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这个春节,好吃、好住、好行、好游、好购、好玩!
Xin Lang Cai Jing· 2026-02-22 00:25
浙江建德市莲花镇戴家村,当地群众与外地游客品尝百家宴。 新华社记者 徐 昱摄 吃 湖北黄石经济技术开发区,豆腐民俗文化展示活动吸引游客前来和村民们共同感受传统风味。 吃 周 巍摄(影像中国) 住 湖南郴州市实施"老屋唤醒"行动,改造修复老屋,引入民宿,将瓦窑坪历史文化街区打造成综合性文旅 目的地。这是游客在瓦窑坪历史文化街区游览。 新华社记者 陈振海摄 住 新春焕新家。"新国补"政策落地,提升居住体验。这是顾客在山东东营市东营区的家电家居体验店选购 商品。 刘智峰摄(人民视觉) 王 初摄(影像中国) 行 铁路部门扩大"轻装行"服务试点范围,旅客提前预约就能享受上门取件、车站送件或站内存取、上门送 达服务。这是甘肃兰州西站,工作人员将接收的旅客行李放入服务柜。 新华社记者 陈 斌摄 行 我国建成全球最大电动汽车充电网络。这是一位车主在江苏泰州市的一个电动汽车快充站内为车辆充 电。 汤德宏摄(影像中国) 游 上海豫园灯会现场游人如织。 游 安徽合肥市新春文化庙会的鱼灯巡游。 解光文摄(影像中国) 购 辽宁沈阳市浑南区,市民在年货大集选购年货。 邹新江摄(影像中国) 购 河北石家庄市元氏县,群众在选购"福"字。 张 ...
国信证券晨会纪要-20260213
Guoxin Securities· 2026-02-13 01:12
Group 1: Core Insights - The report highlights the growth of the silver economy, particularly in the home appliance and light industry sectors, driven by the increasing demand for elderly care products enhanced by AI technology [7][8] - The demand for home care products is expected to rise significantly, with projections indicating that sales of home care devices for elderly individuals living alone will reach 14 million units by 2030, with a compound annual growth rate of 16% [7] - The report identifies three main categories of home care products: life care, emotional companionship, and health safety, which are essential for meeting the needs of the aging population [7] Group 2: Industry Analysis - The home care device segment is positioned as a critical entry point into the elderly care ecosystem, with advancements in AI technology improving monitoring and alert systems for elderly individuals [7] - The report discusses the potential market for elderly care robots, estimating that the market size for care robots in both domestic and international markets could reach tens of billions, driven by the increasing number of elderly and disabled individuals [8] - Smart mattresses are identified as a promising product category, with the domestic mattress market expected to reach approximately 65.9 billion RMB by 2024, and smart mattresses projected to increase their market penetration significantly [9] Group 3: Company Highlights - The leading company in the elderly care technology space is Yingzi Network, which offers a comprehensive home care solution through its "Yingzi Elderly Smart Body" product, integrating various functionalities such as health data monitoring and safety alerts [8] - Other notable players in the elderly care robot market include Ousheng Electric, which specializes in basic care robots, and major technology companies like Midea Group and Haier, which are expanding their product offerings in the elderly care sector [8] - The report emphasizes the strong growth potential for companies involved in the production of smart mattresses, with leading brands like Xilinmen and Mousse Holdings making significant advancements in AI-driven sleep solutions [9]
四川年货节新品首发专场举行 解锁近30款新品
Zhong Guo Xin Wen Wang· 2026-02-12 01:54
本次专场聚焦消费新需求与"Fa@成都"新势力,旨在搭建优质品牌与实力渠道的高效对接平台,让创新 好物走进大众视野,提升新年消费的质感与新意。活动现场围绕"新品、新潮、新年味"展开,既呼应了 消费者对品质生活的追求,也为"四川造""成都造"品牌提供了展示舞台。 活动特设首发产品展示专区,汇聚海尔、美的、马应龙、彩虹电器、紫晨农业等近20家优质企业,携近 30款新品重磅亮相,覆盖家电家居、智能时尚、护理清洁、优质食品四大热门领域,一站式呈现新 年"新潮好物"。 其中,最受关注的食品类新品则深度融合川味特色与养生潮流:既有热辣引擎火锅底料、五味鲜红油腊 肉酱、肖欢喜缠丝兔、九龙玉兔风干兔等麻辣鲜香的川味经典,也有黄精青稞挂面、中江表妹手工空心 挂面等匠心手作;更不乏太医世家有机刺梨原汁、太阳河银耳鲜炖雪梨等养生好物,以及叠川峨眉山酒 茶、刺梨妃子笑马年限定红茶、越荷青荷花窨制绿茶等特色茶饮,兼顾自食与送礼场景,解锁多元新春 滋味。 中新网四川新闻2月7日电 第29届中国(四川)新春年货购物节的重磅活动——"新品首发专场暨开新日"近 日在成都世纪城新会展中心举行。 "新品首发专场暨开新日"活动现场。 四川省供货商商会 ...
