当"银发族"迷上了网购，"抢券""凑单"一点不输年轻人；当农民朋友把直播间开进田间地头，将带着露 水的农产品送上人们的餐桌……数字消费早已不再是少数弄潮儿的专利，而是惠及越来越多人群，成为 激发我国超大规模市场巨大消费潜力的"加速器"。报告显示，我国数字消费用户中"Z世代"占比 27.2%、"银发族"占比12.2%、农村用户占比26.0%，这一数据凸显出数字消费的普惠性，也使得扩大内 需的"底盘"愈发稳固。 (责任编辑：朱赫) 如何激发我国14亿人超大规模市场的消费潜力？数字技术大有可为——移动互联网突破了做生意的时空 界限，随时买全球、卖全球；大数据、人工智能带来"千人千面"的购物体验，促进个性化需求精准匹 配；虚拟现实、元宇宙提供了前所未有的沉浸式感受，打开促消费的新天地…… 只要动动手指，不论何时，都会有人将热气腾腾的外卖或应急药品送上门——购物体验如此方便"到 家"，以至于很多"老外"在离开中国后仍然念念不忘。数字技术带来的红利，不仅深刻改变了人们的日 常生活，更为构建强大国内市场持续注入新动能。 线上线下的场景融合，为扩大内需打通"全链路"。微短剧用户6.26亿人、网络游戏用户5.84亿人，数字 文 ...

报告：2025年上半年中国数字消费总额达9.37万亿元 中新网北京12月16日电 (记者 刘育英)中国互联网络信息中心政策与国际合作所15日发布的《数字消费 发展报告(2025)》显示，2025年上半年中国数字消费总额达9.37万亿元(人民币，下同)，数字消费用户 规模突破9.58亿人，数字消费正成为消费的重要动能。 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 此外，小众爱好"破圈"。"谷子经济"(二次元文化周边经济)与宠物消费借助数字媒体传播逐步进入大众 视野，展现出强大的消费动能。网购盲盒、IP周边、二次元产品的用户规模超9000万人。宠物智能硬 件、宠物社交服务等宠物数字消费兴起。 报告还显示，截至6月，中国微短剧用户达5.26亿人，网络游戏用户达5.84亿人，相关数字文娱内容供给 持续丰富，通过衍生经济、跨界赋能与文化认同，撬动智能硬件、文化、旅游等多领域消费融合。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 据该报 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese ACG (Animation, Comic, Game) industry has surpassed 100 billion RMB in market size as of 2024, showing strong and steady growth, particularly among the younger generation, especially Gen Z and post-2000s consumers [25][26] - The industry is expected to continue growing at an annual rate of over 15% in the next five years, indicating significant market potential both domestically and internationally [26] - The core elements of the ACG culture include visual arts, character design and storytelling, fan culture and community interaction, as well as derivative products and business models [11][12] Industry Overview - The ACG culture originated in Japan and has evolved into a unique cultural phenomenon encompassing various forms such as anime, manga, games, and virtual idols [4][6] - The rapid development of internet technology has facilitated the dissemination and innovation of ACG culture, leading to the formation of active fan communities [7][11] - The ACG culture has become an essential part of contemporary youth life, influencing their values, aesthetics, and social interactions [6][12] Market Demand Analysis - The primary user demographic consists of young individuals aged 15 to 30, with a higher proportion of male users, although female participation is rapidly increasing [31][32] - Over 40% of core ACG users are willing to pay for legitimate content, reflecting a growing recognition of quality and copyright [36][37] - The demand for diverse content is expected to grow, with emerging forms such as light novels, digital music, and interactive stories gaining traction [44][45] Competitive Landscape - Major players in the industry include Bilibili, Tencent Animation, and NetEase Comics, which dominate content creation, platform operation, and derivative product development [51][53] - New and emerging companies are driving innovation and diversity in content, often focusing on niche markets and utilizing new technologies [54][56] - The market is characterized by a concentration of power among leading companies, which hold over 60% of the market share, while smaller firms contribute to the industry's dynamism and innovation [55][56] Policy Environment - The Chinese government has implemented various policies to support the cultural industry, emphasizing the integration of culture and technology, as well as the protection of intellectual property rights [63][64] - These policies aim to create a favorable environment for the development of the ACG industry, promoting innovation and international cultural exchange [64]

