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年味里的消费迁移:2026春节消费趋势报告-知萌
Sou Hu Cai Jing· 2026-02-28 00:55
2026 年作为 "十五五" 开局之年,其春节消费市场展现出消费从功能满足向 "意义与价值" 驱动转型的鲜明特征,理性与感性、悦己与顾家、怀旧与追新在 此实现融合,全国消费相关行业日均销售收入同比增长 13.7%,文旅、餐饮、智能绿色消费等多领域迎来爆发,同时跨区域人员流动量超 28 亿人次,超长 假期大幅提振消费景气度。餐饮、零售、旅游相关收入分别实现 31.2%、39.3%、39.6% 的同比增长,以旧换新政策惠及 2755.6 万人次,智能、绿色、服务 类消费成为市场新增长点。 报告梳理出 2026 春节消费 12 大核心趋势,折射出消费市场的深层变迁:新团圆经济双向奔赴,反向团圆与返乡游同步爆发,下沉市场成为复合型消费场 景;Z 世代掌握家庭消费主导权,成为春节主理人,个性化、创意化融入传统节日消费;面子消费退潮,"心价比" 成为关键,消费者更注重消费的情绪疗愈 与情感满足;本地文化崛起成为消费新引擎,非遗体验、土特产 IP 化深受青睐;以旧换新政策推动品质觉醒,三四线及县域市场换新需求增速超一线城 市,智能绿色产品成首选;服务消费全面井喷,"花钱买时间" 成主流,上门经济、宠物托管等服务需求激增;即 ...
顶流潮玩齐亮相
Xin Lang Cai Jing· 2026-02-26 17:40
2月26日,南京最大潮玩陈列区,近千平方米的名创优品全新旗舰店型"超级名创SUPER MINISO"江苏 首店亮相龙湖河西天街,集齐名创顶流IP阵容,疯狂动物城、萌王Chiikawa、三丽鸥全家福、Yoyo酱全 系等,名创顶流IP一次性集结,盲盒、手办等,热门IP产品一应俱全,妥妥的"潮玩天堂"。 (来源:南京晨报) 新华报业视觉中心记者 宋宁 摄 转自:南京晨报 ...
兴业证券:啤酒积极发力节庆营销 餐饮回暖有望驱动量价弹性
Zhi Tong Cai Jing· 2026-02-26 06:24
Group 1 - The core viewpoint is that short-term beer consumption is expected to improve due to the gradual recovery of the dining sector and moderate inflation expectations, while long-term trends indicate a stable beer consumption volume supported by core consumer demographics and a shift towards premiumization [1][3] - Major beer companies are actively promoting festive marketing strategies for the 2026 Spring Festival, focusing on cultural themes and digital engagement to enhance brand competitiveness [1] - Inventory management among leading beer companies remains strong, with positive growth in offline market stocking for the Spring Festival, showing a 5.7% year-on-year increase in GMV during the stocking period [1] Group 2 - The beer sector has experienced weak sales performance in 2024, primarily due to slow recovery in consumption and a decline in the contribution rate from on-premise channels, while non-on-premise channels are becoming the main growth drivers [2] - The restaurant market is showing signs of recovery, with a higher opening rate than closing rate, which is expected to provide solid sales support for beer consumption, particularly in lower-tier markets [3] - There is significant potential for upgrading the beer consumption structure in China, with a long-term trend towards premiumization, as evidenced by the comparison of market shares of mid-to-high-end beers in China versus the US and Japan [3]
大佬的2025:王宁造富
3 6 Ke· 2026-02-26 03:37
年会还请了明星沈腾,王宁和沈腾现场复刻了《羞羞的铁拳》名场面——沈腾喊"你过来啊",王宁突然一记寸拳,腾哥下意识缩脖子的真实反应,直接把 现场笑翻。 福利更是实打实:现场人手一份"马力全开"糖胶盲盒伴手礼;《飞驰人生3》双人电影票1000份免费送;30份未发售的"MEGA SPACE MOLLY风火轮"潮 玩免费抽。 这是前所未有的。往年泡泡玛特年会从未如此出圈,更没见过创始人亲自登台表演。 2026年,泡泡玛特办了场最高调的年会。 创始人王宁直接甩掉工装,上台打了一套咏春拳,行云流水,有模有样。其打咏春的视频24小时内刷爆社交平台,年会直接出圈登上热搜。 为什么今年突然这么大场面?答案很简单:有钱了,有底气了。 王宁在年会上高兴的对员工表示:LABUBU全年销量超1亿只、全品类全IP产品销量超4亿只。 2025年,LABUBU成了全球现象级IP。上半年,泡泡玛特营收达138.8亿元,同比增长204.4%。"感觉今年300亿也很轻松。"2025年中期业绩报告会上,王 宁语气淡然。这一年,公司市值还一度冲上4504亿港元。 这一年发生的一切,把这个1987年出生的河南人推到了从未站过的高度。 去年6月,据福布斯 ...
