今年6月，随着新版Labubu上市，以及泡泡玛特产能扩大，Labubu在二手市场的价格下降。据千岛6月中旬数据显示，Labubu3.0整盒成交价格跌45%，隐 藏款价格跌超38%。 100元可以买几个潮玩盲盒？ 在泡泡玛特门店，只能买一个，甚至可能一个都买不到。但在好特卖，可以买到5个盲盒，甚至更多。就连今年爆火的Labubu盲盒，都能在好特卖买到。 "29元就能买到一个正版Labubu（原价69.9元），价格这么香，直接端盒！"一位消费者在社交平台分享道。 得物交易数据显示，Labubu隐藏款"本我ID"成交价从1142元降至609元。新一代Labubu4.0系列因品控问题引发不满，如今普通款在得物大多处于60~90元 的价格区间，隐藏款为204元，且还在回落。一些不好卖的老款Labubu，出现在好特卖等渠道。 《天下网商》发现，近期在好特卖等折扣零食连锁品牌门店的"黄金C位"，众多知名潮玩IP，如奥特曼、哪吒、皮卡丘等，以低至5折、甚至两三折的价 格，被摆在门店最中央的位置，成为折扣超市招揽人气的核心产品。 好特卖超市门口的折扣盲盒，《天下网商》拍摄 为什么曾经"一盒难求"的盲盒，会成为特卖超市招揽客流的 ...

【环球时报报道 记者 刘雅婷 张妮】编者的话：2025年，"新国潮"席卷全球。以动画巨制《哪吒之魔童闹海》、潮玩顶流拉布布为代表的极具辨识度的中国 当代文化符号，凭借 "好看好玩" 的鲜活表达，让中国文化融入全球青年的日常生活，引发情感共鸣。而"新国潮"的强势出海，叠加中国持续扩容的免签政 策红利，吸引了越来越多外国网红与游客来华打卡，更自发对中国文化进行二次创作与全新解读。"酷"一时间成为多家外媒用来形容中国的时髦词。这种 "润物细无声" 的双向奔赴，以开放、包容、创新的 "酷力量" 促进民心相通，让文明对话在青年一代中持续升温。 " 新国潮 " 为何能 " 闹海 " 2025年，国产动画电影《哪吒之魔童闹海》成为近年来海外票房最高的国产电影，更跻身全球影史票房前五，登顶全球动画电影票房榜，成为对外文化交流 的名片；中国电影《生息之地》《狂野时代》《日掛中天》分别在柏林、戛纳、威尼斯电影节的主竞赛单元斩获奖项。拉布布等潮玩IP风靡海外，泡泡玛特 海外门店大排长龙……中国新一代文化产品频频在海外市场掀起热度，进入全球年轻人的日常消费与情感世界。"新国潮"为何能跨越文化边界？其背后，又 折射出怎样的文化趋势？ ...

Core Insights - The report emphasizes the optimism surrounding new consumption opportunities driven by quality supply, indicating that the "new consumption upgrade" will extend beyond 2025, focusing on innovative and user-centric supply rather than just cost reduction [3][4] - The report highlights the shift from "internal competition" to "external expansion," noting that Chinese manufacturing capabilities are now positioned to explore global supply chain opportunities, particularly in personal care and home goods [4] - The integration of AI in consumer products is identified as a significant growth area, with AI-powered devices like smart glasses expected to gain traction in 2025 and beyond [5] - The report discusses the K-shaped recovery in purchasing power, suggesting that luxury and experiential consumption will remain resilient as consumers continue to seek status through their purchases [6] Group 1: New Consumption Trends - The essence of new consumption is a supply-driven upgrade, focusing on innovative products that meet previously unmet consumer needs, such as ergonomic furniture and outdoor sports equipment [3] - The report anticipates that the alignment of quality supply and demand will continue to evolve, with new categories emerging beyond those already recognized in the market [3] Group 2: Global Expansion of Quality Supply - Chinese manufacturers are expected to capitalize on their competitive advantages in efficiency and innovation to expand into international markets, particularly through e-commerce [4] - The report notes that the personal care supply chain in China is significantly stronger than in Western markets, presenting a threefold expansion opportunity for Chinese brands abroad [4] Group 3: AI and Consumer Products - AI applications are projected to enhance consumer products, with smart glasses expected to enter mass production and drive new market dynamics [5] - The report suggests that 3D printing will also play a crucial role in the future of AI-enabled consumer goods [5] Group 4: Luxury and Experiential Consumption - The report identifies a persistent demand for symbolic consumption, particularly in luxury goods, as consumers continue to compete for status [6] - The luxury market is shifting towards services and experiences, with brands like Hermes and private jet companies expected to benefit from this trend [6] Group 5: Market Dynamics and Company Performance - The report outlines the competitive landscape for companies in the IP-driven consumer goods sector, emphasizing the importance of a diversified IP portfolio and localized marketing strategies for success [52][58] - Companies like Pop Mart are highlighted for their successful global strategies and the ability to create emotional connections with consumers through their IP offerings [58]

