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又是秒没!原价199元已炒至1500元,有人灵魂拷问:到底是谁抢到了
Qi Lu Wan Bao· 2025-10-10 02:55
10月9日晚,泡泡玛特新品又来了。 又是秒没!缺货缺货缺货…… 有人灵魂拷问:"到底是谁抢到了?" 银雾小丑 Silver Mist Clown 提线木偶 String Puppet 月影假面 Moonlit Mask 小隐藏款 大隐藏款 盲盒款共8个,整盒价1272元,目前二手平台有人售价1900元。 9日晚上新的有 "Why So Serious" 系列,该系列灵感取自马戏团小丑角色,涵盖 Labubu、Dimoo、Molly、Hacipupi 和星星人等IP。晚10点,在泡泡玛特各 大线上平台开启首发,线下门店及其他渠道10月10日发售。其中,盲盒款单个定价159元,吊卡款定价179元。 ALL MEMBERS 全款展示 800 绯红舞者 彩虹豆丁 炽焰小丑 Rainbow Jelly Bean Flame Clown Crimson Dancer 浮光之谜 抛球小丑 幽影小丑 Juggling Clown Lumino Feast Shadow Joker 9日晚上新的还有MOKOKO搪胶,原价199元,二手平台已经炒到上千元,有卖家售价1500元,是原价的7倍多。 (都市快报橙柿互动) ...
你get了假日消费“特色增长极”吗?
Hang Zhou Ri Bao· 2025-10-09 02:37
入夜后的湖滨商圈依然拥有超高人气。 假期头两天,为了避开景区的客流和高速的车流,刘臻带着家人去新开业的亚奥万象天地逛逛。 奥体印象城的"松弛面包节5.0"集结65家品质品牌,让消费者一次买个够。 对于杭州商业来说,这个长达8天的假期注定精彩。 据赢商大数据不完全统计,今年国庆中秋假期间,杭州有6个项目同期开业(含试营业),涵盖购 物中心、街区、文旅商业等,总体量达40.7万平方米。 以杭州亚奥万象天地、杭州金帝T-ONE MO为代表的TOD商业和以杭州金茂秦望水街为代表的文旅 商业在这几天都是人潮涌动,凭借精准的项目定位和破圈的活动策划等吸引了大批市民游客。 而另一面,老牌商场延续逢年过节更"卖力"的特色,纷纷推出面包节、咖啡节、二次元动漫展、明 星快闪等,加上各类节日大促,为各年龄段消费者提供了多维选择。 "这个商场尤其是街区做得很好,有腔调也很松弛,各个业态的品牌都不错,好逛好买。"亚奥万象 天地以"盒子+街区"的形态呈现,400多米长的街区有潮流品牌、当红餐饮品牌、国际家居品牌及萌宠品 牌,"孩子们特别兴奋,一路上看到好多猫猫狗狗。"刘臻点了咖啡,给孩子们"安排"了泡泡玛特的盲 盒,一家人的中餐就在商场 ...
泡泡玛特收入首超迪士尼,黄金突破3850元,小米17Pro背屏爆火
3 6 Ke· 2025-09-30 05:23
Group 1 - Pop Mart's revenue surpasses Disney for the first time, with the price of blind boxes skyrocketing to 1499 yuan, indicating strong market demand [4][1] - The secondary market price for the hidden "Little Bear Biscuit" pendant has surged to 929 yuan, a 16-fold increase from the official price of 59 yuan [4] - The overall price for a complete box has increased from 354 yuan to 1499 yuan, with over 3000 clicks on the platform indicating consumer interest [4] Group 2 - Gold prices have surged, with spot gold breaking the 3850 USD mark, reaching a record high of 3851.879 USD per ounce [3][4] - This price increase has been ongoing for seven consecutive days, surpassing the previous high of 3834.12 USD per ounce [4] Group 3 - Xiaomi's 17 Pro model has gained popularity due to its unique "back screen" feature, which has sparked discussions on social media [3][4] - The concept of "pain machines" is derived from Japanese "otaku culture," where items are customized with anime and game elements [4] Group 4 - Yu Chengdong has been appointed to lead Huawei's IRB, with the appointment personally signed off by Ren Zhengfei [5] - Jensen Huang has sold 225,000 shares of NVIDIA, cashing out over 40 million USD [6] - Apple had plans to launch an 8GB budget iPad, with a prototype recently exposed [6]
泡泡玛特收入首次超过迪士尼,说明了什么?
