另外，用户数据显示，2025年闲鱼平台超过四分之三的卡牌消费者为女性。男性消费者年度人均卡牌支 出为女性的3.8倍。年龄分布上，18至29岁用户占比52%，各年龄段均有卡牌消费者分布。 凤凰网科技讯12月10日，闲鱼发布《2025闲鱼卡牌年度报告》。过去两年闲鱼卡牌交易规模持续攀升， 今年前三季度交易额同比增长21%，保持稳健增长的步伐。其中，集换式卡牌交易额同比提升84%，球 星卡交易额同比提升104%。 闲鱼二次元与泛娱乐行业总经理雪海表示，数据反映出消费者更倾向于为优质IP内容付费，并关注卡牌 的收藏价值与二级市场流通潜力。 报告指出，当前国内卡牌市场呈现消费高端化与供给差异化趋势。宝可梦卡牌在集换式卡牌品类中交易 量居首，其简体中文版普及、官方赛事与线下场馆发展被视为主要推动因素。在IP收藏卡领域，小马宝 莉、叶罗丽、奥特曼等动漫IP保持领先，而《第五人格》《原神》等国产游戏IP卡牌交易量同比提升 63%。 国潮IP卡牌交易量同比大幅上升332%。其中，哪吒卡牌年度交易额超过1亿元，水浒、三国等经典名著 题材卡牌热度显著提升。影视综艺类卡牌订单量同比提升130%，《永夜星河》《白月梵星》等国产剧 集相 ...

新浪科技讯 12月10日下午消息，闲鱼发布的《2025闲鱼卡牌年度报告》显示，过去两年闲鱼卡牌交易 规模持续攀升，今年前三季度交易额同比增长21%。 《2025闲鱼卡牌年度报告》显示，2025年前三季度集换式卡牌交易额同比提升84%，球星卡交易额同比 提升104%，两大高价格带卡牌品类的增长，揭示出卡牌消费的高端化趋势。在集换式卡牌IP中，重夺 交易量冠军的宝可梦尤为亮眼。 IP收藏卡方面，热门动漫IP卡牌小马宝莉、叶罗丽、奥特曼仍然处于交易量统治地位，暂未出现IP新旧 更迭情况。第五人格、恋与深空、原神等不少国产游戏进入交易量榜单，出于对IP本身的喜爱，大批游 戏玩家涌入卡牌消费领域，游戏IP卡交易量同比提升63%。 | | 交易量变化 当加 | 是 减少 排名变化 △增加 | / 减少 ■不变 | | NEW 新上榜 | | --- | --- | --- | --- | --- | --- | | | 国别 中国 三美国 | ● 日本 Ib禁型 ■ 动漫 | | ■游戏 文学 1 电竞 | | | 排名 | IP | 交易量变化 | | 排名变化 IP类型 | 国别 | | 1 | 图 宝可梦 | 15 ...

2025年闲鱼平台超过四分之三的卡牌消费者为女性。尽管女性用户占绝对多数，男性的消费力却更为强 劲，年度人均卡牌支出是女性的3.8倍。 报告显示，宝可梦重夺卡牌IP交易量冠军；热门动漫IP小马宝莉、叶罗丽、奥特曼依然处于交易统治地 位；第五人格、恋与深空等国产游戏进入闲鱼卡牌交易量榜单，游戏IP卡交易规模提升63%。 12月10日，《2025闲鱼卡牌年度报告》发布，显示今年前三季度卡牌交易规模同比增长21%，行业保持 稳健增长态势。集换式卡牌和球星卡等高价格带卡牌交易额涨超84%，卡牌消费走向高端化。国潮IP卡 及影视综三次元卡牌表现突出，哪吒卡牌一年卖出一个亿，影视综卡牌订单量同比提升130%，《永夜 星河》《白月梵星》《难哄》进入2025年度闲鱼平台影视综卡牌交易榜前三。 ...

Group 1: Consumer Spending Trends - On Black Friday, online spending reached a record $11.8 billion, a 9.1% increase year-over-year, but the number of items purchased decreased due to rising prices [1] - Retail sales (excluding automobiles) grew by 4.1% year-over-year, with in-store sales increasing by 1.7% and online sales up by 10.4%, although the latter was lower than the previous year's growth [1] - Consumers are prioritizing essential goods and downgrading their purchases, indicating a shift in spending behavior amid inflation and economic uncertainty [1][5] Group 2: Impact of Inflation and Economic Conditions - The average selling price increased by 7%, while the number of items purchased per transaction decreased by 2%, reflecting consumers' tightening budgets [5] - High-income households are driving luxury goods sales, while middle and low-income families face pressure from inflation, weak job markets, and high interest rates [2][5] - The current inflation rate is at 3%, suggesting that the actual growth rate of Black Friday sales may only be around 1% when adjusted for inflation [6] Group 3: Role of Artificial Intelligence in Shopping - AI-driven shopping tools have seen an 805% increase in usage compared to last year, with many consumers relying on these tools for price comparison and discount tracking [3] - Approximately 50% of surveyed consumers and 71% of Gen Z plan to use AI during the shopping season, indicating a significant shift towards technology-assisted shopping [3] Group 4: Future Economic Outlook - The holiday shopping season indicates that while consumers have spending power, future growth remains uncertain due to inflation and employment challenges [7] - The Federal Reserve faces a dual challenge of managing inflation driven by supply-side factors while addressing signs of a cooling labor market [7][8] - Market expectations for a potential interest rate cut in December have risen, with a probability of 87.6% for a rate cut [8]

