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长城快评丨“痛金”消费走红 切勿盲目跟风“掏空”钱包
Sou Hu Cai Jing· 2025-08-26 13:42
长城网·冀云客户端特约评论员 江德斌 "金票痛包"。 由于黄金价格处于高位,一件金饰动辄数千元、数万元,一定程度上抑制了传统黄金消费,而"痛金"的 克数较小,与之前流行的"金豆"类似,消费门槛较低,容易被年轻人所接受。对于商家而言,"痛金"亦 属于新品类,能够弥补传统黄金消费的缺口,还能将黄金消费拓展到年轻消费群体,有助于培育未来客 户,加之"痛金"利润可观,所以也愿意与IP合作,推出各式"痛金",以迎合这股消费潮流。据媒体报 道,过去一年IP黄金类商品成交金额同比增长294%。 需要看到的是,"痛金"制作工艺复杂,加上需要支付IP授权费用,其成本和零售价格远超传统金饰,形 成了高溢价现象。还有一些厂商采取"饥饿营销"模式,打着"限量""绝版"的旗号,把"痛金"定价抬高到 普通金饰的数倍之多。在二手平台上,部分"痛金"价格也频频上涨,甚至翻倍挂出,转手炒卖获利空间 极大,颇具诱惑力。 但是,"痛金"的高溢价建立在IP属性之上,而IP种类繁多、竞争激烈。事实上,并非所有的IP都能长盛 不衰,许多IP犹如流星一般,在流行期受到消费者热捧,周边产品被爆炒,价格堪称"天价"。但往往过 一段时间后,随着热潮消退,周边产 ...
实探:“痛金”迅速走红!业内呼吁尽快出台规范措施
Zheng Quan Shi Bao· 2025-08-23 15:12
"痛金"一词中的"痛",源自日本御宅族文化,指在物品上添加动漫元素,以公开表达喜好,就好像自己被这份喜 爱"痛"到,非得大声喊出来一样。这种文化不断发展,就有了"痛金"。 "很多年轻人来这里咨询IP联名金饰,也就是所谓的'痛金',但因为我们没有版权,所以不会摆在柜台销售。"近日,记者 走访深圳水贝黄金珠宝市场,有商家表示:"这边金价和工费比品牌金饰低很多,而且这些饰品具有情感投射与投资保值 的双重属性。" (水贝市场销售的黄金挂饰吴家明/摄) 记者在多个社交平台上看到,"痛金"相关话题浏览量都已经突破百万。在闲鱼等二手交易平台,相关金饰的热度很高,价 格也明显高于市场价格。例如,一款老凤祥和高达联名的限量黄金摆件,100克的重量要价128000元,相关帖子的浏览量 突破4万。更有克重为1克的金钞,目前在二手交易平台上已被炒至近1600元。 多家品牌金饰与知名IP合作推出的系列产品,涵盖了动漫、游戏等多个领域,特别受到年轻消费者的欢迎,成为各大黄金 珠宝品牌"进攻"年轻市场的重要突破口,似乎也成为品牌金饰的增长点。例如,市场公开信息显示,周大福与游戏《黑神 话:悟空》合作的系列产品半年销量超10万件,老庙与《圣 ...
实探:“痛金”迅速走红!业内呼吁尽快出台规范措施
证券时报· 2025-08-23 15:08
Core Viewpoint - The article discusses the rising popularity of "pain gold" (痛金) in the gold market, particularly among younger consumers, as a form of emotional consumption that combines investment and personal expression [1][2][6]. Group 1: Market Trends - The upcoming "Qixi" festival marks a traditional peak season for gold consumption, with the market maintaining a certain level of activity despite consumers becoming more cautious [1][9]. - "Pain gold" has gained significant traction, with related jewelry becoming bestsellers, reflecting a shift in consumer preferences towards products that offer both emotional value and investment potential [1][5][6]. - The browsing volume for "pain gold" topics on social media has surpassed one million, indicating strong interest and engagement from consumers [5]. Group 2: Consumer Behavior - Young consumers, particularly those aged 18 to 24, show a high ownership rate of gold jewelry at 62%, a significant increase from 37% in 2019, highlighting a growing trend in gold consumption among this demographic [6]. - Consumers are increasingly cautious, waiting for gold prices to drop before making purchases, and showing a preference for lower-cost products like gold beans and small gold bars due to their lower processing fees [9][11]. - The pricing strategy for "pain gold" varies significantly, with many items priced per piece rather than by weight, often leading to higher prices due to design premiums and copyright costs [5][6]. Group 3: Industry Response - Major gold brands are launching promotional activities and new product lines to attract younger consumers, with collaborations with popular IPs in anime and gaming becoming a key strategy for growth [5][6]. - Despite high international gold prices, which have remained stable for four months, demand for lightweight, high-design jewelry continues to thrive, contributing positively to the profitability of retailers [11]. - Analysts suggest that while "pain gold" can yield significant short-term profits, companies should focus on building stable emotional connections with consumers to ensure long-term success [6].