3 6 Ke· 2025-09-29 11:31
守护 Kidult 精神自留地,泡泡玛特首次超越迪士尼 2025 年上半年,历史上首次,泡泡玛特以 138.8 亿元的营收超过了迪士尼消费品部的 138.6 亿元。 虽然玩具领域的"东升西落"并不是新鲜事,但一份由 @wuhu动画人空间 整理的榜单却依然引起了小红书用户的热议。 | | | | | 2025年上半年玩具与IP消费品公司收入 | | | --- | --- | --- | --- | --- | --- | | 排名 | 品牌 | 中文品牌名 | 地区 | 销售收入(亿元人民币) | 备注 | | 1 | The LEGO Group | 乐高集团 | 丹麦 | 384.5 | 基于公司2025年半年报 | | 2 | Pop Mart | 泡泡玛特 | 中国 | 138.8 | 基于公司2025年半年报 | | 3 | Disney | 迪士尼 | 美国 | 138.6 | 基于2025年Q2与Q3财报估算 | | 4 | Bandai Namco | 万代南梦宫 | 日本 | 134.4 | 基于2025年年报估算 | | 5 | Hasbro | 孩之宝 | 美国 | 133.4 | 基于 ...
十一消费惊现四大反常现象,背后是中国人花钱逻辑的根本转变
Sou Hu Cai Jing· 2025-09-23 06:58
Group 1 - The Chinese consumer market is undergoing a significant transformation, with a shift from traditional retail to experience-based consumption, highlighting a change in consumer psychology and behavior [2][17] - Retail sectors such as clothing and home appliances are experiencing a decline, while sectors like dining, cinema, and experiential activities are thriving, indicating a bifurcation in consumer spending [2][3] - The national retail sales growth rate for the first eight months of 2025 was only 3.4%, while the cultural and performance market saw substantial growth, with summer movie box office reaching 15.107 billion and performance market revenue nearing 80 billion [3] Group 2 - The emergence of the "ticket effect" is replacing the "lipstick effect," as consumers prioritize spending on experiences like concerts and sports events over traditional retail purchases [4] - In the first half of 2025, per capita consumer spending increased by 5.2%, with education, culture, and entertainment expenditures growing at an impressive rate of 11.8% [4] - Sales of luxury goods have declined significantly, with a 12.3% drop in the first quarter of 2025, marking the lowest level in five years [4] Group 3 - A new trend termed "reverse consumption" is gaining traction, where consumers are willing to spend on emotional value and experiences rather than on high-priced brands [5][7] - The Z generation spends an average of 949 yuan monthly on emotional value, indicating a shift towards experiences that provide emotional resonance [5] - Products that offer emotional comfort, such as collectible toys, are seeing growth despite an overall decline in consumer spending [7] Group 4 - The evolution of consumer psychology is driving a shift from material possession to experiential value, with social media playing a crucial role in promoting experience-based consumption [8] - Technological advancements, such as mobile payments and AR/VR, are facilitating this transition by lowering barriers to purchase and enhancing the shopping experience [8] - The introduction of innovative consumption scenarios, such as immersive dining experiences and community-based services, is further stimulating consumer interest [16] Group 5 - Policy changes are reflecting the shift in consumer trends, with a focus on promoting cultural, tourism, and leisure activities rather than just physical goods [11] - Companies are adapting to these changes by transforming their business models, such as turning retail spaces into lifestyle venues and integrating experiential elements into their offerings [11] - The rise of personalized experiences is evident, with distinct consumer segments emerging, such as younger generations willing to spend on unique experiences despite financial constraints [13][15]
销售假冒“泡泡玛特”,北京海淀一家零售店铺被处罚
