Group 1 - The core viewpoint of the articles highlights the evolving consumer behavior during the 618 shopping festival, with a significant shift towards valuing quality products over low prices, as evidenced by 58.5% of respondents willing to pay for "good things" [1][15][21] - The 618 shopping festival saw a notable increase in consumer participation, with over 90% of consumers engaging in the event, and a strong preference for health-conscious and AI-integrated products [8][21][23] - The report indicates that platforms like JD.com and Tmall have simplified their promotional strategies, enhancing the shopping experience and stimulating consumer enthusiasm [2][3][26] Group 2 - JD.com maintained a leading position in the electronics category, with over 50% market share in 3C digital products and a year-on-year growth rate of 45% [3][34] - The consumer trend towards health and wellness products was evident, with 30.5% of respondents focusing on health when purchasing food and beverages during the festival [21][23] - The integration of national subsidies with the 618 promotions has encouraged consumers to upgrade their electronics, with 41.2% of respondents taking advantage of these offers [34] Group 3 - The shopping experience during the 618 festival was rated highly, with 83.2% of respondents indicating that JD.com provided a better overall shopping experience compared to other platforms [26][28] - Consumers expressed a desire for immediate access to new products, with many opting for instant delivery options during the festival [19][33] - The popularity of domestic brands surged, with 28.7% of respondents showing increased interest in purchasing domestic products, reflecting a shift in consumer preferences [23][24]

证券代码：002416 证券简称：爱施德 深圳市爱施德股份有限公司 投资者关系活动记录表 编号：2025-004 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 □现场参观 | □路演活动 √其他（券商策略会） | | 上市公司 | 副总裁兼董事会秘书吴海南先生 | | | 接待人员 | 投资者关系经理陈菲菲女士 | | | | 国泰海通证券—陈笑 西南证券—周杰 | | | | 国海证券—卢世伟 | | | | 东北证券—易丁依 | | | | 嘉实基金—张浩嵩 | | | | 鹏华基金—陈金伟 | | | 活动参与人员 | 国投瑞银基金—李研蓉 | | | | 光大保德信基金—唐钰蔚 | | | （排名不分先后） | 深商中汇控股—文郁葱 | | | | 弘源资本—何江威 | | | | 玖金投资—董迎 | | | | Jefferies—Jacky He | | | | Jefferies—Kelly Zou | | | | Manulife—Emily Liao | | | 时间 ...

转自：新华财经 刚刚过去的618，对Switch骨灰级玩家陈先生来说，是个充满惊喜的618。 6月5日零点刚过，北京朝阳区陈先生家的门铃突然响起，开门后京东3C数码采销人员与快递小哥在门 口说道"恭喜您成为Switch2新品全国首单玩家，获得了京东官方带来的幸运大奖"。开箱后，陈先生发 现除了自己订购的新品外，还有任天堂官方抱枕、京东JOY玩偶和"一年独占新作游戏卡带免费享"的权 益卡。那一刻，他迫不及待地拆封，在工作人员的见证下感受新品的快乐。 对换新手机的周女士来说，618带来了"多重快乐"。 6月14日10:08，华为Pura 80 Pro+正式开售。北京的周女士不到中午就收到了来自京东秒送骑手送来的 新机，成为了华为Pura 80系列首批用户。周女士笑着说自己是惠英红的忠实粉丝，也在跟网友们一起 玩"红黄蓝大战"谐音梗，"没想到网友们玩梗还帮自己喜欢的演员接到了商务，于是我果断从京东秒送 下单了惠英红同款新机，一次购物感受多重快乐。" 他们是京东618期间用户下单新品反馈的缩影。京东3C数码618全周期战报显示，京东618全周期，成交 额破千万元的3C数码新品数量同比增长200%。其中，AI硬件、Ap ...

