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从“换新”到“换优” 家电消费升级 智能家电打开消费新市场
Yang Shi Wang· 2025-07-24 02:57
Group 1: Consumer Trends in Home Appliances - Over 66 million consumers have purchased over 109 million units of 12 categories of home appliances under the "trade-in" policy this year, indicating a shift from "replacement" to "upgrade" in traditional appliance consumption [1] - Smart home appliances are gaining popularity among consumers, with features like air conditioners that adjust airflow based on location and washing machines that can differentiate fabric types [2][4] - The sales of dual-tub washing machines have surged, with over 15 units sold daily, as consumers seek machines that can wash different fabric types separately [6] Group 2: Growth in Digital Products - More than 69 million consumers have purchased over 74 million digital products, with AI smartphones, AI computers, and AI glasses becoming trendy among young consumers [9] - The smart glasses market has seen explosive growth, with transaction volume increasing tenfold compared to last year, and the average price dropping from over 2000 yuan to around 1500 yuan [11] - Smart imaging devices, such as action cameras and drones, are increasingly popular, with overall sales in this category growing by 30% year-on-year [12][14] Group 3: Economic Impact and Market Transformation - The sales generated from the "trade-in" program reached 1.4 trillion yuan, surpassing the total sales of the previous year, reflecting a transition from simple replacement to enhanced quality of life [14] - The integration of artificial intelligence in consumer products is becoming a new growth point for economic development, with over 100 AI-enabled devices now available in the market [14] - The shift in consumer behavior from purchasing individual products to seeking "smart living solutions" signifies a transformation in the market landscape, opening up a trillion-yuan consumption market [14]