Core Insights - The article highlights the booming trend of trendy consumption, particularly focusing on the success of Pop Mart's LABUBU toys, which have seen global demand and significant price appreciation in the secondary market [2][3][4] - The nature of trendy consumption is characterized by unpredictable demand and short-lived popularity, necessitating a different operational logic compared to traditional brand marketing [2][11][23] Group 1: Trendy Consumption Characteristics - Trendy toys, or "Art Toys," originated in the late 1990s and are designed for adult collectors, distinguishing them from traditional children's toys [3][4] - Pop Mart transitioned from a general trendy goods retailer to a focused trendy toy company, leveraging industrialization to scale production and reach millions in sales [4][5] - The company has developed a closed-loop business model encompassing IP incubation, design, production, and sales, while continuously attracting influential artists [5][12] Group 2: Operational Strategies - Pop Mart's success is attributed to its ability to convert artistic creativity into marketable products, while also adhering to the operational logic of trendy brands to manage demand uncertainty [12][16] - The company employs a flexible, responsive business model that allows for rapid adjustments based on market feedback and consumer preferences [16][17] - Pop Mart has established a comprehensive sales system, including physical stores, online platforms, and social media engagement, to maximize product visibility and consumer interaction [18] Group 3: Market Dynamics - The demand for trendy products is highly unpredictable, often influenced by social trends and peer behavior, leading to a "winner-takes-all" market dynamic [8][23] - The company has successfully capitalized on the viral nature of trendy products, with significant sales spikes driven by social media exposure and celebrity endorsements [19][20] - Despite the potential for high sales, the transient nature of consumer interest necessitates continuous product innovation and brand refreshment to maintain relevance [22][24]

业界流传一句话，"一流企业做标准、二流企业做品牌、三流企业做产品"，这也是中国制造的发展 路径。从引进模仿到吸收创新再到自立自强，中国制造从努力提升产品质量，到积极打造国产品牌，再 到制定全球技术标准，从价值链低端持续向上攀升。国潮兴起，体现的正是中国制造的转型升级之路。 增品种、提品质，提供更多更好的中国制造 中国制造增品种、提品质是国潮兴起的核心基石。增品种，打破了国货品类单一的局限，多元化供 给精准匹配了年轻群体个性化、体验式的消费需求；提品质，则彻底扭转了此前中国制造"低端廉价"的 刻板印象。中国制造在性能、工艺上不断突破，也让优秀传统文化元素有了可靠的载体支撑。 中国制造增品种、提品质的过程，是从零突破、不断进阶的艰辛过程。新中国成立初期，中国制造 一穷二白，工业基础近乎空白，连日常消费品都难以自主生产。凭借庞大人口基数带来的广阔市场、成 本较低的劳动力资源、丰富的原材料储备与土地能源供给，叠加改革开放后出台的税收减免、政策扶持 等优惠条件，我国成功吸引全球制造业产业链的中低端环节向国内梯度转移。大量制造企业由此起步， 一方面承接面向国内市场的基础产品生产，满足民众基本生活需求；另一方面通过"三来一 ...

北京时间12月2日，奇梦岛公布了2026财年第一季度（2025年7月1日至2025年9月30日）财报。完成业务重组以纯潮玩业务亮相的首个财季，奇梦岛营收实现 显著环比增长，核心经营指标全面向好，交出了一份亮眼成绩单，标志着公司已全面进入战略落地加速期。 OT 'FY2026 Q1 为2025年7月1日至2025年9月30日期间 货币单位:元(人目 业绩摘要 载压 直播 好自 超过此前公布的指引最高区间值 0 营业收入1.27亿 环比增长93.3 2026财年Q2营收指引 1.5 亿~ 1.6 ZIYULI又梨 营收2,076万 聚焦核心战略，业绩环比高速增长 WAKUKU哇库库 营收8,973 万 SIINONO! 营收 1,28 本财报季度，奇梦岛全面聚焦IP潮玩市场，完成非潮玩业务的剥离，将所有资源集中于潮玩业务，这一战略聚焦带来了显著的业绩增长，公司已从"转型 期"进入"加速模式"。 财报显示，本财季奇梦岛实现潮玩业务总营收1.271亿元，环比激增93.3%，远超1至1.1亿元的业绩指引区间上限。2026财年Q2营收指引为1.5亿—1.6亿元。 在IP生态方面，奇梦岛展现出系统性的IP孵化和打造能力。截 ...

