近日，有网友反映，在闲鱼平台上出现了提供上海地铁"代坐"服务的帖子，标价1.99元便可代占特定路段座位，此类服务帖子多集中在上海2、9、10号线等 热门线路，发帖者大多自称从起点站附近上车，承诺为买家让座，交易通常通过微信私下完成，这一现象迅速引发广泛讨论。对此，闲鱼客服回应称，会高 度重视该情况并转交相关部门核查处理。 | 09:23 % | | !! 令 30 | | --- | --- | --- | | < ○ 地铁座位上海 | 搜索 | (1级) G | 但在商业化提速的过程中，闲鱼接连出现争议事件，对用户信任度产生了一定影响。2025年12月，据多家媒体报道，闲鱼用户运营负责人"十漠"因私自将平 台核心数据导出至个人iCloud、接受外部机构有偿咨询，违反公司数据安全与保密规定，被阿里内网公示开除并永不录用，这一事件或暴露了平台在核心岗 位人员管理及数据安全防护上的薄弱环节。 此外，退款纠纷与收费相关争议也时有发生，广东省文女士曾向"电诉宝"投诉称，在闲鱼购买三张未使用、未取票的电影票，申请改期遭拒后申诉，平台未 明确支持退款，也未就"不退不换"条款的合规性作出清晰回应。 作为国内规模领先的二手交 ...

尽管挑战重重，闲鱼在阿里巴巴电商生态版图中的战略地位却不断攀升。在盈利模式的构建上，闲鱼正逐步推进向全体卖家征收基础服务费的举措。 闲鱼，这座最初以闲置物品流转为核心的线上平台，如今已蜕变成为各类新奇业态的孵化沃土。从单一的二手交易场景向跨界融合领域延伸，闲鱼的业务边 界持续拓宽，构建起多元化的业态布局，涌现出诸多创新性玩法，令人瞩目。 面对日趋激烈的市场竞争，闲鱼也在积极拓展线下业务版图，陆续在全国多个城市布局社区服务门店。这些线下门店不仅能为用户提供更具保障的服务体 验，还能助力闲鱼精准洞察大众消费需求，持续优化服务体系，进一步挖掘并拓展新的用户群体。 闲鱼的用户群体持续扩容，注册用户总量已突破6亿大关。其中，95后与00后用户占比分别达到43%和22%，已然成为驱动平台发展的核心支柱力量。 但非标品交易领域的问题仍层出不穷。信息不透明、质量评估缺乏统一规范等漏洞，为高仿商品的流入提供了可乘之机。而职业卖家的大规模涌入，进一步 加剧了假货泛滥的态势。此外，售后环节的系统性短板，更让用户在遭遇交易纠纷时常常陷入"维权困境"，难以有效保障自身权益。 然而，在蓬勃发展的表象之下，闲鱼仍潜藏着多重困境。盈利路径尚 ...

Core Insights - The "2025 Xianyu Dimension Annual Report" reveals a significant growth in the platform's two-dimensional user base, surpassing 160 million users by the end of 2025, with a 47% year-on-year increase in annual two-dimensional consumers, establishing Xianyu as a primary platform for youth interest-based consumption [1] User Behavior - Two-dimensional users on Xianyu show peak purchasing activity after work hours and late at night, with many users placing orders as late as 11 PM. Additionally, users demonstrate a strong "recovery" ability, with an average annual sale of two-dimensional items generating 2,541 yuan and an average two-dimensional appreciation income of 282 yuan, creating a unique cycle of interest-based consumption [1] Market Trends - The report highlights the most active trading categories within the two-dimensional community, including trendy blind boxes, plush toys, and various merchandise, with trendy blind boxes experiencing a remarkable 250% increase in order volume year-on-year, indicating robust community engagement [1] Awards and Recognition - The first "Xianyu Dimension Annual Awards" showcased the evolving trends in the two-dimensional consumption market, with notable IPs like LABUBU and Nezha receiving accolades for their rapid order volume growth. The "Hottest IP Award" recognized top IPs such as LABUBU and the Time Youth Team, reflecting the highest trading popularity on the platform [2] User Engagement - Following the report's release, a wave of social media activity emerged, with users sharing their annual spending experiences, highlighting a willingness to invest significantly in their interests while also achieving asset appreciation through strategic purchases [4] Personalization Features - The report introduces personalized tags for users based on their consumption behavior, allowing them to connect with classic two-dimensional characters and share their identities within the community. Users can access their annual consumption history by searching for "Dimension Report" on Xianyu [6]

