2025年开年，国产大模型就为我们带来了一个惊喜。今年可以说是被"DeepSeek时刻"彻底引爆的一 年。1月20日，DeepSeek-R1震撼发布，不仅在数学、代码推理能力上硬刚顶级闭源模型，更凭借仅约 600万美元的极低训练成本冲击了硅谷的算力霸权。凭借高效算法弥补算力短缺，DeepSeek进行了十分 出色的示范，昂贵的硬件成本开始被大公司更多地权衡。 进入下半年，DeepSeek并未止步。9 月推出的V3.2-Exp引入稀疏注意力机制，将 API 价格再 次"腰斩";12月发布的V3.2正式版更是将逻辑思考能力与Agent(智能体)工具调用深度融合，在IMO、IOI 等国际赛事中斩获金牌级别表现。对3C行业而言，DeepSeek的真正贡献在于其"开源平权"，它让千元 级手机、入门级AI眼镜等端侧设备也能通过超低成本的云端API实现智能体验。DeepSeek之后，国内外 AI公司纷纷开始加码开源大模型，掀起了一轮开源风潮。 【天极网手机频道】2025年即将迎来尾声，身处数码3C行业的我们也经历了跌宕起伏的一年。在这一 年中，我们见证了国产AI大模型群雄并起，与国外顶尖选手一较高下;我们惊讶于各种新形态产品 ...

支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结合实际自主合理 制定。 支持数码和智能产品购新。个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件销 售价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴 不超过500元。2025 年补贴中没有智能眼镜，而2026年国家政策进一步将智能眼镜纳入3C数码购新补贴 品类。所谓智能眼镜，是指AI眼镜、AR眼镜、VR眼镜等。 扬子晚报网 12 月 30 日讯（记者 徐兢）国家发展改革委、财政部发布关于2026年实施大规模设备更新 和消费品以旧换新政策的通知。个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单 件销售价格不超过6000元），按产品销售价格的15%给予补贴。值得注意的是，智能眼镜首次被纳入补 贴范围。 通知提到，支持家电以旧换新。个人消费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电 中1级能效或水效标准的产品，按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件 补贴不超过1500元。 另据悉，12月30日，南京市商务局发布2026年南京 ...

12月8日，记者从延安市财政局获悉：今年以来，延安将提振消费、扩大内需作为财政工作的重要 着力点，精准有效施策，全力增强消费对经济发展的拉动力，商品消费规模超24亿元。 延安市财政局积极响应国家扩大内需战略，坚持"政策+资金"双轮驱动，精准发力，激发消费市场 潜力。在政策引领方面，主动协同发展改革、商务等部门，推动消费品以旧换新等"两新"政策扩围增 效，统筹安排保障资金2.69亿元，为促进消费复苏提供有力保障；在重点聚焦方面，联合出台《2025年 延安市提振消费政策措施》，安排专项资金4166万元，精准支持汽车、家电、数码3C等大宗消费，通 过补贴和消费券等方式激发居民购买意愿；在落地见效方面，严格执行恢复和扩大消费16条、跨境电子 商务发展14条等一揽子政策，及时向相关企业兑付补贴资金1485.3万元，推动政策红利直达企业。 "在多维度政策的协同发力下，有效拉动相关商品消费规模超过24亿元，显著放大财政资金的乘数 效应，消费市场整体呈现加速回暖、活力增强的良好态势，为稳定经济增长、推动产业优化升级发挥了 重要作用。"延安市财政局相关负责人说。（记者：王婕妤） ...

所谓"两新"政策，指的是大规模设备更新和消费品以旧换新政策。其中与普通消费者密切相关的就是消费品以旧换新政策，也就是大家常说的"国补"。据第 一财经报道，此次会议明确2026年优化"两新"政策实施，意味着2026年将会继续实施国补政策。 P 10 4 F ak 9 5 011 A ● STAT Cal ar I I D S : 6 I S A P (55 . 8. 4 V V 1 Fra 12 0 P ● D p 12月10日至11日，中央经济工作会议在北京举行。会议提到"要坚持稳中求进、提质增效""要继续实施更加积极的财政政策""要继续实施适度宽松的货币政 策"，持续扩大内需、优化供给，做优增量、盘活存量，深入实施提振消费专项行动，制定实施城乡居民增收计划。扩大优质商品和服务供给。优化"两 新"政策实施。清理消费领域不合理限制措施，释放服务消费潜力。 为了促进消费，中国先后在2024年和2025年分别发行了1500亿元和3000亿元超长期特别国债资金用于消费品以旧换新，2025年"国补"范围较2024年进一步扩 大，增加了手机、平板等数码3C产品和微波炉、电饭煲等家电产品。商务部数据显示，今年1-11月，消 ...

Core Insights - The 2025 Double Eleven consumption market is characterized by "demand-driven, rational upgrades, and technology empowerment" [1][3] - 76% of respondents participated in this year's Double Eleven, with over 60% spending over 1,000 yuan, indicating a shift towards practical and quality-oriented consumption [1][18] - Essential categories such as clothing, digital products, and food and beverages lead purchases, while high-value spending is concentrated in digital 3C, high-ticket clothing, and major appliances [1][24] Consumer Behavior - 59.7% of consumers purchased consumables, while 39.1% bought items to "please themselves," reflecting a dual demand for practicality and self-care [1][27] - The majority of consumers (61%) perceive discounts as "average," with complex rules and insufficient discounts causing nearly 30% to abandon purchases [2][24] - 47% of consumers reported having return experiences, primarily due to quality issues and discrepancies between the product and its description [2][39] Platform Dynamics - Taobao and JD remain the primary platforms, but Pinduoduo and Douyin are also gaining traction, indicating a diversification in platform choice [2][25] - 80.69% of consumers chose Taobao/Tmall, while 65.04% opted for JD, showing a strong preference for these platforms despite mixed feelings about promotional effectiveness [2][25][26] Technological Integration - AI plays a significant role in shopping decisions, with 41.8% of consumers using AI for assistance and 81.4% expressing satisfaction with the information provided [2][24] - 500,000 merchants are utilizing "AI store managers" to enhance operational efficiency, although customer satisfaction with AI customer service needs improvement [2][24] Emerging Trends - Five key growth areas are identified: 3D printing, portable smart imaging devices, wearable AI technology, health supplements, and outdoor apparel that combines functionality with fashion [2][3] - The report highlights a trend towards rational consumption, with over 60% of consumers actively comparing prices before making purchases [1][30]

