国庆中秋"双节"叠加，不少消费者趁着超长假期买家电、焕新家。据商务部商务大数据监测，国庆中秋 假期全国重点零售和餐饮企业销售额按可比口径同比增长2.7%。10月1日至7日，商务部重点监测的78 个步行街(商圈)客流量、营业额同比分别增长8.8%和6.0%。 家电消费方面，商务部监测的主要电商平台数据显示，假期前四天节能家电(一级能耗)增长19%；智能 冰箱增长20.7%，智能家居产品增长16.8%，而最新数据显示，"双节"节日期间智能家居产品增长 14.3%。 洗碗机、净饮机、烘干机成家电"新三大件" 苏宁易购数据显示，国庆全程消费数据显示，Suning Max店销售同比增长61%，万元以上家电销售同 比增长73%，品质化、健康化、智能化、场景化趋势凸显。苏宁易购相关负责人告诉南都湾财社记者， 从消费客群来看，新生代和银发客群涌入苏宁门店，成为线下销售增长新引擎。同时，县域家电消费加 速提档升级，洗碗机、净饮机、烘干机成最受欢迎的家电"新三大件"。 南都湾财社记者注意到，此次"双节"消费市场结构性升级趋势明显，智能产品销售占比大幅提升。 苏宁易购门店平台事业部负责人表示，国庆假期家电消费市场结构性升级趋势凸显 ...

政策组合拳持续发力，大宗消费持续回暖。全区各地打出"财政补贴＋车展优惠＋车企让利"组合 拳，自治区层面新增投入3.5亿元资金开展新车购车补贴活动，购买新车最高直补5000元。各地抢抓消 费旺季，积极举办各类智能汽车、家电、家居、3C数码产品促销展销活动，释放大宗消费潜力。截至 10月7日，全区消费品以旧换新累计带动商品销售超640万件，补贴金额近61亿元。 数字赋能新型消费，打造AI与线上新爆点。自治区商务厅联动各市持续开展"八桂优企"溯源直播、 淘天产业带培育活动、"数享生活"即时零售直播等系列网络促销活动。第三方监测平台数据显示，国庆 中秋假期广西网络零售额同比去年增长10.4％。假日期间，东博会亮相的AI翻译眼镜在节日期间落地销 售超1.4万台、销售额约5000万元，智能腕表、家居智能设备、扫地机器人国庆中秋假期线上销售额分 别同比去年增长144.4％、12.4％、7.2％。（许丹婷 韦炳成） 10月8日，记者从自治区商务厅获悉，2025年国庆中秋假期，广西各地组织开展多主题、多层次的 促消费活动，打造一场全域联动的消费盛宴，全区消费市场热潮涌动。 商文旅体创新融合，服务消费快速增长。全区各地积极开展商 ...

双节叠加，全区住宿、餐饮市场在文旅融合与夜间经济的带动下强势复苏。第三方监测数据显示， 假期前4天到访广西的外地游客数量较去年同期增长58.5%，本地生活服务消费同比增长21.7%，较节前 一周环比增长111.2%，其中餐饮业、住宿业平台营业额分别同比增长9.1%、52%，夜间消费同比增长 38.6%。 全区通过数字化赋能与场景创新，推动消费全渠道活跃、新业态蓬勃发展。第三方监测显示，假期 前四天广西网络零售额同比增长10.2%，其中非实物网络零售额同比增长21.2%，在线餐饮网零售额同 比增长11%；在线旅游网零售额同比增长21.1%，农产品网络零售额同比增长21%，电动车、洗衣机、 手机等商品销售额分别同比增长307.8%、116.9%、116.9%。 全区各地商务部门加强产销衔接与市场监测，全力保障节日市场供应。假期前四天，全区粮食、食 用油、肉类、蔬菜等生活必需品库存充足，满足市场需求，价格总体平稳。（许丹婷） 10月4日，记者从自治区商务厅获悉，国庆中秋假期前4天，全区消费市场呈现加速回暖、活力迸发 的良好态势。监测数据显示，全区近200家重点监测零售、餐饮企业销售额（营业额）同比增长 11.3%， ...

