,相关帖子的浏览量 突破4万。更有克重为1克的金钞,目前在二手交易平台上已被炒至近1600元。 多家品牌金饰与知名IP合作推出的系列产品,涵盖了动漫、游戏等多个领域,特别受到年轻消费者的欢迎,成为各大黄金 珠宝品牌"进攻"年轻市场的重要突破口,似乎也成为品牌金饰的增长点。例如,市场公开信息显示,周大福与游戏《黑神 话:悟空》合作的系列产品半年销量超10万件,老庙与《圣 ...
实探:“痛金”迅速走红!业内呼吁尽快出台规范措施
证券时报· 2025-08-23 15:08
"七夕"临近,黄金市场迎来传统消费旺季。近日,证券时报记者走访发现,市场依旧维持一定的热度,但消费者变得越来越谨慎。与此同时,"痛金"迅速 走红,相关黄金饰品也成为热门畅销货。 "痛金":情感消费? "痛金"一词中的"痛",源自日本御宅族文化,指在物品上添加动漫元素,以公开表达喜好,就好像自己被这份喜爱"痛"到,非得大声喊出来一样。这种文化不断发 展,就有了"痛金"。 "很多年轻人来这里咨询IP联名金饰,也就是所谓的'痛金',但因为我们没有版权,所以不会摆在柜台销售。"近日,记者走访深圳水贝黄金珠宝市场,有商家表 示:"这边金价和工费比品牌金饰低很多,而且这些饰品具有情感投射与投资保值的双重属性。" 记者在多个社交平台上看到,"痛金"相关话题浏览量都已经突破百万。在闲鱼等二手交易平台,相关金饰的热度很高,价格也明显高于市场价格。例如,一款老凤 祥和高达联名的限量黄金摆件,100克的重量要价128000元,相关帖子的浏览量突破4万。更有克重为1克的金钞,目前在二手交易平台上已被炒至近1600元。 多家品牌金饰与知名IP合作推出的系列产品,涵盖了动漫、游戏等多个领域,特别受到年轻消费者的欢迎,成为各大黄金珠宝品牌 ...
从"猫狗rapper"到降温经济:宠物清凉市场火爆背后的情感消费密码
3 6 Ke· 2025-08-01 03:49
养宠人本身:"清凉焦虑"与消费动力 受高温天气以及众多商家宣传的影响,宠物的主人们甚至会节省自己的空调费用,也要保护好自己的"儿子女儿们"不受到高温的伤害。 依据相关调研,超过70%的宠物主人表示会在夏季为宠物采取额外的降温措施,为了保证宠物在夏天的健康,宠物主人们愿意为各种清凉产品和服务支付 费用. 这种"拟人化"趋势在夏季表现得非常突出——与其说是宠物有这样的需求,不如说是主人们在释放自身的焦虑,这也促使"它经济"的产业链得到了较为广 泛的延伸。 当宠物的具体需求被包装成高端消费,当"爱宠"变成了"韭菜",究竟是谁在利用铲屎官的焦虑赚取利益? 这并非仅仅是降温的需求,是一场消费升级的错觉——真正需要降温的,或许是养宠物的心态. 最近"猫狗rapper"在各个平台迅速走红,其中那句"小猫主要工作,是帮我妈把钱用掉~"的歌词格外引人注目。 看似诙谐幽默的宠物rap背后,反映出越来越多养宠之人把社会压力逐渐转移到了宠物身上,以"拟人化"的方式养育自己的爱宠,借此契合自身情感方面 的缺失。 数据来源:《2025宠物行业白皮书》,图片来源:【华西证券】 宠物行业深度报告:宠物经济支出稳步提升,看好宠物服务板块 如此 ...
