谷子经济
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写入谷子经济,这份文件“新”在哪?
Xin Lang Cai Jing· 2026-02-27 22:32
□四川日报全媒体记者 张彧希四川为服务业发展勾勒出从"规模领先"到"质效引领"的清晰蓝图——近日,省政府 办公厅发布《关于进一步促进服务业创新突破的实施意见》(下称《实施意见》),提出将以产业建圈强链总体 思路,聚焦生产性服务业育新强链、生活性服务业转型升级、支撑性服务业提质扩容3个领域,抢占服务业发展新 赛道、寻求新的增长突破口。《实施意见》既提及"高品质供给""高能级主体",也有"谷子经济""萌宠经济"等新 潮词语。这份文件,"新"在哪里?目标到2030年——●生产性服务业增加值占服务业增加值的比重达45%左右,初 步建成服务型制造创新发展高地●服务零售额占全口径消费的比重达45%左右,初步建成国际消费目的地和美好生 活向往体验地●力争服务业增加值达到5万亿元,加快建设服务经济强省方向构建"893"重点赛道体系●生产性服务 业聚焦科技服务、数据信息服务、新质检验检测服务等8个领域育新强链●生活性服务业围绕融合式餐饮、时尚智 能穿戴、体验式出行服务等9个领域转型升级●支撑性服务业从直接融资、现代物流、平台经济3个维度提质扩容 措施以创新为核心驱动力●在产业赛道上,挖掘新领域、培育新业态,实现从"传统业态为主 ...
竞逐春节档 游戏厂商花式联动抢市场
Zhong Guo Jing Ying Bao· 2026-02-27 19:34
中经记者 李哲 北京报道 春节档一直是游戏厂商的"必争之地"。2026年春节期间,各大厂商通过与文旅、春晚联动等方式展开竞 逐,让游戏走出屏幕,更加多元化、立体化与玩家见面。 不过,相比花样百出的联动方式,从收入方面来看,整体市场表现并不突出。根据Sensor Tower数据, 2026年春节档游戏iOS端收入约为4.4亿美元,与去年同期基本持平。 游戏产业时评人张书乐向《中国经营报》记者表示,春节档本身就有"休假"意味,玩家休假,大厂也在 休假,因此在1月新游集中发布后,大多数游戏都进入休假期,只是通过春节档活动来进行日常维护。 这和暑期档的高强度维护形成了差异性。 厂商花式联动 2月15日,腾讯旗下《王者荣耀》在春节假期第一天推出了马年"皮肤",随后便迅速冲上iOS畅销榜总 榜,并且因服务器宕机登上了各大社交平台热搜。 此外,腾讯旗下另一款游戏大作《和平精英》则在春节版本推出了以敦煌文化为载体的新地图,并上线 了一系列符合新春氛围的活动,包括"月牙泉许愿打卡""年兽大作战"等。这一系列的联动让《和平精 英》在除夕夜的日活跃用户数突破9000万。 春节假期的"团圆"特性,成为了派对类游戏施展的舞台。网易旗下 ...
利亚德:AR眼镜和AI玩具是公司的创新业务产品
Zheng Quan Ri Bao· 2026-02-26 12:40
证券日报网2月26日讯 ,利亚德在接受调研者提问时表示,AR眼镜和AI玩具是公司的创新业务产品。 多年来,公司一直在TOB端深耕,TOC端对于公司来说是一个全新的领域。因此,公司在AR眼镜领域 采取的是"两手抓"策略,一方面基于公司在长期服务于B端市场的客户资源与产业优势,现阶段先聚焦 文旅、办公、会议等行业市场,通过提供整体的定制化解决方案实现AR眼镜的商业化落地,这部分是 纳入整个项目中销售的,不是按单个产品固定的定价去销售。另一方面,公司进一步根据市场情况陆续 向C端去做。新推出的AI交互产品是"吧唧",简单来说它是一款电子徽章,里面加入了特定的IP形象, 这些IP会有特定的粉丝群体,这也是这款产品最主要的消费群体;这款产品精准抓住当下流行的情绪消 费、粉丝经济和谷子经济等新消费场景,并且有明确的受众群体,第一款带"美依礼芽"IP的吧唧,自推 出以来深受粉丝欢迎。后续,公司也将持续开拓新的IP,打造属于利亚德的IP矩阵。 (文章来源:证券日报) ...