Core Insights - Dongguan's foreign trade import and export value reached 1.44 trillion yuan in the first 11 months, marking a historical high and a year-on-year growth of 14.3%, leading among China's trillion-level cities in foreign trade growth [1][1][1] Group 1: Trade Performance - Exports totaled 878.95 billion yuan, with a year-on-year increase of 8.7% [1][1] - Imports amounted to 557.24 billion yuan, showing a significant year-on-year growth of 24.3% [1][1] - The number of foreign trade enterprises with import and export performance reached 27,000, a year-on-year increase of 15.6%, surpassing the total expected for 2024 [1][1] Group 2: Sector Contributions - Private enterprises contributed 900 billion yuan to imports and exports, reflecting a year-on-year growth of 20.9% [1][1] - Dongguan engaged in trade with over 200 countries and regions, with imports and exports to 54 countries and regions growing by over 50% year-on-year [1][1] Group 3: Market Dynamics - Emerging markets are identified as the main growth engine, with trade with Belt and Road countries increasing by 24.3%, accounting for 30% of total trade [1][1] - Trade with ASEAN countries saw a remarkable year-on-year growth of 36.8% [1][1] Group 4: Industry Strengths - Dongguan's industrial chain and clusters are well-developed, particularly in electronics, smart mobile terminals, and trendy toys [1][1] - Exports of electromechanical products reached 617.42 billion yuan, a year-on-year increase of 12.3%, constituting 70.2% of total exports [1][1] - Integrated circuits and electrical equipment saw year-on-year growth exceeding 20% [1][1]

15日，2025中国创新创业成果交易会（创交会）暨中国海外人才交流大会（海交会）在广州白云国际会 议中心隆重开幕。2024年，创交会与海交会首次开启全面市场化办会模式，今年，两大会议首次合办， 不仅搭建了坚实的"转化之桥"，还打开了开放的"引智之门"，加速构建"人才—技术—产业"融合生态， 成为广州服务国家战略、顺应创新规律的重要实践。 企业梯队结构完善 广州独角兽创新企业榜单发布 大会开幕式期间，2025年发现广州独角兽创新企业榜单正式发布。全市共有210家企业入选，其中，"独 角兽"创新企业26家，"未来独角兽"创新企业105家，"种子独角兽"企业79家。增芯、芯粤能、大潮玩、 大圣科技4家企业首次跻身"独角兽"创新企业行列，"未来独角兽"创新企业较去年增长了4%，"种子独 角兽"企业较去年增长了13%。希音国际和广汽埃安两家企业仍是"超级独角兽"。 榜单企业紧密围绕国家战略和广州"12218"现代化产业体系建设，立足自身所能、梯度发展，塑造发展 新优势。210家榜单企业中有高新企业162家，占比达77%，其中，133家（占比63%）集中于信息技 术、生物医药、人工智能、先进制造四大领域，形成以硬科技为核 ...

北京商报讯(记者赵述评)近日，潮玩头部品牌tnt潮玩(TNTSPACE)亮相第四届QDF×ADTS北京国际艺术设计玩具展览会(简称：北京潮玩展)，旗下DORA、 Rayan、Zoraa等超人气IP的限量新品成为展会焦点。 在本次展会上，tnt潮玩首发新品DORA&Rayan毛绒系列，后续将开启线上预售。"Rayan下一回合""DORA粉雾特调"毛绒挂件采取新工艺，使用pvc制作脸 部，以细腻毛绒材质还原IP标志性造型，搭配可拆卸拳击手套、粉白双马尾等换装细节设计，吸引众多潮玩爱好者。此外，展会限定产品Rayan云上清茶、 Zoraa藏野小羊也备受欢迎。 作为国内潮玩赛道的创新力量，tnt潮玩以"IP+品牌"双驱动，本次展会不仅展现了其在产品设计上的实力，更通过毛绒新品、限定福利等内容，进一步强化 了IP与用户的情感联结。 tnt潮玩将展位打造成粉紫交织的冬日童话空间，DORA玻璃钢艺术装置、毛绒质感的心愿投递箱，成为现场拍照打卡的"网红点位"；设置抓抓乐扭蛋、毛绒 挂链DIY等互动环节。 ...

在Labubu引发的全球哄抢潮背后，中国潮玩市场的竞争维度正在发生深刻变化。作为曾经几乎以一己之力打开潮玩市场认知的泡泡玛特，如今正面对新 阶段的挑战。而在它的强光之外，52TOYS这样少有的"非泡泡玛特系"选手，正在用一套截然不同的打法试图在夹缝中突围：它强调IP孵化的原创性、重 仓自有模型体系、构建深度垂直的兴趣社群，与泡泡玛特所擅长的大众化盲盒路径形成鲜明对比。 从我们的研究结论来看，这种"非典型"的潮玩逻辑，并非只是一个小而美公司的另类路径，而可能是潮玩行业在穿越红利期、迈入新阶段中的关键变量。 在潮玩的"内容资产化"逐渐浮现、盲盒经济遭遇信任门槛的当下，52TOYS代表着一种更接近"内容消费基础设施"的尝试，其成败关乎的不只是一个品牌 的突围，更是行业底层逻辑的一次自我更新。 但我们也需承认，潮玩不是一个轻巧的赛道。无论是IP生命周期的不确定性、线下零售模型的高成本，还是"内容+产品"的商业逻辑实现资本价值， 52TOYS所面对的挑战并不亚于泡泡玛特曾经走过的那条路。甚至可以说，它的路径更为艰难，因为它无法复制泡泡玛特那种"盲盒红利+快渠道投放"的 组合拳，只能靠内容深耕和产品耐性，一步步打磨信任。 ...

