这气温是一天比一天更高，除了白天的燥热难耐，晚上睡觉也变成了一件难事！ | 15天预报 | | | | | | 趋势 列表 | | --- | --- | --- | --- | --- | --- | --- | | 昨天 | 今天 | 明天 | 周六 | 周日 | 周- | 周二 | | 05/07 | 05/08 | 05/09 | 05/10 | 05/11 | 05/12 | 05/13 | | ர் | 007 90% | | 0 | -0- | 0- | 1 | | 29° | 27° | 28° | 26° | 28° | 30° | 32° | | 20° | 20° | 20° | 16° | 17° | 18° | 22° | | | 90% | + | 4 | + | 14 | | | 西南风 | 西南风 | 西风 | 西北风 | 西北风 | 西北风 | 西北风 | | 1级 | 1级 | 1级 | 1级 | 1级 | 1级 | 1级 | 就算是刚洗过澡，只要往床上一躺， 马上就会全 身燥热，后背也会黏糊糊的，根本睡不着。 开空调吧，吹一整晚容易醒来打喷嚏，关空调吧，睡到半夜热得像在蒸 ...

Core Insights - Aterian, Inc. has launched two innovative home appliances, the PurSteam Steam Station Max and the Mueller Living Cordless Portable Vacuum Sealer, now available nationwide at Walmart [1][2] - The launches aim to enhance Aterian's omni-channel presence and strengthen its brand visibility and retail partnerships [2][5] Product Launch Descriptions - The PurSteam Steam Station Max features a rapid 1.5-minute preheat, strong continuous steam output, and a large 50.7 oz water tank, designed for speed and convenience [7] - The Mueller Living Cordless Portable Vacuum Sealer can seal up to 60 bags on a single charge, with universal compatibility and a fast 3-hour charging time, making it suitable for everyday kitchen use [7] Brand Information - PurSteam focuses on high-performance cleaning products, combining advanced technology and superior quality [3] - Mueller Living offers premium kitchen tools that blend comfort, design, and durability, catering to cooks of all levels [4] - Aterian, Inc. operates across multiple categories, including home and kitchen appliances, health and wellness, and air quality devices, selling through major online marketplaces [5]

Core Insights - Gree Electric's chairman Dong Mingzhu successfully hosted a live streaming event on JD.com, attracting over 8 million viewers and generating more than 200 million yuan in sales [1][6] - The event showcased popular products such as rose air conditioners, national style air conditioners, flower refrigerators, and enamel pots, highlighting Gree's focus on user-centric technology [4][8] Sales Performance - The live stream led to a 100% year-on-year increase in air conditioner sales, a 200% month-on-month increase in refrigerator sales, a 426% month-on-month increase in washing machine sales, and a 210% month-on-month increase in kitchen appliances like rice cookers and enamel pots [6] - Other household appliances, including fans and water purifiers, saw a 78% month-on-month increase in sales [6] Industry Trends - Since the launch of JD.com's shopping season on May 13, over 200 live streaming events have been held, featuring prominent business leaders, which significantly boosted the gross merchandise volume (GMV) and unique visitors (UV) in the home appliance category [10] - JD.com has established itself as a leading platform for live streaming in the e-commerce sector, with a reported increase of over 500% in GMV and over 800% in UV during these events [10]

1. 【格力电器：公司芯片已在家用空调产品中规模应用，整体自研应用占比约30%】格力电器董事 会秘书章周虎在6月9日下午举行的公司业绩说明会上表示，目前公司芯片产品主要有功率半导体产品 以及集成电路芯片，"公司芯片已大规模应用在家用空调产品中，整体自研应用占比约30%，自研芯 片也已应用在商用空调、智能装备、工业机器人等自营业务中。"注：格力自2015年开始进入芯片领 域，一期规划产能24万片/年。（财联社） O AIGC 产业动态日报 谷歌宣布在医疗保健领域推出人工智能计划 并致力于打造/ Stability Al发布3D视频生成工具SV3D! 可 同时输出多个新视角 这款新模型基于Stable Video Diff on模型的改讲,留 移根据单一辑入图像创建和转换多视图3D网格。 2.【 台积电日本、德国新厂建设计划或将调整 】6月9日消息，台积电董事长魏哲家近日表示，台积 电日本熊本二厂建设确实延宕，但主因是"塞车问题"。供应链透露，在资金、人力排挤下，加上评估 当地客户下单状况，目前台积电日本熊本一厂产能利用率尚未达标，而德国厂兴建与后续进机计划， 预估也将有所调整。整体来说，日本、欧洲现阶段车市不佳 ...