A股马年“开门红”:沪指重返4100点,资源品补涨科技分化
Bei Ke Cai Jing· 2026-02-24 08:41
Core Viewpoint - The A-share market experienced a strong opening on the first trading day after the Lunar New Year, with major indices showing positive performance, particularly in resource and hard technology sectors [1][2][4]. Market Performance - On February 24, the Shanghai Composite Index rose by 0.87% to 4117.41 points, while the Shenzhen Component increased by over 1% and the ChiNext Index gained 0.99%. The total market turnover exceeded 2 trillion yuan, with over 4000 stocks rising and 111 stocks hitting the daily limit [1][2][3]. - The market saw a strong performance in defensive sectors, with resource stocks experiencing a rebound. Key sectors such as energy equipment, oil and gas, and precious metals led the gains [1][3][4]. Sector Analysis - The hard technology sector also showed significant strength, particularly in optical modules (CPO) and optical communication concepts, which saw notable increases. In contrast, several large model concepts, including AI applications and the film and media sector, experienced declines [1][4]. - The human-robot concept stocks opened high, reflecting investor interest in this emerging technology [2][3]. Analyst Insights - Analysts suggest that the market's overall performance is promising, with resource stocks providing substantial support to the indices. The Shenzhen Component rose by 1.36%, indicating active growth in certain sectors [4]. - Geopolitical risks and uncertainties in global trade policies are seen as short-term disturbances, but they do not alter the mid-term trends. The expectation of a stronger renminbi and upcoming policy influences from the "Two Sessions" are expected to support the market [6][7]. Investment Strategies - Analysts recommend focusing on structural opportunities rather than broad index movements. Key investment themes include sectors benefiting from improved supply-demand dynamics and industry profit recovery, such as non-ferrous metals, basic chemicals, and construction materials [7][8]. - The robot sector is highlighted as having dual support from policy expectations and capital inflows, with a strong performance anticipated due to ongoing demand for new productive forces and smart manufacturing [8].
“谷子年货”俏 国产IP占据C位
Xin Lang Cai Jing· 2026-02-21 20:16
Core Insights - The "Guzi economy" is experiencing significant growth during the Spring Festival, with various "Guzi stores" attracting large crowds and launching new products to capitalize on holiday traffic [2] - There is a noticeable shift from Japanese anime IPs to domestic Chinese animation IPs, which are gaining popularity among consumers [2] Group 1: Consumer Behavior - During the Spring Festival, "Guzi" products, which are related to anime and gaming, are becoming popular gifts among young people [2] - The number of customers visiting stores is increasing daily, with some stores reporting over 700 visitors per day during the holiday [2] - Sales figures are also rising, with some stores averaging sales of 30,000 yuan per day in the first three days of the holiday [2] Group 2: Market Trends - The demand for domestic IP derivative products is on the rise, with more "Guzi" products from Chinese animation being featured prominently in stores [2] - The second-hand "Guzi" market is thriving, with many consumers actively trading and selling their items, indicating a clear target market among buyers [2][3] - Some stores are offering personal consignment services, allowing individual sellers to rent space to sell their "Guzi" products directly to consumers [3]
年轻人扎堆购买“谷子年货”丨新春消费“马”上潮
Xin Lang Cai Jing· 2026-02-21 15:14
转自:四川在线 过年除了吃美食还能吃什么?对于广大的二次元爱好者来说,答案是——"吃谷"。 "谷子"是对英文"Goods"的音译,指与泛二次元文化相关的动漫、游戏等IP版权作品的衍生产品,例如徽章、立牌、钥匙扣以及手办等。购买这些"谷子"的 行为被年轻人称为"吃谷"。 春节假期,"谷子经济"持续升温,号称成都"二次元浓度"最高的天府红商场也进入了客流量高峰期。2月19日,记者在现场看到,即使在午餐时段,商场内 各大"谷子店"依旧人头攒动,不少门店借着新春消费热潮抢抓节日流量,开展新春快闪活动、上架"谷子"新品,消费者扎堆选购,"谷子年货"正成为年轻人 送自己、送亲友的特色礼物,热度持续狂飙。 位于天府红6楼的"谷玩市集"。 新热度 部分门店单日营收上万元 外地游客特地打卡消费 "这是罗小黑的新品周边,旁边还有一些热门IP产品……"记者来到位于天府红3楼的绿光派对谷子店时,店长陈华正在向几位年轻的消费者介绍最近上架的 新品。这家门店是绿光派对谷子西南首店,集合了国内外十几个IP衍生产品,商品类型涵盖谷子、潮玩、谷美等多个种类。 "假期到店顾客的数量呈逐日递增趋势,前两天平均每天在600人左右,大年初三开始顾客数 ...
深圳东门步行街大变样:传统商圈如何寻到新活力|新春走基层
证券时报· 2026-02-16 04:26
Core Viewpoint - The article highlights the transformation of Dongmen Pedestrian Street in Shenzhen, emphasizing its ability to adapt and rejuvenate while maintaining its traditional charm, particularly in the context of the upcoming Spring Festival [1][5]. Group 1: Transformation and Development - Dongmen Pedestrian Street has undergone significant renovations, including building upgrades, underground utility improvements, and the establishment of a smart business district, all aimed at revitalizing the area without major demolitions [1][5]. - The street has seen an increase in foot traffic, becoming a popular destination during the festive season, showcasing its successful transformation [1][5]. Group 2: New Commercial Concepts - New commercial spaces are being developed, such as the "New White Horse·Dimension 9," which focuses on a blend of anime, gaming, and virtual idols, catering to the interests of the younger generation [3][5]. - The introduction of the "谷子经济" (Guzi Economy), which targets the "二次元" (two-dimensional) demographic, is a strategic move to foster new consumption growth points in Shenzhen [5]. Group 3: Market Positioning and Strategy - The revitalization strategy of Dongmen emphasizes "micro-renovations" to preserve local culture while integrating modern technology and cultural elements, thus finding a new market position [5][6]. - Industry experts suggest that traditional commercial areas like Dongmen should leverage nostalgia and innovative planning to attract customers and differentiate themselves in a competitive market [5][6].
