当一些人还在纠结天猫双11该囤洗衣液还是化妆品时，年轻一代正为一枚《崩坏：星穹铁道》的徽章、一张《恋与深空》的卡片，或是一个泡泡玛特的 LABUBU熬夜守候。 而且，他们的购买力不容小觑。在米哈游的miHoYo天猫旗舰店，"已售20万+"的标识已是常态。 中国玩具和婴童用品协会发布的2025行业白皮书显示，中国玩具潮玩的市场份额（含线上、线下）大约1536亿元，同比增长26%，是一个妥妥的成长中的 千亿级"新消费风口"。 而淘宝天猫，正是这个风口上当仁不让的核心阵地。淘天玩具潮玩行业数据显示，天猫双11周期里，整体同比保持两位数增长，超过30万个新品发售，超 过1万个商家增长翻倍。 久谦中台报告指出，2025年双11第一阶段，淘天潮玩销售额占整体市场大盘的75.8%，是行业公认的线上潮玩"第一大平台"。 当然，这份压倒性的份额优势，不是一日之功，而是源于长达数年的前瞻性布局与坚定的"行业基建"战略。 "舒坦了，就是奔着handsome来的。"一位用户在天猫双11抢到Topps 的NBA Match Attax篮球对战卡后，激动地写下了评论。 "今年偏高价的商品成交特别迅猛，因为潮玩有收藏属性和社交属性存在，所 ...

在早期以大型购物中心为主导的商业地产发展阶段，"一站式、全业态"几乎是行业的黄金法则。它背后的逻辑很直接——争取尽可能广泛的客群，被视为 商业运营的"安全选择"。并且为了平衡不同消费群体的需求，项目在业态和品牌组合上往往追求全面覆盖，然而，进入存量竞争时代，这套逻辑正面临双 重挑战。 一方面，当下市场的商业供应量已经非常庞大，新增和待更新项目的体量面积普遍变小；另一方面，消费主力已更迭为成长于物质相对充裕年代的年轻一 代，他们的需求与上一代截然不同。功能与价格的最优组合已不足以打动他们——他们更看重个性表达、情绪共鸣与参与感。 这种心理转变带来三种消费行为特征：会为一个能够代表自我态度的符号买单； 会为一次触动情绪的体验付出溢价；会投入时间与金钱参与到他们认可 的创作中。 最具代表性的案例是泡泡玛特的"反叛精灵"LABUBU，短短几年便实现了30亿的年销售额，风靡全球潮玩市场，正是契合了这一代消费者的"反叛"核心心 理驱动。这种反叛，并非刻意挑战社会规则，而是拒绝迎合一切平庸、模糊的商业表达。它的底层逻辑，是以更锋利的心理定位，换取更深的品牌黏性与 更强的传播势能。 反叛美学：用"不讨好"建立独特性，形成记忆 ...

Core Insights - The Chinese fashion industry is experiencing a golden era driven by consumption upgrades and cultural confidence, as highlighted by the 2025 China Fashion Industry Gala held in Shanghai [1][42] - The event aims to create a platform for the fashion industry, promoting high-quality development and showcasing Chinese aesthetics on a global stage [1][42] Group 1: Event Overview - The 2025 China Fashion Industry Gala took place from June 12 to 13, featuring three main segments: thematic exchanges, "Fashion China Night," and investment meetings [1][42] - The gala was guided by the Ministry of Culture and Tourism and the Shanghai Municipal Government, with various cultural and tourism organizations involved in its execution [1][42] Group 2: Thematic Exchange Insights - The China Cultural Media Group released the "China Fashion Consumption Development Report," analyzing consumer preferences and habits based on over 1,600 surveys and interviews [11][43] - Key speakers from the arts and fashion sectors discussed the deep influence of Eastern aesthetics on contemporary fashion, emphasizing the importance of cultural heritage [11][12] Group 3: Fashion Trends and Consumer Insights - The report identified eight key trends in Chinese fashion consumption, including the rise of domestic brands and the integration of technology in fashion [40][50] - The younger consumer demographic, particularly those born in the 1990s and 2000s, is increasingly willing to spend on culturally rich products, with a projected average spending of over 1,500 yuan in 2024 [27][47] Group 4: Cultural and Technological Integration - The fashion industry is seen as a bridge connecting cultural industries, consumer goods manufacturing, and modern services, showcasing significant market potential [24][48] - The integration of technology, such as AI and new materials, is expected to enhance the value of the fashion industry, creating a new ecosystem for fashion in China [32][34] Group 5: Fashion Show Highlights - "Fashion China Night" featured a 25-minute show with 90 designer pieces that blend traditional Chinese elements with modern aesthetics [35][36] - The show included various thematic segments that highlighted the cultural significance of Chinese craftsmanship and design [35][36][39] Group 6: Future Directions - The Chinese fashion industry is transitioning from "Made in China" to "Defined by China," focusing on cultural creation and innovation [32][34] - The emphasis on cultural confidence and the rise of local designers are reshaping the competitive landscape of the fashion industry, challenging international brands [32][34]