Core Viewpoint - The article discusses the transformation of Xianyu from a user-friendly second-hand trading platform to one that imposes hidden fees on sellers, reflecting a shift from its original community-driven ethos to a profit-driven model [4][21]. Group 1: Hidden Traps - Sellers on Xianyu have reported being charged a 10% fee under the "Xianyu Alliance Promotion Service" without their knowledge, leading to significant deductions from their sales [7][9]. - The process for opting into these fees is designed to be obscure, with sellers facing obstacles when trying to opt out, which has been labeled as "obvious霸王条款" (unfair terms) [8][11]. - Complaints about these hidden charges are prevalent on consumer complaint platforms, indicating a widespread issue among users [9][11]. Group 2: Deterioration of Original Intent - Xianyu was founded in 2014 with a vision of being a free and open marketplace, initially not charging commissions and allowing easy transactions [13][15]. - Over time, the platform's commitment to not charging fees has been abandoned, with the introduction of service fees starting in June 2023, marking a shift towards monetization [16][17]. - The recent issues with hidden fees highlight a broader trend of the platform prioritizing revenue generation over user transparency and satisfaction [17]. Group 3: Commercialization Challenges - Xianyu's aggressive commercialization reflects Alibaba's overall strategic adjustments, with the platform being designated as a "strategic innovation business" in November 2023 [19][21]. - The community atmosphere that once defined Xianyu is being diluted by the presence of professional sellers and brands, leading to a crisis in its original community culture [21]. - The shift from a community-focused platform to one driven by GMV (Gross Merchandise Volume) metrics raises concerns about the erosion of user rights and the platform's foundational values [21].

Core Insights - The report highlights a shift in the employment perspective of contemporary youth from seeking "long-term stable positions" to accepting "flexible and diverse employment" opportunities, with platforms like Xianyu serving as incubators for new professions and important grounds for youth employment and entrepreneurship [1] Group 1: Employment Trends - Nearly 19.62 million sellers have published skill services on Xianyu in the past year, with those born after 2000 accounting for 41% of this group [2] - High-educated, non-student youth are active in side jobs, with an average annual income of 4,317 yuan for active side job workers, indicating a significant economic supplementary effect [2] - Over 41% of side job workers earn more than 30% of their monthly income from these activities, with about 30% working 30 hours per week, resembling part-time or secondary jobs [4] Group 2: New Professions - The platform has seen the emergence of new professions in three main directions: personal growth, emotional companionship, and skill monetization, with all three categories experiencing over 100% year-on-year growth in order volume [6] - The report lists 96 new professions, including promising roles such as companion doctors, pet companions, and weight management coaches, which are expected to be included in the National Occupational Classification [6][9] - The demand for personalized learning paths and emotional support services is rapidly increasing, as evidenced by the growth of emotional companionship orders by 107.41% [6] Group 3: Platform Role and Recommendations - Xianyu serves as a unique platform for supporting youth side jobs, providing a natural laboratory for task-oriented, flexible, and online employment models [9] - The report suggests that universities should recognize verified side job hours as equivalent to innovation practice or professional internship credits, integrating online side jobs into educational and employment statistics [9][10] - Recommendations include developing short training courses based on platform data and industry standards, and incorporating online side job entrepreneurship into youth entrepreneurship support projects [10]