3800点,戳不动这届年轻人
吴晓波频道· 2025-08-23 00:21
点击上图▲立即收听 " 年轻人陷入一种财富焦虑和错失恐惧之中,仿佛只要停止刷手机,就错过了让自己一夜暴富的机会。 " 文 / 巴九灵(微信公众号:吴晓波频道) "不要慌!现在这是倒车接人,最佳买点,后面还能涨!" "哎,大势已去… … 靠炒股是发不了财的,还是安心工作吧!" 截至8月21日, 上证50指数距离2021年的高点,依然有28.95%的跌幅;沪深300指数距离前期高点,跌幅也达到26.17%。 即便是表现最好的中 证1000指数,距离其高点仍有8.66%的差距。 老股民盼望着解套,而嗅到牛市气息的新股民,面对不断上升的指数也得皱一皱眉头。 上海证券交易所的数据显示,7月份个人投资者的A股开户数为195.4万户,环比增长19.29%。这个数字看似不错, 但与去年10月份高达683.97万 户的开户数相比,只能说新股民们相当谨慎。 "热闹是它们的,我什么也没有。" 朱自清的名言,恰如其分地描绘了许多年轻人的心态。然而,当媒体在渲染牛市狂欢时,这群嘴上喊着"与我无关"的00后们,正悄然转向一种更 接地气、更具掌控感的理财方式——"小钱理财"。 每天一杯奶茶钱的 " 小钱理财 " 8月22日,沪指终于站上3 ...
实探丨金价高位横盘,“黄金平替”成市场新宠!
证券时报· 2025-07-28 12:55
Core Viewpoint - The article discusses the recent trends in precious metals, particularly gold, platinum, and silver, highlighting the sales performance and consumer preferences in the Shenzhen market, especially in the context of fluctuating prices and market dynamics [1][4]. Group 1: Market Trends - Gold prices have been stagnant around $3500 per ounce for over three months, while platinum and silver have seen significant price increases [1]. - The sales of silver jewelry have increased, with prices around 15 yuan per gram, and sales of silver bars rising by 20% compared to June [1][3]. - Platinum jewelry has experienced a monthly sales growth of over 30% since May, with retail prices surpassing 350 yuan per gram [4]. Group 2: Consumer Behavior - Young consumers are becoming the main buyers of platinum jewelry, valuing design and cost-effectiveness [4]. - Consumers are cautious about purchasing silver jewelry online, as some products marketed as "pure silver" contain only about 25% silver, with the rest being other metals [3][4]. - Many consumers are waiting for gold prices to drop before making purchases, showing a preference for gold beans and small gold bars due to their lower processing fees and ease of resale [4]. Group 3: Investment Insights - Deutsche Bank predicts that the strong fundamentals for platinum will continue until 2026 due to a four-year supply deficit and structural demand [4]. - Compared to gold, platinum has a smaller market size and lower liquidity, but both platinum and silver offer diversified investment options to mitigate risks in the precious metals market [4].
