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东南亚的直播间,挤满了开盲盒的女孩

liuliangzhishangdeniandai,mangheweishenmekeyifengmidongnanya?

wen | xiaguangshe canghaimingyuesheng

编辑 | 刘景丰

lingchenyidianban,yuenandehuzhimingshizhongxin,denghuotongming,yipaixuanxiao。

gengxuanxiaode,shitiktokzaiyuenandezhibojian,2000duorenzhengzaiweiguandeyichangshousimanghehuodong。

zhongdumangheaihaozhethanh linh,yiming19suideyuenannvsheng,yikouqixiale10gemanghedingdan,ranhoujiaozhuodidengzheshangjiazaishexiangtouqiandakaimanghe。

diertianqingchen,qianlizhiwaidetaiguosimiaoli,jieshulechensongdesengren,yishoufangxiashoulidemuyu,yishoujieguotongbanxinmaidemanghewanoulabubu,yifanbawanhoubicipingtoulunzu。

weimanghe,nianqingrenganyuantongxiaodadan,chujiarenbujingfozujingwanou,zheimohuandeyimu,meitiandouzaidongnanyashangyan。

shenzhi,xuduolaizhongguolvyoudetaiguoren,yebidaopaopaomatedemendiandaka,bingdaishangyijian“zhongguotechan”——labubu。

juquanqiuzengzhangzixungongsishaliwentigongdeshujuxianshi,dongnanyarenkuangrezhuipengdemanghe,chaoguo80%dechanpindouyuanzizhongguo,erqiezhengzaichengxianbaozhashizengzhang。

yujidao2026nian,zhongguomangheshichangdeguimo,kenenghuidadaojingrende424yiyuan。

zhuduojixiangbiaoming,yimangheweidaibiaodechaoliuwanju,zhujianchengweizhongguoqiyezaidongnanyashichangdeyouyizhongyaozengzhangdian。

liuliangzhishangdeniandai,mangheweishenmekeyifengmidongnanya?

manghe,gumingsiyi,shizhixiaofeizhezaigoumaishiwufadezhijutichanpinxinxidewanjuhezi。

zheiyigainian,zuizaoyuanziyushanggeshijibashiniandai,ribenshengxingdefudai、niudanleiwanju。

zaiqidanshengdi,tabeijiaozuo“minifigures”,shengxingyuoumeihouyoubeichengzuo“blindbox”。

jiushiniandai,zhongguoyechuxianlemanghechuxing---gancuimianlidekapian,jiqiyitaojiukeyihuodexiangyingdejiangpin,yiduchengweiwushurendetongnianjiyi。

butongyuyibanshangpin,manghechuangzaoleyizhongdutedexinlijianglijizhi——goumaizhedakaimanghe,dedaoleqidaideshangpinhuigandaomanzuhekuaile;dedaobuxihuandeshangpin,yehuiyinwei“xiayicikenenghuidedaogenghaode”zheizhongxinliyuqierjixugoumai。

zheizhongxunhuanwangfudexinli,shidemanghejuyouhenqiangdechenjinxinghechengyinxing,goumaizhewangwangzhixuyaodakaiyicibianwufaziba。

yinweizhuazhulerenxing,mangheziwenshiqi,bianzaiduanduanjishinianjianfengmiquanqiu。

erzhongguobentuchuxianguimohuademanghechanye,zhishaokeyizhuisudaoshinianqian。

2010年,23岁的河南小伙王宁zaibeijingchuangjianleyijiamingwei“paopaomate”dezahuodian,zhuyaoyingxiaogeleichaoliuwanju、dianzichanpinjiwenju。

cihoudejinianli,paopaomateshizhongmeiyoumingquedechanpindingwei,maiwanju,yemaishipin、fuzhuang。

直到2015年,王宁faxiandianneiyikuanmanghesonny angelxiaolianghenhao:“meicifaxianliangban,nianqingrenpaiduimai。”

sonny angelshiyouribendreamsgongsishejideyikuanchaoliuwanouip,tayi12zhongkuanshiweiyigexilie,fangjinbubiaozhujutikuanshidebaozhuanghenei,gukegoumaishinengchanshengruchoujiangbandexinlikuaigan。

于是,一个激进的方案在王宁naohailishengcheng:“zijidazaoip,zaomanghe!”

raner,zaibushaorenyanli,cijuyouzhidejinhuhuangdan:“jiangertongwanjufangjinzhihezilimaijichengnianren,jianzhigennaozhewanside!”