Core Insights - The article discusses the unique economic phenomenon in China where seemingly useless items are sold at high prices, indicating a shift in consumer behavior towards emotional spending rather than traditional necessities [2][4]. Group 1: Demographics and Consumer Behavior - The single population in China has reached 240 million, expected to exceed 300 million next year, while the population aged 60 and above has surpassed 310 million, together accounting for nearly half of the country's population [2]. - These demographics represent a significant shift in consumer behavior, as they are the first generation in China with disposable income that can be spent on personal desires rather than family obligations [2][4]. Group 2: Economic and Social Changes - The rise of the single population is attributed to changes in production methods and women's economic independence, leading to a transformation in marriage and family structures [4]. - The emotional consumption trend has emerged, where individuals are willing to spend significantly on non-essential items that provide emotional satisfaction, such as collectibles and pet products [4][5]. Group 3: Market Trends - The pet economy has reached 279.3 billion, projected to exceed 360 billion next year, reflecting the growing trend of emotional spending [5]. - The "one-person economy" is thriving, with products and services tailored to individual lifestyles, indicating a shift in consumption patterns [5]. Group 4: Emotional Value as a New Consumption Trend - Emotional value is identified as a new consumption trend, where products provide psychological satisfaction rather than just material utility [8]. - The emergence of a third type of value, "emotional value," is reshaping the market, driven by changes in economic conditions, consumer independence, and technological advancements [8][9]. Group 5: Implications of Social Change - The silver economy is projected to surpass 12 trillion, with expectations to reach 50 trillion, indicating a significant market opportunity in catering to the elderly population [9]. - The article highlights the societal transformation resulting from the liberation from traditional structures, leading to increased individualism and, consequently, loneliness [9][11]. Group 6: Future Outlook - The article suggests that the future of consumption will focus on emotional products, as the need for emotional fulfillment becomes a primary driver of spending [11]. - The market is adapting to meet the emotional needs of consumers, indicating a shift in the economic landscape towards providing emotional support and companionship [11].

Group 1 - The concept of "搭子" (partner) reflects a modern social principle where individuals seek functional yet lightweight intimate relationships, desiring closeness while remaining emotionally distant [1] - The rise of AI has shifted perceptions, with humans increasingly forming attachments to non-human entities, as they appreciate the unique qualities that these entities possess [1][2] - Plush toys have significant emotional, social, and collectible value, with a survey indicating that nearly 70% of both children and adults carry plush accessories for comfort [3][5] Group 2 - Birdwatching is becoming more popular among young people, with a report indicating that discussions related to birdwatching on social media have exceeded 7 million, and the number of related posts in the past year is 1.2 times that of the previous decade [6] - The hobby of birdwatching is becoming more accessible and enjoyable, allowing individuals to connect with nature without the need for complex equipment [6][9] - The market for figurines, particularly hand-made models, remains stable, with enthusiasts actively purchasing and collecting various styles, indicating a strong emotional connection to these items [10][12] Group 3 - The concept of "digital life" has evolved since its introduction by pioneers like Alan Turing, suggesting that digital entities may soon possess self-replicating capabilities, leading to a new era of digital existence [19] - Virtual YouTubers (VTubers) have gained immense popularity, creating significant business opportunities and blurring the lines between virtual and real-life influencers [21][23] - The term "virtual idol" has evolved over time, with the year 2020 marking a significant rise in their popularity, as they provide a stable presence in the entertainment industry [24][26]

Group 1 - The cultural industry is experiencing new opportunities for development due to the increasing demand for cultural consumption as living standards improve, aligning with the pursuit of a better life and promoting high-quality economic development [1] - The government should optimize top-level design and create a favorable policy environment to enhance regional cultural influence through planning, platform building, and rule formulation [2] - A comprehensive policy and support system should be established, including financial support, tax incentives, and the development of cultural financial products to lower operational costs for cultural enterprises [2] Group 2 - Adjusting the spatial layout of the cultural industry involves evaluating regional cultural resources and infrastructure to identify potential development areas and establish functional zones with core industries [3] - Cultural cooperation mechanisms between regions can enhance market competitiveness through resource sharing and collaborative project development [3] Group 3 - Deeply exploring and refining core cultural resources is essential for regional cultural industry development, with a focus on creating original cultural IP and developing related products to attract younger demographics [4] - Utilizing advanced technologies like holography and virtual reality can create immersive cultural experiences, expanding economic growth opportunities [4] Group 4 - Cultivating professional talent is crucial for the innovative development of the cultural industry, with educational institutions needing to adapt curricula to meet industry demands [5] - Collaboration between universities and enterprises can enhance talent training, ensuring graduates are prepared for relevant roles in the cultural sector [5] Group 5 - Improving talent incentive mechanisms is necessary to attract high-level and scarce talents, addressing issues such as housing and education to foster a sense of belonging [6] - Encouraging enterprises to use equity and profit-sharing incentives can promote active participation in cultural innovation, driving regional economic growth [6]

Core Insights - The first International Animation Month in Shanghai will take place from July 4 to August 10, 2025, featuring multiple animation exhibitions that are expected to attract hundreds of thousands of domestic and international visitors [1][3] - The event has transformed animation exhibitions into a significant urban attraction, with high demand for tickets and surrounding services [1][3] Industry Impact - The exhibition area for this year's event exceeds 135,000 square meters, with participation from 800 companies across 37 countries and regions, indicating a strong international presence [4] - During the event week, hotel bookings in the vicinity reportedly increased by 475% year-on-year, showcasing the economic impact on local hospitality [3] Consumer Behavior - The integration of animation elements into traditional shopping areas has led to the emergence of pop-up stores and themed markets, enhancing consumer engagement [9][10] - The emotional value derived from dressing as favorite characters and participating in themed events is driving a new form of consumer spending known as "emotional consumption" [10] Sales Performance - In the first half of 2025, a shopping mall in Shanghai hosted 55 animation-themed pop-up events, generating sales of 82 million yuan, with total revenue from related merchandise reaching 140 million yuan, an increase of approximately 85% compared to the same period in 2024 [19] - A shopping mall in Hangzhou reported that over 50% of its stores are now dedicated to animation brands, resulting in a 151.7% increase in foot traffic and a 161.2% increase in sales year-on-year in the first half of 2025 [21] Market Growth - The number of users in China's broader animation market surged from 210 million in 2017 to 526 million in 2025, with the market for related merchandise expected to reach 652.1 billion yuan [23] - The animation economy, driven by IP value and emotional consumption, is reshaping traditional business models and creating a new ecosystem that fosters user engagement and industry collaboration [25]