Group 1 - The core viewpoint of the article highlights the contrasting dynamics in the U.S. consumer market during the holiday shopping season, with record online spending but concerns over the quality of growth due to inflation and reduced purchasing volume [1][5][10] - Adobe Analytics reported that online spending on Black Friday reached a record $11.8 billion, a year-on-year increase of 9.1%, while in-store sales saw a modest growth of 1.7% [1][5] - The average selling price increased by 7%, leading to a decrease in the number of items purchased per transaction, which fell by 2% year-on-year [5][8] Group 2 - High-income consumers are driving luxury and high-end product sales, while middle and low-income households are facing pressures from inflation and a weak job market [5][10] - The use of AI-driven shopping tools surged, with a reported 805% increase in AI-driven visits to retail websites compared to the previous year, indicating a shift in consumer behavior towards online shopping [6][10] - The holiday shopping season reflects a K-shaped economic recovery, where spending patterns diverge significantly between high-income and low-income consumers [5][10] Group 3 - The overall consumer spending environment is challenged by high inflation, rising unemployment rates, and elevated interest rates, which are expected to suppress future consumption growth [8][9][10] - Despite the resilience shown in short-term consumer spending, long-term growth potential may weaken due to declining purchasing power and a cooling labor market [10][12] - The Federal Reserve faces a dual challenge of managing inflation while addressing rising unemployment, leading to uncertainty in monetary policy direction [12][13]

Group 1: Core Insights - The U.S. consumer market is experiencing a dichotomy during the holiday shopping season, with record online spending on Black Friday reaching $11.8 billion, a 9.1% increase year-over-year, despite a decrease in the number of items purchased due to rising prices [1] - Retail sales (excluding automobiles) on Black Friday grew by 4.1% year-over-year, surpassing last year's 3.4%, with in-store sales increasing by 1.7% and online sales rising by 10.4%, although the latter's growth rate is lower than the previous year [1] - The average selling price has risen by 7%, leading to a 1% decline in order volume and a 2% decrease in the number of items purchased per transaction, indicating that spending growth is primarily driven by price increases rather than volume [2][5] Group 2: Consumer Behavior and Trends - High-income consumers are showing stronger spending power, driven by stock market wealth effects, while middle and low-income households are facing pressures from inflation, a weak job market, and high interest rates [2][5] - The use of AI-driven shopping tools has surged, with a reported 805% increase in AI-driven visits to retail websites compared to last year, as consumers increasingly rely on these tools for price comparison and discount tracking [3] - The holiday shopping season reflects a K-shaped economic recovery, where high-income consumers continue to spend on luxury goods and travel, while lower-income consumers are cutting back on discretionary spending [2][5] Group 3: Economic Indicators and Future Outlook - The U.S. labor market is showing signs of cooling, with the unemployment rate rising to 4.4%, the highest level since October 2021, which may further suppress consumer spending [6] - Despite short-term resilience in consumer spending, long-term growth momentum may weaken due to declining purchasing power among the general population and the ongoing high interest rate environment [6][7] - The Federal Reserve faces challenges balancing inflation control and employment stability, with recent comments from officials indicating a potential for interest rate cuts, which could influence future consumer spending patterns [7][8]

Core Insights - The article highlights the thriving situation of the Tianhe Road business district in Guangzhou, known as "the first business circle in South China," amidst the challenges faced by offline retail due to the rise of e-commerce [2][3]. Group 1: Business Environment - Tianhe Road business district spans approximately 2.8 kilometers and houses 25 large commercial complexes with over 10,000 merchants [2]. - The average daily foot traffic in the Tianhe Road business district is about 1.5 million, demonstrating its strong consumer engagement and spending power [3]. Group 2: Strategies for Attracting Consumers - The district's strategy includes enhancing consumer experience by shifting focus from merely collecting rent from merchants to improving the end-user experience, thus transforming into "super experience centers" [4]. - Merchants are encouraged to offer unique products that cannot be found elsewhere, with many first stores in South China and China opening in the district, attracting customers with exclusive offerings [5]. - The physical space is being expanded to include attractions like aquariums and climbing walls, turning shopping centers into urban lifestyle hubs that offer more than just retail [6]. Group 3: Service Enhancements - The Tianhe district is enhancing service flexibility by creating pet-friendly social spaces and providing tailored services for international visitors, such as English menus and Arabic-speaking staff during peak tourist seasons [7]. Group 4: Government and Community Support - The local government is actively involved in creating a supportive environment for businesses through streamlined processes and collaborative efforts with business associations, which helps in reducing bureaucratic hurdles for merchants [8]. - The collaboration between government, business associations, and enterprises fosters a fair and vibrant commercial environment, allowing for differentiated development among merchants and avoiding homogenization of offerings [8].