北京春节消费市场实现“开门红”
Xin Lang Cai Jing· 2026-02-25 17:54
(来源:千龙网) 春节期间 各大商场年味浓 宜家家居 毛绒玩具区 商场里的亲子体验区 2026年马年春节,北京迎来9天超长假期,在"乐购新春·京彩四季"全域促消费活动牵引下,全市消费市 场呈现出客流爆棚、销售激增、业态创新、品质升级的火热态势。 来自北京市商务局、市文旅局及重点商圈监测数据显示,今年春节北京消费市场规模再创新高、结构持 续优化、活力全面迸发,不仅稳稳拿下一季度乃至全年经济的 "开门红",更以文化赋能、科技加持、 服务领跑、全域联动的鲜明特征,勾勒出首都消费升级的新图景,为2026年北京经济持续回升向好、内 需动力不断增强奠定了坚实基础,展现了国际消费中心城市的活力与魅力。 数据全线飘红 "开门红"成色十足 消费引擎强势拉动 去王府井接丈夫下班的小张没想到初一会有这么多的人,2公里的路堵了接近半个小时;准备初五外出 聚餐的老赵初一就打了十几个餐厅的电话,不仅没有订到包间,就连大桌都是餐厅临时给拼装的;过年 到天坛去祈福的小侯,地铁口一出来就愣住了,夸张的人流,行人几乎挪不动脚步;有的餐厅经理春节 期间一天的微信步数超过5万,有的商场销售忙到利用休息间隙回复客户的微信,以至于忘了午饭时 间…… 马 ...
盲盒不能七天无理由退换,合法吗?
Zhong Guo Xin Wen Wang· 2026-02-25 14:05
盲盒不能七天无理由退换,合法吗? 中新网北京2月25日电(记者 王昊 刘星晨)随着盲盒消费持续升温,与之相关的消费纠纷也同步攀升。近 期,黑猫投诉平台及各大社交媒体上,不少消费者反映,自己通过线上渠道购买盲盒后,提出退货退款 申请时均遭到商家拒绝。 这一现象也引发了一些消费者的质疑:盲盒产品一刀切地标注"不支持七天无理由退换",究竟是否属于 霸王条款? "不支持七天无理由退换" 记者在多个流量较大的电商平台搜索"盲盒"发现,服装、护肤品、化妆品等相对小众的盲盒品类,大多 支持七天无理由退换;而话题度更高、交易体量更大的玩偶、手办类盲盒,商家普遍标注"不支持七天 无理由退换",成为行业常态。 以52TOYS淘宝旗舰店为例,该店铺直接售卖的毛绒公仔可正常享受七天无理由退换服务,但当毛绒公 仔以盲盒形式售卖时,便明确标注不支持该服务。 电商平台截图。 电商平台截图。 这并非单个品牌的个例。泡泡玛特、拳头游戏、miniso名创优品、TOPTOY、迪士尼等多个涉足盲盒销 售的线上店铺,其盲盒类产品的详情页中,均清晰标注了"不支持七天无理由退换"的提示。 记者就此咨询了淘宝、京东以及抖音平台。其中,淘宝客服回复了平台要求 ...
盲盒不能七天无理由退换 合法吗?
Zhong Guo Xin Wen Wang· 2026-02-25 13:59
中新网北京2月25日电(记者王昊刘星晨)随着盲盒消费持续升温,与之相关的消费纠纷也同步攀升。近 期,黑猫投诉平台及各大社交媒体上,不少消费者反映,自己通过线上渠道购买盲盒后,提出退货退款 申请时均遭到商家拒绝。 这一现象也引发了一些消费者的质疑:盲盒产品一刀切地标注"不支持七天无理由退换",究竟是否属于 霸王条款? "不支持七天无理由退换" 记者在多个流量较大的电商平台搜索"盲盒"发现,服装、护肤品、化妆品等相对小众的盲盒品类,大多 支持七天无理由退换;而话题度更高、交易体量更大的玩偶、手办类盲盒,商家普遍标注"不支持七天 无理由退换",成为行业常态。 以52TOYS淘宝旗舰店为例,该店铺直接售卖的毛绒公仔可正常享受七天无理由退换服务,但当毛绒公 仔以盲盒形式售卖时,便明确标注不支持该服务。 电商平台截图。 电商平台截图 这并非单个品牌的个例。泡泡玛特、拳头游戏、miniso名创优品、TOPTOY、迪士尼等多个涉足盲盒销 售的线上店铺,其盲盒类产品的详情页中,均清晰标注了"不支持七天无理由退换"的提示。 记者就此咨询了淘宝、京东以及抖音平台。其中,淘宝客服回复了平台要求7天无理由退货的产品品 类,其中并未明确 ...
