不少人注意到，有着"互联网原住民"之称的"00后"，近来有一部分人开始从线上消费转战线下逛街了。 中国百货商业协会调查显示，2024年，66%的受访企业表示调改升级事件同比增多。什么样的"爆改"，能真正赢得消费者青睐？ 传统商场变得时尚、轻盈 冬日的北京寒风凛冽，王府井喜悦购物中心里却是人气爆满的火热景象：1万多平方米的"二次元主题街区"人头攒动，不少商店门前排起 长队，年轻人兴奋地抽取盲盒、交换"谷子"。 由"北京新燕莎金街购物中心"升级改造而来，王府井喜悦购物中心自2023年底亮相以来，迅速成为"Z世代"消费者追逐的潮流新地标。"喜 悦的二次元商店特别集中，我和朋友几乎每周末都来买IP周边。""00后"女生齐玥含说。 "我们引入国潮文化、二次元、独立主理人品牌，打破传统商场'老旧'的刻板印象，营造年轻、时尚、潮流的体验空间。"王府井喜悦购物 中心总经理助理张孟久说，今年以来商场销售额和客流显著提升。 当前，不少传统百货正通过提升"IP浓度"、打造二次元业态等方式，吸引年轻消费者"重返商场"。 例如，上海百联ZX创趣场聚焦二次元经济，引入动漫周边、IP主题餐厅等新业态，2024年举办各类活动近700场，全年 ...

新华社北京11月24日电 题："00"后为啥又开始爱逛街了？ 新华社"新华视点"记者王雨萧、李晓婷、张斌 不少人注意到，有着"互联网原住民"之称的"00后"，近来有一部分人开始从线上消费转战线下逛街了。 "二次元街区"成为城市新地标，IP联名快闪活动人气火爆，商场变身融合社交、文化、购物的生活"体验场"……"新华视点"记者走访发现， 多地商场正通过焕新改造吸引年轻客群，寻求突围。 中国百货商业协会调查显示，2024年，66%的受访企业表示调改升级事件同比增多。什么样的"爆改"，能真正赢得消费者青睐？ 传统商场变得时尚、轻盈 冬日的北京寒风凛冽，王府井喜悦购物中心里却是人气爆满的火热景象：1万多平方米的"二次元主题街区"人头攒动，不少商店门前排起长 队，年轻人兴奋地抽取盲盒、交换"谷子"。 王府井喜悦购物中心里，年轻人在二次元商店排队购买商品。（受访者供图） 由"北京新燕莎金街购物中心"升级改造而来，王府井喜悦购物中心自2023年底亮相以来，迅速成为"Z世代"消费者追逐的潮流新地标。"喜悦 的二次元商店特别集中，我和朋友几乎每周末都来买IP周边。""00后"女生齐玥含说。 "我们引入国潮文化、二次元、独立主理人 ...

Group 1 - The core viewpoint of the articles highlights the outstanding performance of new brands during this year's Tmall Double 11 event, with 302 emerging brands achieving top sales in their respective trending categories, including 14 brands surpassing 100 million RMB in sales [1][4] - Notable new brands such as Xianlang (pet fresh food), Laifen (high-speed hair dryer), and Tuozhu (3D printer) have joined the "billion club," showcasing strong growth momentum [1] - The mother and baby sector saw 37 champion new brands, while the sports and outdoor, and home decoration sectors each had 31 new brands leading in sales, indicating these areas as the most active for new brand performance [4] Group 2 - Emerging brands are not only breaking through in traditional categories but also driving innovation in new categories, such as Mai Cong's customized keyboards and QINKUNG's running apparel [4] - The sales explosion of champion new brands is transitioning niche categories into mainstream markets, with examples like ZWO's smart astronomical telescope and COUCOQ's embedded clothing care machine [4] - Tmall's initiatives like the "Thousand Stars Program" and "Treasure New Brand" are providing traffic support and operational guidance to help brands achieve scalable growth and long-term operations [5]

Core Viewpoint - The report from Galaxy Securities emphasizes the importance of developing new consumption driven by changing demographics and consumer attitudes, positioning it as a significant growth point in the market [1] Group 1: New Consumption Trends - New consumption is rapidly developing and has become a focal point in the market due to changes in population structure and consumer concepts [1] - Emotional consumption is identified as a key direction for new consumption development, leading to the emergence of new consumption sectors such as trendy toys, outdoor activities, pet economy, traditional gold ornaments, and beauty products [1] - The pursuit of quality-price ratio has resulted in the rise of new products like beverages and leisure snacks [1] Group 2: Social and Cultural Shifts - There is a need to embrace and guide new consumption with an open mindset, as evidenced by the shared consumption of trendy toys and anime culture among both middle-aged and young consumers, which is now a social phenomenon [1] - Non-professional sports events, such as Guizhou Village Super League, Jiangsu Super League, and Guangzhou Dragon Boat races, break conventional norms and provide better emotional value, stimulating local traffic and service consumption [1]

