泡泡玛特、老铺黄金为何成爆款?一文拆解新消费时代的“情绪价值逻辑”

华尔街见闻
30 May

胖东来、泡泡玛特、老铺黄金...这些品牌不只是"破圈出道、热搜常客,更是业绩与股价的“双面开花”。这种现象级爆红的背后,正是"情绪消费"时代的强势崛起! 国金证券在最新研报中对情绪价值框架进行了深度研究,其表示随着我国居民人均可支配收入持续提升,消费需求正从功能性向情感性转移,“情绪价值消费”正成为消费行业重要主线,预计2025年中国情绪消费市场规模将突破2万亿元。 国金证券分析师赵中平首先分析...

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