Core Insights - The article highlights the contrasting situation of the Tianhe Road business district in Guangzhou, which remains vibrant and attracts significant foot traffic despite the rise of online shopping [2][3]. Group 1: Business Environment - Tianhe Road business district, known as "the first business circle in South China," spans approximately 2.8 kilometers and houses 25 large commercial complexes with over 10,000 merchants [2]. - The average daily foot traffic in the Tianhe Road business district is around 1.5 million, demonstrating its strong consumer engagement and spending power [3]. Group 2: Strategies for Attracting Consumers - To counter the impact of e-commerce, large shopping malls are shifting their focus from merely collecting rent from merchants to enhancing the consumer experience, aiming to transform into "super experience centers" [4]. - The district emphasizes offering unique product experiences, with many first stores in South China and China located here, attracting customers with exclusive offerings [5]. - Physical spaces are being redefined to include attractions like aquariums and climbing walls, turning shopping centers into urban lifestyle hubs that offer more than just retail [6]. Group 3: Enhanced Services - Tianhe district is improving customer service by creating pet-friendly social spaces and providing tailored services for international visitors, such as English menus and Arabic-speaking staff during peak tourist seasons [7]. - The local government and business associations are collaborating to streamline processes for merchants, reducing bureaucratic hurdles and fostering a supportive business environment [8]. Group 4: Collaborative Governance - The partnership model of "government + business association + enterprises" is effectively shaping a fair, vibrant, and orderly commercial environment in the Tianhe Road business district [8]. - The Tianhe Road Business Association plays a crucial role in bridging the gap between businesses and the government, promoting industry self-regulation, and coordinating resources to avoid market saturation and competition [8].

Core Insights - The article highlights the contrasting situation of the Tianhe Road commercial district in Guangzhou, which remains vibrant and attracts significant foot traffic despite the rise of online shopping [2][3]. Group 1: Commercial Performance - Tianhe Road commercial district, known as "the first commercial circle in South China," spans approximately 2.8 kilometers and houses 25 large commercial complexes with over 10,000 merchants [2]. - The average daily foot traffic in the Tianhe Road commercial district is around 1.5 million, demonstrating its strong consumer engagement and spending power [3]. Group 2: Strategies for Attracting Consumers - The district's success is attributed to a shift in business strategy, focusing on enhancing consumer experience rather than merely collecting rent from merchants [4]. - Merchants in the district emphasize offering unique products, with many first stores in South China and China located here, creating a draw for consumers seeking exclusive items [5]. - The physical space has been transformed to include attractions like aquariums and climbing walls, turning shopping centers into urban lifestyle hubs that offer more than just retail [6]. Group 3: Enhanced Services and Government Support - The Tianhe district has improved service offerings, such as pet-friendly spaces and multilingual support for international visitors, enhancing the overall shopping experience [7]. - The local government has streamlined processes for merchants, reducing bureaucratic hurdles and fostering a collaborative environment between government, business associations, and enterprises [8]. - The establishment of a cooperative model among government, business associations, and enterprises has created a fair and vibrant commercial environment, allowing for differentiated development among merchants [8].

Core Insights - The rise of Pokémon cards as a new investment asset class is gaining traction, with returns significantly surpassing traditional stock markets [3][6][10] - The integration of blockchain technology is transforming physical collectibles into digital assets, enhancing their liquidity and marketability [3][9][10] Investment Potential - Pokémon cards have shown a cumulative return rate of 3821% since 2004, outperforming the S&P 500 index's 483% increase during the same period [6] - Rare cards, especially those graded by professional services like PSA and BGS, command significant premiums in the secondary market, with some cards selling for hundreds of thousands to millions of dollars [5][6] Market Dynamics - The rarity and collectibility of cards create a natural trading mechanism, with players often needing to buy or trade cards to complete their collections [4][7] - The market's sustainability relies on the management of supply and demand, including controlling the issuance of new cards to maintain their scarcity [7][10] Blockchain Integration - Platforms like Collector Crypt are facilitating the transition of physical cards to digital assets, allowing users to purchase NFT versions of Pokémon cards, thus broadening the market [3][8][9] - The Gacha-style card purchasing model has seen significant engagement, with Collector Crypt reporting over 1.14 billion USD in revenue from card sales [8] Cultural and Generational Appeal - Pokémon's cross-generational appeal and established cultural significance contribute to its status as a viable investment option for younger investors [9][10][14] - The growth of Pokémon in China, driven by local tournaments and new game releases, is expected to further enhance its market presence [14][15] Regulatory Considerations - The financialization of collectibles like Pokémon cards raises questions about regulatory oversight, with potential for future regulations to govern trading practices and protect investors [10][15]