2016年,顶着巨大压力的王宁feiwangxianggang,yushejishiwanchengmollyxiliewanoudeipdujiashouquanqianyue。

Molly系列玩偶

mollyzheigedayanjing,duduzuidexiaonvhaixingxiang,beishejishifuyuleaojiao、dulidexingge,erzheiyezhengqihelexinshengdainvxingdewanmeirenshe,yinciyijingshangshijichengbaokuan。

此后的几年间,王宁hejieneideduomingipshejishihezuo,tuichupucky、panshen、luolidengmanghexilie,wubushoudaoxiaofeizheqinglai。

2020nian12yue,paopaomatezaiganggushangshi,youcichengweiguoneidiyijiayimangheqijiadeshangshigongsi。

suizheshichangdebaohuo,manghedexingshiyecongwanjulingyuzhujianshenruqitaxingye,geleimeizhuangmanghe、shengxianmanghe、lingshimangheruyuhouchunsun,dayouchaoyuepaopaomatedezhenshi。

2018年,王宁juedingrangpaopaomatezouchuguomen,shouxuanmudedi,bianshidongnanya。

之所以选择东南亚,王宁hetuanduixianranjingguolezhenmideqianqidiaoyan。

shouxian,dongnanyarenkoujishuda,nianqingrenzhanbigao。

dongnanyagongyou11geguojia,zongrenkouyue6.8yi,qizhongyuenanrenkouwei1.003yi,chaoguoyibanderenchuyu35suiyixia,15-24suiderenkouzhanbiwei21.1%;yinnirenkou2.7yi,pingjunnianlingjinwei29.8sui;eryongyourenkou1.2yidefeilvbin,pingjunnianlinggengdi,jinwei23sui。

nianqinghuadequntibujinshixiaofeizhuli,yeshiguojiachixufazhandehexintuidongli,suoxingchengdeshichangwuyishiyichangshangyeshengyan。

ermanghedexiaofeizhuli,jiushi15sui-34suidenianqingren。

qici,dongnanyadexiaofeiqianlitaiqiangle。

yiyinnishoudouyajiadaweili,2023nianyajiadaderenjungdpyijingdadao2wanmeiyuan,chuyujingjigaosufazhanqideyuenan,2023nianrenjungdpyedadaole4284meiyuan。

zaijiashangdangdirenbuaicunqiandetianxing,yourushenzhugong。

piru,jutaiguoyangxingjinnian7yuefabushujuxianshi,jiezhijinnian6yue,guoneichao1.2yigecunkuanzhanghuyuediyu5wantaizhu;erfeilvbinzhongyangyinxingciqianfabudediaochashujuxianshi,jinyouyue2chengdefeilvbinjiatingyongyouchuxucunkuan。

ruguoshuorenkoujiegouhejingjitiliang,gouzhulemangheshichangdejijiansheshi,neimelaizidongnanyahulianwangdetuibozhulan,zeweizheigeshichangtigongleqiangdadeguanggaoxiaoying。

suizhezhinengshoujihehulianwangpujilvdezhunianshangsheng,zhanjujudarenkouhonglidedongnanya,yijingchengweiquanqiuhulianwangjingjidexinxingshichangzhiyi。

juguge、beienlianhefabude《2023niandongnanyahulianwangjingjibaogao》xianshi,2023niandongnanyagdpbaochile4%dezengzhangsudu,lingxianyuoumeidengfadashichang,qizhonghulianwangjingjigongbukemei。

zaijiashangshopee、lazada、tiki、sendo、tiktok shopsdengdianshangpingtaidetuiguanghexiaoshou,mangheshichangdefugaifanweideyidapodiyuxianzhi。

dangran,zuizhijiedehaishixianxiamendiandetuibozhulan。jinnianlai,paopaomatexianxiashitidian、zhutizhanlan、wawajiyijimingchuangyoupindelingshoudianzaidongnanyaxunsubuju,yeweixiaofeizhetigongleqinshentiyanhegoumaidejihui,zengqianglexiaofeizhedecanyuganhegoumaiyuwang。

