不止泡泡玛特,整个消费赛道都该为“情绪”疯狂

亿邦动力
Sep 19

消费欲望从未低迷,只是完成了“情感转移”。文丨田雨编辑丨石航千2025年是中国消费市场分化的一年。传统消费品类增长乏力,而以情感连接、文化认同和沉浸体验为特征的“情绪消费”逆势爆发。2025年上半年,社会消费品零售总额245458亿元,同比增长仅5.0%,比一季度加快0.4个百分点。按消费类型分,商品零售额217978亿元,增长5.1%。其中,作为传统高端消费的代表,贵州茅台2025年上半年营业...

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