SUNING.COM(SZ:002024) Nan Fang Du Shi Bao·2025-05-06 12:23Group 1: Consumer Electronics Market Trends - The consumer electronics market is experiencing a surge in demand driven by the "national subsidy" policy, with significant increases in sales for home appliances and mobile devices during the May Day holiday [1][2] - In-store traffic at Suning increased by 110% year-on-year, with orders for home appliance trade-ins rising by 57% and sales of high-end appliances (over 10,000 yuan) growing by 79% [1][2] - The trend is shifting from "replacement" to "upgrading," with consumers focusing more on product quality and smart features rather than just price [2][3] Group 2: High-End Appliance Sales - High-end products such as integrated refrigerators, large-screen TVs, and dishwashers are seeing increased consumer interest, with sales in Suning's stores rising by 131% year-on-year during the holiday [2][3] - The demand for "one-stop" home appliance purchasing is particularly strong among newlyweds and consumers looking to upgrade their homes [2][3] - Sales of high-end brands like COLMO and Casarte saw significant growth, with air conditioner sales increasing by 280% and large-capacity washing machines by 155% during the holiday [3] Group 3: 3C Product Performance - The performance segment of consumer electronics, including high-end smartphones and gaming laptops, is experiencing a notable increase in sales, with mobile devices priced over 6,000 yuan seeing a 117% year-on-year growth [5][6] - The introduction of new products, such as the Honor MagicBook Pro 16 HUNTER edition, is catering to the gaming and performance needs of younger consumers [6][7] - The gaming laptop market is projected to grow by 17% year-on-year, with high-end gaming laptops (over 10,000 yuan) expected to see an 80% increase [7]