截至2025年12月25日 09:36，中证家居家电指数(931241)上涨0.15%，成分股飞科电器(603868)上涨 4.06%，青岛金王(002094)上涨3.64%，江苏雷利(300660)、松霖科技(603992)、万和电气(002543)等个股 跟涨。 家居家电ETF(515730)多空胶着。拉长时间看，截至2025年12月24日，家居家电ETF近1周累计上涨 0.69%。 消息面上，12月24日，北京市进一步优化调整住房限购政策。一是放宽非京籍家庭购房条件，购买五环 内商品住房的社保或个税缴纳年限由"3年"调减为"2年"，五环外由"2年"调减为"1年"。二是多子女家庭 五环内可多购买1套房。另外，商贷利率不再区分首套房和二套房，二套房公积金贷款最低首付比例下 调至25%。 （数据来源：wind，截至2025/11/25，行业分布为中证三级行业分类。） 永赢$家居家电ETF(515730)$紧密跟踪中证家居家电指数(931241.CSI)，精选家用电器和家居用品龙头上 市公司。通过投资这只基金，或可高效捕捉政策提振消费扩内需红利，充分分享优质家居家电企业的成 长收益，并能有效分散个股风险，布局整 ...

来源：环球网 岁末年初，围绕品质升级与健康生活的需求持续释放，家居家电行业也迎来新一轮新年焕新消费高峰。 顺应这一趋势，安吉尔推出以"科技引领 销量领先"为主题的空间大师新年焕新季活动，通过多重优惠 政策，推动高品质净水走进万千家庭，助力全屋净水体验升级。 据了解，本次直播是安吉尔与京东在年度战略合作下的重要实践，双方将依托京东五星电器线下第一家 电连锁的资源优势，通过达人直播与线下门店联动的形式，打通线上内容直播与线下场景体验，为消费 者提供更加直观、便捷的产品消费渠道。 值得关注的是，这也是安吉尔首次实现品牌、渠道与达人深度协同的专场直播，这一模式创新将进一步 提升消费者选购体验，也推动着双方战略合作迈向更高层次。届时，专场直播将带来多款热销产品代金 券，为直播间用户带来专属优惠。 随着新年焕新季持续升温，安吉尔进一步联动核心渠道资源，携手京东五星电器开启冬季攻势。12月20 日，安吉尔将与京东五星电器在沈阳京东mall通过设计师阿爽抖音直播间打造一场高规格直播，安吉尔 集团消费者事业部总经理程琳、京东五星电器全国数字营销负责人黄庆宁将空降设计师阿爽抖音直播 间，释放直播专属福利，为消费者带来实打实的年末 ...

华创证券指出，中证A500行业配置聚焦四大方向：科创、顺周期、出海及地产链。科创领域受益 于康波周期下的科技博弈，估值上限有望继续打开，重点关注光学元件、PCB、集成电路等细分领域； 顺周期行业在再通胀交易中表现突出，尤其是供给紧张的周期（有色/化工/钢铁/煤炭）、制造（机械/ 医药/交运）、消费（养殖/纺服）及科技（消费电子/光学光电子）板块。出海逻辑强调产能全球化布 局，关注电新、机械、通信等高景气赛道；地产链则处于中期触底阶段，建筑建材、家居家电、物管等 具备困境反转的高赔率机会。行业新旧动能转换中，科技制造ROE稳步抬升。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 把握A股机遇，或可关注中证A500ETF（159338），中证A500创新指数编制方案，以国际通用 的"行业均衡"方式编制。从客户数量来看，根据2025年中报，国泰中证A500ETF总户数位列 ...

Core Viewpoint - The Zhejiang Provincial Committee emphasizes the integration of advanced manufacturing clusters to promote the upgrading of traditional industries, the growth of emerging industries, and the scientific layout of future industries [1] Group 1: Traditional Industry Upgrading - The initiative aims to implement "tenglong huan niao" (transformation) and "phoenix nirvana" actions to deepen the construction of national traditional manufacturing upgrade demonstration zones [1] - There will be a strong push for technological transformation, equipment updates, and ecological upgrades in traditional industries to enhance quality and technical capabilities [1] - Key industries such as green petrochemicals, textiles and apparel, electrical machinery, and home appliances will be prioritized for quality upgrades to strengthen their competitive positions [1] Group 2: Emerging Industry Development - The plan focuses on building new pillar industries, accelerating the development of clusters in artificial intelligence, new materials, new energy, aerospace, low-altitude economy, and biomedicine [1] - A future industry investment growth mechanism will be established to explore various technological routes, typical application scenarios, feasible business models, and market regulation rules [1] - Key areas for future industry development include humanoid robots, brain-machine interfaces, brain-like intelligence, quantum information, and biomanufacturing [1] Group 3: Service Industry Enhancement - The implementation of high-quality development projects in the service sector will be prioritized, aiming to improve the integration of modern services with advanced manufacturing and modern agriculture [1] - The initiative will promote the specialization and high-end extension of productive services and enhance the quality and diversity of life services [1]