nianqingrendexiaofeiguannianshengji,yeshidechaowanmangheyoulegengdashichang。

butongyufubeimendechikunailao,zheijiedongnanyadenianqingrengengyouxiangfa,tamenbujinaiwanaiziyou,gengduiwanjudepinzhi、shejihegexinghuayoulegenggaodeyaoqiu。

biruzuoweizhongguogaoduanmaorongchaowandiyipinpai,chaojiyuanqigongchangtuichudecinoxiliewanou,jiubeishoudongnanyawanjiatuichong。

cinoxiliewanoujuyouquanyingjiankechaixiedejiegou,wanjiaketongguo“huanlian”“huanyanpian”“huanzhuang”dengfangshi,ziyougaiwa,tiyanchaowandediychuangzuolequ,yu“yangwa”jianlizhangqideqingganlianjie,bingcuishengdaliangugcerchuangneirong,zengjialechanpindequweixinghehudongxing。

ciwai,wangluodazaodeip,nenggouweimaorongmanghefuyugengduodeqingganjiazhihewenhuaneihan,xiyindaliangdefensiqunti。

ciwai,pinpaitongguoyuzhimingiphezuohuodazaoziyouip,tuichuxiangguandemaorongmanghechanpin,jiezhuipdeyingxianglihefensijichu,keyikuaisutishengchanpindezhimingduhexiaoliang。

jinnian3yue,paopaomatedazaodeyikuanfeitianxiaonvjingdemaorongmanghe,shangjiamiaoshouqing,zheizhengshiipxiaoyingdeqiangdazuozheng。

manghedemeilidaodizainali?

qishikeyizheiyanglijie,yinweikanbudaowanjudexingzhuangheyanse,zaijiashangshejiaomeitidetuibozhulan,yijixianchangzhibochaimanghesuodailaidejinzhangciji,wushunianqingrenduizheizhongxinqidewanfayubabuneng。

pirutaiguoshengxingdelabubu,shenzhichaoyuewanjugainian,chengweiliuxingwenhuafuhao。

2024nian7yue1ri,weiyingjieyiweizhongguonvxing,taiguolvyoububuzhang、lvyoujujuzhang、lvyoujingchajujuzhangdengyizhonggaoguanqijumangujichang,wushusheyingshizhengxiangpaishe,xianchanghuanhushengciqibifu。

raner,zheiweinvxingquebingfeizhenren,tajiaolabubu,shipaopaomateqixiazhongduochaoliuwanjuipzhiyi。

labubuwaixingshiyizhiyouzheliangzhijianerduohejuchizhuangyachidewanou,zaizhongguoshoujia99yuan。

shenjiachaoguo300yimeiyuan,haochengquanqiuzuifugongzhudetaiguogongzhusiruifanzaichuximouchangshishanghuodongshi,beibaoshangguadejiushilabubuwanou。

hanguonvzizuheblackpinkzhongweiyidetaiguochengyuanlisa,lianxusantianzaishejiaomeitishangshaichuyulabubudehezhao。zuoweiyimingshangyifensideyiren,tazheiyijudongjikeyinfalenianqingrenxiaofang。

youlegongzhongrenwudebeishu,labubuzaitaiguoshichangshangzuigaobeichaodao700yuan。jiuzheiyanghaibeimaidetuoxiao。

labubuzhisuoyizaidongnanyayourucide“xinaoli”,yeshiyinweisuizhehulianwangdeshentou,yuelaiyueduodedongnanyanianqingrenrezhongyuzaishejiaomeitishangfenxianghudong。

birutaiguodexiaofeizherezhongyujianglabubuguazaibaoshang,bingweitamenzhuanmengoumaitoumingdefangchendaihewaidaibao;shangjiahaijianglabubuxingxiangyinzaiyifu、guashi、shenzhishentishang。

shenzhifagelabubukaixiangshipinquyoutubeshang,jiunengshouge300duowandebofangliang,tuotuodeliuliangmima。

zaidongnanyadelingyizhongyaoshichang--yuenan,manghedereduyouzengwujian。

weilejieyuechengben,yuenandebufenwanjubaozhuanghehuanchenglebaozhuangdai,manghebianchenglemangdai。

jishizheiyang,nianqingrendexiaofeireqingsihaobujian。

zaitiktokdezhibojianli,wulunshijiwanzhishijiwanyuenandun(yuehejiyuanzhishijiyuanrenminbi)depingjiamangdai,haishijishiwanzhijibaiwanyuenandun(yuehejishiyuanzhijibaiyuanrenminbi)degaoduanmanghe,nianqingrenwubuquzhiruowu。

