Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights various sectors including trendy toys, new tobacco products, home furnishings, paper packaging, personal care, AI glasses, pet food, and 3D printing, indicating a mixed outlook across these industries with some showing signs of recovery while others face challenges Trendy Toys - MINISO has entered the AI companionship market with the development of a humanoid robot named "YOYO" aimed at emotional companionship, with a future price set in the tens of thousands of yuan range [2] - The collaboration between MINISO and the Central Radio and Television Station for the 2026 Spring Festival Gala is expected to boost sales of their co-branded products [2] - Bubble Mart's new product releases and collaborations with popular IPs have generated positive responses on social media, indicating strong market engagement [2][11] New Tobacco Products - Japan Tobacco plans to raise the retail price of heated tobacco products by 20-30 yen (approximately $0.13-$0.19) starting April 1, 2026, in response to tax adjustments [2] - Philip Morris International has submitted evidence to the FDA to support its ZYN nicotine pouch for modified risk tobacco product designation, indicating a growing regulatory framework for new tobacco products [2] Home Furnishings - The domestic real estate market remains weak, with a year-on-year decrease of 29.23% in new home sales and a 7.05% decrease in second-hand home sales as of January 23 [3] - The report notes a significant decline in furniture exports from China, down 8.7% year-on-year in December, while Vietnam's furniture exports increased by 20.5% [3][18] Paper Packaging - As of January 29, prices for various paper products have shown mixed trends, with some prices decreasing significantly due to seasonal demand fluctuations [3][19] - The report indicates that rising aluminum prices may lead packaging companies to adjust their pricing strategies to pass on costs to consumers [3][20] Personal Care and AI Glasses - The export volume of disposable hygiene products from China is expected to grow by 10.43% year-on-year in 2025, with baby diapers being a key export category [4][21] - The global market for AI glasses is projected to reach 16 million units by 2026, indicating a strong growth trajectory for this emerging technology [4][24] Pet Food - Zhongchong Co. plans to repurchase shares worth 100-200 million yuan at a premium, reflecting management's confidence in the company's undervalued stock [5][29] - The pet food industry is experiencing increased competition, leading to higher sales expense ratios, but established brands are expected to maintain their market positions [5][28] AI and 3D Printing - Tuozhu Technology is collaborating with a listed company to develop consumer-grade 3D scanners, enhancing its product matrix in the personal manufacturing sector [5][40] - The report emphasizes the importance of technological advancements and market acceptance for the success of new 3D printing products [5][41]

2.【蔚小理等9家车企推"7年低息"】2月1日，蔚来推出2月限时金融购车方案。当月订购蔚来ET5、 ET5T、ES6、EC6并成功锁单的用户，可享限时7年84期金融购车方案，首付低至20%起，年化费 率低至0.49%。据不完全统计，目前已经有特斯拉，小鹏，理想，小米，吉利等9家车企推出了低息 金融购车方案，其中部分方案低至0首付。（第一财经） 3.【小米否认与福特探索成立电车合资企业】英国《金融时报》周六援引知情人士报道称，福特汽车 (F.N)曾与小米就合作事宜举行谈判，探讨在美国成立合资企业制造电动汽车。对此小米方面回应称， 有关小米正与福特汽车公司商谈合资企业的报道是虚假的。小米目前未在美国销售其产品和服务，也 未就此进行谈判。（易车网） 1.【车企一月成绩单出炉：小米汽车交付量超过39000台 问界交付量同比增83%】车企一月成绩单2 月1日陆续出炉，截至目前： 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 创业邦 着 睿兽分析 4.【阿维塔06旅行车谍照曝光，预计采用贯穿式尾灯】2月1日，一组阿维塔06旅行车谍照在社交平 台曝光，虽然裹着厚厚的伪装皮肤，但还 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights various sectors including trendy toys, new tobacco products, home furnishings, paper packaging, personal care, AI glasses, pet food, and 3D printing, indicating a mixed outlook across these industries with some showing signs of recovery while others face challenges Trendy Toys - MINISO has entered the AI companionship market with the development of a humanoid robot named "YOYO" aimed at emotional companionship, with a future price set in the tens of thousands range; the company also announced a partnership with CCTV for the 2026 Spring Festival Gala [2][10] - Bubble Mart's collaboration with SKULLPANDA and My Little Pony has received positive responses on social media, indicating strong consumer interest [11] - LABUBU's 10th anniversary series has shown strong sales, demonstrating the brand's operational capabilities [12] New Tobacco - Japan Tobacco plans to raise the retail price of heated tobacco products by 20-30 yen (approximately $0.13-$0.19) starting April 1, 2026, in response to tax adjustments [2][15] - Philip Morris International has submitted evidence to the FDA to support its ZYN nicotine pouch for modified risk tobacco product designation, indicating a growing regulatory framework for new tobacco products [15] Home Furnishings - The domestic real estate market remains weak, with a year-on-year decline of 35.8% in new home sales in major cities as of January 30 [3][16] - The furniture export from China decreased by 8.7% year-on-year in December, while Vietnam's furniture exports increased by 20.5% [3][18] - The report suggests that the home furnishings sector is in a bottoming phase but may recover with supportive consumption policies [16][18] Paper Packaging - As of January 29, prices for various paper products have shown mixed trends, with some experiencing declines due to seasonal demand fluctuations [3][19] - The report notes that the packaging sector is expected to recover as downstream demand stabilizes [19][20] Personal Care and AI Glasses - The export volume of disposable hygiene products in China is projected to grow by 10.43% year-on-year in 2025, with baby diapers being a key category [4][21] - The global AI glasses market is expected to reach 16 million units by 2026, indicating significant growth potential in this sector [4][24] Pet Food - The pet food industry is facing increased competition, leading to higher sales expense ratios; however, leading companies are expected to maintain their market positions [5][28] - Zhongchong Co. plans to repurchase shares, indicating management's confidence in the company's undervalued stock [5][29] AI and 3D Printing - Tuozhu Technology has partnered with a listed company to develop consumer-grade 3D scanners, enhancing its product matrix in the personal manufacturing space [5][40] - The report emphasizes the importance of tracking the technological advancements and market acceptance of new products in the 3D printing sector [40][41]