她花几十万“购买”爱情:重氪、梦稿,乙游背后的情绪产业链
Nan Fang Du Shi Bao· 2025-07-28 03:08
Core Insights - The rise of "Otome" games, designed for female players, reflects a significant shift in the gaming industry, driven by emotional consumption and a growing market for female-oriented content [2][19][20] - Players are increasingly investing substantial amounts of money in these games, with some individuals spending over 160,000 RMB, indicating a trend towards high emotional investment and consumer behavior [1][3][6] - The market for Otome games is expanding rapidly, with the female gaming market in China reaching 8 billion RMB in 2024, a 124.1% increase year-on-year, highlighting the growing influence of female gamers [6][19] Group 1: Emotional Consumption - Players are willing to spend large sums on in-game purchases and related merchandise, driven by emotional connections to characters and narratives [1][3][19] - The concept of "emotional consumption" is emerging, where players seek fulfillment and identity through their virtual relationships, reflecting deeper societal trends among women [20][23] - The Otome game market is evolving from a niche to a mainstream segment, with major companies like Tencent and NetEase entering the space, indicating its commercial viability [4][19] Group 2: Market Dynamics - The total revenue for popular Otome games like "Love and Deep Space" reached approximately 5.87 billion RMB in 2024, outperforming other well-known titles [5][6] - The number of female gamers in China has surpassed 300 million, accounting for nearly half of the total gaming population, with a significant portion engaged in Otome and related genres [6][19] - The rise of "Guzai" (merchandise) consumption, where players purchase character-related products, is contributing to a robust secondary market, further enhancing the emotional connection to the games [8][9] Group 3: Emerging Services - New service industries, such as "Cosplay commissions" and "Dream manuscript" artists, are developing around the emotional needs of players, providing personalized experiences that deepen engagement [10][13] - The "Dream Girl" service industry is gaining traction, where players can hire individuals to embody their favorite characters, reflecting a unique intersection of gaming and real-world interaction [10][12] - Traditional retail spaces are adapting to this trend by creating immersive experiences centered around Otome game IPs, enhancing customer engagement and driving foot traffic [15][18] Group 4: Cultural Impact - The phenomenon of Otome games is reshaping cultural narratives around female identity and emotional expression, as these games provide a safe space for exploring relationships and self-worth [19][20][23] - The emotional investment in these games is not merely a financial transaction but a reflection of broader societal issues, including relationship anxieties and the search for identity among young women [20][23] - The industry is urged to balance commercial interests with social responsibility, ensuring that the emotional needs of players are met without fostering dependency on virtual relationships [23]
潮玩市场“一超多强”:商家蓄力,寻找下一个Labubu
Core Insights - The Chinese潮玩 (trendy toy) market has experienced explosive growth, with market value increasing from 6.3 billion yuan in 2015 to 60 billion yuan in 2023, and projected to reach 110.1 billion yuan by 2026 [2][3] - The rise of Labubu has significantly influenced the潮玩 industry, attracting more consumers and capital, while also leading to increased competition among brands [2][3][4] - The潮玩 market is characterized by a shift from materialistic consumption to emotional and social value, with consumers seeking identity recognition and emotional connection through潮玩 products [1][4] Market Dynamics - The潮玩 market is becoming increasingly crowded, with new brands emerging and competition intensifying as established players like泡泡玛特 dominate [2][4] - The top five潮玩 IP companies hold only 20.8% of the market share, indicating a fragmented industry with no clear monopoly [4][5] - The trend of emotional connection and companionship is becoming central to潮玩 design, with companies focusing on creating relatable and emotionally resonant IPs [5][6] Investment and Mergers - Significant mergers and acquisitions have occurred in the潮玩 sector, including量子之歌 acquiring 61% of Letsvan and万达电影 investing 144 million yuan in 52TOYS [3][4] - The influx of capital and interest in潮玩 is expected to drive further industry development, although it may also lead to resource concentration on popular IPs [3][4] Consumer Behavior - The consumer base for潮玩 is expanding, with increased accessibility through various retail channels, including online platforms and physical stores [2][3] - Social media plays a crucial role in shaping潮玩 culture, with platforms facilitating community engagement and content creation around潮玩 products [3][6] Future Trends - Companies are increasingly focusing on self-developed IPs, with plans to enhance their proprietary product offerings [5][6] - The潮玩 industry is exploring innovative marketing strategies, including collaborations with celebrities and immersive experiences to enhance consumer engagement [6][8] - Despite the growth, the潮玩 market is still perceived as niche, with ongoing challenges in reaching broader consumer demographics beyond urban centers [8][9]
