拼豆制作过程。李慧 摄 拼豆实体店生意火爆。杨民仆 摄 （来源：新华日报） □ 本报记者 杨民仆 李慧 曾被视为孩童游戏的拼豆手工，如今在社交平台与线下商圈持续走红。仅从线上看，抖音相关话题浏览 量已超130亿，淘宝2025年下半年拼豆类商品销售量较上半年增长6倍，小红书上拼豆相关内容搜索次数 今年1月同比增长近3000%。 这一颗颗色彩斑斓的小豆子，为何能成为城市消费中极具活力的新亮点？又是如何重塑年轻人的休闲方 式与精神生活的？ 线下： 手工坊里的沉浸式创作 位于新街口商圈的南京国际贸易中心，就聚集了约20家拼豆手工坊。记者2月3日下午来到中心7楼探 访，发现这层楼每家店内几乎都挤满了体验者。起点工舍内，数十名年轻人正埋头于操作桌，手持镊子 将各色塑料豆子，对照图案进行沉浸式拼搭。空气中只有豆子落入拼豆板的轻微声响，氛围专注而宁 静。 "我拼的是一个卡通猫。"大学生施琳一边紧盯参考图案，一边小心翼翼地操作。半小时后，她用镊子将 最后一颗豆子归位。店主接过拼豆板，熟练地盖上透明烘焙布，用熨斗轻轻熨烫。受热后的豆子相互融 合，原本零散的颗粒瞬间凝聚成完整的卡通猫，一场指尖魔法完美落幕。 "拼豆的制作时长由图案 ...

Core Insights - The report highlights the rise of Chinese潮玩 (trendy toys) brands in the global market, driven by emotional consumption trends and innovative cultural export models [1][17] - Chinese潮玩 companies are successfully penetrating mature markets in Europe and North America, as well as emerging markets in Southeast Asia, leveraging unique IP operations and efficient supply chains [1][3] Group 1: U.S. Market Dynamics - The U.S. economy is experiencing a "K-shaped" recovery, where high-income consumers show resilience while low-income groups face pressure from inflation and employment fluctuations [2][21] - The "healing economy" trend is gaining traction, with潮玩 products like blind boxes and plush toys providing emotional value and social engagement, leading to increased demand [2][21] - Chinese潮玩 brands, such as Pop Mart, differentiate themselves by offering original IPs and innovative product formats, achieving a price range of $20 to $40, appealing to various income levels [2][21] Group 2: Southeast Asia Market Opportunities - Southeast Asia is viewed as a blue ocean market for潮玩, characterized by a young population, high internet penetration, and strong consumer upgrade intentions [3][4] - The success of Pop Mart's LABUBU toy in Thailand, following a social media endorsement by local celebrity Lisa, exemplifies the alignment of潮玩 with local youth culture [3][4] - Despite challenges such as fluctuating external tariffs and internal political complexities, Chinese brands are advancing into this market with localized designs and a multi-channel approach [3][4] Group 3: Company Strategies and Differentiation - Pop Mart focuses on building a comprehensive IP ecosystem, from creation to sales, aiming to transform short-term trends into long-lasting IPs through various media [4][5] - Miniso leverages its global retail network and supply chain efficiency to act as a high-efficiency IP monetization platform, enhancing store performance through strategic IP collaborations [4][5] - TOP TOY, as a rising player, benefits from synergies with Miniso, focusing on product development while utilizing Miniso's sales channels for rapid market expansion [5][6] Group 4: Cultural and Economic Shift - The success of Chinese潮玩 brands signifies a shift from "Made in China" to "Emotional Brands from China," emphasizing universal emotional connections rather than relying solely on traditional cultural narratives [6][17] - Chinese companies are combining mature supply chains with innovative business models and original designs, transitioning from traditional manufacturing roles to becoming key players in the global潮玩 industry [6][17]

Core Insights - The collectible toy market has grown into a massive consumer sector worth over 1 trillion yuan, with new players continuously entering the space, particularly following the explosive growth of Pop Mart [1] - Despite the apparent vibrancy of the market, issues such as IP homogenization due to similar designs and lack of innovative experiences pose significant challenges for new brands [1] - MOMOTOY aims to differentiate itself by combining cute aesthetics, smart interaction, and scarcity in its product offerings, focusing on emotional connections as a core aspect of its IP creation [1][3] Company Overview - MOMOTOY was established in 2025 and is incubated by Sky Factory Venture Capital, launching its first core IP "Dun Dun Beast" centered around themes of healing and companionship [1] - The brand's IP matrix includes diverse emotional expressions, such as the "Fruit Core Universe" series, which addresses the individuality of young consumers through unique character designs [3] Product Features - MOMOTOY's AI companion products feature "bidirectional multimodal interaction," allowing users to engage in voice conversations and receive visual responses from the toys [4] - The toys utilize emotion recognition algorithms to provide comfort and positive guidance when detecting user anxiety or sadness, enhancing the interactive experience [4] - Customization options allow users to personalize the toys with family or friends' voices and tailor character traits, creating a unique companion experience [4] Market Strategy - MOMOTOY employs a comprehensive online and offline distribution strategy, with plans to open over 500 stores globally across 120 countries, including flagship and pop-up stores [5] - The brand targets international markets, particularly North America and Southeast Asia, and aims to adapt its offerings to various cultural and consumer preferences through a triad model of healing, companionship, and art economies [5] - The company has established a robust supply chain and digital management system to support large-scale production and optimize costs [5] Marketing and Future Goals - Celebrity endorsements and collaborations with major IPs like Disney and Marvel are part of MOMOTOY's marketing strategy to enhance brand visibility [5] - The company aims to develop over 1,000 IPs and achieve revenues exceeding 10 billion yuan by 2026 [5]