Core Points - A retail store in Haidian District was found selling counterfeit "POP MART" blind boxes and plush toys, which were purchased from unofficial online channels and lacked proper anti-counterfeiting labels [1][3] - The counterfeit products were confirmed by the trademark rights holder to be unauthorized, with a total illegal operating amount of 2,322 yuan [3] - The Haidian District Market Supervision Administration confiscated all counterfeit goods, imposed fines, and ordered the store to cease infringement activities [3] Company and Industry Summary - The counterfeit products closely resembled authentic "POP MART" items in packaging design and branding, indicating a significant risk of brand dilution and consumer deception [3] - The market supervision authority emphasized the high market recognition of the "POP MART" trademark and warned consumers about the potential health risks associated with low-quality counterfeit goods [3] - Consumers are encouraged to report suspected counterfeit products to maintain a fair and orderly market environment, highlighting the importance of brand protection in the industry [3]
山姆特供好丽友五折进好特卖,临期商店又把中产会员气到了
创业邦· 2025-09-06 03:24
Core Viewpoint - The article discusses the competitive dynamics between Sam's Club and a discount supermarket called "好特卖" (Hao Te Mai), highlighting how the latter has begun to offer similar products at lower prices, leading to dissatisfaction among Sam's Club members who pay for membership fees [7][10][12]. Group 1: Market Dynamics - Sam's Club has faced backlash after the introduction of a low-sugar version of a popular snack, which subsequently appeared at Hao Te Mai, leading to a perception of betrayal among its members [7][8][12]. - Hao Te Mai has been noted for selling products that are similar to those found at Sam's Club but at significantly lower prices, creating a shift in consumer trust and loyalty [10][18]. - The article suggests that Hao Te Mai is effectively leveraging Sam's Club's brand recognition to attract customers, positioning itself as a discount alternative [11][30]. Group 2: Product Strategy - Hao Te Mai's pricing strategy includes offering products at nearly half the price of Sam's Club, which has led to increased foot traffic and sales [17][18]. - The supermarket's inventory is primarily composed of unsold or near-expiry products, which allows it to maintain lower prices while appealing to cost-conscious consumers [40][60]. - The article notes that approximately 60% of Hao Te Mai's products are sourced from brand excess inventory, with a significant portion being near-expiry items [60][64]. Group 3: Consumer Behavior - Consumers are drawn to Hao Te Mai for the thrill of finding discounted products, often treating shopping there as a treasure hunt experience [64][65]. - The perception of buying near-expiry products has shifted towards a more sustainable lifestyle choice, appealing to environmentally conscious consumers [66][70]. - The article highlights that Hao Te Mai has successfully tapped into the male consumer market for beauty and personal care products, which is a relatively untapped demographic in this sector [56][58].
2025年中国消费市场趋势洞察报告v1.0-灵智数科
Sou Hu Cai Jing· 2025-08-19 14:09