文 | 雷报 田野 编辑 | 努尔哈哈赤 在整体消费环境下行的压力下，实体商业的转型焦虑持续加剧。与此同时，随着新一代消费者逐渐成为市场主力，他们 的需求与偏好正成为行业共同聚焦的核心方向。在此背景下，越来越多线下商业开始通过引入网红餐饮、IP快闪、二次 元谷店，或打造潮流街区、艺术展览、沉浸式剧场等新兴业态，以吸引年轻客群，寻求破局之道。 而在这场年轻化转型浪潮中，除了不同定位的购物中心外，规模更小的零售与餐饮细分业态——如文具店、杂货店、便 利店，以及奶茶店、火锅店等也都纷纷入局，通过主动拥抱年轻消费市场实现逆势增长。例如昨日，雷报在《暑期档57 起联名，34亿营销费，新茶饮们还"卷"得动吗？》一文中就特别统计主要现制饮品品牌暑期的IP联名情况。 本文，雷报则将视角转至同咖啡茶饮一样，遍布城市各个角落的另一线下零售业态——便利店，去看看我国连锁便利店 行业年轻化转型的最新进展与实际情况。 年内IP联名28+起，便利店正成为年轻人新的"情绪消费"打卡地？ 中国连锁经营协会（CCFA)今年4月发布的《2024年中国便利店TOP100》榜单显示，2024年，中国连锁便利店TOP100 品牌门店数合计为19.6万 ...

Core Insights - The film industry has shown significant profitability in the first half of the year, with major companies like Wanda Film and Light Media reporting substantial net profit increases of 372.55% and 371.55% respectively [1][3] - The growth in profits is attributed not only to blockbuster films but also to optimized non-ticket business operations, cost control, and improved operational efficiency [1][5] - The competition in the film industry has evolved from content-based competition to a focus on comprehensive operational capabilities, with companies that can integrate industry chains and innovate business models expected to have a competitive edge in the future [9] Group 1: Box Office Performance - The total box office revenue for the first half of the year reached 29.231 billion yuan, with 641 million moviegoers, marking year-on-year increases of 22.91% and 16.89% respectively [3] - Domestic films accounted for 91.2% of the box office, with the film "Nezha: Birth of the Demon Child" contributing over 15.4 billion yuan, representing a significant portion of the total box office [3] - Wanda Film reported a domestic box office of 4.21 billion yuan, a year-on-year increase of 19.2%, with 82.39 million attendees, up 9.6% [3] Group 2: Business Optimization - Companies are enhancing their business models by optimizing consumption scenarios, improving sales conversion rates, and expanding external channels [6] - Wanda Film has upgraded its sales strategies through social media and live streaming, while also focusing on self-developed products and eliminating underperforming items [6] - Golden Screen Cinemas reported a 48% increase in sales of new beverage products and a 178% increase in light food sales, indicating a successful expansion of their product line [6][8] Group 3: Cost Control - Cost control measures have been crucial for maintaining profitability, with Golden Screen Cinemas reporting reductions in various operational costs, including travel and marketing expenses [8] - The company has optimized energy usage and maintenance costs, leading to a 5.82% decrease in overall operating costs [8] - The focus on innovative business models, such as "Cinema+" and "Space+", aims to enhance operational efficiency and revenue generation [8] Group 4: Future Outlook - The market is expected to experience a slowdown post-summer, but the upcoming National Day holiday may drive new growth [8] - Major companies like Wanda Film and Light Media are likely to maintain strong performance through participation in key projects, while less competitive firms may continue to face challenges [8][9]

Core Insights - The report indicates that the "old-for-new" subsidy has been steadily implemented, leading to a sustained high growth trend in the production and sales of new energy vehicles, with listed companies' net profit growth exceeding 30% [1] - The trend of upgrading home appliances to "smart" devices is evident, with both industry revenue and net profit growth surpassing 9% [1] - The acceleration of domestic substitution in the consumer electronics sector has resulted in a revenue growth of 24.82% for the industry [1] - Cultural consumption demand has been released, with representative industries such as gaming and film box office experiencing revenue growth, and net profit growth exceeding 70% [1] - The total logistics volume in society has steadily increased, with enhanced logistics activity among residents, leading to a 10% revenue growth for five listed companies in the express delivery sector [1] - New emotional consumption scenarios, such as the pet economy and IP economy, have ignited enthusiasm among the younger demographic, with related industry listed companies showing significant performance growth, with net profit increases of 40.29% and 54.90% respectively [1]

