报载：最近，"苏超"的火热不仅燃爆了绿茵场，更在江苏大地掀起了一场"萌经济"的风暴。球迷们佩戴 的Q版城市毛绒玩具成为独特风景，各类围绕赛事衍生的文创产品广受关注，消费市场呈现出"为情绪 买单"的新趋势。而在这蓬勃发展的"萌经济"背后，国网江苏省电力有限公司正以坚实的电力保障和贴 心的服务，为产业发展注入源源不断的动力。 从国网江苏电力的数据统计中可以看出，"萌经济"的火爆直接带动了相关产业用电量的显著增长。"苏 超"开赛以来，全省玩具制造业用电量同比增长9.6%，工艺礼品制造业用电量同比增长9.3%。这一数据 的背后，是产业的繁荣与发展，也是电力需求的攀升。以扬州为例，作为"中国毛绒玩具礼品之 都"，"苏超"点燃的"萌经济"给当地带来了积极的变化。扬州雅伦玩具有限公司增设多条生产线全力保 障"苏超"订单交付，用电量环比飙升152%。该公司为"苏超"量身打造的"13市Q版毛绒玩具"系列，巧妙 融入城市文化符号，未上市便冲上热搜。此外，扬州足球队的吉祥物"包赢"、帝腾玩具的"球员版"非遗 技艺球衣手办等产品也供不应求。 国网江苏省电力有限公司在助力"萌经济"发展的过程中，展现出了高度的责任感和使命感。他们用稳定 ...

Core Insights - The recent launch of the "Starry Dream Meteorological Bureau Series" blind boxes by Pop Mart reflects the willingness of Generation Z to pay for emotional value, but their loyalty depends on continuous innovation to avoid over-marketing and trust depletion [1][9]. Product Launch and Sales Performance - Pop Mart's new plush blind boxes sold out within seconds across its official mini-program and major e-commerce platforms, causing some platforms to experience lag and temporary crashes due to overwhelming traffic [4][5]. - The blind boxes are priced at 79 yuan each and 474 yuan for a full box of six, with reports of customers facing difficulties in purchasing due to high demand [1][5]. Market Response and Pricing Dynamics - The "Starry" IP has seen a rapid increase in demand, with secondary market prices soaring. For instance, a complete box sold for 1350 yuan on the Qianshao app, representing a nearly threefold premium, while individual pieces averaged around 150 yuan, reflecting a twofold premium [7][8]. - Experts suggest that the current hype around the "Starry" IP mirrors the previous success of the LABUBU 3.0 series, indicating potential for continued price increases in the future [8]. Consumer Behavior and Trends - Young consumers are willing to spend on products that offer emotional connection and companionship, with the combination of IP economics and scarcity marketing driving the sales of these toys [9]. - The blind box mechanism enhances the excitement of randomness and scarcity, effectively stimulating purchasing frenzy among consumers [9]. Long-term Considerations - The "Starry" IP is currently in a growth phase, benefiting from the traffic generated by LABUBU 3.0, but it must maintain its appeal through ongoing content iteration to avoid the cyclical decline in popularity seen with previous IPs [9]. - The long-term value of the "Starry" IP will depend on the establishment of a robust IP ecosystem and community engagement, as well as compliance with regulations regarding blind box sales and secondary market transactions [9].

