转自：成都日报锦观 据悉，年货购物节采用成渝双城联动模式，其中智能家电主题展作为核心亮点，将打造"展示+体验+销 售+宣传"一体化平台，帮助品牌实现突破——借势节庆超高人气，快速触达精准客群；依托双城联 动，深耕川渝潜力市场；凭借"展示+销售"模式，实现产品快速动销与品牌深度渗透。 本届智能家电展汇聚全品类智能家电产品，将打造春节智能家电采购首选地。参展范围覆盖智能大家 电、智能小家电（扫地机器人、洗地机、健康监测家电、净化器等）、全屋智能系统（智能家居控制系 统、智能安防设备、家电互联解决方案等）及其他生态智能产品。 此外，智能家电展还将精心策划四大配套活动，如智能新品首发盛典、"智能生活日"主题活动、品牌专 属新春特惠以及"消费者喜爱的智能家电之星"评选。 新春年货购物节将推智能家电展 本报讯 （成都日报锦观新闻记者 孟浩） 作为第二届"天府精品"迎春消费月重点活动之一，第29届中国 （四川）新春年货购物节将于1月30日—2月11日在成都世纪城国际会展中心举行，同步在重庆南坪国际 会展中心设分会场。记者9日获悉，新春年货购物节期间，还将同步推出"智能家电展"。 ...

摘要 从 CES 看 2026 智能家电新品趋势 20260107 根据统计数据，2024 年有约 1,100 家中国企业参加 CES 展会，到 2025 年这 一数字上升至 1,475 家左右。然而，到了 2026 年，这一数字降至 837 家。可 以看出，从 2024 年至 2025 年，中国企业参展积极性较高，但在 2026 年出 现了显著下降。这表明出海生态发生了一些变化。尽管如此，一些头部上市公 司由于拥有强劲的现金流和明确的海外市场份额，仍然持续参展并展示多品类 产品。 中国企业在 CES 展会上展示的产品有哪些新趋势？ 从去年（2025 年）开始，各个企业加快了多品类拓展速度，寻找第二或第三 成长曲线。例如，清洁电器头部公司科沃斯在今年（2026 年）推出了陪伴机 器人和泳池机器人等新产品；投影仪公司极米科技则推出了首款 AI 眼镜。这些 石头科技在 2026 年 CES 展上展示轮足式扫地机器人，深耕单一赛道， 追求极致品质。科沃斯重点推进滚筒洗地机海外渗透，扩大擦窗、泳池 机器人的放量。 海外扫地机器人市场格局稳定，iRobot 份额下滑，头部企业通过差异化 经营维持份额。洗地机市场竞争加剧 ...

当清晨的第一缕阳光洒进阳台，衣物已悄然完成清洗与烘干，无需晾晒，没有潮湿气味，只有清新自然 的触感。对于注重环保节能、追求生活品质的家庭而言，一台高效、静音、智能的洗烘一体机不仅是家 电升级的选择，更是生活方式的革新。在6000元以上的中高端市场中，多款兼具性能与设计的产品脱颖 而出，满足对节水节电、精细护理和智能操作的多重需求。 松下 XQG100-VA198 售价11086.0元，作为纤镜系列的旗舰之作，以其银河钴蓝配色和彩钢箱体彰显高 端气质。10公斤洗涤与8公斤烘干容量足以应对全家衣物，1.11的高洗净比配合1200rpm转速，清洁力强 劲且稳定。一级能效搭配智能投放与离心净水洗技术，实现精准用水用剂，减少浪费。运行时噪音控制 在62dB以内，配合LED数码屏和上排水设计，兼顾实用性与现代家居美学，是追求极致洁净体验用户 的理想选择。 格力 XQG100-DWD1401Fa1 以6249.0元的价格提供越级体验。搭载DD直驱变频电机，运行平稳低噪， 有效延长使用寿命。AI智能投放功能可根据衣量自动调节洗衣液用量，避免过量使用造成的水资源污 染。活水漂洗技术提升漂净率，确保残留更低。10公斤大容量支持多 ...