新浪科技讯 12月26日下午消息，中国新就业形态研究中心发布《数字平台中的青年新职业趋势研究 ——以闲鱼为例（2025）》（以下简称《报告》）。 新浪科技讯 12月26日下午消息，中国新就业形态研究中心发布《数字平台中的青年新职业趋势研究 ——以闲鱼为例（2025）》（以下简称《报告》）。 报告显示，过去一年间共有1962万名卖家在闲鱼发布技能服务，其中00后占比高达41%，95后与90后合 计约33%。高学历、非在校青年是从事副业的活跃群体。据平台数据，活跃副业从业者人均年收入已达 4317元，已具有一定的经济补充效应。 一项针对1225位闲鱼平台副业从业者的问卷调研显示，超过41%的从业者副业收入占其月收入的30%以 上；约三成从业者每周在平台从业30小时；近八成从业者有计划将副业发展为自由职业或创业项目，反 映出闲鱼副业不仅是赚钱手段，更被视为未来职业路径的一种试验田和跳板；同时，每周在平台从业不 到10小时的从业者占47.75%，说明平台也容纳大量轻度参与者，为青年数字灵活就业提供土壤。 随着人们的消费观念从"物质获取"向"体验与成长"转型，闲鱼平台催生出个人成长、情感陪伴、技能变 现三大新职业方向， ...

作者：新消费主张/cici 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作为国内领先的二手交易平台，闲鱼以其庞大的用户基础和活跃的社区氛围构建了一个繁荣的C2C市 场。然而，这种低门槛、高开放性的"集市"模式，在促进闲置物品流通的同时，也为各类灰色产业提供 了滋生的土壤。 "闲鱼这地方，能买到什么基本上取决于你黑话的词汇量"。从网络水军到低价代订海外酒店（实则盗刷 信用卡），从蟹卡骗局到积分灰产，各类违规行为在平台上屡禁不止。 从"边缘"二手交易平台到阿里增长引擎 闲鱼始于淘宝页面的"淘宝二手"频道。消费者在淘宝"剁手"买买买的同时，闲置物品也越来越多，处理 闲置物品的淘宝二手频道应运而生，也就是现在消费者所熟知的闲鱼平台。从淘宝二手频道脱胎而出的 闲鱼，已不再是阿里电商版图中那个不起眼的补充角色。阿里巴巴近两年来的组织架构调整，为闲鱼的 地位提升提供了清晰的注脚。 2023年底，闲鱼升级为淘天集团一级业务，这是其地位变化的早期信号。而真正的转折点发生在2024年 11月，阿里巴巴成立了全新的阿里中国电商事业群，闲鱼被正式纳入阿里巴巴中国电商业务体系 ...

Core Insights - The report by QuestMobile indicates that the monthly active user base of post-2000s (00后) on Xianyu has reached 43.61 million, ranking fourth in the mobile shopping industry, following Taobao, JD.com, and Pinduoduo, with a growth rate of 47.1%, surpassing all comprehensive e-commerce platforms [1]. User Engagement and Demographics - As of October 2025, the total monthly active user base of post-2000s on the mobile internet has reached 179 million, representing a year-on-year growth of 10.1%, accounting for 14% of the overall internet user base [3]. - Post-2000s users exhibit a higher engagement level in mobile internet usage compared to other demographics, with an average monthly usage time of 217.6 hours and an average of 3,296.7 usage instances, reflecting year-on-year increases of 3.7% and 4% respectively, significantly above the average levels of all internet users [3]. Consumption Trends - The consumption patterns of post-2000s users on mobile internet reveal new characteristics, as they are not only focused on shopping but also engage in cyclical and emotional consumption, which serves to recharge their spirits and build social assets, forming a complete value satisfaction system [3]. - The report highlights that post-2000s users are the core drivers of the "Guzi Economy," showing strong interest and high consumption potential in trendy toys and IP culture. Xianyu has experienced explosive growth in these areas, with historical highs in Guzi transaction volumes in Q1 and a 167% increase in sales of traditional Guzi products; in Q2, the transaction volume for trendy toys surged over 300%, with a year-on-year increase of 43.4% in average monthly consumers and an average spending of 218 yuan per transaction [3].