Core Insights - The youth demographic is becoming a leading force in the consumption and cultural tourism sectors, shaping new trends and experiences [2] - The concept of "self-indulgent consumption" is rapidly becoming a necessity for young people, reflecting their desire for meaningful experiences [2] Group 1: Consumption Trends - The camping economy in China is projected to reach a core market size of 133.4 billion yuan in 2024, with expectations to exceed 248.32 billion yuan by 2025, contributing to an overall market size of 1.44 trillion yuan [4] - The blind box market is expected to reach 58 billion yuan by 2025, capturing 65% of the global market share, with a compound annual growth rate of 28% [4] - The "谷子经济" (Guzi economy) has seen its market size grow from 120.1 billion yuan in 2023 to 168.9 billion yuan in 2024, with projections to surpass 300 billion yuan by 2029 [4] Group 2: Emotional and Experiential Consumption - Young consumers are increasingly valuing emotional experiences over traditional products, seeking "emotional necessities" through their purchases [16][20] - The rise of immersive experiences in cultural entertainment, such as theater and concerts, has led to significant increases in local economic activity, with hotel bookings spiking by 300% during concert tours [8] - The trend of self-improvement is evident, with over 60% of buyers of knowledge-based courses being under 30, indicating a strong interest in personal development [10] Group 3: Dual Consumption Logic - A report indicates that over 40% of young consumers engage in price comparison before purchasing, while 24.9% do not set a budget for experiential activities [12][15] - This duality reflects a reordering of values, where young people balance frugality in daily spending with a willingness to pay for unique experiences [15] - The consumption of emotional experiences serves as a quick remedy for loneliness and anxiety in a fast-paced, high-pressure environment [20][21] Group 4: Social and Emotional Needs - The demand for emotional connection and support is driving new consumption patterns, as young people seek immediate psychological relief through purchases [17][20] - The need for a robust social support system is highlighted, suggesting that emotional spending may be a response to the inadequacies of traditional social networks [23] - The complexity of young consumers' choices reflects broader societal issues, emphasizing the need for accessible emotional support and community engagement [23]

Group 1: Core Economic Focus - The central economic work conference prioritizes "boosting consumption, improving investment efficiency, and expanding domestic demand" as the main focus for 2025 [1] - Financial institutions are expected to play a crucial role in supporting consumption through innovative solutions [1] Group 2: Silver Economy - By 2030, the population aged 60 and above in China is projected to exceed 400 million, with the pension industry market size expected to reach 13 trillion yuan [3] - The silver economy is becoming a core battleground for consumer finance, driven by the high education level, net assets, and internet penetration of the "60s" generation [3] - Health management services are a key consumption target for the elderly, with personalized health records and one-stop services being developed [3] Group 3: Green Health - The dual drivers of "dual carbon" goals and public health awareness are leading to a growing emphasis on green, low-carbon, and healthy consumption [4] - The transportation sector is experiencing a green transformation, with increasing sales and ownership of electric vehicles and the rise of battery swap services [4] - The food consumption sector is also embracing green trends, with organic products and low-carbon menus becoming popular among consumers [5] Group 4: Emotional Consumption - Emotional value is becoming a new focus in consumer spending, particularly among the younger generation, especially Generation Z [6] - The market for two-dimensional culture has evolved into a trillion-yuan market, with blind box economy gaining popularity among young consumers [6] - The pet economy is significant, with new business models like pet cafes and theme parks emerging to cater to pet lovers [6] Group 5: Artificial Intelligence - The integration of artificial intelligence in consumer sectors is accelerating, particularly in smart home technology [7] - AI is transforming entertainment consumption, with virtual idols and immersive experiences becoming more prevalent [7] Group 6: New Consumption Opportunities - The silver economy, green health consumption, emotional value consumption, and AI-driven consumption present significant market potential [8] - Insurance companies are exploring long-term care insurance and innovative pension products to cater to the elderly [8] - Financial institutions are increasingly engaging with Generation Z through co-branded credit cards and tailored financial services [8] Group 7: Future Consumption Trends - Future consumption scenarios will diversify based on the characteristics of different demographic groups, with education and cultural products being key for youth [9] - The demand for high-quality medical services and wellness products is expected to grow among middle-aged and elderly consumers [9] - Financial institutions are encouraged to develop services for rapidly evolving smart technology products to meet the increasing demand for personalized cultural experiences [9]