以旧换新推动家电“质价比”转变，AI产品成“双11”新宠

Core Insights - The "Double 11" shopping festival has seen a shift in consumer focus from "cost-performance" to "quality-price" ratio, with smart home appliances gaining significant attention [1][3][6] - AI technology has emerged as a highlight during this year's event, with innovative products like AI glasses and AI-enabled home appliances capturing consumer interest [5][7] Consumer Behavior and Trends - The "old-for-new" subsidy policy has stimulated consumer spending, with over 2000 home appliance brands on JD platform seeing a year-on-year sales increase of over 100% [2] - Consumers are increasingly prioritizing quality and efficiency in their purchases, with specific regional preferences noted, such as embedded washing and drying sets in East China and dehumidifiers in South China [2][4] - The demand for high-end cleaning appliances remains strong, with brands like Chase and Roborock achieving significant market shares in premium segments [3][6] Sales Performance - Xiaomi reported a total payment amount exceeding 29 billion yuan during "Double 11," with its smartphones leading in sales across major platforms [3] - Suining Yigou noted a 48% year-on-year growth in sales in county markets, with washing machines, dishwashers, and water purifiers being the most popular new items [2] Technological Integration - The integration of AI technology across platforms has enhanced supply chain efficiency and consumer experience, marking a transition to a more intelligent retail environment [5][6] - AI-enabled products, such as smart air conditioners and refrigerators, are becoming mainstream, reflecting a shift towards personalized and scenario-based consumption [6][7] Market Outlook - Analysts suggest that the "Double 11" event has evolved into a comprehensive test of instant retail and AI technology, indicating a significant transformation in consumer purchasing behavior [5][6] - The trend of "pursuing new" in 3C digital consumption is evident, with a growing demand for innovative products that enhance convenience and intelligence in daily life [7]