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一家中国KTV的黑科技、零售与全球野心
3 6 Ke· 2026-01-19 10:33
刚刚过去的2025年,中国商业版图出现了一种极端的反差。 一方面,存量竞争进入白热化:餐饮业卷向"一毛钱利润"的极致供应链,零售业则在为每一平米产出的效率提升而苦苦挣扎;另一方面,在不少人眼中被打 上"传统"、"夕阳"标签的KTV行业,却跳出了一个颇为反常的数字——二店率高达83%。 星聚会创始人翁培民在发布会现场分享 在传统KTV行业风雨飘摇的时代,星聚会却再一次加快了扩张的脚步。 用AI重塑KTV玩法 星聚会创始人翁培民(星哥)认为,欢聚是星聚会最核心的符号。他举例,如果说淘宝等于"多",拼多多等于"省",京东等于"快",那么星聚会与传统KTV 的差异性,就在于将欢聚这个人性的底层刚需发挥到了极致。 "最好的商业模式,永远围绕着人的本性。"他在采访中提到一幅画面:在远古时代,狩猎成功的族群会围绕篝火载歌载舞,庆祝生存的胜利。跨越几百万年 后,人类对于这种载歌载舞、欢聚社交的需求从未改变。 这是星聚会在2025年7月公布的数据。作为中国社交空间行业的头部品牌,星聚会迄今已覆盖全国超140座城市,门店数量突破千家,活跃会员超过3000万。 83%的二店率意味着,在星聚会的加盟商体系内,绝大多数投资者在开出第一 ...
一家中国KTV的黑科技、零售与全球野心
36氪· 2026-01-19 10:21
Core Viewpoint - The KTV industry, often labeled as "traditional" or "sunset," is experiencing a surprising resurgence, exemplified by Star Gathering's high second-store rate of 83% among franchisees, indicating strong investor confidence and a shift in business dynamics through innovative AI technologies [1][5][7]. Group 1: Business Model and Innovation - Star Gathering has introduced AI-driven features such as real-time scoring, song recommendations, and audio enhancement, transforming the traditional KTV experience into a more engaging and interactive social space [7][10]. - The company aims to expand its domestic presence to 2,000 stores and establish 300 overseas locations within three years, leveraging its AI and retail integration strategy [1][23]. - The introduction of the "Star Energy Show" sub-brand and the focus on a "super retail" model signify a shift from traditional revenue streams to a more diversified approach that includes merchandise and enhanced customer experiences [11][17]. Group 2: Market Dynamics and Expansion - The KTV market in China is undergoing significant consolidation, with over 60% of the approximately 40,000 to 50,000 existing stores facing elimination or transformation, yet the industry still holds a market value exceeding 100 billion yuan [13]. - Star Gathering's strategy includes revitalizing outdated KTV venues through technological upgrades and operational efficiencies, aiming to provide a replicable digital foundation for the fragmented industry [13][15]. - The company is also expanding internationally, with successful entries into markets like Hong Kong and Australia, and plans to adapt its business model to local cultures while maintaining its core offerings [23][25]. Group 3: Emotional and Social Engagement - The founder emphasizes the importance of emotional value in social gatherings, aiming to create memorable experiences that resonate with human nature's inherent desire for connection and celebration [5][21]. - Star Gathering's innovative approaches, such as the "Star Baby" IP series and smart karaoke terminals, are designed to enhance user engagement and emotional fulfillment in social settings [21][17]. - The company recognizes the universal appeal of social interaction and aims to fill gaps in the global market for high-quality social spaces, leveraging technology and innovative business models to redefine the KTV experience [26][30].