26suideyuenannvhaianh dao,jihumeiwandouhuiguankantiktokshangdemangdaikaixiangzhibo。

tazhiyan:“qichuwozhishichuyuhaoqi,kandaoqitawanjiagoumaijigemangdaiquenengyingde20huo30gewanju,zheirangwogandaofeichangzhemi,buzhibujuejianjiu‘shangyin’le。rujin,womeiwandouhuihuafeidayue30wanzhi40wanyuenandun(yuehe85zhi113yuanrenminbi)zaizheixiezhibozhonggoumaimangdai。”

lingyiwei24suidenianqingrenthanh dung,qichujinyi79,000yuenandun(yue22yuanrenminbi)dejiagechangshigoumaileyigemangdai,danzaizhibojiandehudongzhongtingdaozijidemingzibeizhubotijihou,bianjieliangoumaile15gemangdai。

xiangzheiyangdelizi,haishubushengshu。juvnexpressdediaochashuju,zaiguoqudesangeyueli,yuenandefacebookshejiaowangluoshangyongxianchulechaoguo50gezhuanzhuyumangdaideshequn,meigeshequndechengyuanshucong5wandao30wanbudeng。

dongnanya,zhengzaiyinglaiyichangyounianqingquntituidongdemanghekuanghuan。

jidianshanghou,rujindedongnanya,yijingchengweizhongguomangheshangjiadejuejinzhongdi。

zuoweixingyedelingtouyang,paopaomatebujinzaiyuenandeshopeehelazadapingtaikaisheleguanfangqijiandian,haizaitiktokshangkaizhanlezhiboxiaoshouhuodong,yizaijinyibutuozhanshichangyingxiangli。

yucitongshi,baokuomingchuangyoupin、52toysyijitoycityzaineideqitazhimingchaowanpinpai,yefenfenruzhuyuenangedadianshangpingtai。

2021nian,paopaomatedegangaotaijihaiwaishouruzhanbihaizhiyou4.1%;dan2024nianshangbannian,zheigeshuziyijingdadao29.7%,shouruchaoguo13yiyuan。

qizhongdongnanyagongxianle41.1%,tongbizengzhang478.3%。

ergenjuquanqiuchaowanshichangqushishujuxianshi,yuenancongzhongguojinkoudemangheshuliangzhanbichaoguo80%。yuji2024nianzhi2029nianzheiwunianjian,nianfuhezengzhanglvjiangdadao4.57%。

zhongguomangheranbaodongnanya,bujinshishangyeshangdechenggong,gengshiduidangdainianqingrenqingxuxiaofeidejingzhunzhangkong。

xinlixueliyouyigegainianjiaozuo“ruanwuyilian”,zhideshirenmenzaixuehuidulideguochengzhong,jiangwanouzuoweijizijitigonganquangandeguoduduixiang。

erneixieduiwanoutebiezhemidenianqingren,tamenbujinjinshitongguowaixingtaoxi、chuganshushidelabubulaihuodexinlishangdeweijie,hainenggouzaizheixiewushengdewanoushenshangzhaodaogongming,kandaozijinulishenghuodeyingzi。

miaozhunqingxuxiaofeishichangde,kebuzhiyouwanjushangjia。

zaitiktokdenghaiwaishejiaopingtaishang,yiweizhanghaomingchengwei@smltest0deshipinbozhu,fabuleyizeguanyuzhongguogongfuchade“paochashibabu”shipin,xunsuxiyinledalianghaiwaiwangyoudeguanzhu。

suizhezhongguowenhuazaiquanqiufanweineideguangfanchuanbo,zuoweichuantongwenhuadezhongyaozuchengbufen,chawenhuazhengtongguokuajingdianshangpingtaihuanfaxindeshengji。

