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“情绪经济”快速崛起,新型消费成为企业布局重要方向
Huan Qiu Wang· 2026-01-09 00:48
联合新闻网近日发文称,随着中国内地消费市场转向追求精神与情绪价值,"情绪经济"快速崛起,相关消费场景持续 扩张;在促消费政策密集推动下,以悦己消费为代表的新型消费,正成为市场与企业布局的重要方向。 零售业上市公司居然智家称,观察到消费趋势正从"满足刚需"转向"重视体验","颜值经济"、"情绪消费"与"价值感"逐 渐成为主流。为此,公司已提出"场景化"战略,计划于明年春节前后,率先在北京北四环店与十里河店打造跨品类"生 活场景集合馆",聚焦居家办公、人宠共居、亲子互动等沉浸式消费需求。 被称为"创意包装第一股"的柏星龙也在机构调研中表示,公司文创潮玩业务核心品牌"玩物丛生",聚焦Z世代情绪经 济,已形成"AI情绪陪伴类"与"热门潮玩类"双主线产品结构。其中,IP"独眼星球"AI陪伴毛绒玩具已启动大批量生 产,核心通路与消费者预计于年底前取得产品。 报道还提到,东吴证券指出近期促消费政策的"含新量"明显提高,核心在于透过新技术、新产品与新场景,激发消费 内生动能。 【环球网财经综合报道】艾媒咨询近日发布数据显示,我国情绪消费市场规模快速攀升,从2022年1.63万亿元升至 2024年的2.31万亿元,并预计202 ...
“情绪经济”崛起,上市公司加码布局新消费赛道
证券时报· 2025-12-20 02:51
Core Viewpoint - The article highlights the rapid growth of the "emotional economy" in China, particularly through new consumption trends such as pet services, experiential consumption, and emotional value-driven purchases, indicating a shift in consumer behavior towards valuing emotional experiences over mere material possession [3][4][10][20]. Group 1: Pet Economy - The pet economy is experiencing significant growth, with the market expected to exceed 811.4 billion yuan by 2025 and potentially surpass 1 trillion yuan shortly thereafter, driven by evolving consumer attitudes and diversified demand [7]. - The popularity of pet parks, such as the newly opened Hongshi Pet Park in Beijing, reflects the increasing demand for pet-related services, with daily visits reaching up to 100 pets and 200 visitors on weekends [6]. - The future growth of the pet economy is anticipated to focus on emotional services and high-end comprehensive services that cater to pets' psychological well-being and social needs [7][8]. Group 2: Emotional Consumption - Emotional consumption is on the rise, with various sectors like trendy toys, experiential consumption, and ticket economy gaining traction, indicating a broader trend towards valuing emotional experiences [10][11]. - The market for emotional economy is projected to reach 2.3 trillion yuan by 2024 and exceed 4.5 trillion yuan by 2029, showcasing its potential as a new engine for economic growth [18]. - Companies are increasingly adapting to this trend, with strategies focusing on enhancing consumer experiences and emotional value, as seen in the plans of companies like Juran Zhijia and Chenguang Co. [17][19]. Group 3: Policy and Market Trends - Recent consumer policies emphasize the importance of new consumption models, particularly those that cater to emotional and experiential needs, with a goal to develop multiple trillion-yuan consumption sectors by 2027 [19][20]. - Analysts note that the current policy environment is designed to stimulate new consumption by enhancing supply and creating new consumption scenarios, which aligns with the growing trend of emotional consumption [19].