Core Viewpoint - The recent launch of the "Starry People Good Dream Meteorological Bureau Series" blind box by Pop Mart has seen overwhelming demand, leading to rapid sell-outs across online platforms and significant price increases in the secondary market [1][5][6]. Group 1: Product Launch and Sales Performance - Pop Mart has released multiple new products, including the "Starry People Good Dream Meteorological Bureau Series" blind box, priced at 79 yuan per unit and 474 yuan per box [1]. - The new products sold out within seconds on Pop Mart's official mini-program and major e-commerce platforms, causing some platforms to experience crashes due to high traffic [4]. - The "Starry People" series has become highly sought after, with reports of a box selling for 1350 yuan in the secondary market, representing a price increase of approximately 3 times the original price [5]. Group 2: Market Demand and Consumer Behavior - Consumers have expressed frustration over failed attempts to purchase the new products, with many reporting that they were unable to complete transactions before items sold out [5]. - The popularity of the "Starry People" IP is compared to the previous success of the LABUBU series, indicating a potential for continued price increases in the future [5][6]. - Young consumers are willing to spend on trendy products that provide emotional value, supported by AI technology enhancing the appeal of these collectibles [6]. Group 3: Financial Performance - Pop Mart's adjusted net profit for the first half of 2025 is reported at 4.71 billion yuan, marking a year-on-year increase of 362.8% [6]. - The "Starry People" series has generated revenue of 390 million yuan in the same period, highlighting its status as one of the fastest-growing IPs within the company [6].

Core Viewpoint - The recent launch of the "Starry Dream Meteorological Bureau Series" blind boxes by Pop Mart reflects the willingness of Generation Z to pay for emotional value, but their loyalty depends on continuous innovation to avoid over-marketing and trust depletion [1][12]. Product Launch and Sales Performance - Pop Mart's new plush blind boxes sold out quickly, with individual boxes priced at 79 yuan and a full box at 474 yuan, indicating high demand [1][4]. - The official sales platforms experienced overwhelming traffic, leading to stockouts within seconds, with users reporting difficulties in completing purchases [4][5]. - The "Starry" IP has become highly sought after, with resale prices on secondary markets soaring, reaching up to 1350 yuan for a full box, representing a nearly 300% markup [7][10]. Market Dynamics and Consumer Behavior - The overwhelming demand for the "Starry" series mirrors the previous success of the LABUBU 3.0 series, suggesting a potential for "Starry" to become the next popular IP [10][12]. - Experts note that the success of these products is a result of combining IP economics with scarcity marketing, appealing to the emotional needs of young consumers [11][12]. - The pricing strategy effectively matches the spending power of the younger demographic, with bundled sales increasing average transaction values [11][12]. Future Outlook and Challenges - The "Starry" IP is currently in a growth phase, but there are concerns about the cyclical nature of IP popularity, as seen with LABUBU 3.0, which may lead to price declines in the future [12]. - Long-term value will depend on the development of the IP ecosystem and community engagement, as well as compliance with regulations regarding blind box sales [12].

Core Viewpoint - The recent launch of the "Starry Dream Meteorological Bureau Series" blind box by Pop Mart reflects the willingness of Generation Z to pay for emotional value, but their loyalty depends on continuous innovation to avoid over-marketing and trust depletion [1][6]. Product Launch and Market Response - Pop Mart's new products, including the "Starry Dream Meteorological Bureau Series" blind box priced at 79 yuan each and 474 yuan per box, sold out quickly, indicating high demand [1]. - The overwhelming traffic caused some e-commerce platforms to experience temporary crashes, with users reporting that items were sold out before they could complete their purchases [1][3]. - The blind box's popularity led to a significant price increase in the secondary market, with a complete box selling for 1350 yuan, representing a 300% markup, and individual items averaging 150 yuan, a 200% markup [3][5]. Market Dynamics and Consumer Behavior - The demand for the "Starry Dream" IP is compared to the previous success of the LABUBU 3.0 series, suggesting it may become the next big hit for Pop Mart [5]. - The company has not implemented specific policies to manage price inflation in the secondary market, advising consumers to purchase through official channels [5]. - Pop Mart's adjusted net profit for the first half of 2025 is projected to be 4.71 billion yuan, a 362.8% year-on-year increase, with the "Starry Dream" series generating 390 million yuan in revenue [5]. Industry Insights - Experts note that the success of these products is a typical case of combining IP economics with scarcity marketing, appealing to the emotional needs of young consumers [6][7]. - The blind box mechanism enhances the excitement of randomness, while limited releases create a sense of scarcity, driving rapid purchasing behavior [7]. - The current premium pricing is attributed to short-term supply-demand imbalances, while long-term value will depend on the development of the IP ecosystem and community engagement [7].