Recently, the "Goods Economy" has continued to be popular. "Goods", which was once regarded as a marginal niche consumption, is gradually entering the sight of the mainstream group. The two-dimensional enthusiasts' big "eating of Goods" has finally affected the capital market. Many A-share listed companies have hit the daily limit in recent days.
The market sentiment of "Goods Economy" concept stocks continues to heat up, becoming a new focus of common attention in the capital market and the consumer market, and showing strong growth potential. What is the "Goods Economy" that is booming in the A-share market? What impact will it have on the Internet of Things industry?
"Goods Economy" is all over the screen, and the 500 billion market is on fire
It is understood that "Goods" is a product derived from content IP, which originated from the transliteration of the English word "goods" and is widely used by Chinese two-dimensional enthusiasts to refer to peripheral products.
This type of new consumer product mainly revolves around various types of two-dimensional IP peripheral products, including figures, models, key chains, laser tickets, badges, cards, etc.
The market size of the Goods economy is also expanding. According to Zhushi Consulting, the market size of the secondary derivative industry is expected to be 160 billion yuan in 2026, of which product authorization accounts for 130 billion yuan.
According to iResearch data, from 2016 to 2023, the scale of China's secondary industry increased from 18.9 billion yuan to 221.9 billion yuan, with a compound growth rate of 42%, of which the peripheral and derivative markets were 102.4 billion yuan; it is expected that by 2029, the scale of the secondary industry will grow to 590 billion yuan, with a compound growth rate of 18%.
With the popularization of secondary culture and the expansion of its influence, the Goods economy has expanded rapidly, attracting a large number of investors and collectors. For fans, Goods not only carry feelings, but also become a kind of social currency. Some Goods are even "fried" at sky-high prices in the second-hand market because of their scarcity and uniqueness, and are called "Seaview Valley" or "Plastic Gold".
According to the latest research report of Zhejiang Securities, according to incomplete statistics, more than 60 core business districts in first- and second-tier cities in China are gradually building landmarks of ACG consumption cities. In addition to Shanghai leading the way, Beijing has at least 220 Chigudi, Guangzhou and Shenzhen have nearly 300 Gu stores in total, Chengdu, Chongqing, Wuhan, Zhengzhou, Xi'an, Nanjing, and Hangzhou have more than 170, 140, 120, 100, 80, 80, and 90 Guzi stores respectively.
Investment researchers believe that the reasons for the hot market of "Guzi" are mainly the following three aspects: First, the demand for self-pleasing consumption is strong, and young people pay more and more attention to self-satisfaction and emotional experience, which makes self-pleasing consumption a high-prosperity industry track with a large user scale and broad prospects; second, the concentration of the ACG peripheral market is relatively low and is in a stage of rapid expansion, and the industry concentration has a large room for improvement; third, with the policy support of offline consumption scenarios, trendy play and subdivided tracks have strong explosive power, high profit margins, and broad development prospects.
This paper is from Ulink Media, Shenzhen, China, the organizer of IOTE EXPO (IoT Expo in China)