以下文章来源于天下网商 ，作者天下网商 天下网商 . 记录互联网商业的人物和故事。 来源丨天下网商（ID： txws_txws ） 作者丨 叶晨 图源丨DJI Store 长假来袭、"神器"爆卖，几乎成了3C数码领域的消费旺季规律。2025年国庆假期前，《天下网商》 向天猫平台了解到，3C数码电子品类迎来销售高涨，其中两大品类增速较快。 其一是出游摄影品类，其中普通数码相机销售额同比增长超100%，运动相机同比涨超150%，微单 镜头同比增速逾200%； 其二是出游娱乐品类，特别是近年大火的XR设备，销售同比增长90%以上，与户外、露营、自驾旅 行相关的便携电源也同比涨超50%。 除了"买买买"，崇尚小投入、轻资产、注重体验感的精明消费者们，也把经费花在了租赁上，催红了 一门新生意——在今年国庆出游相关的数码产品持续升温的同时，出游装备租赁也迎来了大爆发。据 支付宝芝麻租赁平台透露，相较8月暑期，大疆的Osmo Pocket 3等便携相机订单增长超60%，出境 游常用的随身WiFi、翻译机订单均翻番。 花几块钱就能玩一整天 90后、00后"十一"偏爱低成本消费 "Pocket 3最低差不多只要9.9元/天，可 ...

Core Insights - Yunnan Province's Commerce Department has organized a series of "old for new" consumption upgrade events to promote resource recycling and consumption enhancement [1][5] - The events took place on August 27 and September 4-5, involving 15 companies and serving over 5,000 participants including corporate staff, university students, and community residents [1] Group 1 - The events featured various interactive activities such as mobile phone film application, free package replacements, test drives, and distribution of branded bags, aimed at attracting participants [1] - The activities focused on popular categories for product exchange, including automobiles, home appliances, and 3C digital products, creating a comprehensive service station for policy promotion and consumer engagement [1] - The initiative aims to deliver policy benefits and quality services directly to enterprises, campuses, and communities, enhancing consumer experience [1] Group 2 - The Yunnan Province Commerce Department plans to continue the "six advances" series of activities, tailoring them to meet the needs of different groups [5] - The strategy includes expanding policy coverage and optimizing service models to promote green, low-carbon, and energy-efficient consumption concepts among the public [5] - The goal is to maintain a "warm" policy approach to continuously boost the "heat" of the consumer market [5]

Group 1 - The adjustment of the old-for-new subsidy policy in Shanghai aims to address funding shortages and improve the efficiency of subsidy distribution [1][6] - The new rules will implement a lottery system for consumers to obtain subsidy qualifications, which is expected to enhance fairness and reduce waste [8][9] - The policy has significantly stimulated consumer spending, with over 80 billion yuan in subsidies leading to more than 500 billion yuan in consumption [3][6] Group 2 - The suspension of certain product categories from the subsidy program reflects a need to align subsidies with actual consumer demand [6][9] - The adjustment may lead to short-term challenges for businesses, as consumer hesitation could impact sales [8] - The long-term goal of the policy is to promote high-quality, sustainable consumption, with potential for further optimization in subsidy mechanisms [9]

Core Insights - The "China Online Consumption Brand Index" (CBI) was prominently featured at the 2025 China International Service Trade Fair, showcasing its significance in measuring online consumer quality [1][3] - The CBI index reflects a shift towards higher quality consumption in China, with the average score increasing from 59.42 in Q1 2023 to 65.21 in Q2 2025, indicating a notable improvement in consumer brand quality [5][6] Group 1: CBI Index Overview - The CBI index is the first of its kind to utilize real consumer data to focus on high-quality development in online consumption, filling a gap in macroeconomic statistics regarding consumption quality [2][3] - The index includes various sub-indices such as the China Online Brand Purchasing Power Index and the Global Brand China Online 500 Strong list, providing insights at both national and regional levels [3] Group 2: Industry Insights - The highest CBI scores are found in the 3C and home appliance sectors, indicating a consumer preference for high-scoring brands in these categories [5] - Emerging sectors like pet products and jewelry are experiencing the fastest growth in CBI scores, reflecting an increasing consumer focus on quality and brand [5] Group 3: Regional Characteristics - New first-tier and second-tier cities exhibit stronger CBI scores, suggesting higher average consumption quality in these areas, while first-tier cities dominate in total purchasing power [5] - Regions with a high proportion of mobile populations show a balanced consumption quality and strong purchasing power [5] Group 4: Consumer Demographics - The middle-income group in China exceeds 400 million, providing a solid foundation for quality consumption growth, despite perceptions of a "white label era" [6] - The research indicates that new brands on the list share characteristics such as strong originality and a focus on product innovation in niche consumption scenarios [5]