Global Consumer Electronics Industry Overview - Chinese brands are actively expanding into overseas markets, driving continuous growth in the global consumer electronics industry. From 2020 to 2024, the export value of electromechanical products from China is expected to rise annually, with growth rates of 8.7%, 1.62%, and 6.78% for 2021-2023 respectively. The global consumer electronics market is also showing growth, with overseas market share exceeding 20% from 2021 to 2024 [1]. Market Demand Differences and Growth Categories China Market - Demand Characteristics: Consumers focus on extreme experiences in outdoor, therapeutic, and entertainment scenarios, preferring narrative-driven marketing [4]. - Growth Categories: - Power banks: Addressing outdoor power anxiety and compatibility with new devices. - Portable speakers: Transitioning from personal use to essential for creating atmosphere in various settings. - AR/VR glasses: Moving from niche to mainstream demand, particularly in entertainment and gaming [4]. Europe and America Market - Demand Characteristics: Key needs include entertainment atmosphere, emotional companionship, and personalized beauty, with a strong preference for narrative-driven marketing [4]. - Growth Categories: - Projectors: Catering to immersive home and outdoor entertainment experiences, symbolizing "lifestyle aesthetics." - Smart companion robots: Addressing loneliness and mental health needs, providing emotional support and elderly care. - Home beauty devices: High cost-performance ratio, integrating AI skin detection for personalized skincare [4]. Southeast Asia Market - Demand Characteristics: Safety concerns, energy anxiety, and health needs are driving the smart home product upgrades, with narrative-driven marketing being more readily accepted by consumers [4]. - Growth Categories: - Smart home security: Rising middle class and increased safety awareness are boosting demand for smart cameras. - Smart water heaters: Addressing soaring electricity prices and unstable gas supply, focusing on energy-saving and dual-mode functions. - Smart mattresses: Post-pandemic health awareness is increasing interest in sleep monitoring and chronic disease management [4]. Technological Innovations and Future Trends Technological Innovation Directions - AI technology: Deep integration into home appliances and wearable devices, such as AI translation headsets and whole-home smart systems. - Environmental technology: Covering the entire product lifecycle to aid in energy saving and carbon reduction. - Health technology: Expanding into home and personal care scenarios, creating a "holistic health network" [4]. Future Trends - Scenario-driven growth: Home and travel are common growth trends across China, Europe, and Southeast Asia. - AI and scenario integration: Examples include AI-driven smart brushing and cooking in home scenarios, and real-time translation with smart glasses in travel scenarios. - Hardware innovation: Standalone AR glasses are expected to become the next major computing platform [4].

天猫618期间，新品整体成交增长153%，其中12个新品成交破亿，504款新品成交破千万，6970款新品 成交破百万，破千万和破百万的新品数量同比增长110%和192%。 6月19日，2025天猫618数据出炉，依靠玩法简化，用户规模和活跃度创新高，品牌全周期成交高效增 长。截至6月18日24点，453个品牌在天猫618成交破亿，同比去年增长24%。其中，苹果、美的、海 尔、小米、华为、源氏木语、耐克、格力、斐乐、vivo、珀莱雅、阿迪达斯、欧莱雅等品牌跻身天猫 618"10亿俱乐部"。同时，美妆、服饰、家电家装、3C数码、运动户外、潮玩、宠物等行业成交规模及 增速全网领先。 今年618，品质直播成为行业新标准，"专业主播+品牌货盘+平台保障"的协同模式迎来新增长。截至6 月18日24点，淘宝直播成交破亿直播间达81个，店播表现突出，破千万直播间数量同比增长21%，汽 车、运动户外、珠宝和美妆领衔增长。 淘天表示，今年天猫618，高净值人群88VIP会员突破5000万，规模创新高；品牌会员数同比增长15%， 品牌会员客单价达行业整体客单价的1.93倍，为品牌增长提供强劲动力。 在几个主要板块中，美妆新品爆发， ...

6月19日，南都湾财社记者致电罗马仕官方，客服回应称现阶段公司暂不方便接受采访，以官方公告为 准。记者亦通过官方邮件尝试联系罗马仕品牌部，截至发稿前未得到回应。官方旗舰店客服则表示，店 铺所有产品均有正品保障。 就近期罗马仕充电宝的质量争议，6月19日，深圳市市场监管局方面向南都湾财社记者表示，罗马仕公 司根据对3款移动电源的技术调查分析，确认存在产品缺陷，已启动召回。 发布召回公告后，罗马仕充电宝质量争议仍在发酵。 6月17日，有浙江的消费者于社交平台投诉称，他在日本旅行期间，罗马仕充电宝发生爆炸，充电宝烧 成焦炭，民宿地板被烧烂，此事随即引发热议。该消费者向南都湾财社记者表示，他赔偿民宿老板约 8000元人民币，目前罗马仕已有工作人员联系他，但目前尚未有处理结果。 消费者称晚上入睡前给充电宝充电 次日清晨发现充电宝爆炸起火 徐先生5月下旬和朋友在日本大阪旅行，他告诉南都湾财社记者，5月24日在入睡前他给充电宝充着电， 放在床头柜上，次日（5月25日）早上6点左右，他半梦半醒间突然听到类似火焰喷射的声音，感觉头附 近的区域特别烫，睁开眼后发现充电宝起火了，于是先把插座拔了，又把充电宝甩在地上，尝试用鞋子 灭 ...