齐鲁晚报.齐鲁壹点台雪超通讯员史辰生 加速项目招引建设 围绕智能家电产业招商图谱精准锚定细分赛道，通过产业链招商、以商招商等方式深挖产业项目，多次 赴深圳、北京、上海等地开展项目对接。同时，构建项目全生命周期跟踪服务机制，从签约洽谈、注册 落地到投产运营实行闭环管理，解决项目推进中的堵点难点问题，强化跨区域精准对接力度，优化项目 落地全流程服务，推动优质项目加速集聚，推动美思先端、格如灵、芯格诺等25个重点项目完成注册落 地，为产业集群扩量提质、能级跃升筑牢坚实项目支撑。 持续优化产业生态 举办投融资路演、项目赋能对接会等活动，搭建政企银企合作平台，促进优质项目与资本、资源精准衔 接。健全推进机制，成立产业发展工作专班，通过专题会议统筹进展、部署任务，凝聚部门、功能区及 链主企业工作合力。培育标杆示范载体，完善协同联动机制，加速创新要素高效流转，打造创新场景， 培育三翼鸟、卡奥斯等标杆载体，加速创新要素集聚。夯实载体支撑，依托专业产业园完善产业链配套 服务，为产业高质量发展提供坚实保障。 强化生态赋能 日前，崂山区举办新闻发布会介绍区智能家电产业发展情况。据悉，2025年以来，智能家电产业专班积 极落实青岛市 ...

随着健康意识的提升，空气净化器已成为新房入住、办公室装修后的标配家电。然而，面对市场上琳琅 满目的产品和复杂的参数，如何选择一台真正高效、安全、适合大空间的除甲醛机型？本文综合中国家 用电器协会、国家室内车内环境及环保产品质量监督检验中心的权威数据，并依据GB/T 18801-2022 《空气净化器》 新国标，为您深度横评2025年十大空气净化器品牌，特别针对86㎡左右的客厅、大平 层及办公室场景，提供一份科学、权威的选购指南。 在开始横评前，了解我们面临的空气问题至关重要。据国家室内车内环境及环保产品质量监督检验中心 发布的《中国室内空气污染现状白皮书》显示，我国新装修住宅的甲醛超标率仍处高位。世界卫生组织 已明确将甲醛列为一类致癌物，长期暴露可引发呼吸系统疾病、免疫力下降，甚至白血病，对孕妇、儿 童及办公室久坐人群的危害尤为突出。 因此，选择一台性能可靠的空气净化器，不是消费，而是对家 人和员工健康的必要投资。2022年实施的新国标GB/T 18801-2022，为评估空气净化器的除甲醛核心性 能（CADR、CCM）提供了统一、权威的标尺，是消费者辨别产品优劣的首要依据。 2025空气净化器选购核心：看懂 ...

Core Viewpoint - The construction materials sector experienced a decline of 1.41% during the week of December 6-12, 2025, underperforming against the Shanghai Composite and Wind All A indices, which saw changes of -0.08% and +0.26% respectively, resulting in excess returns of -1.33% and -1.67% [1] Group 1: Cement Market - The national average price for high-standard cement was 354.8 yuan/ton, reflecting a slight increase of 0.2 yuan/ton from the previous week but a significant decrease of 69.2 yuan/ton compared to the same period in 2024 [2] - The average cement inventory level among sample enterprises was 64.8%, down 1.6 percentage points from the previous week but up 0.9 percentage points year-on-year [2] - The average cement shipment rate was 43.9%, a decrease of 0.7 percentage points from the previous week and down 0.9 percentage points compared to 2024 [2] Group 2: Glass Market - The average price for float white glass was 1165.1 yuan/ton, up 1.2 yuan/ton from the previous week but down 247.0 yuan/ton year-on-year [2] - The inventory of float glass among sample enterprises was 5.542 million heavy boxes, a decrease of 133,000 heavy boxes from the previous week but an increase of 1.254 million heavy boxes compared to 2024 [2] - The domestic market for non-alkali roving yarn remained stable, with mainstream transaction prices for 2400tex non-alkali yarn ranging from 3250 to 3700 yuan/ton, unchanged from the previous week [2] Group 3: Industry Outlook - The cement industry is expected to see a gradual improvement in profitability due to proactive supply-side adjustments, with a projected increase in clinker capacity utilization [6] - The glass industry is facing a supply contraction, which may provide price elasticity in 2026, although current conditions are characterized by widespread losses among producers [7] - The fiberglass sector anticipates stable growth in demand driven by wind power and new applications, with a projected increase in effective capacity for 2026 [4][5]

