The flying disk was on fire, VC started to cast yoga pants
Author:Investment community Time:2022.07.18
"Two months ago, the park was camped by the lake, and now the lawn of the court is flying around."
As you can see, the flying tray caught fire. In July, the popular outdoor camping ushered in a group of "connectors", and the flying market became the most popular social movement of young boys and girls. Together with camping and cycling, they were known as "three -piece life".
"The happiness of summer is given by the flying disk." The flying plate and summer let the young people under the epidemic vent. Now searching for "flying disk", the number of notes of Xiaohongshu reached more than 180,000, covering various categories such as entry, tutorial, gameplay, and rules; The video is endless. On weekends, the flying tray of the circle of friends can be seen everywhere.
With a large number of young women participating in the flying tray, VC saw a hidden track rise. "From the phenomenon of Liu Genghong this year to the flying plate, the social movement is sweeping young women. Our colleague of our consumer technology group has recently seen yoga pants." A Beijing VC friend analyzed, just as a pair of yoga pants support Lululemon more than 200 billion yuan, domestic in China, domestic The new middle -class female sports track has just erupted.
This summer, the flying disk was on fire
The hottest social movement of young men and women
How hot is the flying tray?
Wang Lin is a post -95 girl from the third -tier city of Fujian. In July, because the weather was too hot to collect camping equipment, she began to see the sport of flying disks intensively on Xiaohongshu. The girls who were wearing tight sportswear and running on the football field immediately attracted her.
Picture source: Screenshot of Xiaohongshu
So after a preliminary understanding of the flying disk, she prepared the equipment, and made up many friends to experience the pleasure of "following the flying disk".
Tracing back, the flying tray movement began to popularize Europe and the United States in the 1970s. Because the exercise itself has many characteristics of novelty, lively, changing, challenging, small differences between men and women, no venue restrictions, etc., it has attracted lovers of all ages of men, women, and children. In the 1980s, the flying disk was spread in China, but it was rarely asked for a long time.
A flying tray instructor in Beijing recalled that when he came into contact with the flying tray more than 10 years ago, this was a particularly niche movement. There were very few people who played it. In recent years, he did not expect that the institutions and trainees of his teaching in recent years have increased. Especially in the past year, the speed of flying on the fire surprised him and friends.
"Playing a flying disk is very addictive!" Wang Lin shared her feelings for the first time she played in the investment community. In her words, once this model is turned on, I want to play a trip within a few days. The girlfriend of the movement cells went out to exercise, and the flying tray set a great achievement.
Why is the flying disk popular? In addition to the low entry threshold, the flying tray is a special civilian movement -compared to a series of campaigns such as camping and skiing to buy a large amount of equipment, the flying plate enthusiasts seem less "prodigal".
The investment community learned on an e -commerce platform that the price of a flying tray ranges from tens of yuan to hundreds of yuan. For novices, the flying tray of 2030 yuan is enough, but it is just a meal. Many stores introduced that even hundreds of dollars of flying trays also come from the premiums of the second creation and brand joint, and there is not much difference in quality and feel.
"This should be the most friendly entertainment movement for the student party." Zhao Chenxi, who was studying in the north, bluntly. Zhao Chenxi is a new flying enthusiast of flying disk. Prior to this, she had never fallen on the script killing, board games, camping, and skiing. "Because the enthusiasm is very short, I like to play new things", but every time I play it, I often save money for a long time.
In a camping event in April this year, friends brought a flying disk. Zhao Chenxi fell in love with the sport immediately after trying. "Playing a flying disk is like when I was a child, and I had the fun of losing the sandbag with my friends. The moment I took it in my hand had a kind of intimacy." During the process of playing the flying disk, Zhao Chenxi realized that many friends, "I can lose weight and can still be able to be thinner and can still be able to be thinner and can still be able to be thinner and can still be able to be thinner. Expand the social circle, why not? "
Data show that in 2021, the number of flying disks across the country exceeded 500,000, and in 2022, the flying disk became the first of the trendy movement of young people, accounting for more than 40%; more than 60%of single young people hoped to pass the flying disk through the flying disk make friends.