Core Insights - The 30th United Nations Climate Change Conference (COP30) was held in Belém, Brazil, where Xianyu showcased its digital empowerment in the circulation of idle goods, reporting that 7 million idle items are posted daily on its platform, with a 30% year-on-year increase in daily transaction volume [1][3]. Group 1: Digital Empowerment and AI Integration - Xianyu's Public Affairs Director, Tong Shuting, highlighted that approximately two-thirds of global carbon emissions are related to household consumption, making it crucial to reduce carbon emissions on the consumption side. The trading and reuse of idle goods can significantly mitigate resource and energy consumption associated with new product manufacturing [3]. - The integration of AI technology has lowered the barriers for ordinary people to participate in idle trading, with features like AI publishing and AI intelligent management addressing sellers' concerns about posting items and managing sales. AI tools such as "AI Smart Search" and "AI Market Trends" alleviate buyers' worries about selection and pricing [3]. - The AI capabilities have led to a 10% increase in the sales of newly listed items on the same day, enhancing the efficiency of idle goods transactions by addressing the non-standardization of items and the non-professionalism of both buyers and sellers [3]. Group 2: Sustainable and Engaging Participation Mechanisms - Xianyu has developed a sustainable and engaging green participation mechanism by embedding philanthropy into idle trading. The "Charity Baby" feature allows users to select donation proportions and projects when posting idle items, resulting in over 3.91 million yuan donated from 3.85 million charity items posted by approximately 5.6 million users over two years [4]. - The collaboration with Ant Forest introduced the "Magical Fish Pond," which converts users' green behaviors in idle trading into measurable green energy, generating nearly 1,400 tons of green energy in just two months, equivalent to planting 7,700 saxaul trees [7]. - The "Give Goods Society" initiative, launched in partnership with Alibaba Public Welfare and the China Environmental Protection Foundation, facilitates precise matching of idle goods to those in need, with over 90% of users claiming two or more charitable needs since its launch [7]. Group 3: Long-term Goals and Climate Action - This year marks Xianyu's third participation in the UN Climate Conference, aiming to enable every individual to easily engage in climate action through its "SEED" carbon reduction model and advanced AI technology. The company aspires to help society reduce carbon emissions by 55 million tons by 2030, allowing more people to participate in idle circulation with zero barriers [8].

Core Insights - The 17th "Double 11" shopping festival saw significant growth, with Tmall reporting its best growth in four years and JD.com achieving record transaction volumes, with a 40% increase in the number of users placing orders [1][2] - E-commerce platforms are shifting focus from Gross Merchandise Volume (GMV) to higher quality metrics such as brand performance and consumer trends, indicating a maturation of the market [1][2] - Experts argue that e-commerce penetration rates do not accurately reflect a country's consumption strength, as they overlook the evolving dynamics between online and offline retail [2][4] E-commerce Trends - The e-commerce penetration rate in China peaked at 27.6% in 2023 but is projected to decline to 26.8% in 2024 and stabilize around 25% in 2025, suggesting a saturation point [2] - The distinction between "far-field e-commerce" (traditional online shopping) and "near-field e-commerce" (instant retail) is becoming more pronounced, with the latter driving growth in local physical stores [3][4] - The U.S. e-commerce penetration is expected to grow from 25% in 2022 to one-third by 2027, but growth is slowing post-pandemic [3] Consumer Behavior - Young consumers are increasingly engaging in "emotional consumption," with a notable rise in spending on trendy toys, outdoor products, and smart devices [5][6] - The "new three items" popular among young consumers include trendy toys, outdoor gear, and smart products, with significant growth in these categories over the past two years [5][6] - Interest-based consumption is on the rise, with platforms like Xianyu reporting substantial growth in categories such as cards and trendy toys, indicating a shift towards personalized and unique products [6][7] Silver Economy - The silver economy is gaining traction, with the elderly population's consumption needs expected to grow significantly, projected to exceed 100 trillion yuan by 2050 [9] - The elderly demographic is increasingly focused on health-related products and services, with a growing interest in travel and leisure activities [9][10] - E-commerce platforms are adapting to cater to the silver population, with a focus on health management and service-oriented offerings [9][10] Service Consumption - The shift towards service consumption is evident, with service spending in China rising from 46.1% in 2024 to 46.8% in the first three quarters of the year, indicating room for further growth [11] - Experts emphasize the importance of understanding diverse consumer experiences and creating unique value propositions to drive growth in both e-commerce and physical retail [11]