新消费派|半年回收量大涨589%!金价震荡催生“自助回收机”新模式
Xin Hua Cai Jing· 2025-07-24 08:16
Core Insights - The price of gold has been fluctuating at high levels since 2025, leading to a surge in the gold recycling market as consumers seek to cash in at peak prices [1] - The rise in gold recycling demand has exposed issues within the traditional gold recycling market, including hidden clauses behind high recycling prices and weight discrepancies during assessments [1][8] - Smart gold trading terminals, which emphasize digitalization and transparency, are gaining traction in major shopping centers, potentially creating new operational models in the gold recycling industry [1][6] Group 1: Market Trends - As of this week, New York gold futures reached a peak of $3,451 per ounce, while the Shanghai Gold Exchange price hit a maximum of 788 yuan per gram [1] - The total recycling volume of Jin Yafu's smart gold recycling terminals increased by 589% year-on-year in the first half of 2025 [1][6] Group 2: Consumer Experience - Consumers are increasingly opting for self-service gold recycling machines due to their convenience and transparency, with reports of long queues at locations like Shanghai's Global Harbor [2][7] - The entire recycling process takes about 20 minutes, with initial testing taking around 3 minutes, followed by a longer melting process to separate impurities [5] Group 3: Industry Structure - The smart gold recycling terminal developed by Jin Yafu Group is designed to recycle gold products with a purity of over 50% and weights between 3 grams and 1,000 grams, charging a service fee of 18 yuan per gram [6][9] - Jin Yafu Group, established in 2006, has expanded its smart gold stores to nearly 100 major cities across China, with revenues of approximately 600 billion yuan in 2023 [6][10] Group 4: Challenges and Opportunities - The gold recycling industry faces challenges due to a lack of standardization, leading to consumer distrust in certain recycling channels [8][9] - The emergence of smart gold stores addresses pain points in the recycling sector, providing a more transparent pricing mechanism and reducing the risk of discrepancies during the recycling process [9][10] Group 5: Future Growth Potential - The demand for gold recycling is closely tied to gold price fluctuations, and Jin Yafu aims to maintain profitability even during price declines by diversifying into the sales of standardized investment gold bars and creative gold products [10][15] - The concept of "golden grains," which combines gold's financial attributes with popular culture elements, is seen as a potential growth avenue to attract younger consumers [15][16]
特写:金价高位横盘数月 深圳水贝商家很“淡定”
Sou Hu Cai Jing· 2025-07-17 11:15
Core Viewpoint - International gold prices have been fluctuating around the historical high of $3500 per ounce for nearly three months, with minimal impact on retail sales in Shenzhen's gold market [1][2] Group 1: Market Behavior - Retailers in Shenzhen, such as those in the Shui Bei area, report that high gold prices have not significantly affected their business, as consumers are becoming accustomed to the current price levels [1] - Consumers are showing interest in purchasing gold products like gold beans and small gold bars, which have lower processing fees and are easier to liquidate [1] - The price point of 800 yuan per gram is seen as a critical threshold for consumers, with some retailers successfully selling smaller gold items at prices below this level [1] Group 2: Price Stability and Future Outlook - The recent stability in gold prices has led to a lack of significant increase in gold recycling volumes, indicating consumer confidence in future price trends [2] - Analysts suggest that breaking through the previous high of $3500 per ounce requires new external factors, while current U.S. monetary policy and tariff uncertainties are influencing gold price stability [2] - The cautious outlook on U.S. monetary policy may limit gold price movements in the near term, despite ongoing inflation concerns related to tariffs [2]
如何看待黄金的配置价值
2025-07-16 06:13
Summary of Conference Call on Gold Investment Industry Overview - The discussion primarily revolves around the gold investment industry, particularly focusing on gold ETFs and their performance in the current market environment [1][2][3]. Key Points and Arguments 1. **Investment Trends**: The speaker has shifted their investment style significantly over the years, with a current focus on gold, particularly gold ETFs, which now constitute over 90% of their portfolio [2]. 2. **Volatility and Inflation Hedge**: Gold is perceived as a less volatile asset compared to others, providing a hedge against inflation and helping to diversify investment portfolios [3][6]. 3. **Correlation with Risk Assets**: Historically, gold has shown a negative correlation with risk assets like the NASDAQ index, but recent trends indicate a divergence in this relationship, complicating the assessment of gold as a risk or safe-haven asset [4][5]. 4. **Economic Indicators**: The discussion highlights the importance of U.S. real interest rates and Federal Reserve actions in determining gold prices, with a focus on how these factors influence investor behavior [4][10]. 