Core Viewpoint - Haier Group has officially signed a strategic cooperation agreement with Goer Group, focusing on deep collaboration in smart home appliances, industrial internet, new energy, and artificial intelligence fields [1] Group 1 - The partnership aims to leverage both companies' strengths in technology and innovation to enhance product offerings and market competitiveness [1] - The collaboration is expected to drive advancements in smart home solutions and industrial applications, aligning with current market trends towards digitalization and sustainability [1]

Group 1 - The home appliance industry is navigating through challenges and opportunities in 2025, driven by policy support and external pressures, while embracing AI technology and market competition [1][29] - The "old-for-new" policy has been significantly expanded, with subsidies increasing from 8 to 12 categories of appliances and the maximum subsidy for air conditioners raised from 1 to 3 units per consumer [3][31] - In 2024, the "old-for-new" initiative generated over 1.3 trillion yuan in sales, and in 2025, it is expected to bring even stronger growth momentum due to increased support and extended implementation time [3][32] Group 2 - The launch of the AI model DeepSeek has revolutionized the home appliance sector, becoming a core engine for product innovation and driving a wave of new consumer experiences [4][34] - The home appliance industry has shown resilience amid a "tariff storm," with companies viewing the situation as an opportunity to expand into emerging markets [6][36] - The summer of 2025 saw unprecedented demand for air conditioners in Northeast China due to extreme heat, leading to a significant increase in sales and installation requests [15][43] Group 3 - The concept of "anti-involution" has gained traction in the home appliance industry, with calls for a shift away from price wars towards sustainable competition and innovation [18][46] - A strategic partnership between Midea and Hisense marks a significant trend in the industry, indicating a move towards collaboration among leading companies to enhance market space [13][41] - The introduction of national standards for smart home appliances is set to standardize technology requirements and improve consumer confidence in product quality [22][50] Group 4 - Rising copper prices due to global supply constraints and increased demand are putting pressure on the home appliance industry, leading to price adjustments by manufacturers [24][52] - The competitive landscape is shifting, with companies like Gree and Xiaomi engaging in public disputes over sales data, highlighting a focus on long-term service commitments and quality over short-term sales figures [20][48] - The home appliance industry is expected to face ongoing challenges and opportunities as it transitions towards a focus on technological innovation and value chain management [27][54]

Core Insights - Xiaomi has launched its first self-produced central air conditioner in Wuhan, marking a significant step in its "smart home ecosystem" strategy in Central China [1] - The upgraded version of the previously released central air conditioner, the Mi Home Central Air Conditioner Pro, is designed for larger spaces and enhanced smart features [2] - The new air conditioner features a "dual airflow" mode to address temperature differences in winter, maintaining a temperature difference of less than 0.8°C between the head and feet [2] Product Features - The air conditioner can be controlled via voice commands and can recognize "unmanned status" to switch to energy-saving mode [3] - It operates effectively in extreme temperatures, maintaining cooling performance at 50°C and heating performance at -7°C [3] - Xiaomi has introduced a "customized purchase" option for consumers to receive tailored solutions based on room size [3] New Product Launches - Alongside the air conditioner, Xiaomi has launched four additional smart home products, including a ceiling light designed for eye protection, a smart home screen that connects over 6,000 devices, and a refrigerator with advanced preservation features [4] - The new washing machine offers a large capacity and smart features for family needs [4] Strategic Focus - Xiaomi is establishing Wuhan as a core hub for its smart home appliance industry, aiming to contribute to the region's economic development through innovation [4]

行 业 及 产 业 家用电器 行 业 研 究 / 行 业 点 相关研究 证 券 研 究 报 告 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.com 刘嘉玲 A0230522120003 liujl@swsresearch.com 联系人 刘嘉玲 A0230522120003 liujl@swsresearch.com 2025 年 12 月 07 日 石头科技发布黑五战报，莱克电气 公告参与认购投资基金 看好 ——《2025/12/1-2025/12/5》家电周报 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 评 - ⚫ 本周家电板块指数跑赢沪深 300。本周申万家用电器板块指数上涨 1.8%，同期沪深 300 指数上涨 1.3%。重点公司方面，莱克电气（8.3%）、石头科技（6.6%）、华翔股 份（5.2%）领涨；亿田智能（-7.9%）、浙江美大（-6.9%）、火星人（-4.6%）领 跌。 ⚫ 行业动态：1）石头科技发布黑五战 ...