Group 1: Macro Economic Insights - The new consumption pattern in China is driven by generational shifts, with each generation having its own cultural symbols, referred to as "Labubu" [1] - The "Implementation Plan" aims to enhance the adaptability of supply and demand, identifying three trillion-level and ten hundred-billion-level consumption hotspots to boost resource allocation efficiency [1] - The Chinese潮玩 market is expected to grow at a compound annual growth rate of approximately 24% from 2022 to 2026, reflecting a structural change in demand [3] Group 2: New Consumption Trends - Future consumption is shifting from purchasing goods to subscribing to experiences, influenced by spatial, temporal, and relational dimensions [2] - Consumers are evolving from mere buyers to co-creators of content and emotional transmitters, emphasizing community relationships and cultural identity [2] - The demand for children's products is transitioning from safety features to cognitive development and emotional growth, with a focus on AI-enabled interactive toys [6] Group 3: Supply-Side Innovations - The supply side is undergoing a structural transformation, with flexible production and rapid iteration becoming industry standards, allowing for quick responses to new consumer trends [8] - The "Implementation Plan" emphasizes differentiated supply for various consumer groups, moving from traditional age-based products to lifestyle-based solutions [8] - The silver economy in China is projected to grow from approximately 7 trillion yuan in 2023 to 30 trillion yuan by 2035, indicating a shift towards comprehensive lifestyle solutions for the elderly [7] Group 4: Investment Opportunities - The investment focus is on three trillion-level sectors (elderly products, smart vehicles, consumer electronics) and ten hundred-billion-level sectors (潮玩, outdoor products, pet supplies, smart wearables, and national trend clothing) [9] - Identifying the next "Labubu" involves assessing emotional needs, sustainable supply systems, and alignment with national development strategies [10]

以下文章来源于亿邦动力 ，作者王昱 亿邦动力 . 关注它，获取你想要的一切电商知识和资源。 来源丨亿邦动力 （ID： iebrun ） 作者丨 王昱 图源丨Midjourney 从吉隆坡国际机场驶向市中心，在午后灰蓝色的阴沉天幕下，建筑风格逐渐从低矮的老式骑楼切换到 新开发的现代公寓楼，像是在迅速翻页的城市缩影。 远处，路旁连片的棕榈树、清真寺巨大的伞形折角屋顶，以及夹杂着繁体汉字、马来语和英文的广告 牌，都在被高架公路桥切割出的视野中若隐若现，显露出这片水泥森林中的"南洋特质"。 在湿热的空气中，我们可以直观感受到这片市场的复杂肌理：既现代，又传统；既有令人倍感亲近的 中国元素，也充斥着顿生"人生地不熟"之感的异域场景；既有慢节奏的松弛感，也有行色匆匆的忙碌 与紧张。 一直以来，许多中国企业将东南亚视为品牌出海的第一站，是其在海外擘画"第二增长曲线"的理想起 点。似乎在各路媒体的包装渲染下 ，"下南洋"已 成为一条"稳操胜券"的生意路径。 置身各大中式茶饮品牌装潢华丽的"超级大店"，目睹泡泡玛特门店里人头攒动的盛景，漫步于那些充 斥中国餐饮品牌的美食街，人们很容易产生这样的错觉：中国品牌闯关东南亚，能够居高 ...

不同国家的消费习惯、税务法规、支付偏好千差万别。 在外部环境不确定性加剧的大背景下，中企的国际化正在经历从低附加值的代工，到产品"走出去"，再 到品牌"出海"的迭代过程。 面对"出海"模式、速度、规模的快速变化，如何规避更大的合规风险，以及如何平衡区域市场的差异， 极大考验着企业的能力。 "系统重构"与核心逻辑改变 "过去我们讲出海，可能是把店开出去、把货运出去，但今天要想在海外长期扎根、规模化盈利，面临 的是一场全方位的'系统重构'。"在近日由全球支付平台PingPong举行的"品牌出海闭门私享会"上， PingPong创始人、CEO陈宇表示，这种重构主要体现在三个维度，即从"单店输出"到"中台驱动"、 从"经验决策"到"数据决策"、从"单兵作战"到"生态协同"。 其中，在复杂的海外环境中，企业要实现资金流、信息流、物流像在国内一样顺畅，这对企业的中台调 度能力和合规风控能力提出了更高的要求。不同国家的消费习惯、税务法规、支付偏好千差万别。 靠"老师傅"的经验已经不够，必须依靠实时的数据和数字化系统，从而确保每一个门店的选址、每一次 资金的收付都是精准且安全的。真正的全球化，则成为了能力的全球化，需要一个强 ...