除了各大厂商和热门游戏产品外，CJ还吸引了诸多模玩厂商、周边厂商搭建展台现场贩售，在IP经济、 谷子经济加持下，中国厂商正在不断用原创的设计、精良的生产打造头部品牌。记者注意到，在相关展 台中，有很大一部分是来自广东的企业，有工作人员告诉记者，在东莞等地打造潮玩之都的发展指引 下，广东的潮玩产业已发展出完善的产业链与产业生态，获得中国乃至海外消费者的广泛认可。 8月1日，第二十二届中国国际数码互动娱乐展览会(2025ChinaJoy)1日在上海新国际博览中心拉开帷幕， 大量玩家来到BTOC互动娱乐馆，体验试玩海内外展商带来的最新游戏产品。 21世纪经济报道记者吴立洋上海报道 ...

Core Insights - The report highlights the financial data released by the People's Bank of China for May, indicating a year-on-year M2 growth of 7.9%, slightly below the expected 8.1% and the previous month's 8% [2][3] - M1 growth was reported at 2.3%, exceeding expectations of 1.8% and the previous month's 1.5%, suggesting an increase in the velocity of money circulation [3] - The total social financing (社融) year-on-year growth was 8.7%, slightly below the expected 8.8%, with a notable increase in government and corporate bonds [3][4] Macroeconomic Analysis - The report indicates that the incremental social financing for May was 2.29 trillion yuan, surpassing the expected 2.05 trillion yuan and significantly higher than the previous month's 1.16 trillion yuan, reflecting a year-on-year increase of 227.1 billion yuan [3] - Bank credit increased by 620 billion yuan in May, lower than the expected 802.6 billion yuan and the previous month's 280 billion yuan, with a year-on-year decrease of 330 billion yuan [4] - The weighted average interest rate for new loans in May was approximately 3.2%, remaining stable compared to the previous month and about 50 basis points lower than the same period last year [4] Industry Insights - The report discusses a significant contract signed by Weihai Guangwei Composite Materials with Client A for carbon fiber, amounting to 658 million yuan, indicating a resurgence in demand for previously planned non-production items [7] - The ongoing conflict between Iran and Israel is analyzed, suggesting that the likelihood of significant disruptions to oil trade in the Persian Gulf is low, despite the escalation of hostilities [8] - The consumer sector shows strong growth, particularly in the trendy toy market, with a year-on-year increase of 30.7% in related categories, driven by the Z generation's demand for personalized and immersive experiences [10]

Core Insights - The young consumer power is increasingly evident in the toy and trendy toy market, with explosive growth in sales and a significant number of merchants achieving high sales milestones during the Tmall 618 event [1][4][12] Market Performance - As of June 12, 2023, the Tmall toy and trendy toy industry saw six merchants surpassing 100 million yuan in sales, nearly 100 merchants exceeding 10 million yuan, and 16 products breaking the 10 million yuan mark [1] - The industry experienced a three-digit year-on-year growth for over 2,400 Tmall trendy toy stores, with the number of merchants surpassing last year's 618 event [1][4] Market Share and Growth - Tmall's trendy toy market holds a dominant 70% market share, nearly three times that of the second competitor, indicating a strong competitive position [4][6] - The category of blind boxes, figurines, and related products saw a staggering 71.5% growth year-on-year in May 2023 [4] Consumer Trends - The "Guzi" (domestic trendy toys) market is outpacing the "Rizi" (Japanese trendy toys) market in both transaction volume and growth rate, with a significant increase in overseas orders [7][8] - The EDC (Every Day Carry) toy category has surpassed 150 million yuan in sales, with a notable increase in male consumer engagement [9][12] Product Launches and Sales - Tmall introduced approximately 20,000 new products from around 2,000 IPs during the 618 event, with several stores achieving over 10 million yuan in sales on launch day [7][8] - The "LABUBU" brand saw significant interest, with related searches exceeding 500,000 and sales surpassing 1 million yuan in May 2023 [10] Cultural Impact - The popularity of domestic IPs is driving sales growth, with a notable increase in transactions for products related to films and celebrities [8] - The Tmall platform is recognized as the leading platform for trendy toys, influencing brand strategies across the industry [12]

金十数据6月13日讯，数据机构显示，今年618第一阶段淘天潮玩行业市占率高达70%，是第二名的近3 倍；魔镜数据显示，今年5月淘天模玩/动漫/周边类目同比增长30.7%，其中盲盒、手办、周边等趋势品 类更暴涨71.5%。从淘宝获悉，谷子经济高速爆发诞生10余个千万单品，最高单条链接产生近7000万成 交。破亿商家数与破千万单品数已经超越去年618全周期，整个行业迎来爆发式增长。 （36氪） 谷子经济高速爆发诞生10余个千万单品 淘天潮玩行业表现全线超越去年 ...

3、 新能源车企4月"成绩单"出炉。小鹏汽车4月共交付新车3.5万台，同比增长273%。理想汽车4月交付3.39万辆汽车，同比增长31.6%。小米汽车交付超 2.8万台， SU7 Ultra双风道前舱盖版已经开始陆续交付。零跑汽车交付达4.1万台，同比增长173%，增速再创新高。蔚来公司交付新车2.39万台，同比增 长53%。比亚迪前4月新能源汽车累计销量138.0893万辆，同比增长46.98%，4月当月销量超38万辆。 4、 苹果第二财季每股收益1.65美元，预期1.62美元；营收953.6亿美元，预期943亿美元；净利润247.8亿美元，预期242.6亿美元。 第二财季大中华区营收 160亿美元，预期168.3亿美元；产品营收687.1亿美元，预期678.4亿美元。iPhone营收468.4亿美元，预期459.4亿美元；iPad营收64亿美元，预期61.2亿美 元；Mac营收79.5亿美元，预期77.5亿美元。第二财季可穿戴设备、居家、周边营收75.2亿美元，预期80.5亿美元。苹果公司董事会授权回购不超过1000亿 美元股票，并提高派息。苹果美股盘后股价跌超2%。 // 国内宏观 // 1、在4月29 ...