京东家电家居“我给老家送年货”落下帷幕 近百万爱心好物送达乡村基层
Sou Hu Wang· 2026-02-11 10:17
Core Viewpoint - JD.com has successfully concluded the "I Send New Year Goods to My Hometown" campaign, collaborating with over ten well-known home appliance brands to deliver essential goods to various rural and grassroots communities across China, spreading warmth and New Year blessings [1][9]. Group 1: Campaign Overview - The campaign was officially launched on January 26, with various brands participating in sending goods to meet the needs of different groups, including the elderly in nursing homes, frontline workers, students, police officers, and women and children [1][9]. - The initiative has reached multiple provinces and cities, showcasing a strong commitment to social responsibility and community support [1][9]. Group 2: Specific Donations - In Changsha, Hunan Province, JD.com partnered with Kangbahe to donate 150 titanium frying pans to underprivileged women and children, promoting health and family unity [1]. - In Jiangxi Province, JD.com and TCL Air Conditioning donated AI-powered air conditioners to a local nursing home, enhancing the living conditions for the elderly [3]. - In Shaanxi Province, JD.com and Chuangwei donated televisions to a rural school, contributing to the improvement of educational resources [3]. Group 3: Additional Contributions - In Qinghai Province, JD.com and Zhi Huashi provided 63 neck and shoulder massagers to sanitation workers, helping alleviate their daily fatigue [5]. - In Inner Mongolia, over 300 solar red lanterns were donated to local villagers by JD.com and Yinglang, adding festive cheer to the community [5]. - In Guizhou Province, 10 water purifiers were donated to middle-aged and elderly residents to ensure safe drinking water [5]. Group 4: Broader Impact - The campaign's reach extended from southern to northern China, effectively connecting urban and rural areas through the distribution of goods, thereby warming thousands of families [9]. - JD.com also launched an online special section on its app for the campaign, offering a wide range of quality New Year goods and exclusive benefits to consumers [9].
商务部副部长答21,进一步扩消费要这么干
Core Viewpoint - The upcoming "Lego New Year" special event aims to enhance market supply during the Chinese New Year, with a focus on expanding consumption and promoting economic growth [2] Group 1: Consumption Market Overview - The "14th Five-Year Plan" period has seen significant achievements in China's economic and social development, with retail sales of consumer goods surpassing 40 trillion and 50 trillion yuan, making consumption the primary driver of economic growth for five consecutive years [4] - Key characteristics of the consumption market include: - Optimization and upgrading of consumption structure, with the penetration rate of new energy passenger vehicles reaching 53.9%, an increase of 48.2 percentage points since 2020 [4] - Continuous release of service consumption potential, with per capita service consumption expenditure accounting for 46.1% of total household consumption, up 3.5 percentage points from 2020 [4] - Sustained innovation vitality, with the online retail sales in China nearing 16 trillion yuan, maintaining the global leading position for 13 consecutive years [4] Group 2: Rural and Urban Consumption Development - During the "14th Five-Year Plan" period, rural retail sales of consumer goods grew at an average annual rate of 5.4%, outpacing urban growth by 0.3 percentage points [5] - By 2025, rural online retail sales are expected to exceed 3 trillion yuan, marking a 6.7% increase from the previous year, with agricultural product online retail sales growing by 9.9% [5] Group 3: Domestic and International Market Interaction - The cumulative import of consumer goods exceeded 9 trillion yuan during the "14th Five-Year Plan" period, showcasing China's strong market appeal [5] - The development of international consumption center cities and the promotion of tax refund policies for outbound tourists have contributed to the rising popularity of "China Travel" and "China Purchase" among foreign consumers [5] Group 4: Future Consumption Expansion Strategies - The Ministry of Commerce plans to focus on expanding domestic demand and enhancing consumer welfare, with key initiatives including: - Promoting the upgrade of goods consumption and stabilizing the consumption base through policies like trade reform and expanding automotive and home appliance consumption [6] - Expanding service consumption by relaxing market access and fostering integration of various service sectors [6] - Cultivating new consumption types such as digital, green, health, and smart consumption, while supporting the launch of new brands and products [6] - Enhancing consumer experiences through various promotional activities and optimizing tax refund policies for inbound consumption [7]
从功能消费到情绪消费:2026,人们把家“买”成了什么样?