2024nian8yue20ri,jiyuzhongguosidamingzhu《xiyouji》qingjiedeguochan3ayouxi《heishenhua:wukong》quanqiutongbushangxian,shourixiaoliangjiutupo300wanfen,zongxiaoshouechaoguo15yiyuan。

zheikuanlijingqiniankaifadeyouxi,jiangsunwukongyuchuantongwenhuayuansuxiangjiehe,qigaopinzhidechengxianhegaozanyudefankui,jifaleguorendeminzuzihaogan,bujinzaiyouxijiexianqirechao,yedaidongleyixiliekuajieyingxiaohuodong。jiuzaibujiuqian,《heishenhua:wukong》haironghuobeiyuweiyouxijie“aosika”detga2024nianduzuijiadongzuoyouxi!

chucizhiwai,chushou“aiyinsitandenaozi”、“maxinglianainao”fuwu、maokalumaodeng,wubushidangxianianqingrenxunqiuqingxujiazhidefangshi。nianqingrenyuanyiweicimaidandebeihou,shiqingxuxiaofeideqiangdatuidongli。

keyiyujian,suizhexiaofeizheduiqinggantiyanhejingshenmanzudezhuiqiuriyixianzhu,chuantongshangyelingyuzhengmianlinzheqiansuoweiyoudebiangeyali,eryimangheweidaibiaodeqingxuxiaofei,jiangzaiweilaishichangzhongbiandejuzuqingzhong。

bijing,shangyedebenzhi,shiweikehutigongqingxujiazhi。

参考资料:

[1]《这家中国公司,让全球年轻人疯狂》 华商韬略

[2]《泰国旅游的新流量密码,居然是她?》 中国新闻周刊

[3]《中国潮玩,火到东南亚!》 中外玩具网

[4]《从贩卖产品到输出文化,中国潮玩巨头逐浪海外,成新“国货之光”》 时代周报

[5]《花钱买开心,“情绪消费”靠谱吗?》消费日报官方平台

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东南亚的直播间,挤满了开盲盒的女孩

liuliangzhishangdeniandai,mangheweishenmekeyifengmidongnanya?

wen | xiaguangshe canghaimingyuesheng

编辑 | 刘景丰

lingchenyidianban,yuenandehuzhimingshizhongxin,denghuotongming,yipaixuanxiao。

gengxuanxiaode,shitiktokzaiyuenandezhibojian,2000duorenzhengzaiweiguandeyichangshousimanghehuodong。

zhongdumangheaihaozhethanh linh,yiming19suideyuenannvsheng,yikouqixiale10gemanghedingdan,ranhoujiaozhuodidengzheshangjiazaishexiangtouqiandakaimanghe。

diertianqingchen,qianlizhiwaidetaiguosimiaoli,jieshulechensongdesengren,yishoufangxiashoulidemuyu,yishoujieguotongbanxinmaidemanghewanoulabubu,yifanbawanhoubicipingtoulunzu。

weimanghe,nianqingrenganyuantongxiaodadan,chujiarenbujingfozujingwanou,zheimohuandeyimu,meitiandouzaidongnanyashangyan。

shenzhi,xuduolaizhongguolvyoudetaiguoren,yebidaopaopaomatedemendiandaka,bingdaishangyijian“zhongguotechan”——labubu。

juquanqiuzengzhangzixungongsishaliwentigongdeshujuxianshi,dongnanyarenkuangrezhuipengdemanghe,chaoguo80%dechanpindouyuanzizhongguo,erqiezhengzaichengxianbaozhashizengzhang。

yujidao2026nian,zhongguomangheshichangdeguimo,kenenghuidadaojingrende424yiyuan。

zhuduojixiangbiaoming,yimangheweidaibiaodechaoliuwanju,zhujianchengweizhongguoqiyezaidongnanyashichangdeyouyizhongyaozengzhangdian。

liuliangzhishangdeniandai,mangheweishenmekeyifengmidongnanya?

manghe,gumingsiyi,shizhixiaofeizhezaigoumaishiwufadezhijutichanpinxinxidewanjuhezi。

zheiyigainian,zuizaoyuanziyushanggeshijibashiniandai,ribenshengxingdefudai、niudanleiwanju。

zaiqidanshengdi,tabeijiaozuo“minifigures”,shengxingyuoumeihouyoubeichengzuo“blindbox”。

jiushiniandai,zhongguoyechuxianlemanghechuxing---gancuimianlidekapian,jiqiyitaojiukeyihuodexiangyingdejiangpin,yiduchengweiwushurendetongnianjiyi。