据灯塔专业版，截至12月1日，上映6天的《疯狂动物城2》电影，累计票房已经突破20亿元。票房之 外，《疯狂动物城2》IP联名更为疯狂。市场初步统计显示，截至目前，国内与该片联名品牌已超70 个，其中，潮玩成为该影片IP联名竞逐的焦点。一方面，包括泡泡玛特、名创优品、52TOYS在内的知 名品牌纷纷入局；另一方面，产品同质化、品控不佳等问题也随之而来。在业内看来，在迪士尼IP授权 窗口期，国内潮玩厂商"占位"比"争利"更重要，可为未来自研IP或争取更优质授权奠定基础，但仍需注 意IP热度退潮后的库存风险，冷门款可能滞销，同时，如何突破同质化联名带来的审美疲劳，找准自身 产品优势也是当前需要进一步考虑的。 毛绒系列有盲盒价差达50元 《疯狂动物城2》不仅票房再创新高，还带来了更疯狂的IP联名。 来源：北京商报 公开资料显示，自今年6月开始，仅内地市场与《疯狂动物城》的联名就超过了70个。而潮玩赛道的竞 争尤为激烈。据不完全统计，《疯狂动物城2》IP联动的合作方包括泡泡玛特、名创优品、TOP TOY、 52TOYS、玩具反斗城、九木杂物社、漫博潮玩、HOT TOYS（COSBABY）、萌物赏、着迷星球、三 月兽等。 ...

被市场誉为"下一个LABUBU"的顶流潮玩IP"WAKUKU哇库库"迎来重磅新品。 7.5亿至8亿元年营收指引的"含金量" 随着消费升级以及情绪消费的崛起，潮玩已超越亚文化圈层，成为一种文化消费浪潮席卷全球。数据显 示，从2020—2024年，全球潮玩市场规模由203亿美元增长至418亿美元，年复合增长率约20%，展现出 强劲的增长势头。 作为全球潮玩产业的重要增长引擎，中国市场表现尤为突出，2024年时的整体规模已攀升至763亿元人 民币，2020—2024年的年复合增速高达35.1%，持续领跑全球市场。 而二手市场的繁荣则是我国潮玩产业爆发的真实写照。据《2025闲鱼潮玩消费洞察报告》显示，2025年 第二季度，闲鱼平台潮玩订单量同比提升330.2%，交易额增长309.7%，月均消费人数同比增加43.4%， 人均单次消费达218元。 WAKUKU此次新品延续"撒野"核心主张，以"16+2+1"的丰富配置、可动关节与珠光工艺，在百元级价 位实现了品质突破，生动诠释了品牌"开挂前行吧"的寓意。 作为奇梦岛的核心IP之一，WAKUKU累计销量已破百万盒，并曾带动搜索量飙升6200%。而这一市场 热度，已直接转化 ...

Core Insights - The rise of "Guochao" (national trend) reflects the improvement in Chinese consumer spending power and cultural confidence, showcasing the ascent of Chinese manufacturing and brands [1][11] - The transformation of Chinese manufacturing from low-end to high-quality production is a fundamental aspect of the Guochao phenomenon [3][11] Group 1: Manufacturing Evolution - Chinese manufacturing has evolved from "unable to produce" to "able to produce" and now to "able to produce well," marking a significant upgrade in quality and capability [1][3] - The diversification of product offerings and improvement in quality are key foundations for the rise of Guochao, meeting the personalized and experiential consumption needs of younger consumers [2][8] Group 2: Brand Development - The shift from OEM (Original Equipment Manufacturer) to creating independent brands is crucial for enhancing the emotional and cultural value of products, allowing consumers to connect with the brand on a deeper level [5][8] - The establishment of "China Brand Day" and the recognition of Guochao as a cultural movement have contributed to the growth of brand value and market presence for Chinese companies [6][8] Group 3: Quality and Design - The focus on high-quality manufacturing and innovative design has allowed Chinese brands to compete effectively with international counterparts, providing products that are not only functional but also aesthetically appealing [4][5] - The integration of traditional cultural elements with modern aesthetics has transformed products from being merely functional to being culturally resonant and visually attractive [5][6] Group 4: International Standards and Globalization - Participation in the formulation of international standards is a critical step for Chinese brands to gain global recognition and assert their influence in the global market [9][10] - The ability to set and adhere to international standards enhances the competitiveness of Chinese manufacturing, facilitating smoother entry into global markets [10][11] Group 5: Market Dynamics - The collaboration between manufacturing enterprises and e-commerce platforms has created a robust ecosystem for promoting Guochao brands, enabling them to reach younger consumers effectively [7][8] - The emphasis on quality and innovation, combined with effective storytelling, has allowed Chinese brands to resonate with consumers and establish a strong market presence [8][11]

Core Insights - The popularity of "Zootopia 2" is expanding beyond cinemas into the consumer market, with a box office exceeding 2.08 billion yuan within a week of release, setting records for single-day box office in China [1] - The film has received positive reviews, currently holding a Douban score of 8.5, and is projected to surpass 4 billion yuan in total box office revenue [1] Group 1: Consumer Brand Collaborations - Over 60 consumer brands have partnered with the "Zootopia 2" IP, spanning various sectors including dairy beverages, apparel, and trendy toys, leading to a surge in demand for co-branded products [2] - Notable brands like Pop Mart, Miniso, and 52TOYS have launched co-branded products, with some items like the "Zootopia 2" blind boxes selling out quickly and experiencing significant price premiums on third-party platforms [2][4] - Miniso has integrated its brand into the film's storyline, leveraging Disney's IP for global exposure, and reported a total revenue of 15.19 billion yuan in the first three quarters of the year, with overseas revenue accounting for nearly 40% [4] Group 2: Market Impact and Trends - The success of "Zootopia 2" is anticipated due to its established fan base and Disney's reliable collaboration model, with brands like Starbucks and Luckin Coffee launching related products ahead of the film's release [4] - The film's popularity has also positively impacted unrelated brands, such as DQ Ice Cream, which saw increased sales due to a social media trend linking their product to the film's themes [6] - The "Zootopia" theme park at Shanghai Disneyland has maintained high engagement since its opening in 2023, indicating the potential for sustained interest in the IP through both online and offline channels [8]