第一财经· 2026-02-09 06:00
Core Insights - The article emphasizes the transformation in consumer behavior from merely purchasing products to seeking comprehensive "home living solutions" that cater to emotional and experiential needs [1][3][60] Group 1: Consumer Trends - The demand for "ceremony" is shifting inward, focusing on self-care rather than social display, with 40.2% of individuals preferring to spend personal time at home and 77.8% willing to pay a premium for home products that provide emotional value [4][10] - The concept of "meta-scenes" is introduced, breaking down the abstract notion of home rituals into four actionable categories: "reset," "link," "light up," and "renew," which brands can leverage to connect with consumers [6][12] - The trend of "AI personalization" indicates that consumers are willing to invest in smart appliances that understand and meet their needs, moving away from cold, technical specifications to more human-like interactions [14][17] Group 2: Marketing Trends - The integration of online and offline channels is crucial, as consumers prefer immersive experiences in physical stores while valuing the convenience of online shopping [34][35] - Emotional resonance is becoming a key marketing strategy, with brands creating "emotional events" that connect with consumers' feelings rather than relying on traditional advertising methods [40][42] - Products must be contextualized within familiar life scenarios, allowing their functional value to naturally integrate into consumers' daily lives [48][49] Group 3: Future Predictions - The future of smart home technology will focus on "emotional alignment," where devices not only respond to commands but also anticipate user emotions and needs [55][56] - Brands will need to cater to specific consumer segments, offering tailored products that meet the unique demands of different demographics [57] - A shift towards providing "holistic value" will be essential, where brands offer comprehensive solutions that encompass functionality, emotional connection, and service throughout the product lifecycle [58][59]
九部门重磅加码!大消费逆势爆发,食品饮料狂涌超13亿资金,内需引擎全速启动!
Jin Rong Jie· 2026-02-05 08:09
2、家电家居与以旧换新领域:这是本轮"两新"政策的最直接受益者。国家层面对于汽车、家电以旧换 新的补贴力度加大,有效降低了消费者的换新成本,刺激了存量市场的更新需求。特别是智能化、绿色 化家电产品,更符合当前的消费升级趋势。 近日浙商证券首席经济学家李超表示,从整体的政策导向看,2026年财政政策有必要保持积极态势,维 持一定的赤字水平。同时,从货币政策角度看,适度宽松状态下降准降息仍会存在。对于中央经济工作 会议确定的2026年经济工作头项重点任务"内需",李超指出,从扩大内需角度看,2026年需要更加注重 消费的重要性。过去在扩大内需问题上,房地产是最主要的逆周期变量,消费往往被当作顺周期变量。 而未来,市场需要认识到,消费将是最重要的逆周期变量。"对于2026年的中国股市,不需要再特别关 注利率,而需要更加关注风险偏好。若市场信心能保持长期相对乐观,股市仍有望通过估值抬升来延 续'慢牛'行情。"李超说。 市场相关领域梳理 1、食品饮料与白酒领域:该领域直接受益于内需扩大和居民消费意愿的回升。随着元旦、春节等传统 消费旺季的临近,礼赠、宴席等场景需求有望集中释放。 据《东方财富Choice数据》消息,A股 ...