Core Viewpoint - The article highlights the 70th anniversary of the Dutch classic IP character Miffy, showcasing its evolution from a simple children's book character to a global cultural symbol, particularly in the context of the "healing economy" trend. Group 1: Miffy’s Cultural Significance - Miffy’s story began in 1955 when Dutch illustrator Dick Bruna created the character to entertain his son, characterized by a minimalist style that captures the innocence of childhood [4] - In the Netherlands, Miffy has become a national cultural symbol, with the Miffy Museum attracting numerous visitors and KLM even launching Miffy-themed airplanes [6] - Miffy’s success lies not only in its cuteness but also in the warmth and companionship it conveys, aligning perfectly with modern demands for healing experiences [6] Group 2: Global Commercial Strategy of Miffy IP - The Netherlands emphasizes the cultural depth of the Miffy IP, focusing on classic replicas and high-quality merchandise that appeal to loyal fans and design enthusiasts, rather than chasing short-term trends [7] - Japan is the largest market for Miffy in Asia, where the character has been integrated into the "cute culture" through various collaborations, including limited edition products and themed experiences [7] - In South Korea, Miffy’s commercial appeal is targeted towards younger consumers through pop-up stores and collaborations with K-beauty brands, leveraging social media for viral marketing [11] - In China, Miffy’s popularity has surged through collaborations with brands like Morning Glory and Heytea, creating affordable merchandise and engaging in experiential marketing with pop-up theme parks [11] - The duality of Miffy’s fanbase in China presents a challenge in balancing the classic IP's essence with commercial monetization strategies [11] Group 3: Enduring Appeal of Miffy - Regardless of changing environments, Miffy’s core essence remains the warmth and joy it brings, as articulated by Dick Bruna, emphasizing that Miffy does not require embellishments to evoke happiness [13]

Group 1: Consumption Policies and Market Trends - The "Consumption Promotion Special Action Plan" has effectively stimulated consumption as a core driver of economic growth in the first half of 2025 [1] - Emerging economic forms such as the trendy toy economy, tea beverage consumption, pet economy, outdoor economy, and silver-haired economy are rapidly rising, becoming new engines for market vitality and economic growth [1] Group 2: Trendy Toy Economy - The trendy toy economy is reshaping the offline commercial ecosystem, driven by emotional value and the healing economy, with a market value of approximately 600 billion yuan in 2023, expected to reach 1.101 trillion yuan by 2026, with a growth rate of over 20% [2] - Major brands like Pop Mart are achieving significant revenue growth, with Pop Mart's revenue projected to reach 13.04 billion yuan in 2024, a year-on-year increase of 106.9% [2][3] - The number of trendy toy-related enterprises in China has reached 22,300, with a notable increase in registrations since 2021, indicating a growing market [3] Group 3: Tea Beverage Consumption - The tea beverage industry is experiencing a transformation driven by product innovation and globalization, with several major brands successfully listing on stock exchanges in 2025 [4] - The market for tea beverages is increasingly focusing on health, cross-industry collaborations, and cultural connections, enhancing emotional ties with consumers [4][5] - Tea brands are actively expanding into lower-tier cities, with significant proportions of their stores located in third-tier and below cities, indicating a strategic focus on tapping into domestic demand [5][6] Group 4: Pet Economy - The pet economy is rapidly growing, with a market size of 592.8 billion yuan in 2023, expected to reach 1.15 trillion yuan by 2028, driven by individualization and the single economy [7] - The number of pet-related enterprises has surged, with over 4.5775 million existing companies, reflecting a strong entrepreneurial interest in the sector [7] - During the "618" shopping festival, pet-related sales saw significant growth, with many brands achieving record sales figures [8] Group 5: Outdoor Economy - The outdoor economy is emerging as a new consumption trend, with online consumption expected to reach 300 billion yuan in 2024, driven primarily by the 24 to 34 age group [11] - International outdoor brands are increasingly opening their first stores in China, indicating a growing interest in the outdoor market [11] - The integration of outdoor activities into modern lifestyles is reshaping commercial real estate, with a focus on creating immersive consumer experiences [12] Group 6: Silver-Haired Economy - The silver-haired economy is becoming a significant pillar of the consumption market, with projections indicating that the population aged 60 and above will reach 370 million by 2030 [13] - This sector is expanding beyond traditional elderly care services to encompass a full range of consumer needs, reflecting a shift towards a more quality-oriented consumption mindset among older adults [14] - The travel and care industry for the elderly is experiencing robust growth, with participation numbers expected to rise significantly by 2024 [13][14]