Core Insights - The report highlights the transformation of the Chinese consumer market, emphasizing that new consumption is centered around fulfilling consumer task needs rather than brand narratives [1][5] - The consumer demographic is experiencing "dual growth," with Generation Z focusing on individuality and social recognition, while lower-tier markets emphasize value-for-money [1][6] - The report indicates a significant upgrade in consumption structure, with a deepening integration of online and offline channels, and the rise of instant retail and social e-commerce [1][6][34] Group 1: Traditional Consumption Logic Decline - Traditional commercial strategies have focused heavily on first and second-tier cities, leading to a structural imbalance in resource allocation, neglecting the potential of lower-tier markets [17] - The consumer market in lower-tier areas has reached a scale of 20 trillion yuan, accounting for 59% of total consumption, with a growth rate of 17.6%, significantly outpacing first and second-tier cities [17] - Traditional brands have failed to meet the core demand for fair consumption in lower-tier markets, creating opportunities for new consumption brands to connect directly with consumers [17][18] Group 2: New Consumption Brand Emergence - New consumption brands are evolving from product providers to solution providers for consumer life tasks, focusing on specific scenarios to meet unmet needs [24] - Brands like Pinduoduo and Luckin Coffee have successfully tapped into lower-tier markets and social recognition tasks, respectively, demonstrating the shift towards user-driven consumption [24][25] - The report outlines a matrix of new consumption brands that effectively address consumer tasks, showcasing their performance metrics and target demographics [24] Group 3: Economic and Technological Drivers - The Chinese economy is transitioning, with consumption becoming a key growth engine, supported by government policies aimed at upgrading consumption infrastructure [34] - The rise of digital technology has expanded consumption scenarios from offline to online, with significant growth in e-commerce and instant retail, indicating a shift in consumer behavior [37] - The report notes that the application of big data and AI in the consumer sector has enhanced personalization and efficiency, leading to increased sales and market penetration [37] Group 4: Cultural and Social Changes - The younger generations (90s and 00s) are driving a shift in consumption values from materialism to self-expression and emotional value, favoring experiences and cultural resonance [40] - The rise of domestic brands reflects a growing cultural confidence among consumers, with significant increases in the sales of "new Chinese-style" products and traditional elements [40] - The report emphasizes that consumer choices are increasingly influenced by personal identity and social connections, marking a departure from traditional consumption patterns [40]
北京市延庆区某商家售假“泡泡玛特”被立案调查
《中华人民共和国商标法》第六十条第二款:工商行政管理部门处理时,认定侵权行为成立的,责令立 即停止侵权行为,没收、销毁侵权商品和主要用于制造侵权商品、伪造注册商标标识的工具,违法经营 额五万元以上的,可以处违法经营额五倍以下的罚款,没有违法经营额或者违法经营额不足五万元的, 可以处二十五万元以下的罚款。对五年内实施两次以上商标侵权行为或者有其他严重情节的,应当从重 处罚。销售不知道是侵犯注册商标专用权的商品,能证明该商品是自己合法取得并说明提供者的,由工 商行政管理部门责令停止销售。 消费者在选购商品时要认准官方渠道关注商家的资质与品牌授权信息,仔细辨别商品标识,核对防伪信 息,盲盒消费留存小票,扫码验证防伪标签,警惕"盲盒外衣"下的假冒商品。(来源:延庆市场监管) 中国质量新闻网讯 盲盒凭借"未知性""收藏性"正在成为消费市场新宠。"泡泡玛特"作为盲盒行业头部品 牌,其IP形象和产品设计却被仿冒,北京市延庆区市场监管局通过消费者投诉 【下载黑猫投诉客户 端】举报,顺藤摸瓜查处了这类借助盲盒隐蔽销售假冒商品的案件。 2025年6月,延庆区市场监管局接到市民投诉,称自己在某商家购买的"泡泡马特"盲盒是假货,要求 ...
国泰海通|轻工:潮玩谷子一级投融资概览:项目数量趋稳&资本流向“周边”
报告导读: 潮玩谷子赛道快速发展,一级市场相关项目投融资高峰期已过,当前仍保持相 对稳定的项目数量,二级市场龙头加大力度布局相关业务。 投资建议: 潮玩谷子赛道仍在快速发展,尽管自高峰期以来一级市场投融资项目数量有回落,但近年来仍保持相对稳定,且二级市场玩家加大力度布局相关 业务,包括部分文具文创企业、IP方等。我们认为随着相关产业的快速扩容和竞争加剧,有优质IP矩阵、供应链把控能力强、具备出色运营及渠道建设力的龙 头企业更能脱颖而出。 潮玩谷子投资在21世纪10年代中期达到顶峰,如今保持相对稳定。 根据IT桔子信息,2015-2018年随泡泡玛特盲盒产品的推出与文娱行业的高速发展,每 年潮玩谷子一级市场投资事件数超过40起;2022年后数量有所回落并逐步趋稳,2022-2024年分别为19/9/11起2025年截至7月10日已录得11起。 衍生品周边最受关注,投资机构所投相比占比逐步提升。 在潮玩谷子赛道的投资布局中,被投企业可清晰划分为三大核心方向:IP内容方向、衍生品周边方 向和平台型方向,其中衍生品周边方向企业最受关注,2024年衍生品周边/IP内容方/平台型被投项目占比分别为60%/40%/0%。投 ...