Core Points - The consumption upgrade program in Shanxi Province has received significant attention and participation since its launch in 2025, achieving positive results [1] - Starting from August 31, 2025, the subsidy for replacing old consumer goods will be allocated daily, with a first-come, first-served basis for consumers [1] - The policy for automobile scrapping and replacement remains unchanged [1] Summary by Category Policy Implementation - The program aims to ensure an orderly implementation of the old-for-new consumption policy in Shanxi Province [1] - Consumers can receive subsidies for home appliances, 3C digital products, home decoration, and electric bicycles, with daily funding limits [1] Consumer Participation - The program has garnered strong support from consumers and participating businesses, indicating a high level of engagement in the initiative [1] Future Adjustments - Any future adjustments to the policy will be communicated separately, ensuring transparency and ongoing support for the program [1]

Core Viewpoint - The national subsidy program has resumed with a total funding of 69 billion yuan, allowing consumers to exchange old products for new ones, with a limited window for claiming subsidies until December 31, 2025 [1][4]. Summary by Sections National Subsidy Program - The third batch of national subsidies has been officially launched, with a total of 69 billion yuan allocated [1]. - Consumers can access the subsidy through platforms like Taobao and Tmall, with a specific focus on educational products during the back-to-school season [4]. Subsidy Details - The subsidy program has expanded to include educational items such as smart lamps, study desks, learning machines, and dictionary pens, offering up to 20% off [4][12]. - Consumers have a limited time of 130 days to claim these subsidies, emphasizing the urgency of participation [4]. Additional Discounts - Students can enjoy additional educational discounts on Taobao from August 25 to 31, with potential savings of up to 4,000 yuan, effectively reducing prices to as low as 50% [5]. - Various categories of products, including home appliances and 3C digital products, are eligible for subsidies ranging from 15% to 30% based on energy efficiency ratings [12][13]. Regional Subsidies - In addition to national subsidies, local governments in regions like Zhejiang, Guangdong, and Shanghai are offering additional consumption vouchers, enhancing the overall discount potential for consumers [15]. - Local subsidies can be combined with national ones, providing further financial incentives for consumers [15]. Market Dynamics - The popularity of the subsidy program has led to increased competition for claiming subsidies, with many consumers finding it challenging to secure funds due to high demand [16]. - The program is entering a critical phase, with the third batch of funds being rapidly consumed, indicating a limited opportunity for consumers to benefit from the subsidies [17]. Future Outlook - A fourth batch of funding is expected to be available in October, suggesting that consumers may want to wait for additional discounts during the upcoming Double Eleven shopping festival [18].

Group 1: Market Overview - In the first half of 2025, China's consumer market experienced a robust growth of 5%, reaching a total retail sales of 24,545.8 billion yuan, driven by policy support and upgraded consumption concepts [1] - The online retail sales of physical goods grew by 6.0% year-on-year, amounting to 6,119.1 billion yuan, accounting for approximately 24.9% of total retail sales [1] Group 2: Sector Analysis - The food and beverage market reached a scale of 284.54 billion yuan, with a year-on-year growth of 5.8%, driven by high-quality and healthy products [2] - The health food market showed strong performance with online sales increasing by 16.2% to 60.41 billion yuan, particularly in sleep management products which grew by 53.1% [2] - The home appliance market benefited from trade-in policies, with online sales rising by 8.0% to 284.88 billion yuan, and the cleaning appliance segment saw a significant growth of 31.6% [4] - The beauty and skincare market experienced a sales increase of 10.1%, reaching 235.23 billion yuan, with anti-aging products growing by 30.3% [6] - The 3C digital market saw explosive growth in action cameras, with sales skyrocketing by 150.9% to 2.3 billion yuan [6] Group 3: Consumer Trends - Consumers are increasingly pursuing quality of life and self-health, indicating a shift towards deeper and broader consumption demands [6] - The demand for high-performance, innovative products is reshaping industry dynamics, with brands needing to adapt to these evolving consumer preferences [6]