新年伊始，"马上发财""马上开运"等话题热议不断，生肖马相关的好内容热度持续飙升，催生出消费新趋势，引发用户纷纷下单相关好物。同时，短剧、团 播等创新形式打破传统带货边界，营造出鲜活的消费场景，为用户带来更新奇、优质的消费体验。真实、好看、有趣的好内容，更能激活消费兴趣，让生意 成交水到渠成。 当好内容的价值愈发凸显，作者们如何实现好内容的高效创作？为助力更多作者掌握生产好内容的方法，抖音电商升级「电商好看计划」，围绕"信息真实 有用、视听氛围良好、创作风格独特、商品新潮有趣"四大维度，为作者指出清晰的内容提质方向。同时，平台甄选出各行业的好看内容，将其中的创意亮 点与思路整理收录进「好内容的100个好点子」案例集，为作者们持续提供灵感。 用心打造的好内容，值得被更多人看见。在本期专栏中，我们将聚焦8大行业的标杆商家，从以上四大维度深度拆解内容案例，提炼核心逻辑，总结出可复 用、易上手的内容创作路径，为更多商家、作者带来创作启发。 01 服饰行业：素颜实测"基础款"，提供"高级感"穿搭方案 在服饰行业，如何通过有独特风格、审美的内容，让用户感知"基础款"服饰之美？如何细致呈现穿搭技巧，打开更多穿搭可能性，让用 ...

车企一月成绩单今日陆续出炉，截至目前： 1、小米汽车：2026年1月，小米汽车交付量超过39000台。 2、理想汽车：2026年1月交付27668辆汽车。 3、零跑汽车：1月全系交付达32059台，同比增长27%。 4、问界汽车：1月交付40016辆，同比增长83%。 5、岚图汽车：2026年1月交付10515辆，同比增长 31%。 6、广汽丰田：广汽丰田1月销量63648台。 7、广汽传祺：1月终端销量26937台，同比增长 2.06%。 8、长城汽车：2026年1月总销量90312台，同比增11.59% 9、极石汽车：1月品牌累计交付新车 1028台，同比涨幅近100%。 ...

1月20日，小米公司发言人发文通报：2026年1月19日，海南海口一汽车维修店出现火情一事。据小米公司发言人表示，当日17时30分车辆进入驻车状态， 主副驾离车。17时34分，前排座椅发生移动。17时37分，车内出现火情。截至车辆离线数据中断前，动力电池均处于正常状态。随后现场火情已由消防部 门及时扑灭，没有造成人员受伤。 此外，1月19日下午16点03分，在河南开封市尉氏县蔡庄镇S83兰南高速上，一辆小米YU7发生意外交通事故。经初步核实，事故发生前车辆处于人驾状 态，正常行驶，右侧货车危险并道，因雪地路滑，驾驶员避让不及发生碰撞，对方未停车驶离现场。 2月1日，小米汽车公布了2026年1月的交付数据。数据显示，小米汽车当月交付量超3.9万辆，较去年12月超5万辆的交付量下滑超20%。而在去年12月 份，小米汽车交付量突破5万辆，创品牌史上新高。 据《每日经济新闻》报道，对于小米汽车1月交付量下滑的原因，一位接近小米汽车的知情人士表示，这主要受小米汽车老款车型停产影响。"小米汽车第 一代SU7已经停产了，小米汽车工厂产线目前在全力准备新一代SU7。"该知情人士透露。 小米创始人、董事长兼CEO雷军发文称，小 ...