广货行天下丨深圳!中山百货好物周末见
Nan Fang Du Shi Bao· 2026-02-04 04:35
Core Points - The event "Guanghuo Xing Tianxia: Zhongshan Department Store Enters Shenzhen" will be held on February 7-8, 2024, at the Happy Harbor Ferris Wheel Square in Shenzhen, organized by the Zhongshan government [2] - The event aims to deepen the integration of Shenzhen and Zhongshan, facilitating industrial collaboration, consumer interaction, and cultural exchange between the two cities [2] - A one-stop shopping experience will be created, showcasing various products including home appliances, furniture, consumer electronics, clothing, daily chemicals, food, cultural tourism, and housing [1][5] Group 1: Event Overview - The event will feature a physical area dedicated to Zhongshan quality products, enhancing the city’s image and showcasing technological innovation, manufacturing, and cultural heritage [5] - Various cultural activities will be organized, including traditional performances and calligraphy experiences to engage consumers and promote Zhongshan's cultural diversity [6][9] Group 2: Marketing and Promotion - A live-streaming sales initiative will be implemented, collaborating with major e-commerce platforms like Alibaba, Douyin, Kuaishou, and Meituan to boost brand visibility and sales [8] - The event will include seven themed exhibition areas, each focusing on different aspects of Zhongshan, such as its charm, intelligent manufacturing, tourism, livability, culinary offerings, environmental beauty, and unique city characteristics [11][12]
出口狂涨 32%!全球第一库犸与割草机出海丨BrandOS出海榜单
Xin Lang Cai Jing· 2026-02-03 12:53
(来源:OneSight) 在 2025 年的中国智能制造出海版图中,割草机正在成为一个少见的、同时具备确定需求与持续增长空间的细分赛道。 根据海关总署发布的高端制造行业出口月报(2025 年 12 月),在消费品类别中,草坪割草机 2025 年全年出口金额累计同比增长达 +32%。在全球消费需求整体趋缓、家电和耐用品出海节奏放慢的背景下,这一数字显得格外突出。 更值得注意的是,这一增长并非由短期补库存或价格波动拉动,而是与海外庭院需求、产品形态升级和智能化渗透率提升密切相关。海 外庭院经济持续扩张,智能化、无人化产品加速渗透,中国企业开始从"代工工具"走向"技术品牌"。 在这一轮出海浪潮中,一个名字被频繁提及,那就是登上 OneSight 与中国国际跨国公司促进会(CICPMC)联合发布的《BrandOS 出海 品牌社媒影响力榜单》家电家居细分榜单的库犸科技。(在公众号后台回复关键词【2025Q4】即可下载完整榜单查看) 01 从工具出口,到"庭院自动化"的新物种 在北美、欧洲等成熟市场,庭院不只是功能空间,而是一种生活方式的延伸。用户愿意为"省时、省力、安静、安全"付费,这为高客单 价的智能割草机器人打开 ...
开年探“实”
Ren Min Ri Bao· 2026-01-29 23:21
Group 1 - The core message emphasizes the importance of a practical performance outlook, urging all levels of government to focus on real results and effective execution to meet the goals set for the 14th Five-Year Plan [1][15] - The focus on practical implementation is evident in the ongoing construction projects, such as the Wuhan urban circle expressway, which aims for completion by 2027, showcasing a commitment to timely execution [2][3] - The "Two New" policy in Guangxi has led to significant consumer benefits, with a reported 22.8% year-on-year increase in sales due to the implementation of a subsidy program for energy-efficient appliances [4][6] Group 2 - The emphasis on local adaptation and practical solutions is highlighted as a key strategy for regional development, aligning with national goals while addressing local needs [7][11] - The integration of digital technology in agriculture, such as in Anhui's tomato cultivation, demonstrates how data-driven approaches can enhance productivity and quality, with reported yield increases of 30% compared to traditional methods [11] - The ongoing initiatives in various provinces, including the establishment of smart home systems for the elderly and labor rights protections for gig workers, reflect a commitment to improving living standards and addressing social issues [12][14]