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得力“崴脚”,如何得利?
Sou Hu Cai Jing· 2025-10-04 03:25
2025年暑期,文具消费迎来小高峰。 谁能想到,曾经便宜好用的国民品牌得力居然变脸了! 在暑期将结束、十一长假来临前,得力拼尽了洪荒之力。 得力精心策划了别开生面的超级文具节,8月8日起在全国26个核心城市同步开启,为期1个月,打造现象级城市文具盛会。 得力,在诸多领域都有"崴脚"迹象。 9月29日,有网友在社交平台发文称,今年5月初,自己通过得力集团的三轮面试后,在入职报到当天因为走路跛脚问题被HR辞退。 该名HR还要求网友说明是自己不适应所以主动离开。 9月30日,得力集团发布致歉声明称,对此事高度重视,深表愧疚,郑重向这名员工致以诚挚歉意。 事实上,对于得力来说,在自己的主营业务上,它这几年也崴了脚,不得不改弦更张。 此次文具节集结了12大IP,包括《守护甜心》《葬送的芙莉莲》《时光代理人》《排球少年》《哪吒之魔童闹海》等,既有经典回忆,也有新番热门。 得力不再只注重性价比,为了迎合Z世代,也开始主打"心"价比。 左手推出联名IP,右手展出融合前沿色彩美学与自研黑科技的文具产品,目的是拿捏住年轻人的情绪价值。 事实从去年起,得力开始与谷圈知名IP联名打造产品,几乎平均每1-2个月,就有联名产品上新。 去 ...
ChinaJoy上的广东制造:模玩厂商点燃IP经济
Core Insights - The 22nd China International Digital Interactive Entertainment Expo (2025 ChinaJoy) commenced on August 1 in Shanghai, attracting a large number of players to experience the latest gaming products from domestic and international exhibitors [1] - The event not only featured major manufacturers and popular games but also attracted various model and peripheral manufacturers, showcasing the growth of the IP economy and the "Guzi" economy in China [1] - Guangdong enterprises were notably prominent at the expo, benefiting from the development guidance of creating a "trendy toy capital" in cities like Dongguan, leading to a well-established industrial chain and ecosystem in the trendy toy industry [1] Industry Summary - The expo highlighted the increasing recognition of Chinese manufacturers in both domestic and overseas markets, driven by original designs and high-quality production [1] - The presence of a significant number of exhibitors from Guangdong indicates the region's strong position in the trendy toy industry, which has developed a comprehensive industrial chain [1]
第一创业晨会纪要-20250616
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]
618淘天潮玩行业成交规模蝉联第一:市场份额占7成,增长30.7%
Huan Qiu Wang Zi Xun· 2025-06-13 10:17
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]
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
news flash· 2025-06-13 09:38
Core Insights - The Taotian潮玩 industry has achieved a market share of 70% during the first phase of the 618 shopping festival, nearly three times that of the second-place competitor [1] - The category of 模玩/动漫/周边 has seen a year-on-year growth of 30.7% in May, with specific trends like blind boxes, figurines, and related products experiencing a significant surge of 71.5% [1] - The rapid growth of the 谷子经济 has led to the emergence of over ten products generating sales exceeding 10 million, with the highest single link achieving nearly 70 million in transactions [1] - The number of merchants surpassing 100 million and products exceeding 10 million has already exceeded the total for the entire 618 period last year, indicating explosive growth in the industry [1]
陆家嘴财经早餐2025年5月2日星期五
Wind万得· 2025-05-01 22:18
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 ...