以下文章来源于新周刊 ，作者草莓脆 新周刊 . 中国最新锐的生活方式周刊。 本文来自微信公众号： 新周刊 ，作者：草莓脆，编辑：宋爽，题图来自：AI生成 一个小知识：你可能知道Labubu已经要拍大电影了，但你还需要知道的是，现在潮玩届的当红顶 流，当属星星人。 盲盒隐藏款溢价12倍，新系列开卖即售罄，线下快闪店开放首日库存全空……依然是熟悉的流程， Labubu的成名史，也是星星人的来时路。 甚至这两大顶流的爆火，都离不开同一个助力——包挂。Labubu是被明星网红当成包挂带货而红 的，而星星人现时人气最高的款式，也是毛绒挂件系列。众所周知，无论你爱的是哪个泡泡玛特，包 挂款都会是你最爱而不得的那一个。 时尚界的"那位女人"、名字就是爱马仕铂金包灵感来源的潮流祖师奶简·伯金 （Jane·Birkin） ，很多 年前就说过， "我经常在包上挂东西，是因为不希望我的包和别人的一样"。 而到了包挂变成现象级潮流的2025年，它已经是街头巷尾随处可见的时尚元素。追求"我们不一 样"的年轻人，都殊途同归地走向一种表达， 把包挂作为可携带的"情绪容器"， 随时随地亮明态 度。 年轻人行走在外闯荡社会，身份是包挂给的。看 ...

Core Insights - The conference "Kaimen 2026 Annual Conference" focused on the theme "Resilience Meets Future," gathering industry leaders to discuss the beverage sector's path through cycles and towards future growth [1] - Zhu Yonghua, a prominent investor, shared insights on the Chinese consumer market, predicting that the tea and coffee sectors will see the emergence of approximately six new publicly listed companies in the next 5-10 years, with a combined market size potentially reaching trillions [1][3] Investment Landscape - Zhu highlighted a significant decline in the number of investment opportunities, with the team reviewing around 1,000 projects annually but only investing in 2-3 since 2022, indicating a challenging market environment [5] - The market has shown signs of recovery, particularly with successful IPOs of companies like Gu Ming and Mi Xue Bing Cheng, which exceeded expectations and revitalized investor confidence [6] Consumer Behavior - The presentation emphasized changes in consumer spending patterns, particularly among middle-aged consumers (ages 35-50), who are reducing their dining frequency and opting for lower-priced options [8] - Young consumers (ages 18-30) exhibit different spending behaviors, focusing more on spiritual needs rather than traditional consumption, with a notable interest in IP products and experiences like concerts [10][12] Market Opportunities - The tea and coffee markets are identified as having the most significant growth potential, with the current market size for tea nearing 300 billion and coffee projected to reach 600 billion [12] - The combined tea and coffee market is expected to become a trillion-dollar market, with the potential for six additional companies to go public in the next five years [13]

奇梦岛集团董事长李鹏表示，公司营收实现显著环比增长，核心经营指标全面向好，充分印证了"聚焦 潮玩主航道"战略的正确性与前瞻性。他还提到，目前企业采用"IP 研发+全渠道拓展"双引擎战略，将 依托成熟的运营体系与稳健的财务基本面向全球领先潮玩企业靠拢。 12月2日，奇梦岛（NASDAQ: HERE）发布的2026财年第一季度（截至2025年9月30日）财报显示，报 告期内其实现潮玩业务总营收1.271亿元，环比激增93.3%。 （文章来源：中国经营报） 奇梦岛方面表示，本财报季度奇梦岛全面聚焦IP潮玩市场，完成非潮玩业务的剥离，将所有资源集中于 潮玩业务，这一战略聚焦带来了显著的业绩增长，公司已从"转型期"进入"加速模式"。 公开资料显示，今年11月，美股上市公司量子之歌更名为"奇梦岛"，押宝潮玩，今年3月控股并全资收 购WAKUKU所在公司。截至9月30日，奇梦岛拥有包括WAKUKU哇库库在内的11个自有知识产权IP， 以及SIINONO赛诺诺在内的4个独家授权IP和2个非独家授权IP。其中，WAKUKU营收达8973万元，为 奇梦岛业绩注入动能。 目前，奇梦岛在线下网络已覆盖上百个重点渠道，并将持续在北上广 ...