6月18日，广西商务厅发出《关于暂停2025年广西消费品以旧换新补贴活动的通知》（以下简称《通 知》）。《通知》称：从2025年6月20日24:00起暂停汽车置换更新、家电以旧换新、3C数码购新、电动 自行车以旧换新、家装厨卫"焕新"补贴活动。 广西壮族自治区商务厅表示，今年以来，全区商务系统深入贯彻落实国家和自治区关于"两新"工作决策 部署，聚焦"扩围"和"便利"升级加码，深受广大消费者和商家欢迎，以旧换新惠民助企政策取得良好成 效。为确保以旧换新政策延续实施，经研究，广西壮族自治区商务厅决定对补贴活动进行政策调整。 （原标题：广西暂停消费品以旧换新补贴政策 但将持续全年开展） 2024年开启的全国消费品以旧换新政策首次出现地方暂停之声。 此外，消费品"以旧换新"活动还带动广西全区电动自行车销售近15万辆、家装厨卫产品换新超10万台。 截至目前，广西累计超500万人次消费者参与补贴活动，相当于平均每10个广西居民中就有1人参与；累 计发放补贴资金近65亿元，人均享受补贴约1200元；带动超两万家商贸经营主体实现交易额470亿元。 全国消费品以旧换新政策于2024年启动，辐射汽车、家电、家装厨卫消费等，并在2 ...

田女士在深圳多家3C产品卖场里，618促销场景火热，促销员在耐心为顾客讲解配置，今年前五月，田 女士卖场营业额超过了2500万，是去年全年销售额的3.2倍。这逆转背后，是深圳坪山街道"及时雨"般 的政策滴灌，以"速度"和"温度"暖心为企业服务，帮助企业度过"阵痛期"。 焦灼之时，田女士踏进坪山街道行政服务大厅，"去到大厅都已经快下班了，那段时间我已经问过很多 地方，这是我最后的希望。"窗口人员敏锐察觉到了她的困境，详细了解田女士的情况后，迅速将情况 上报。 当天晚上，田女士就接到了坪山街道经济发展办公室工作人员的电话，电话那头声音里透着疲惫却依旧 温和，详细为田女士梳理了应该要准备的材料，并对她如何申请进行了耐心指导。 田女士卖场里，前来购买电脑的顾客络绎不绝。 坪山街道帮忙跑腿 企业困难迎刃而解 看着财务发过来的营业额数据，田女士反复确认。就在半年多以前，田女士还为自己卖场的销售发愁， 因未能及时加入"国补"阵营，顾客纷纷流向邻近享受补贴的店铺，隔壁门店"政府补贴"的海报醒目而耀 眼，顾客拎着电脑袋从她门前走过，"店铺冷清得能听见空调嗡鸣，我心里直发愁。"田女士苦笑地回忆 道。当她决心要申请国家补贴时，却发 ...

截至2025年6月19日收盘，恒生消费指数(HSCGSI)成分股全线回调，同程旅行(00780)领跌，思摩尔国际 (06969)、老铺黄金(06181)、泡泡玛特(09992)、古茗(01364)等跟跌。恒生消费ETF(159699)全天换手 25.78%，成交3.05亿元，市场交投活跃。拉长时间看，截至收盘，恒生消费ETF自4月8日低点至今累计 反弹上涨10.63%。 流动性方面，截至6月18日，恒生消费ETF近1年日均成交1.04亿元，居可比基金第一。规模方面，截至 6月18日，恒生消费ETF最新规模达12.26亿元。 截至6月18日，恒生消费ETF近1年净值上涨19.33%。从收益能力看，截至2025年6月18日，恒生消费 ETF自成立以来，最高单月回报为22.30%，最长连涨月数为3个月，最长连涨涨幅为21.08%，上涨月份 平均收益率为5.79%。 数据显示，截至2025年6月18日，恒生消费指数(HSCGSI)前十大权重股分别为泡泡玛特(09992)、安踏体 育(02020)、百胜中国(09987)、创科实业(00669)、农夫山泉(09633)、万洲国际(00288)、海尔智家 (06690)、 ...

Group 1 - Tmall's 618 event saw a significant increase in user scale and activity, with 453 brands achieving over 100 million yuan in sales, a 24% year-on-year growth [1] - High-value consumer group 88VIP members exceeded 50 million, marking a new high, while brand membership increased by 15%, with member average spending 1.93 times the overall industry average [1] - The home appliance and 3C digital sectors experienced explosive growth, with total sales for participating categories up 116% compared to last year's Double 11, and over 9,200 brands doubling their sales [1] Group 2 - Quality live streaming has become a new industry standard, with 81 live streaming rooms achieving over 100 million yuan in sales, and the number of live streaming rooms exceeding 10 million yuan increased by 21% year-on-year [2] - Emerging sectors such as trendy toys, jewelry, pets, and beverages are identified as high-growth trends during this year's Tmall 618 [3] - The event focused on quality improvement and efficiency, simplifying the shopping experience while supporting quality and original brands through various resources [3]