Z世代正在推动一场席卷全球的玩具消费热潮，为相关企业带来显著业绩增长。全球消费洞察公司 Circana数据显示，2025年成为"成年人购买玩具最火爆的一年"，其中76%的18至34岁英国Z世代消费者 为自己或其他成年人购买玩具。 以中国泡泡玛特和英国Jellycat为代表的品牌成为这股风潮的核心驱动力。泡泡玛特2025上半年业绩尤 为突出，净利润激增近400%，营收同比增长204.4%至138.8亿元人民币。 "看到不同年龄段的人们对我们的新角色做出如此热烈的反响，真是太棒了。" "彼得潘效应"反映成年压力 Circana的Symonds将这一趋势归因于"彼得潘效应"，即成年人难以成长并承担责任的心理综合征。她解 释道："当你还是孩子时，你迫不及待地想要长大，但当你成为成年人时，你意识到童年是你生命中最 美好的时光。" 泡泡玛特和Jellycat业绩爆发式增长 毛绒玩具热潮为相关企业带来了显著的财务收益。泡泡玛特在2025年上半年收入达到138.8亿元人民币 （约19.3亿美元），净利润增幅接近400%。仅Labubu玩偶一项就为该公司2024年全球收入贡献了约 4.23亿美元。 Jellycat同样表现亮眼 ...

Core Viewpoint - The article discusses the emergence of a "polycrisis" era, highlighting the interconnectedness of economic inequality, political instability, ecological imbalance, and technological risks, which are increasingly shaping consumer behavior and market trends in 2025 [7][8]. Group 1: Global Uncertainty and Economic Impact - The World Uncertainty Index (WUI) indicates that global uncertainty in the first half of 2025 has surged over five times compared to the same period in 2024, reflecting a significant decline in market confidence [10]. - Major factors driving this increase in uncertainty include policy unpredictability and geopolitical tensions [11]. Group 2: Climate Crisis and Consumer Behavior - By 2050, it is predicted that there will be 1.2 billion climate refugees, with Asia experiencing climate impacts at twice the global average rate [14]. - The climate crisis is influencing consumer trends, merging survivalist demands with a desire for security, which is becoming a key driver of consumption in 2025 [17]. Group 3: Rise of Survivalist Consumption - The concept of "doomsday consumption" is gaining traction, with products like the Toyota Tacoma being favored for their reliability and perceived safety, showing a 188% increase in Q1 2025 sales compared to Q1 2024 [22]. - Affordable survival shelters are emerging as a new trend, with membership-based services like Fortitude Ranch gaining popularity among middle-class consumers concerned about societal instability [24][26]. Group 4: Cultural Reflections of Doomsday Sentiment - The cultural landscape is reflecting doomsday sentiments, with popular media and entertainment focusing on survival themes, indicating a growing consumer interest in products that evoke a sense of security and survival [29]. Group 5: Innovations in Climate-Responsive Products - There is a rising demand for cooling apparel, with a 16% increase in searches for cooling fabrics in 2025, highlighting the importance of personal climate regulation [42]. - Innovative products like wearable solar-powered vests are being developed to help individuals cope with extreme heat, showcasing the retail industry's adaptation to climate challenges [40]. Group 6: Security and Personal Safety Consumption - In the UK, sales of stab-proof clothing have surged due to rising concerns over personal safety, with projections indicating a global market growth to $2.3 billion by 2032 [49]. - In the U.S., there is a notable increase in home security investments, with middle-class consumers increasingly interested in creating safe spaces within their homes [52][53]. Group 7: Digital Security and Asset Protection - The demand for encrypted USB drives is rising, reflecting a growing concern for personal information security, with a steady market growth rate of approximately 7.1% [55]. - The cold wallet market for cryptocurrency is expected to grow significantly, with projections indicating a rise from $3.5 billion in 2024 to $12.2 billion by 2033, driven by increasing concerns over digital asset security [60].