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陆铭专栏:Labubu爆火、“情绪价值”与消费新趋势
21世纪经济报道· 2025-09-07 06:05
Core Viewpoint - The article discusses the recent government initiative to boost sports consumption and the overall growth of the sports industry in China, aiming for a total scale exceeding 7 trillion yuan by 2030, reflecting a trend towards integrating culture, tourism, commerce, and sports [2]. Group 1: Trends in Consumption - The service sector's share in consumption is increasing, currently at approximately 46% in China, compared to around 70% in developed countries like the United States [4]. - Service consumption is driving product consumption, as seen in events like the recent Egyptian Civilization Exhibition in Shanghai, which generated over 300 million yuan in ticket sales and over 400 million yuan in cultural product sales [5]. - Quality and diversity are becoming key consumer focuses, with emotional value increasingly influencing purchasing decisions [5]. - The social aspect of consumption is gaining importance, particularly among younger consumers who express individuality through their purchases and social media [5]. - There is a generational shift in consumption patterns, with younger generations (90s and 00s) showing a preference for service-oriented spending, particularly in experiences that offer emotional value [6]. Group 2: Spatial and Economic Dynamics - Population is increasingly concentrating in urban areas, with service consumption gravitating towards high-density regions, reflecting a global trend [6]. - The rise of "instant service industries" is noted, with platforms evolving from product delivery to providing various home services, creating new employment opportunities [8]. - The value of service providers is becoming more personalized in online channels, reducing the emphasis on corporate branding and increasing the importance of individual reputation [9]. Group 3: Online and Offline Interactions - The relationship between online and offline channels is characterized by both complementarity and differentiation, with technology enhancing the capabilities of businesses in urban areas [12]. - As some offline activities transition online, high-density areas continue to generate foot traffic, while lower-density areas may experience declines [13]. - The quality of online and offline traffic is changing, with standardized products often sold online and higher-quality items available in physical stores [13]. Group 4: Implications for Businesses and Policy - Businesses are encouraged to embrace the structural changes in the economy, focusing on the experiential and interactive aspects of service consumption [15]. - Policymakers should recognize the potential social pressures arising from regional disparities and support affected industries and individuals during the transition [15].
Labubu爆火、“情绪价值”与消费新趋势
Core Insights - The Chinese government aims to boost sports consumption and develop a high-quality sports industry, targeting a total scale exceeding 7 trillion yuan by 2030 [1] - The trend of consumption is increasingly characterized by the integration of culture, tourism, commerce, sports, and exhibitions, reflecting changing consumer preferences [1][2] Consumption Trends - The service sector's share in consumption is rising, currently at approximately 46% in China, compared to around 70% in developed countries like the U.S. [1][2] - Service consumption is driving product consumption, as seen in events like the recent Egyptian Civilization Exhibition in Shanghai, which generated over 300 million yuan in ticket sales and over 400 million yuan in cultural product sales [2] - Quality and diversity are becoming key consumer concerns, with emotional value playing a significant role in purchasing decisions [2][3] - Social attributes of consumption are increasingly important, particularly among younger consumers who express individuality through their purchases [2][3] Generational Changes - There is a notable generational shift in consumption patterns, with younger generations (90s, 00s, and even 10s) showing increased spending in service sectors while being more frugal in material consumption [3] - The concentration of population from rural to urban areas continues, with service consumption increasingly focused in high-density regions [3][8] Instant Service Industry - The rise of the "instant service industry" is evident, with e-commerce platforms evolving from product delivery to providing various home services, creating new employment opportunities [5][6] - The shift towards "service to home" channels is changing the dynamics of consumer interaction and service delivery [5][6] Online and Offline Dynamics - The relationship between online and offline channels is complex, with both complementing and competing against each other [7][8] - Online platforms are enhancing the visibility of individual service providers, shifting the focus from corporate branding to personal reputation [6][7] Implications for Businesses and Government - Businesses must adapt to the structural changes in the economy, embracing new trends rather than resisting them [9][10] - Government policies should address the disparities created by these trends, supporting affected industries and promoting equitable growth across regions [10]