Core Viewpoint - The article discusses the resumption of national subsidies for consumer goods, emphasizing that the pause in subsidies was a temporary adjustment rather than a complete end to the program [1][2]. Group 1: Subsidy Resumption - The third batch of subsidies has been officially launched, with funding allocated to support the "old for new" consumption policy [3][4]. - A total budget of 300 billion yuan has been arranged for the year, with 162 billion yuan already distributed in the first two quarters and an additional 138 billion yuan planned for the third and fourth quarters [5][6]. Group 2: Impact and Distribution - As of mid-July, 280 million people have claimed subsidies, resulting in over 1.6 trillion yuan in sales for related products [7]. - The distribution of subsidies is now more scientifically managed, taking into account population size, previous policy effectiveness, and consumption potential in different regions [8]. Group 3: Product Coverage and Standards - The subsidy program has expanded to cover a wider range of products, including home appliances, renovation materials, and smart devices [9]. - Specific subsidy standards include: - Home appliances: Up to 20% for energy-efficient products, with a maximum of 2,000 yuan for a single item [11][12]. - Digital products: A maximum subsidy of 500 yuan for items priced under 6,000 yuan [13]. - Automotive and home renovation: Significant subsidies for trading in old vehicles and purchasing new energy vehicles, with up to 30% for certain home renovation materials [14]. Group 4: Implementation and Challenges - The third batch of funds will be distributed in a more refined manner, with some regions implementing daily limits on subsidy issuance to prevent rapid depletion of funds [17]. - Consumers are advised to be aware of local rules and timing for claiming subsidies, as availability may vary by region [18][19]. Group 5: Regulatory Measures - The government is taking steps to combat fraudulent practices related to subsidies, including price manipulation and false claims [22][23].

Core Insights - The consumption market in the province has shown strong resilience, with a retail sales total of 1.42 trillion yuan in the first half of the year, reflecting a year-on-year growth of 5.6% [1][2][4] - The "trade-in" policy has significantly boosted consumer spending, particularly in the automotive and home appliance sectors, contributing over 50% to the growth of the retail market [1][4][6] - The demand for new energy vehicles (NEVs) has surged, with NEV retail sales increasing by 23.1% year-on-year, and the trade-in policy alone driving new car consumption exceeding 44 billion yuan [3][4][6] Automotive Sector - The NEV market has experienced explosive growth, with companies like Li Auto and Tesla reporting sales increases of 22.9% and nearly 10% respectively [3] - The second-hand car market has also thrived, with retail sales up by 59.6%, indicating a revitalization of the automotive stock market [3] - The provincial government has introduced 12 innovative measures to enhance the automotive aftermarket, focusing on full-chain improvements and consumer engagement [3][4] Home Appliances and Digital Products - Retail sales of home appliances and audio-visual equipment rose by 20.2%, with communication equipment sales increasing by 50.8%, and smartphones by 51.6% [2][4] - The production of smart TVs and smartwatches saw significant growth, with outputs increasing by 140% and 100% respectively [4] - The trade-in policy has led to the transformation of 4,537 businesses and the opening of 1,324 new stores, creating over 10,000 jobs [4][6] Consumer Trends and Events - The province has organized numerous promotional activities, with over 11,500 enterprises participating and achieving sales of nearly 118.5 billion yuan [6] - Seasonal consumption events have been strategically planned to enhance consumer engagement, with a focus on night-time and experiential shopping [5][6] - The introduction of new consumption scenarios, such as themed tourism trains and interactive experiences, has attracted significant consumer interest [6] Future Outlook - The consumption market is expected to maintain a stable and rapid growth trajectory in the second half of the year, driven by ongoing policy effects and the development of new consumption scenarios [7] - There is a recognition that consumer confidence needs to be bolstered, and efforts will be made to implement extraordinary measures to stimulate consumption [7]

Group 1 - The trend of treating home appliances as electronic pets reflects a shift in consumer behavior, where individuals find emotional connections with their devices [5][6][11] - Naming home appliances has become a new form of internet literature, showcasing creativity and personal expression among consumers [3][6] - The recent surge in appliance purchases is driven by government subsidies, which have made upgrading more appealing and affordable for consumers [11][12][16] Group 2 - The integration of government subsidies with major sales events like 618 has significantly boosted consumer purchasing power, particularly in the electronics sector [18][30] - Young consumers are increasingly prioritizing emotional and social value in their purchases, leading to a shift in how electronic products are marketed and consumed [24][31] - The rise of content-driven e-commerce on platforms like Douyin (TikTok) has transformed the shopping experience, making it more engaging and interactive for consumers [20][28][30] Group 3 - The demand for innovative and aesthetically pleasing home appliances has increased, with consumers looking for products that enhance their living spaces [11][16][20] - The effectiveness of live-streaming as a sales tool has grown, with brands leveraging entertaining content to connect with younger audiences [22][28] - The simplification of subsidy rules and promotional strategies has made it easier for consumers to navigate purchasing decisions, enhancing overall shopping satisfaction [30][31]