【CNMO科技新闻】今日，雷军通过微博公布了小米YU7全新的金融购车方案，在原有低首付基础上， 新增"低月供"选项，并提供3年0息选择，进一步降低购车门槛。此举被外界视为雷军在春节销售季前夕 提振销量的重要举措。 结合促销，小米汽车官方同步公布了最新交付数据：1月交付量已突破39000台。雷军透露，小米SU7改 款即将推出，目前主力交付车型为YU7，尚有少量现车及展车可在春节前提走。 回顾2025年，小米汽车以全年交付411837辆、同比增长200.9%的成绩收官，首次进入行业前十。面向 2026年，小米汽车已设定55万辆的年度销量目标，预计同比增长约34%。 所有方案均需在2月28日24点前下订方可享受。雷军同时确认，今年1月已锁单但尚未交付的用户，同样 适用上述权益。 新方案具体包括：低月供方案：首付9.99万元起，月供最低1931元起；低首付方案：首付4.99万元起， 月供最低2593元起；3年0息方案：首付7.49万元起，月供最低4961元起，适合不愿长期贷款的用户。 ...

记者丨朱芷葵 编辑丨曾静娇 2月1日，多家车企陆续公布1月新能源汽车交付数据，绝大多数实现销量同比增长。其中鸿蒙 智行以近5.8万辆的交付量目前暂居榜首，零跑、小米等也交出超过3万辆的成绩。 详情如下： 鸿蒙智行：1月累计交付57915台，同比增长65.6%。其中，问界汽车1月交付40016辆，同比增 长83%。 小米汽车：1月交付量超过39000台。 昊铂埃安：1月销量23591辆，同比增长63.9%。 奕派科技：1月销量21269辆，同比增长145%。 岚图汽车：1月交付10515辆，同比增长31%。 SFC 出品丨21财经客户端 21世纪经济报道 21君荐读 官方明确个人每次挣钱低于1000元不用交增值税 腾讯元宝开撒10亿红包，网友：一大早就被刷屏了 深圳首个安居房项目开盘当天售罄 零跑汽车：1月全系交付达32059台，同比增长27%。 理想汽车：1月交付新车27668辆。 广汽传祺：1月份全系销量达到26937辆，环比增长25.07%，同比增长2.06%。 ...

2026年开年，智能手机行业风云突变，各大厂商的出货量预期集体踩下"刹车"。 据悉，小米、OPPO、vivo、传音纷纷下调了2026年出货量预期。其中，小米、OPPO下调幅度超20%， vivo下调幅度接近15%，而传音更是下调至7000万台以下，各大厂商下调机型主要集中在中低端产品和 海外产品。 尽管小米等厂商尚未对该消息作出回应，但供应链方面流出的数据却为这一情况提供了佐证。 市场研究机构Omdia发布的《智能手机显示市场洞察》显示，2026年全球智能手机AMOLED面板出货量 预计降至8.1亿片，低于2025年的8.17亿片。这是AMOLED面板出货量连续三年增长后的首次下跌。下 跌原因主要是存储芯片供应短缺及价格疯狂上涨，厂商纷纷下调2026年的采购计划所致。 无独有偶，根据市场研究机构Counterpoint Research的报告，受存储芯片价格上涨及供应受限影响， 2026年全球智能手机SoC（系统级芯片）出货量预计将同比下降7%，其中150美元以下的低端机型受冲 击最为严重。 出货量是衡量市场表现的核心指标及直接体现，而出货量修正幅度超过20%，往往预示着厂商在战略层 面的重大调整。在智能手机 ...

IT之家 2 月 1 日消息，小米今日公布小米 YU7 全新「7 年低息」方案，对于"一月锁单未交付"小米 YU7 用户能否享受该方案，雷军明确表示："能！"。 价值55000元购车权 Nappa真皮座椅 主副驾双零重力座椅 电动前备箱 HEPA高效空气净化系统 Xiaomi HAD端到端辅助驾驶 Max版再送 价值11000元碳纤维部 碳纤维后视镜 碳纤维迎宾踏板 在 1 月 15 日晚间的直播中，小米创办人、董事长兼 CEO 雷军已经宣布小米 YU7 推出"7 年低息"政策：首付 4.99 万元起，月供低至 2593 元起。IT之家注意 到，今天推出的新政策为用户带来了更多选择，该方案新增低月供方案可选，首付 9.99 万元起，月供最低不到 2000 元。 2 月 28 日 24 点前下定，另有「3 年 0 息」可选，首付 7.49 万元起，月供低至 4961 元起。同时，至高可享 66000 元限时购车权益。 3年0息 首付7.49万元起，月供低至4961元; 7年低息 新增低月供方案: 首付9.99万元起，月供低至1931元走 低首付方案: 首付4.99万元起，月供低至2593元 法规模 *权益详情请 ...