机器人热销、AI当管家,马年春节这些“黑科技”成了最火年货
Xin Jing Bao· 2026-02-24 14:24
2026年马年春节假期收官,作为观察中国经济活力的重要窗口,今年新春消费市场呈现出"科技感拉 满、文旅势头强劲、线上线下(300959)融合"的鲜明特征,与"十五五"规划建议中"大力提振消费""培 育新型消费"的导向形成精准呼应。 从春晚舞台上完成高空翻转的人形机器人,到千家万户中"一句话下单"的AI消费助手;从景区里一机难 求的机器人租赁服务,到下沉市场爆发式增长的AI预订订单,前沿科技正以润物细无声的姿态融入团 圆场景。 机器人、AI服务等新兴消费领域,更是涌现出数倍乃至数十倍的增长奇迹。这场新春消费热潮,不仅 点亮了万家灯火的幸福年味,更勾勒出"十五五"时期中国经济高质量发展的新动能与新图景。 机器人"一机难求",黄金"吸粉"年轻人 "除夕当晚,单价近63万元的银河通用G1工业机器人上架几分钟就售罄,宇树科技、松延动力、魔法原 子等品牌的消费级产品也被抢购一空。"京东平台相关负责人表示,春晚开播两小时内,平台机器人搜 索量环比增长超300%,客服咨询量增长460%,新增订单覆盖全国超100座城市。 2026年马年春节,机器人彻底告别"实验室展品"身份,成为消费市场最忙碌的"新宠",线上抢购火爆与 线下租 ...
年的声音·新的故事丨新春有新意 多彩过大年
Xin Hua Wang· 2026-02-20 12:25
Core Insights - The traditional Chinese New Year customs are evolving, incorporating new stories and experiences while maintaining the essence of family reunion and cultural significance [1][13]. Group 1: Changes in Consumer Behavior - The concept of "nianhuo" (New Year goods) has shifted from being a necessity to a means of self-expression and emotional connection, reflecting a more affluent society [3][4]. - Over 300 million users have purchased intangible cultural heritage products on Douyin, with a 43% year-on-year increase in related merchants [3]. Group 2: New Purchasing Methods - New purchasing options for "nianhuo" include live streaming by e-commerce hosts and mobile markets, enhancing consumer engagement [4][5]. - The integration of online and offline shopping experiences allows consumers to access global products without leaving their local areas [4]. Group 3: Evolving Reunion Practices - The trend of "reverse reunion" and traveling for the New Year is becoming common, with families opting for more relaxed and quality time together [7][9]. - The China Travel Association reports that family trips, especially those involving three generations, account for 34% of travel bookings during the Spring Festival [9]. Group 4: New Experiences and Cultural Events - Various regions are offering innovative cultural experiences, such as VR experiences and live performances, to enhance the festive atmosphere [12]. - Younger generations are increasingly prioritizing experiential celebrations over traditional family gatherings, reflecting a shift in cultural values [12].
新春走基层 | 北京“情绪消费”走俏,稻香村零号店排队两小时,年轻人“买盲盒”过年
Hua Xia Shi Bao· 2026-02-16 02:40
Core Insights - The article highlights the vibrant marketing activities in Beijing's shopping malls during the Spring Festival, focusing on traditional cultural experiences and emotional consumption trends [3][4][16]. Group 1: Spring Festival Marketing Activities - Shopping malls in Beijing are enhancing their New Year marketing with various activities, including lion dances and intangible cultural heritage experiences, to create a festive atmosphere [3][4]. - Haidian Joy City has organized a series of themed events titled "Celebrate the New Year with Haidian Joy City," integrating cultural experiences, emotional connections, and leisure shopping [4]. - Dragon Lake Group's "Tianjie Temple Fair" is being held across nearly a hundred shopping centers nationwide, emphasizing traditional culture and immersive experiences [4][5]. Group 2: Unique Store Formats - The "zero store" and "first store" formats are gaining popularity, attracting customers with unique products and experiences [10][12]. - The first Miniso store in Beijing features a large area with various product categories, including toys and beauty items, and has become a popular destination for shoppers [10][12]. - The Daoxiangcun zero store in Dongsi offers freshly baked products and unique styles, appealing to both locals and tourists [14]. Group 3: Emotional Consumption Trends - There is a noticeable shift in consumer behavior towards emotional consumption, especially among younger demographics, who are increasingly purchasing novelty items like blind boxes for festive celebrations [16][17]. - The "PUCKY Knock Knock Series" has become a hot item, reflecting the trend of consumers seeking unique and meaningful purchases during the holiday season [17][19]. - Marketing strategies are also focusing on the zodiac theme, with creative installations attracting public interest and engagement [20].