Core Insights - The growth of the food delivery brand "Super Bowl" is primarily driven by an increase in delivery penetration rates, leading to a significant rise in orders [2][10] - The overall food delivery market is experiencing a surge, with major platforms like Meituan and Taobao contributing to this growth through promotional activities [4][10] - The shift in consumer behavior towards more frequent ordering is expected to solidify brand differentiation as users become more discerning about quality [6][9] Group 1: Market Dynamics - The introduction of flash sales on major e-commerce platforms has attracted more users to the food delivery market [4] - Recent subsidy incentives have led to increased ordering frequency among existing delivery users [5] - The overall daily order volume in the industry has surpassed 200 million, marking a new era in food delivery [10] Group 2: Brand Performance - Brands like Super Bowl are experiencing significant profit growth despite a decline in average order value due to increased order volume [11] - The impact of low-price promotions is particularly pronounced in beverage categories, which have high demand elasticity [12][13] - Fast food brands, unlike beverage brands, are less affected by extreme low-price competition, as their demand is more stable [15] Group 3: Industry Trends - The current food delivery competition is not an isolated phenomenon; many brands are benefiting from the recent surge in delivery orders [16] - The number of registered merchants on major platforms has increased significantly, indicating a growing interest in the food delivery market [17] - The trend of increasing delivery order ratios is expected to continue, especially for brands that adapt to consumer preferences [22] Group 4: Strategic Adjustments - Brands are encouraged to iterate their store models to better align with the growing trend of online consumption [27] - The concept of opening stores in prime locations but at less competitive spots is emerging as a strategy for brands to optimize costs [28][30] - Adjusting product offerings to focus on items suitable for delivery can enhance sales performance in the evolving market [35][39] Group 5: Long-term Outlook - The integration of online and offline consumption is seen as a significant trend that will reshape the industry, similar to the rise of e-commerce [54][75] - The market for instant retail is projected to grow substantially, with estimates suggesting a compound annual growth rate exceeding 25% over the next five years [74] - Brands that successfully navigate this transformation will likely emerge as the new winners in the market [78]

Core Insights - The report highlights that emotional consumption is becoming a dominant trend among young consumers, with 88.2% of them experiencing stress and over 60% believing that consumption can alleviate this stress [1][10][24] - Young consumers are increasingly prioritizing emotional satisfaction over functional needs, with nearly 30% of their spending directed towards interests and hobbies [1][16][24] - The rise of "emotional goods" aligns with Maslow's hierarchy of needs, as higher-level needs such as belonging, esteem, and aesthetics drive this shift in consumption behavior [1][16][24] Emotional Consumption Trends - Five distinct emotional consumer groups have been identified: - "Mad Master" who express rebellion through abstract products [2][38] - "Reward Personality" who indulge themselves with items that have a sense of ritual [2][51] - "Crispy Energy Saver" who use quirky items to cope with fatigue [2][61] - "Mysticism Enthusiast" who seek psychological comfort through spiritual items [2][62] - "Novelty Seeker" who are attracted to bizarre products [2][64] Market Growth Potential - The emotional consumption market in China is projected to experience significant growth, with an expected market size of over 2 trillion yuan by 2025 [26][28] - Related industries such as trendy toys, pets, cultural tourism, and food are witnessing substantial annual growth rates, indicating a robust market environment [24][28] Consumer Behavior Insights - Young consumers are increasingly willing to pay a premium for emotional value, with 90% expressing a readiness to spend more for emotional satisfaction [23][30] - The trend of "quick emotional recharge" is evident, as young consumers favor easily accessible products that provide instant gratification, such as stress relief toys and quirky collectibles [1][31][34] Social Media Influence - Platforms like Douyin (TikTok) play a crucial role in shaping emotional consumption trends, with significant engagement on topics related to stress relief products, indicating a strong demand for quick emotional fixes [1][31][34]

Group 1 - The first Shanghai International Animation Month will be held from July 4 to August 10, featuring three major events: CCG EXPO, Bilibili World, and ChinaJoy, marking a significant collaboration in the animation industry [1] - Bilibili World is a large offline event hosted by Bilibili, a popular platform among young people, and is one of the most influential events in the ACG (Anime, Comic, and Games) culture in China [1] - CCG EXPO is one of the largest comprehensive animation and gaming exhibitions in China, while ChinaJoy is recognized as a top-level event in the digital entertainment industry, covering various sectors including gaming, animation, and e-sports [1] Group 2 - Open-source Securities indicates that the summer gaming operations, new animated films, and various exhibitions will likely boost sales of related IP peripherals and trendy toys, signaling the arrival of the summer entertainment consumption peak [1] - A report from Xiaohongshu highlights that the top three reasons for consumer purchases in the post-pandemic era are functional needs, self-pleasure, and showcasing taste/personal style, with product quality and emotional value being key decision factors [1] - According to a report by Soul App, among the top spending categories for young consumers during the Double Eleven shopping festival, cultural blind boxes, IP-related consumption, and ACG-related products occupy three positions [2] Group 3 - Shunwang Technology is identified as the organizer of ChinaJoy, indicating its active role in the industry [3] - Aofei Entertainment is noted for its deep involvement in the entire IP industry chain, reflecting its comprehensive strategy in the market [4]