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实探郑州市场:“躺赢”态势不再,“谷子经济”迈入洗牌期 | 解码千亿谷子经济
Sou Hu Cai Jing· 2025-06-04 10:27
Core Insights - The "Guzi Economy," emerging from the secondary cultural derivatives of anime and gaming, is becoming a new engine for economic growth in Zhengzhou, driven by the central government's focus on boosting consumption [1][3][10]. Group 1: Market Development - Zhengzhou is witnessing a rapid expansion of the "Guzi Economy," with major shopping centers like Daxinghai City and Xintian TK360 leading the way in attracting Guzi stores [5][8]. - The number of Guzi stores in Daxinghai City has reached approximately 50, primarily located on the first and second floors, indicating a significant concentration of this market [5][8]. - The overall Zhengzhou market is estimated to have over 100 Guzi stores, showcasing a multi-point flowering development pattern [8]. Group 2: Consumer Behavior - Consumers are drawn to Guzi products for their emotional and social value, with many expressing joy in collecting items like figurines and badges [10][11]. - Events such as character birthday celebrations attract hundreds of fans, highlighting the community aspect of the Guzi Economy [10][11]. Group 3: Industry Dynamics - The Guzi Economy is undergoing a competitive reshuffle, with many stores facing closure due to increased competition and a decline in IP popularity [11][13]. - In 2023, the highest monthly sales for a store in Daxinghai City dropped from over 500,000 yuan to around 200,000 yuan, reflecting the industry's challenges [11][13]. - The industry is transitioning from a phase of rapid growth to a more rational development stage, with a focus on differentiation and building competitive advantages [13][14].