"Have you been a" disk "recently?" The flying plate is becoming a new way of socially socially. Many enthusiasts mentioned, "Flying disk is another way to kill time, at least temporarily forgot the problem of the epidemic in the exercise." The young group gives the flying disk more emotional value, just like any one he had been held before they was popular. The net red activity is the same.
"Throw the flying plate into the 36 -degree wind, and always love the sun and freedom." From the script to skiing, from camping to the flying disk, it may be this young man who brings the humble niche to the trend.
Selling a flying plate 60 million a year
Entrepreneurs poured in, but investors were hesitant
Dozens of flying plates, is this business easy to do?
Gu Shen, a flying tray entrepreneur in Beijing, told the investment community that under the wave of national fitness, the flying tray is a sport that can analogize the large ball industry chain. At present, the flying disk can be made into a high -precision occupation or semi -professional team, or it can be a national fitness project club for ordinary people, or even a social platform.
In 2021, Gu Shen, who was working in state -owned enterprises at that time, began to contact the flying tray. At first, the movement was only circulated in the small circle. When the flying disk appeared on the social platform, Gu Shen smelled business opportunities. After the preliminary investigation and evaluation, in early 2022, Gu Shen and three friends founded a flying plate club. One quarter passed, Gu Shen's flying plate club has begun to make profits.
Gu Shen introduced that the club has a fixed event every week and has received the group building of Internet factory departments such as Tencent and bytes. Because recently, the flying disk has burst into fire on social media. Customers need to grab tickets. Not long ago, the club also reached a strategic cooperation with the platform and received some sponsorship. In Gu Shen's view, the prospects of this industry are very considerable.
In addition, industries mainly based on flying disk products are also growing. On a certain e -commerce platform, the number of flying stores has grown rapidly in the past two years. Several shops in the heads have stated that the sales situation in this year is very considerable. Earlier, there were media reports that the revenue of a domestic headfire product sales company in 2021 was nearly 60 million yuan, which basically maintained a growth of 150%to 200%each year.
This wave of booms makes money more than that. Now, each big name has also been on the heat of the flying tray. Earlier, Decathlon has set up furnishings for flying disks in many stores; gloves, sneakers, yoga brand Salomon, Lululemon, HOKA and other sales of gloves, sneakers, yoga pants in the flying tray are greatly increased; The tide play and digital collections have a product of tens of thousands of dollars.
Tianyancha shows that there are currently more than 350 flying -related companies in my country. As of June 8, my country has increased more than 15 new companies this year, an increase of 70%year -on -year. Among them, over 60%of the relevant enterprises are limited liability companies, 24%are individual industrial and commercial households, and 9 related companies have had a financing history of financing.
The flying disk was on fire, but many investors were still cautious. Some flying tray practitioners said that they can contact several investors occasionally, but they are watching the profit model and industry prospects. After the track fire, there is no funding dynamics in the related enterprises.
On the other side, the clubs and e -commerce shops established during the period of the wind also have concerns about the industry prospects.
The founder of a small club frankly said, "A furniture department comes to grab business, but it is worried." In fact, in cities that have risen rapidly in Beijing and Shanghai, how to increase new ideas in almost homogeneous activities and form their own competitive advantages, so as to ensure continuous profitability, it is still a problem that these clubs are facing.
Wang Lin's boyfriend worked in a media -based media company. Earlier, the company paid attention to the popularity of flying disks on social media. She planned to do a event with the theme of flying disks. In the end, this event failed to land. He concluded that although some young people on the Internet are very sought after, the popularity of the flying tray in third- and fourth -tier cities is not high, and it is also a big problem to find the right venue. "One or twice activities may not see the problem, but To make this profit for a long time, the heat has not yet known where the opportunity is. "
The venue is short, and the vitality of this Internet celebrity movement is worrying.