butongyuyibanshangpin,manghechuangzaoleyizhongdutedexinlijianglijizhi——goumaizhedakaimanghe,dedaoleqidaideshangpinhuigandaomanzuhekuaile;dedaobuxihuandeshangpin,yehuiyinwei“xiayicikenenghuidedaogenghaode”zheizhongxinliyuqierjixugoumai。

zheizhongxunhuanwangfudexinli,shidemanghejuyouhenqiangdechenjinxinghechengyinxing,goumaizhewangwangzhixuyaodakaiyicibianwufaziba。

yinweizhuazhulerenxing,mangheziwenshiqi,bianzaiduanduanjishinianjianfengmiquanqiu。

erzhongguobentuchuxianguimohuademanghechanye,zhishaokeyizhuisudaoshinianqian。

2010年,23岁的河南小伙王宁zaibeijingchuangjianleyijiamingwei“paopaomate”dezahuodian,zhuyaoyingxiaogeleichaoliuwanju、dianzichanpinjiwenju。

cihoudejinianli,paopaomateshizhongmeiyoumingquedechanpindingwei,maiwanju,yemaishipin、fuzhuang。

直到2015年,王宁faxiandianneiyikuanmanghesonny angelxiaolianghenhao:“meicifaxianliangban,nianqingrenpaiduimai。”

sonny angelshiyouribendreamsgongsishejideyikuanchaoliuwanouip,tayi12zhongkuanshiweiyigexilie,fangjinbubiaozhujutikuanshidebaozhuanghenei,gukegoumaishinengchanshengruchoujiangbandexinlikuaigan。

于是,一个激进的方案在王宁naohailishengcheng:“zijidazaoip,zaomanghe!”

raner,zaibushaorenyanli,cijuyouzhidejinhuhuangdan:“jiangertongwanjufangjinzhihezilimaijichengnianren,jianzhigennaozhewanside!”

2016年,顶着巨大压力的王宁feiwangxianggang,yushejishiwanchengmollyxiliewanoudeipdujiashouquanqianyue。

Molly系列玩偶

mollyzheigedayanjing,duduzuidexiaonvhaixingxiang,beishejishifuyuleaojiao、dulidexingge,erzheiyezhengqihelexinshengdainvxingdewanmeirenshe,yinciyijingshangshijichengbaokuan。

此后的几年间,王宁hejieneideduomingipshejishihezuo,tuichupucky、panshen、luolidengmanghexilie,wubushoudaoxiaofeizheqinglai。

2020nian12yue,paopaomatezaiganggushangshi,youcichengweiguoneidiyijiayimangheqijiadeshangshigongsi。

suizheshichangdebaohuo,manghedexingshiyecongwanjulingyuzhujianshenruqitaxingye,geleimeizhuangmanghe、shengxianmanghe、lingshimangheruyuhouchunsun,dayouchaoyuepaopaomatedezhenshi。

2018年,王宁juedingrangpaopaomatezouchuguomen,shouxuanmudedi,bianshidongnanya。

之所以选择东南亚,王宁hetuanduixianranjingguolezhenmideqianqidiaoyan。

shouxian,dongnanyarenkoujishuda,nianqingrenzhanbigao。

dongnanyagongyou11geguojia,zongrenkouyue6.8yi,qizhongyuenanrenkouwei1.003yi,chaoguoyibanderenchuyu35suiyixia,15-24suiderenkouzhanbiwei21.1%;yinnirenkou2.7yi,pingjunnianlingjinwei29.8sui;eryongyourenkou1.2yidefeilvbin,pingjunnianlinggengdi,jinwei23sui。

nianqinghuadequntibujinshixiaofeizhuli,yeshiguojiachixufazhandehexintuidongli,suoxingchengdeshichangwuyishiyichangshangyeshengyan。

ermanghedexiaofeizhuli,jiushi15sui-34suidenianqingren。

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参考资料:

[1]《这家中国公司,让全球年轻人疯狂》 华商韬略

[2]《泰国旅游的新流量密码,居然是她?》 中国新闻周刊

[3]《中国潮玩,火到东南亚!》 中外玩具网

[4]《从贩卖产品到输出文化,中国潮玩巨头逐浪海外,成新“国货之光”》 时代周报

[5]《花钱买开心,“情绪消费”靠谱吗?》消费日报官方平台

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