（来源：千龙网） 年轻人问诊定制香囊；在消费场所开设"烦恼粉碎计划""颂钵音乐会"等项目，将消费转化为情绪释放的 载体；一杯限定奶茶、一个盲盒、一场演唱会、一次沉浸式"悦己游"……随着"爱你老己"这句热梗席卷 社交网络，情绪消费这一新兴消费方式深度融入日常生活，成为驱动消费升级的重要力量。中国情绪经 济市场规模持续飙升，预计2029年将突破4.5万亿元。 做优"悦己消费"，有力驱动消费升级。年轻人的消费行为早已突破了传统购物的局限，开始转向以情绪 价值为核心的多元消费体验。在宠物店铺里，年轻人可以与宠物猫亲密互动，享受治愈时刻；中医把脉 摊位和"烦恼粉碎计划"等项目，成为年轻人释放情绪的出口；手作潮玩领域中，"拼豆"话题播放量突破 96亿次，治愈系手工备受追捧。在马年春节临近时，悦己消费也融入了年货采购之中。这充分表明，为 情绪价值买单的热潮已逐渐融入人们的日常生活，成为驱动消费升级的重要力量。 厂商与消费者"情绪共振"，共同开辟消费新空间。消费者需求的转变促使供给侧加速共建"情感共鸣"。 比如，在潮玩赛道上，泡泡玛特LABUBU系列爆火，名创优品原创IP YOYO热销，都彰显了原创潮玩 的情感号召力。无疑， ...

1月30日,名创优品举办2026全球合作伙伴大会,董事会主席兼CEO叶国富发布新愿景:成为全球领先的IP 运营平台。 围绕这一愿景,名创优品将全力孵化自有IP,打造世界级中国IP,推动公司从零售企业向全球领先的IP运营 平台转型。叶国富表示,预计三年内名创优品全球门店将突破10000家,作为中国IP全球化主通道,带领100 个中国IP出海。 名创优品集团全球副总裁兼首席渠道官寇维宣 同日,位于广州正佳广场的MINISO LAND广州壹号店开业,该店超1100平方米,分两层空间,YOYO、吉福 特熊等名创优品自有 IP 造型显眼,呈现强烈的潮玩视觉。产品构成上,该店IP产品占比超90%,汇聚全球热 门IP。 名创优品集团董事会主席兼CEO叶国富 名创优品集团全球副总裁兼首席渠道官寇维宣表示,以MINISO LAND为核心的"乐园系"门店是新愿景的 关键落地。通过"开大店、开好店"的渠道策略,MINISO LAND在全球已超过25家,未来这一城市IP乐园将 遍布全球,持续引领全球兴趣消费趋势。 截止目前,MINISO LAND均位于全球一线城市核心商圈,意味着名创优品从"零售公司"向"文化创意集团" 极速转型。 ...

2026年1月30日，MINISO LAND广州壹号店在广州正佳广场开业，点燃了春节档广州潮玩消费热。同 日，名创优品（MINISO）全球合作伙伴大会举行，大会上，名创优品创始人、董事会主席兼CEO叶国 富发布新愿景，成为全球领先的IP运营平台，此举标志着MINISO在IP生态布局上加速前进。全联房地 产商会商业地产工作委员会会长王永平、华润万象生活总裁喻霖康等全球合作伙伴共聚一堂，共话文化 消费与IP生态未来。 MINISO LAND广州壹号店开业现场 MINISO LAND以"双子星"之姿持续激活广州潮流消费。继北京路店以"修旧如新"理念融合文化活化与 潮流设计、在骑楼记忆中创生IP新场景后，MINISO LAND广州壹号店进驻"华南第一商圈"，以两层沉 浸式空间，汇聚超百个热门IP及独家场景，打造集消费、社交与文化体验于一体的城市潮流地标，以IP 驱动业态创新，提升区域消费能级，激活新春市场活力。 发力自有IP，正式启动IP天才少年计划 叶国富在大会上正式发布MINISO全新企业愿景：成为全球领先的IP运营平台。他指出，这是MINISO商 业内核的根本性升级，标志着企业竞争从单一的产品与渠道维度，升级到 ...

Core Insights - MINISO aims to become a global leading IP operation platform, focusing on building an IP ecosystem and incubating proprietary IPs to create world-class Chinese IPs [2][5] - The company plans to transform from a retail business to a leading global IP operation platform, emphasizing the importance of culture and IP in future competition [2][5] - MINISO expects to exceed 10,000 global stores within three years, serving as a main channel for the globalization of Chinese IPs and aiming to take 100 Chinese IPs overseas [2][5] Strategic Initiatives - The "MINISO LAND" concept is central to the new vision, with a focus on large and well-managed stores to drive this strategy [2][5] - Currently, there are over 25 MINISO LAND stores globally, with plans for these city IP parks to spread worldwide and lead global interest consumption trends [2][5] - The newly opened MINISO LAND store in Guangzhou spans over 1,100 square meters and features over 90% of its products as IP-related, showcasing popular global IPs and MINISO's proprietary IPs [2][5]