Core Insights - The 2025 (3rd) Huizhou Trade Fair and Foreign Trade Quality Products Procurement Conference commenced on November 14, focusing on promoting the integration of domestic and foreign trade and supporting the dual circulation of quality foreign trade products, attracting around 300 participating enterprises [1][3] Group 1: Event Overview - The event features a 20,000 square meter exhibition area showcasing over 3,000 quality products from Huizhou, including specialty foods, agricultural products, beverages, cultural and creative products, fashion footwear, and home appliances, highlighting the diverse development of Huizhou's industries [1] - The fair has been recognized as a key exhibition by the Guangdong Provincial Department of Commerce for three consecutive years, serving over 1,000 enterprises and facilitating transactions exceeding 100 million yuan [3] Group 2: Participation and Support - The event is supported by over 20 trade associations, including the Huizhou Agricultural Products Circulation Industry Association and the Huizhou Footwear Industry Association, showcasing a variety of high-quality products from different sectors [3][4] - Notable products include geographical indication products and well-known local brands, emphasizing Huizhou's reputation as a hub for quality manufacturing [4] Group 3: Regional Collaboration - The event features a special exhibition area for the Qiannan work team from Guizhou Province, promoting local products such as Yi Ren rice and Pu'an red tea, enhancing the "Qianguo Out of the Mountain" initiative [6] - Other regions like Tibet and Daqing also participated, showcasing unique agricultural products, thereby enriching the exhibition's offerings and fostering trade connections [6] Group 4: Activities and Engagement - A series of activities are planned during the fair, including the "Brand Huizhou - West Lake Forum" and targeted matching events for the footwear industry, aimed at enhancing brand development and facilitating business cooperation [6] - Interactive experiences such as drone football and cultural performances are designed to engage attendees, creating a vibrant atmosphere that combines trade discussions with cultural and recreational activities [6][7] Group 5: Future Goals - The organizing committee aims to continuously optimize services to ensure exhibitors gain benefits, buyers find surprises, and citizens enjoy the event, contributing to Huizhou's development as a more influential regional consumption center [7]

Core Insights - The China International Import Expo (CIIE) continues to attract multinational CEOs and representatives, highlighting the certainty of China's development and openness as key reasons for investment [1][4] Group 1: Trade and Economic Cooperation - The Australian pavilion at CIIE has the largest area in history, with a projected bilateral trade volume of 312 billion AUD between Australia and China in 2024, making China Australia's largest trading partner [2] - Australian seafood companies are adapting to the Chinese market by innovating supply chains and targeting younger consumers with convenient, high-end seafood products [4] - Colombia's coffee industry is observing a shift in Chinese consumer habits, particularly among younger generations who are moving from functional needs to experiential pursuits [4] Group 2: Multinational Corporate Engagement - Audi's global CEO expressed enthusiasm for the vibrant Chinese market and emphasized the importance of local collaboration for enhancing R&D and market responsiveness [5] - Goodyear has been operating in China for over 30 years and recognizes the emergence of innovative Chinese companies, which create a dynamic ecosystem for foreign firms [5] - The CEO of Swiss air purification brand Aicair highlighted China's commitment to high-level openness by removing foreign investment restrictions in manufacturing [5] Group 3: Consumer Trends - The consumer goods exhibition area at CIIE spans 84,000 square meters, featuring over 700 companies from more than 70 countries, serving as a key observation point for young consumer trends [6] - Brands are increasingly focusing on the emotional value of products to attract the 18-35 age group, with limited edition collaborations being a significant draw [6] - Products aimed at the elderly demographic are gaining attention, with companies like Panasonic and IKEA showcasing diverse offerings to enhance the quality of life for seniors [6]

Group 1 - The event "Purchase in China 2025 Shandong Consumer Goods Exchange" was held in the Xinghewan community of Dezhou, focusing on "convenient renewal and quality consumption" [1][5] - The event sparked a "renewal consumption boom" in the community, attracting significant participation and interest from residents [1][5] - The initiative aims to promote green consumption and quality consumption concepts among the community [5][6] Group 2 - The "Quality Renewal Alliance" was established, led by Moonstar Home, integrating resources from major home appliance brands such as Haier, Midea, and Hisense [3][6] - The alliance offers a one-stop solution for residents to exchange old products for new ones, covering a wide range of categories including refrigerators, air conditioners, and washing machines [3][6] - The event provided tangible consumer benefits, with residents expressing satisfaction over the convenience and subsidies available for exchanging old appliances [5]