5. **Central Bank Purchases**: Central banks, including those in Turkey and Poland, have increased their gold purchases significantly, indicating a shift in strategy away from U.S. Treasury bonds due to concerns over U.S. debt risks [12][13]. 6. **Supply and Demand Dynamics**: The supply of gold is relatively stable, while demand is driven by various factors, including investment in gold bars, ETFs, industrial uses, and jewelry, particularly in Asia [20][21][22]. 7. **Market Behavior**: The recent fluctuations in gold prices are attributed to speculative trading and macroeconomic news, with a noted impact from anticipated changes in Federal Reserve interest rate policies [9][10][25]. 8. **Investment Recommendations**: For new investors, gold ETFs are recommended as a convenient and cost-effective way to gain exposure to gold, with a focus on their liquidity and lower entry costs compared to physical gold [30][31][32]. Additional Important Insights - **Cultural Shifts**: There is a growing interest in gold among younger investors, driven by cultural factors and the appeal of gold jewelry, which has seen a resurgence in popularity [29]. - **Long-term Perspective**: The long-term view on gold remains positive, with its attributes as an inflation hedge and a stable asset becoming increasingly relevant in the context of a weakening U.S. dollar [16][17][25]. - **Regulatory Developments**: Recent regulatory changes in China encouraging insurance companies to invest in gold could further enhance market liquidity and support gold prices [26][27]. This summary encapsulates the key discussions and insights from the conference call regarding the gold investment landscape, highlighting both current trends and future outlooks.
黄金投资新趋势:京东布局“Z世代”
Sou Hu Cai Jing· 2025-07-04 00:44
Group 1 - JD.com has been involved in gold accumulation business since 2019, making it one of the earliest players among large internet platforms in China [1][3] - The company emphasizes the need for diverse asset options to meet investors' varying demands across different market cycles [1][3] - There is a growing trend of younger generations, particularly those born in the 1990s and 2000s, becoming gold investors, driven by social media discussions around gold investment [3][4] Group 2 - The low investment threshold for gold, such as products like "gold beans" and "gold seeds" that allow investment in small weights, appeals to younger investors [4] - A recent government initiative outlines key tasks for the gold industry from 2025 to 2027, aiming for a 5% to 10% increase in gold resource capacity and over 5% growth in gold and silver production [4] - Experts suggest that gold ETFs are a good liquidity management tool for domestic investors, while physical gold products may not be suitable for frequent trading [4] Group 3 - Analysts predict that gold prices may experience fluctuations and potential mid-term adjustments due to significant price increases earlier in the year [4] - Dollar-cost averaging is recommended as an optimal strategy for purchasing gold, encouraging investors to buy whenever they have spare funds without trying to time the market [4]
男子8公斤黄金卖了612万赚312万!温州神秘客掀起抛金潮,金店老板揭秘“百万订单”内幕
Sou Hu Cai Jing· 2025-07-02 04:38
Core Insights - The article highlights a significant trend in the gold market, where high-value gold recovery orders have become commonplace, reflecting a shift in consumer behavior towards gold bars over traditional jewelry [1][3]. Group 1: Market Dynamics - The gold market is experiencing a split, with gold jewelry sales declining while gold bars are in high demand. The consumption of gold jewelry is projected to drop by 24.69% in 2024, while gold bar and coin consumption is expected to rise by 24.54% [3][5]. - The price of gold jewelry remains high, causing potential buyers to hesitate, leading to a 30% drop in sales for some retailers [4][5]. - The current market conditions are characterized by a surge in gold prices, driven by factors such as the depreciation of the dollar, geopolitical tensions, and a demand for currency preservation [6][8]. Group 2: Investment Trends - Investors are increasingly viewing gold as a safe haven asset amid a sluggish real estate market and stagnant stock market, leading to a notable influx of capital into the gold market [5][6]. - The demand for smaller gold products, such as gold beans and gold notes, is rising among younger consumers, indicating a shift in investment preferences [3][10]. - The volatility in gold prices has raised concerns about potential risks for ordinary investors, with recent price fluctuations prompting warnings from analysts [8][9]. Group 3: Practical Considerations - Consumers are advised to choose reputable recovery channels and to weigh their gold before transactions to avoid fraud, as common practices like price manipulation are prevalent [11][14]. - The article suggests that ordinary investors should be cautious about leveraging their investments in gold and should consider using idle funds for gold purchases [14].