来源：中国企业家杂志 2025年是中国IP的元年，潮玩IP行业的竞争亦刚处于起步阶段。 文｜《中国企业家》记者 李欣 编辑｜米娜 头图来源｜受访者 2025年，中国的文化IP在全球范围内，以前所未有的广度和深度"刷屏"，迎来了最好的时代。 名创优品集团创始人、董事会主席兼首席执行官叶国富给出了"2025年是中国IP元年"的结论，并将"IP战略"正式提升为集团级战略。 围绕这一目标，2026年名创优品将聚焦"做好自有IP，开好店"这两件事。基于此，叶国富强调要将80%的店铺重新升级，实现"腾笼换鸟"，并称这是名创 优品未来几年必须完成的事。 站在新节点上，挑战的复杂度被拉到前所未有的量级，对叶国富而言，接下来将是一场硬仗。 以下为文章核心要点： 1.观察可复制、可放大的"超级IP"，在全球都有同一套底层逻辑：先靠明星、达人引爆，再用电影或故事把生命力拉长。 2.名创优品形成了一套完整的自有IP打法：先让IP形象落地成产品，上架跑销售数据，经过数据验证后，立刻启动社媒种草、明星带货等多元推广；热度 起来后，再为它做内容，写剧本、编故事，未来走向电影化也不是不可能。 3.对内部就强调八个字：腾笼换鸟、脱胎换骨。这体 ...

Core Viewpoint - The launch of the ROBOT PHONE at CES 2026 marks the introduction of the world's first robotic smartphone, showcasing innovative features and a new direction for smart devices [1][4]. Group 1: Product Features - The most notable design feature of the ROBOT PHONE is its integrated hidden three-axis mechanical arm gimbal, which allows for flexible rotation, intelligent tracking, and professional-grade stabilization [3][7]. - This mechanical gimbal solution offers greater physical compensation angles compared to traditional optical image stabilization (OIS) or electronic image stabilization (EIS), effectively reducing image shake in dynamic shooting scenarios without sacrificing image quality [3][7]. - The ROBOT PHONE is equipped with Honor's self-developed edge-side large model, YOYO, which possesses emotional perception and proactive service capabilities, enabling the system to recognize user emotions, habits, and environmental conditions through multi-modal sensors [3][7]. Group 2: Production and Strategic Importance - Although the current displayed model of the ROBOT PHONE is still an engineering prototype, it is close to its final production form, with plans for mass production set for the first half of 2026 [4][7]. - As a core project of Honor's Alpha strategy, the ROBOT PHONE is perceived as a new intelligent entity that retains traditional smartphone usage habits while incorporating capabilities that allow it to "move," "see," and "think," thus gently envisioning the future of smart terminals [4][7].

Core Viewpoint - MINISO Group's Chairman Ye Guofu outlined the company's business progress for 2025 and its IP ecosystem development direction for 2026, emphasizing a significant global expansion and a shift towards becoming a leading IP operation platform [1] Group 1: Business Expansion - By 2025, MINISO plans to have a presence in 112 countries and regions with over 8,000 stores, with overseas GMV accounting for more than 46% [1] - The company is launching the "IP Genius Program," aiming to recruit top IP design talents globally with annual salaries ranging from millions to tens of millions, to enhance original IP incubation [1] Group 2: IP Development - MINISO has established 25 MINISO LAND locations and collaborated with over 180 top international IPs, marking a transition from "IP co-branding" to an "IP ecosystem" [1] - Successful launches of original IPs such as YOYO, Radish Street, Jifute Bear, and Dun DUN Chicken will facilitate the transformation from a "retail company" to a "cultural and creative group" [1] Group 3: Future Vision - The vision for 2026 is to become a "global leading IP operation platform," focusing on building an open and co-creative IP innovation ecosystem [1] - Over the next decade, MINISO aims to lead 100 Chinese IPs to the global stage and create world-class IPs [1]