Core Insights - During the "Golden Week" holiday, Baitang County launched a series of initiatives to enhance consumer experience and promote local tourism, focusing on community engagement and festive activities [1][3]. Group 1: Events and Activities - Baitang County organized various sports and cultural events to cater to different age groups and interests, with over 3,600 participants and benefiting more than 10,000 people [3]. - Events included a cycling activity, table tennis and badminton competitions, roller skating contests for students, and a community dance showcase, all aimed at fostering a festive atmosphere [3][12]. Group 2: Consumer Promotions - The county collaborated with local businesses to offer multiple promotional activities, including dining and sports equipment discounts, to lower consumer spending barriers [7]. - The opening of the "Baiyi Life Plaza," a large commercial complex, introduced new brands and promotional events, contributing to a 20.2% year-on-year increase in retail sales during the holiday period [7][9]. Group 3: Tourism and Hospitality - Baitang County provided free access to two major tourist attractions and implemented a first-time parking violation waiver to enhance visitor experience, resulting in over 15,000 tourist visits during the holiday [9]. - The hospitality sector saw a 5.7% year-on-year increase in sales, while the restaurant industry experienced a 2.8% growth during the same period [9]. Group 4: Cultural and Creative Exhibitions - A special exhibition featuring local delicacies and cultural products was held, showcasing traditional foods and attracting significant visitor interest, particularly for the "Baitang Ice Sweet Potato" [12][16]. - The holiday celebrations included a vibrant night party and an art exhibition commemorating the 76th anniversary of the People's Republic of China, drawing over 1,300 attendees [16].

Core Points - The "2025 Buy Hubei Autumn Consumption Season" has been launched, featuring over 1,000 promotional activities across six major sectors including automotive, home appliances, and dining services [3][4] - A total of 2 million "Hubei Consumption Coupons" will be distributed, along with over 100 million yuan in subsidies for automotive purchases [3][4] - The event aims to enhance traditional consumption while fostering new business models and scenarios, particularly through cross-border e-commerce initiatives [4][5] Group 1 - The consumption season is designed to provide a one-stop shopping experience for consumers, showcasing local delicacies and cultural events [3] - The event includes a diverse range of activities such as car exhibitions and food festivals, promoting local cuisine and products [3][4] - The initiative is supported by the Hubei provincial government, which emphasizes the importance of boosting consumer spending [3][5] Group 2 - Hubei's social retail sales exceeded 1.7 trillion yuan from January to August, reflecting a year-on-year growth of 5.7%, surpassing the national average growth rate by 1.1 percentage points [5] - The launch event also introduced a "Hubei Departure Tax Refund Consumption Map," covering 115 tax refund stores across 15 cities, enhancing shopping convenience for tourists [4] - The cross-border e-commerce sector is being developed to create a global online shopping portal, with significant logistics capabilities established through Hubei's international airport [4]

Core Viewpoint - The "2025 Autumn Home and Appliance Consumption Season" in Chongqing aims to stimulate the local home and appliance market through significant discounts and promotional activities, with a total of over 1 billion yuan in benefits provided by factories, merchants, platforms, and financial institutions [3][4]. Group 1: Event Overview - The event is themed "Home and Appliance Carnival" and is guided by the Chongqing Municipal Commerce Commission and the Municipal Housing and Urban-Rural Development Committee, co-hosted by various industry associations [3]. - The initiative is part of Chongqing's implementation of the "Buy in China, Love Chongqing" consumption season strategy, focusing on enhancing consumer engagement in the home and appliance sectors [3]. Group 2: Promotional Activities - The promotional activities include various discount policies on home appliances and home decoration products, aiming to provide tangible benefits to consumers and stimulate growth in the home and appliance industry [3][4]. - The event features a collaboration between the UnionPay Chongqing branch and local home appliance and furniture associations to organize diverse promotional activities on the "Cloud Quick Payment" platform [4]. Group 3: Industry Commitment - A "Integrity Oath Conference" was held where industry leaders committed to adhering to laws and regulations, ensuring the quality of goods and services, and promoting consumer trust [4]. - The focus is on creating a reliable shopping environment for consumers, thereby contributing to market vitality and high-quality economic development [4].