Core Insights - The pet economy in China has surpassed 500 billion yuan, maintaining over 20% growth for five consecutive years, driven by social changes, evolving consumer attitudes, and technological advancements [1][4]. Group 1: Observations on the Pet Economy - The pet product consumption is experiencing a refined upgrade, with functional cat food and high-end products growing over 50%, and smart pet products expanding at an annual rate of 35% [4][5]. - The pet service sector has developed a dual-layer consumption structure, with basic services like pet grooming seeing a 180% increase in search volume, and pet insurance adoption rates quadrupling over three years [5]. Group 2: Driving Factors Behind Pet Economy Growth - Social changes, such as aging and declining birth rates, have redefined family structures, with pets providing emotional support for lonely individuals [6]. - There is a shift in consumer perception, with younger generations viewing pets as family members, leading to increased spending on pet-related products and services [7]. - Technological innovations, including IoT and AI, are reshaping the pet industry, enhancing efficiency and standardization [8]. Group 3: Challenges and Concerns in the Industry - The pet market faces issues such as fraudulent practices in live pet trading and a lack of standards in pet food, leading to a 120% increase in consumer complaints in 2024 [10]. - Intense competition has emerged due to significant capital influx, resulting in a "price war" among brands, particularly in the pet supplies sector [11]. - Regulatory frameworks are lagging, with a lack of unified standards in emerging areas like pet insurance and veterinary services [12]. Group 4: Future Trends in the Pet Economy - The industry is expected to see a parallel growth in smart and health-focused products, with health-related spending projected to exceed 40% of total pet expenditures [13]. - Professionalization and standardization of services are anticipated, with leading companies enhancing service quality through brand and chain development [14]. - Cross-industry integration is likely to create new business models, such as pet-themed hotels and training courses, expanding the consumption landscape [15]. Group 5: Benefiting Companies - Guobao Pet is projected to generate 5.244 billion yuan in revenue in 2024, leading the domestic pet business sector, with a 34.82% year-on-year increase in Q1 2025 revenue [16]. - Zhongchong Co. is expected to achieve 4.464 billion yuan in revenue in 2024, ranking second, with a 25.41% year-on-year increase in Q1 2025 revenue [16]. - Tianyuan Pet is anticipated to reach 2.764 billion yuan in revenue in 2024, ranking third among domestic pet companies [16]. - Yuanfei Pet, a leading global pet leash manufacturer, has over 90% of its products exported, with a significant portion of high-margin products [17]. - Ruipu Bio is collaborating with veterinary hospitals to enhance its pet medical services, projecting 690 million yuan in revenue for 2024 [17]. - Yiyi Co. is focusing on disposable pet hygiene products, with a projected revenue of 1.798 billion yuan in 2024 [19].

Core Insights - The "May Day" holiday saw a vibrant revival in the cultural and tourism market across China, with emerging trends focusing on immersive experiences, AI integration, and therapeutic activities [1][10] Group 1: Immersive Experiences - Various cultural markets showcased unique experiences, such as street markets in Dalian with 66 diverse stalls and over 50 engaging activities, enhancing the atmosphere for visitors [2] - The South Yue King Museum in Guangzhou transformed static exhibitions into dynamic cultural experiences through activities like Hanfu cosplay and creative markets, providing a strong sense of immersion [2] - The Hengdian Film City in Zhejiang allowed visitors to engage directly with actors, shifting the experience from passive viewing to active participation, significantly increasing engagement and enjoyment [3] Group 2: AI Integration - Technological innovations were prominent, with robots enhancing visitor experiences, such as a robot ski show in Guangzhou featuring AI dogs performing lion dances and skiing [4][5] - The introduction of robots in scenic areas, like the welcoming robots in Wenzhou's Yandang Mountain, showcased the blend of technology and nature, enhancing the overall tourist experience [7] Group 3: Therapeutic and Reverse Tourism - The trend of "reverse tourism" gained traction, with individuals opting for local nature experiences to avoid crowded tourist spots, reflecting a desire for relaxation and connection with nature [8][9] - Activities like pottery making in Longquan and leisurely coffee by the lake provided therapeutic benefits, catering to the growing demand for emotional value in tourism [9][10] - Music festivals and outdoor events in Guangdong and Zhejiang attracted younger crowds seeking emotional engagement and social relaxation, indicating a shift towards experiential consumption in the tourism sector [10]