“票根经济”“谷子经济”“兴趣消费”写进政府工作报告 “种草”引变局 “懂你”成标签
Shen Zhen Shang Bao· 2026-02-13 01:35
Core Insights - The rise of "emotional economy" reflects a significant shift in consumer behavior, where young people are increasingly willing to pay for happiness and emotional satisfaction, indicating a transformation in consumption logic from "product-centered" to "people-centered" [5][11] Group 1: Emotional Consumption Trends - Over 90% of young people recognize the importance of emotional value, with 46.8% considering it a remedy for stress and anxiety [4] - The popularity of "blind boxes" and merchandise related to anime and gaming illustrates the trend of consumers seeking joy and emotional fulfillment through purchases [3][4] - The "ticket economy" is emerging, where concert tickets can unlock discounts on related services, enhancing the overall consumer experience [4][8] Group 2: Market Growth and Economic Impact - The emotional consumption market in China reached 2.72 trillion yuan in 2025, projected to exceed 4.5 trillion yuan by 2029 [6] - Companies like Pop Mart have seen significant financial success, with revenue of 138.8 billion yuan and net profit of 47.1 billion yuan in the first half of 2025, surpassing the entire revenue of 2024 [7] - The rise of emotional consumption is driving the growth of niche markets, creating billion-dollar opportunities in sectors like trendy toys and entertainment [8] Group 3: Regional Development and Strategic Focus - Cities like Shenzhen are prioritizing the development of emotional economy concepts such as "ticket economy" and "self-pleasure economy" in their government work reports, indicating a strategic focus on enhancing consumer experiences [9][10] - Shenzhen's demographic advantages, including a young population with high spending power, position it well to capitalize on the emotional economy [10][11] - The city's plans to expand its commercial landscape and enhance consumer engagement through innovative marketing strategies reflect a commitment to fostering a vibrant consumption ecosystem [11]
“种草”引变局 “懂你”成标签
Sou Hu Cai Jing· 2026-02-12 23:27
Core Insights - The rise of "emotional economy" reflects a significant shift in consumer behavior, where young people are increasingly willing to spend on experiences and products that provide emotional satisfaction rather than just practical utility [5][10] - Government reports from various regions, including Shenzhen, emphasize the importance of expanding domestic demand through concepts like "emotional economy," indicating a strategic focus on consumer sentiment [2][9] Group 1: Emotional Consumption Trends - Over 90% of young people recognize the importance of emotional value, with 46.8% viewing it as a remedy for stress and anxiety [4] - The popularity of "blind boxes" and merchandise related to anime and gaming illustrates a trend where consumers derive joy from the act of purchasing and unboxing, rather than the intrinsic value of the items [3][4] - Concerts and events are seen as "energy fields" that provide unique emotional experiences, further driving the "ticket economy" where ticket stubs can unlock additional consumer benefits [4][8] Group 2: Market Growth and Economic Impact - The emotional consumption market in China is projected to reach 2.72 trillion yuan by 2025, with expectations to exceed 4.5 trillion yuan by 2029 [6] - Brands like Pop Mart have seen significant financial success, with revenue of 13.88 billion yuan and net profit of 4.71 billion yuan in the first half of 2025, surpassing the entire revenue of 2024 [7] - The emergence of new toy brands and the expansion of the ticket economy are creating substantial market opportunities, with various sectors experiencing growth due to the emotional consumption trend [8][9] Group 3: Regional Advantages and Strategic Development - Shenzhen is positioned as a leader in the emotional economy due to its young, high-spending population and a robust industrial chain that supports rapid response to consumer demands [9][10] - The city's government plans to enhance its commercial landscape by developing unique shopping districts and promoting various economic models, including the "ticket economy" and "self-indulgence economy" [10] - The focus on emotional value in consumption reflects a broader shift in economic strategy, moving from a product-centric to a consumer-centric approach, which is crucial for urban economic growth [5][10]
二次元IP换上新年装成“新晋年货”
Xin Lang Cai Jing· 2026-02-11 19:49
Core Insights - The article highlights the growing popularity of "New Spring Goods" (新春谷), which are merchandise based on anime and gaming IPs, integrated with traditional Chinese New Year elements, appealing to the younger demographic [1][2][3] Group 1: Market Trends - The "New Spring Goods" are becoming a new trend for young consumers, blending personal preferences with traditional cultural elements, thus enhancing their appeal as New Year gifts [2][3] - The market for "Goods" (谷子经济) in China is projected to reach 168.9 billion yuan in 2024, nearly doubling from 58 billion yuan in 2020, indicating rapid industry growth [3] Group 2: Consumer Engagement - Social media plays a significant role in promoting "New Spring Goods," with fans sharing their collections and engaging in new interactive experiences [3] - The emotional value and social attributes of "New Spring Goods" are highlighted, as they serve as a medium for expressing sentiments and facilitating social interactions among fans during the New Year [3]