付费与“纸片人”约会,无合同不退费?16亿浏览量背后的“Cos委托”市场乱象调查
Sou Hu Cai Jing· 2025-07-11 08:42
Core Insights - The article discusses the emerging trend of "Cosplay Commission" services, where consumers pay for Coser (cosplayers) to dress as specific characters for real-life interactions, moving from niche to mainstream appeal [2][4][7] Group 1: Market Overview - The concept of Cosplay Commission involves consumers, referred to as "single owners," hiring Coser to embody characters for various activities, gaining popularity particularly among young women who are fans of anime culture [2][4] - On social media platforms like Xiaohongshu, discussions around "Cosplay Commission" have garnered over 1.6 billion views and 12 million discussions, indicating significant interest in this service [4][6] Group 2: Service Dynamics - The service has evolved to include pre-appointment consultations, where Coser gathers information about the client's preferences to enhance the experience, creating a more immersive interaction [7][8] - Pricing for these services varies significantly, with daily rates in major cities like Beijing and Shanghai exceeding 1,000 yuan, while other regions may charge several hundred yuan [8][15] Group 3: Pricing Trends - There has been a noticeable increase in service costs, with rates in Beijing rising from approximately 700 yuan per day in 2023 to around 900 yuan for shorter engagements, leading to total costs of 2,000 to 3,000 yuan for a single commission [15][22] Group 4: Quality and Consumer Experience - Many consumers report dissatisfaction with service quality, likening the experience to "opening a blind box," where the outcome can be unpredictable, leading to complaints about low-quality service despite high fees [16][19] - Issues such as misrepresentation of Coser's appearance and last-minute changes to arrangements have been highlighted as common grievances among clients [19][22] Group 5: Regulatory Challenges - The industry currently lacks formal regulation, with transactions often conducted informally through social media, making it difficult to resolve disputes and leading to potential privacy violations during conflict resolution [22][24] - Legal experts suggest that the unique nature of these services complicates regulatory oversight, and there is a call for the establishment of a third-party platform to facilitate contracts and ensure service quality [23][24]
北京“四合院商场”爆火 胡同成年轻人“溜达圣地” 老居民与新业态如何共生
Hua Xia Shi Bao· 2025-07-08 09:56
Core Insights - The development of commercial real estate is shifting from "functional consumption" to "scenario consumption," reflecting a change in consumer preferences towards emotional and experiential spending [1][6]. Group 1: Urban Renewal and Commercial Projects - Two major urban renewal commercial projects were launched in Beijing in the first half of the year, with a total area of 240,000 square meters [2]. - The Zhonghai Dajixiang project, featuring traditional courtyard-style architecture, has become a top commercial destination in Beijing, achieving high occupancy rates [2][3]. - The overall opening area of commercial projects in the northern Beijing region reached 430,000 square meters, contributing to new commercial vitality [2]. Group 2: Cultural and Community Integration - The urban renewal strategy emphasizes "preserving the old while renewing," focusing on protecting cultural heritage and integrating commercial activities within historical contexts [2][5]. - The "micro-renewal" concept is being applied in certain neighborhoods, preserving traditional structures while introducing modern commercial elements [4][5]. - The integration of local cultural symbols into commercial experiences aims to create sustainable community development through resident participation and cultural preservation [5]. Group 3: Consumer Trends and Market Outlook - The rise of IP and emotional consumption is becoming a driving force in the commercial sector, with collectibles and experiential products gaining popularity among consumers [6]. - The second half of the year is expected to see over 390,000 square meters of retail properties opening in secondary business districts in Beijing, indicating ongoing growth in the market [8]. - Government initiatives are promoting the development of fashion and technology sectors to stimulate consumer activity and enhance the shopping experience [8].