Group 1 - The core viewpoint of the articles highlights the transformation in the home appliance market driven by young consumers who are increasingly interested in innovative and niche products, moving away from traditional appliances [1][4] - The "618" shopping festival has become a significant platform for testing the synergy between policy incentives and market demand, reflecting the broader trend of consumption upgrades in China [4] - New categories of home appliances, such as baby sterilizers and pet dryers, are gaining popularity, indicating a shift in consumer preferences towards products that offer emotional value and aesthetic appeal [1][2] Group 2 - Data from JD.com shows that during the "618" event, certain categories like bubble water machines and cooling fans experienced a 100% increase in sales, while products like multi-tub washing machines and pet purifiers saw over 500% year-on-year growth [2] - The rise of new brands like Xiaoji demonstrates the trend of young consumers willing to pay a premium for design and functionality, with the "national subsidy" policy significantly lowering their decision-making costs [2][3] - The latest statistics indicate that the nationwide trade-in policy has led to the sale of 77.618 million home appliances, generating over 1.1 trillion yuan in sales, with air conditioners and cleaning appliances becoming competitive focal points [3]

| Hildy Ling | | | --- | --- | | Equity Analyst | | | Hildy.Ling@morganstanley.com | +852 2239-7834 | | Cindy Gao | | June 5, 2025 04:06 AM GMT M Update China Home Appliances and Furnishing | Asia Pacific Our Take on the Suspension of Trade-in Subsidy in Certain Regions Key Takeaways Exhibit 1: Home appliance trade-in sales progress | | | | | | Central | | | Average | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | No. of | No. of appliances | | government | % subsidy of | Average price | spen ...

Group 1 - Gree Electric Appliances emphasizes that all its products are independently developed and manufactured without outsourcing or OEM production, ensuring high quality and consumer trust [2] - The company has received numerous awards for its technological capabilities, including 99 significant awards and over 96,626 patent applications, making it a leader in the home appliance industry [3] - Gree's R&D investment has remained high, with amounts of 6.529 billion yuan in 2021, 6.430 billion yuan in 2022, 7.006 billion yuan in 2023, and projected to reach 7.140 billion yuan in 2024 [3] Group 2 - In terms of smart home appliance patent applications, Gree's total in 2021 was approximately 1.45 times that of Haier, with 717 and 496 applications respectively [5] - The home appliance industry is experiencing price fluctuations, with online prices for major white goods declining due to weak downstream consumption, while offline prices have increased significantly [6] - Experts note that while significant advancements have been made in smart appliance technology, challenges remain in the white goods sector, particularly in sensor technology [9]

Teardown Result Sparks Heated DiscussionKUALA LUMPUR, Malaysia, June 05, 2025 (GLOBE NEWSWIRE) -- Recently, influencers from Thailand and Malaysia shared teardown reviews of air conditioners, sparking widespread discussion. Many were surprised to learn that top Japanese brands like Panasonic and Daikin use “GMCC” compressors—manufactured by Midea, the world’s No.1 residential inverter AC company. Malaysian Tech DIYer Berani Buat disassembled Daikin and Panasonic units and found the GMCC label inside. His vi ...

ESSEN, Germany, June 05, 2025 (GLOBE NEWSWIRE) -- Midea has won the prestigious 2025 German Red Dot Product Design Award for its Numen series air conditioners launched in Southeast Asia. The award-winning Numen incorporates Midea's latest AI ECOMASTER and Prime Guard technology. These cutting-edge technologies have also been applied to Midea Celest series, further expanding choices for Southeast Asian consumers, which are now available across Southeast Asia. AI ECOMASTER System Achieves Perfect Energy Effi ...

Group 1 - The 618 e-commerce promotion has been extended to nearly 40 days, starting from May 13 to June 20, with notable changes in promotional strategies across platforms [1][2] - Tmall has replaced the traditional "full reduction" method with "official reduction," simplifying the discount process for consumers, while JD.com has integrated various discount strategies, intensifying competition [1][2] - Xiaohongshu has shifted its focus from 618 to a "Friendly Market" initiative, providing significant subsidies and traffic support to new merchants, indicating a strategic pivot in promotional focus [1][2] Group 2 - AI tools are increasingly being utilized in the 618 promotions, with JD.com offering free access to digital personas and other AI applications for merchants, while Alibaba's AI tools aim to enhance conversion rates [2] - Content e-commerce is enhancing interconnectivity, with initiatives like the "Red Cat Plan" between Taobao and Xiaohongshu, aiming to improve merchant conversion rates through collaborative marketing [2] Group 3 - The shift to "direct reduction" and "subsidy stacking" has negatively impacted small merchants, with reports of daily GMV dropping significantly due to reduced consumer engagement in "full reduction" strategies [3][5] - Small merchants are increasingly feeling marginalized during promotional events, leading to a decrease in their expected sales and a reluctance to stock up for promotions [5][6] Group 4 - The apparel sector has seen a mixed performance, with a reported increase in sales on platforms like Taobao and Douyin, yet high return rates are causing significant concern among merchants [9][11] - Return rates for women's clothing have reached alarming levels, with reports indicating that up to 80% of items are returned, leading to increased costs and inventory challenges for merchants [11][12] Group 5 - The home appliance sector is experiencing a "crazy price" era during the 618 promotion, with many products being sold at prices lower than second-hand items, driven by aggressive pricing strategies from major brands [14][16] - The ongoing price war in the home appliance market is attributed to various factors, including government subsidies and competitive pressures from platforms like Pinduoduo, leading to a potential long-term decline in prices [16][17]