Core Insights - The article discusses the emergence of a Hong Kong-based startup, IKKO, which has successfully crowdfunded an AI smartphone, the Mind One Pro, raising over 11.5 million HKD on Kickstarter, despite the smartphone industry appearing closed to new entrants a decade ago [2][4]. Group 1: Product Features - IKKO Mind One Pro features a unique 4.02-inch square AMOLED display, making it half the size of traditional smartphones, and includes a 180-degree flip camera that serves both front and rear photography needs [2][7]. - The device operates on a dual-system design, with Android 15 for a complete app ecosystem and a lighter IKKO AI OS focused on minimizing distractions and enhancing productivity through AI tools [8][9]. - The smartphone's AI capabilities are more focused compared to mainstream competitors, emphasizing a "distraction-free" work environment through its dedicated modes [9]. Group 2: Market Positioning - IKKO's strategy aligns with current trends of targeting niche markets rather than competing directly with major brands, allowing for potential success through unique product offerings [4][11]. - The company aims to integrate hardware and service models, offering free data services for AI functionalities in over 60 countries, which could pave the way for future subscription services [9]. Group 3: Challenges and Criticisms - Critics argue that the IKKO Mind One Pro may be perceived more as a fashion accessory than a practical tool, given its lower specifications compared to mainstream devices, such as its 2200 mAh battery and the use of a 2022 Mediatek Helio G99 processor [10]. - The smartphone faces skepticism regarding its advertised "free global network," as the service is limited to AI functionalities, leaving traditional data needs reliant on standard SIM cards [10]. - As the AI smartphone market matures, differentiation becomes increasingly challenging, with major brands integrating AI deeply into their systems, potentially overshadowing standalone hardware solutions like IKKO's [11].

Core Insights - MINISO (Miniso) is engaging with its fans by inviting 100 users to its global headquarters for an immersive co-creation journey, themed "Back to Miniso's Happy Home" [1][21] - The event allows fans to experience new products, interact with product managers, and participate in defining future trends [1][21] Group 1: User Engagement and Co-Creation - Fans acted as "product experience officers," providing feedback on new products and sharing experiences with the R&D team [3][21] - MINISO awarded titles such as "Miniso Flow Code Master" and "Annual Spending Champion" to several fans during the event [3][21] - The interaction fosters a deeper emotional connection between the brand and its users, transforming them from observers to active participants [10][28] Group 2: Brand Loyalty and Community - A dedicated fan shared her journey of visiting over 30 Miniso stores across various cities, highlighting the brand's global presence and personal significance [5][23] - MINISO's founder emphasized the importance of the emotional connection with fans, who have grown alongside the brand over the years [9][27] - The brand's commitment to listening to user feedback is seen as a valuable asset for product iteration and community building [9][27] Group 3: Intellectual Property and Creative Contributions - MINISO's strategy includes developing proprietary IPs, with fans contributing creatively to characters like YOYO, enhancing their market appeal [13][31] - A fan's artwork led to the creation of a successful product, "Coconut Dun," which has achieved sales exceeding ten million units [15][33] - The brand's responsiveness to fan creativity and collaboration is crucial for maintaining a warm and engaging user ecosystem [17][35] Group 4: Brand Philosophy and Future Aspirations - MINISO's founder reiterated the brand's philosophy of "happy equality," aiming to provide innovative products at accessible prices [19][37] - The company encourages fans to share their insights and talents, promoting Chinese culture and brand values globally [19][37]

Core Insights - The article discusses the recent adjustments made by Doubao Mobile Assistant, which will limit AI capabilities in certain scenarios, particularly in financial applications and competitive gaming, in response to public controversy [1][4] - Doubao Mobile Assistant, developed by ByteDance and ZTE, is integrated into the Nubia M153 smartphone, which has gained significant market attention and is priced at 3499 yuan, with secondary market prices exceeding 10,000 yuan [1][4] - The core innovation of Doubao Mobile Assistant lies in its ability to operate at the system level, allowing AI to perform complex tasks across different applications, which could redefine user interaction with mobile devices [4][5][6] Technical Aspects - Doubao Mobile Assistant is the first AI assistant to be integrated at the operating system level, enabling it to control the system and execute tasks across apps, which is a significant technological advancement [5][6] - The assistant relies heavily on "screen reading" technology, which monitors user interactions and simulates clicks, raising privacy concerns among users [6][8] - The AI's ability to perform tasks like price comparison and automated ordering is contingent on obtaining high-level permissions (INJECT_EVENTS) from the device manufacturer, which is a unique feature of this collaboration with ZTE [12][13] Market Dynamics - Other smartphone manufacturers, such as Huawei and Xiaomi, are also developing their AI assistants, but they do not face the same scrutiny regarding user data privacy as ByteDance does, which is perceived as having a more aggressive data monetization strategy [9][15] - The article highlights the skepticism users have towards Doubao's intentions, viewing it as a potential data harvesting mechanism rather than a genuine service [9][10] Ecosystem Challenges - The article points out that major apps like WeChat and Taobao are unlikely to open their interfaces for Doubao AI, which could hinder its functionality and user experience [11][12] - Following the launch of Doubao AI, several apps implemented security measures that restricted its access, indicating a defensive stance from established platforms against potential encroachment [11][12] Opportunities for Innovation - Doubao's attempt to address user pain points, such as intrusive ads and poor app navigation, presents a potential market opportunity if it can deliver a seamless user experience [16][17] - The introduction of the ANP (Agent Network Protocol) could serve as a breakthrough, allowing for standardized communication between different AI applications, which may facilitate interoperability and reduce privacy concerns [18][20][21] - The article suggests that Doubao should focus on refining its technology and privacy measures while seeking industry-wide collaboration to establish standards for AI integration [22]