增长51%！苏宁零售云新智家电下乡迎“开门红”

Core Insights - The 2026 Central Document emphasizes the modernization of agriculture and rural areas, supporting rural consumption upgrades and the recycling of old appliances [1] Group 1: Company Initiatives - Suning Retail Cloud plans to leverage the upcoming New Year Festival to launch the "Subsidy for Rural Areas" initiative across over 10,000 stores, enhancing rural consumer access to smart appliances [1][4] - The company is focusing on a "walk into villages" service model to facilitate the exchange of old appliances and promote consumption policies [1][4] Group 2: Market Trends - The county market is experiencing a generational shift in consumer demographics, with younger consumers prioritizing quality and digital experiences [3] - There is a transition in household consumption from basic appliances to a demand for smart, healthy, and comfortable home experiences [3] Group 3: Sales Performance - In January 2026, Suning Retail Cloud reported a 51% year-on-year increase in sales, with significant growth in "burden-reducing" and "atmospheric" appliances [6] - Specific product sales saw remarkable increases: robotic vacuum sales up 147%, dishwashers up 83%, and large-screen TVs up 75% [6] Group 4: Strategic Developments - Suning Retail Cloud is enhancing its large store strategy, with 24.10% of new franchise stores being large format, providing ample space for experiential retail [3] - The integration of local cultural elements into the "Subsidy for Rural Areas" initiative aims to create a festive atmosphere while facilitating consumer engagement [4][8] Group 5: Future Outlook - The comprehensive rollout of the "Subsidy for Rural Areas" initiative is expected to amplify the synergy between policy and market, invigorating the New Year consumption market [8] - The deep service model being explored by Suning Retail Cloud is anticipated to unlock further potential in rural consumption and improve residents' quality of life through smart appliance adoption [8]