VC starts to vote for yoge pants
100 billion women's sports track rise
"Obviously, the flying tray will definitely bring fire yoga pants." Some netizens teased that before they started to really understand the flying plate, they had already brushed the screen of yoga pants.
"Flying disk is a very low threshold." Police who specialized in flying activity taught to the investment community, only need to master three flying disks and a throwing flying disk in the early stage. The movements are simple and easy to learn. If the competition is involved, there is no need to be a referee throughout the process. Only with the consciousness of the contestants, some will also score the spiritual scores of both sides after the game. Compared with football and other sports, the flying disk does not need to run a lot. The only rule is that it cannot be touched by the body, which also provides convenience for boys and girls to play.
An old flying tray athlete said, "For those who have not touched the flying disk, they are seeing a full -screen yoga pants." In his impression, it is rare to see which sport can attract a lot like a flying plate. Young women participated. But witnessing this scene, VC sees a female sports track is rising.
Just like yoga pants. In May 2022, Cocofit, a technology intelligent and light sports clothing brand, announced that it had received more than 10 million yuan of angel round financing, which was led by Dangerous Changqing. Starting from yoga pants, COCOFIT has successively developed products such as "Bouncing · Series" and "Yu Series". On Tmall, the best product of COCOFIT is "shark pants" with a price of 134 yuan, with a monthly sales exceeding 1000 strip.
Earlier, the light sports lifestyle brand "Jiao Ma" announced the completion of an angel round financing led by the cooperation investment, Qianfan Mingyue Capital and the investment, with a financing amount of 10 million. "Jiaoma" was founded by the former Handu Yishe e -commerce trader Xu Xiaofeng in 2021 and aimed at the 100 billion sports casual clothing market. According to the official brand, its main product is the first product of the Tmall flagship store in January 2022 -naked yoga pants, priced at 329 yuan.
This is a track that cannot be underestimated. The cut in yoga pants with a price of nearly 1,000 yuan, after more than 20 years of development, Lululemon has grown into a "new giant" in sportswear, and its market value once reached $ 60 billion. Today, women are wearing yoga pants and playing flying trays. However, since the flying disk burst into fire, the football field is in short supply, and the flying players have seized the stadium, which has also complained that many football enthusiasts have complained.
On the tiger and Weibo, the disputes about the flying tray and the football field intensified. "Five minutes of exercise, two hours of taking pictures", "Why do you occupy a football field", "It's another traffic password that has become popular in Xiaohongshu", "Whether it is exercise or a blind date" ... For a while, "Flying Disk Disk," Flying Drive Drives The topics of "yoga pants", "yoga pants", "seizing football fields", and "high -end blind date" are discussed on social platforms.
However, such a view also caused a lot of dislikes from flying dial enthusiasts. Everyone collectively discussed the aggressive names like "Yuan". Novice Zhao Chenxi said, "Wear yoga pants during exercise, go out to play with makeup, take pictures and send a circle of friends. As long as they do not interfere with others, they cannot be accused. The spirit of sports needs respect, and people also need to respect."
"Unlike other online celebrities, the flying plate should be the most controversial movement." Gu Shen said to the investment community that this is the most worried issue at present. This issue also plagues other entrepreneurs in the industry.
On July 7, the Social Sports Guidance Center of the State Sports General Administration issued a notice stating that it was planned to hold the first China Flying League in the second half of 2022. "This notice was introduced to us with a strong heart." Gu Shen said that at that time, the circle of friends in the flying tray practitioner was happy.
"The disk does not fall, and never give up" -Many flying tray enthusiasts have mentioned the spirit of the flying disk. However, the development of blowouts is often accompanied by more controversy. Whether it is pure hobbies or commercial monetization, the future of the flying disk has not really landed.
Let the flying plate fly for a while.
(Wang Lin, Zhao Chenxi, and Gu Shen are all pseudonyms)
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