城市更新项目成新增供应主力 北京零售物业逻辑重塑
Core Insights - Urban renewal and consumption upgrade have become hot topics this year, with the term "consumption" appearing 32 times in the government work report, indicating its importance in driving domestic demand [1] - The integration of urban renewal and commercial consumption is crucial for the future development of commercial real estate, as highlighted by industry experts [1] Urban Renewal as a Supply Leader - In Q2, urban renewal projects became the main source of new supply in the retail property market, with notable projects like Zhonghai Dajixiang in Beijing's old city area achieving high opening rates [2] - The total commercial area of the newly opened Changping Super Extreme He Shenghui West District reached 430,000 square meters, catering to diverse consumer needs and revitalizing the commercial landscape in the northern region of Beijing [2] - Despite a 3.7% decline in restaurant revenue from January to May, the restaurant sector showed resilience with a 48% share of all new openings in Q2, while other sectors like tea and juice experienced slower expansion [2] Rental Market Trends - The average rent for shopping centers in Beijing continued to decline in Q2, down 0.7% from the first half of the year to 30.8 yuan per square meter per day, influenced by increased competition and a cautious approach from high-rent brands [3] - The overall net absorption in Beijing for the first half of the year was 162,000 square meters, with a slight increase in the vacancy rate to 7.5% [3] Reshaping Commercial Logic - The shift from functional consumption to experiential consumption is reshaping commercial logic, with urban renewal reflecting three key characteristics: cultural activation, content-driven experiences, and symbiotic operations [4][5] - Projects are increasingly focusing on emotional connections and immersive experiences to attract consumers, as seen in the integration of designer stores and cultural elements in community commercial spaces [6] Future Outlook - The Beijing government is promoting four key development areas in the fashion industry to stimulate consumption, with a focus on technology, health, creativity, and fashion [6] - Predictions indicate that over 390,000 square meters of retail properties will open in secondary business districts in the second half of the year, amidst a reshuffling of the commercial landscape [7]
Labubu惊艳登场,丑萌小怪兽魅力爆发,掀起全球情绪消费潮
Sou Hu Cai Jing· 2025-06-30 02:57
Group 1: Core Insights - Labubu, an original IP character by Chinese brand Pop Mart, is designed by Hong Kong artist Long Jiasheng, featuring a unique aesthetic that challenges traditional beauty norms [1] - The character is a small sprite living in a mysterious monster forest, inspired by Nordic mythology [1] Group 2: Market Drivers - Emotional economy is a key driver, with over 40.1% of young consumers motivated by emotional satisfaction in their purchases, which Labubu effectively addresses through surprise and social sharing [4] - Global cultural symbols are constructed through Labubu's design, avoiding specific cultural labels and fostering emotional resonance in various markets with localized versions [5] - Strong manufacturing and supply chain support from Dongguan, China, enables high-quality production and rapid product iteration, with the region accounting for 85% of global toy production [6] Group 3: Market Performance - Pop Mart achieved overseas revenue of 5.07 billion yuan in 2025, a staggering increase of 375.2% year-over-year, with Q1 2025 overseas income surging by 475% [7] - Labubu has gained cultural recognition, being named "Magical Thailand Experience Officer" and achieving chart success in Spain, while its app ranks first in the US shopping charts [8] Group 4: Industry Implications - Labubu's success signifies a new era for Chinese original IP, emphasizing de-labeling narratives and connecting with global youth through universal emotions [9] - The shift towards emotional consumption highlights a growing need for products to serve as emotional anchors rather than just practical items [9] - The integration of design, manufacturing, and data exemplifies a new paradigm of Chinese innovation, showcasing the global appeal of brands resonating with universal emotions [9]