2026年是"十五五"规划的开局之年，三大新兴市场带动服务质变，家电服务业迎来新一轮发展机遇。中 国家用电器服务维修协会（简称"中服协"）日前发布的《2026年家电服务业及新兴市场发展趋势预测》 指出，全屋智能系统、AI显示和服务机器人三大新兴市场将成为2026年家电产业核心增长引擎，推动 家电市场从重产品向重场景服务裂变。 （来源：中华工商时报） 中服协研究员王倩表示，2026年家电市场将呈现"政策托底、结构升级、出海加速、渠道变革"的特征， 进入"弱复苏+结构成长"的新周期。预计外销表现持续优于内销，产品结构升级与新赛道布局成为增长 的核心驱动力。 转自：中华工商时报 当下，我国服务业经济实现较快增长，现代服务业引领作用凸显，发展动能持续向新向好，对国民经济 增长的贡献稳步增强，服务业优质高效发展取得积极成效，为经济社会发展注入动力。2025年，服务业 对国民经济增长的贡献率达61.4%，增加值占国内生产总值比重提升至57.7%，较上年提高0.9个百分 点，持续稳固国民经济增长主动力地位，为家电等重点服务领域发展筑牢坚实根基。 步入"弱复苏+结构成长"新周期 王倩援引国家统计局数据分析称，2025年我国家 ...

家电服务业正经历从"数智跃迁"到"服务质变"的深刻变革。中服协资深会长刘秀敏表示，家电产业是智 能朝阳产业，家电服务业更是智能朝阳产业服务质变的新兴领域。今年中服协将把全屋智能系统的高端 化、去客厅化和厨电厨房生活场景、空气和水系统集成健康场景、适老化场景，作为推动家电增量市场 的重点。 来源：北京日报客户端记者：孙杰 《北京日报客户端》原文链接：https://news.qq.com/rain/a/20260130A037VX00 1月29日，中国家用电器服务维修协会（简称"中服协"）发布《2026年家电服务业及新兴市场发展趋势 预测》报告。报告认为，今年家电市场将进入"弱复苏+结构成长"的新周期。市场增长的核心已由传统 市场转向全屋智能系统、AI显示和服务机器人三大引擎。 中服协研究员王倩在《2026年家电服务业及新兴市场发展趋势预测》报告中表示，2026年家电市场将呈 现"政策托底、结构升级、出海加速、渠道变革"的特征，进入"弱复苏+结构成长"的新周期。预计外销 表现持续优于内销，产品结构升级与新赛道布局成为增长的核心驱动力。 中服协专家团队预测，全屋智能系统、AI显示和服务机器人将成为拉动市场增长的三 ...

Group 1 - The home appliance service industry is undergoing a profound transformation from "digital leap" to "service quality change," with users evolving from passive recipients to active participants in service design and value co-creation [1] - The year 2026 marks a critical window for the transformation and upgrading of the home appliance service industry, as it aligns with the start of the "14th Five-Year Plan," prompting the government to implement more effective policies to expand service consumption and enhance consumer capacity [1][2] - The report predicts that three emerging markets—whole-home smart systems, AI displays, and service robots—will become core growth engines for the home appliance industry in 2026, shifting the market focus from product-centric to service-centric [2] Group 2 - The rise of user initiative is a catalyst for service quality change, with 92% of users choosing brands based on positive experiences, highlighting the importance of user experience [3] - Companies are shifting from maximizing unilateral profits to maximizing value creation for both the enterprise and users, necessitating a reevaluation of the role and value of services throughout the entire lifecycle of home appliances [3] - The "135 Action Plan for High-Quality After-Sales Service" initiated by the association aims to redefine and develop services, facilitating value co-creation and optimizing costs and value throughout the home appliance lifecycle [3]

Industry Overview - The concept of "whole-house intelligence" refers to an integrated smart home system that combines smart lighting, security, audio-visual, and appliance control into a comprehensive home solution. This system allows for automated operations based on environmental and personal needs, enabling connectivity between individual smart products for a more personalized home experience [1][2] - The whole-house intelligent system relies on cloud platform capabilities and channel resources to create mature smart home applications, smart community applications, and market solutions, forming an IoT ecosystem that includes home device connectivity, automated control, data analysis, health care, community services, and new retail [1] Industry Chain Analysis - The whole-house intelligent field has developed a complete industrial chain, with upstream consisting of component suppliers, middleware suppliers, and software technology providers. The midstream includes whole-house smart home brand manufacturers that sell products directly to consumers and provide solutions to real estate and home decoration companies [2][5] Industry Development Status - The global whole-house intelligent industry is in a rapid development phase, supported by the maturity and integration of IoT, AI, and 5G technologies. This has facilitated easier interconnectivity between devices and enhanced system intelligence and interactivity. Market demand for convenient, healthy, and safe home environments is driving the transition from niche to mass markets [13][15] - In China, the whole-house intelligent industry is experiencing rapid growth driven by both policy and market forces, with a projected market size of approximately 222.4 billion yuan in 2024 [15][25] Competitive Landscape - The competitive landscape of China's whole-house intelligent industry can be categorized into three factions: traditional home appliance companies (e.g., Haier, Midea, Gree), internet companies (e.g., Xiaomi, Huawei), and other specialized firms. Traditional companies leverage supply chain and brand advantages, while internet firms possess strong technological and financial capabilities [17][19] Industry Development Trends - The Chinese whole-house intelligent industry is moving towards standardization in technology, market scenario development, and ecological competition. The combined push from policies, technology, and consumer demand is expected to facilitate a transition from rapid expansion to high-quality development, gradually building a more complete smart living ecosystem [23][25] - The market is expected to see a compound annual growth rate of 9.8%, with the market size projected to reach approximately 390 billion yuan by 2030 [25]

Core Viewpoint - The consumption market is undergoing a structural transformation from policy-driven expansion to quality-driven growth, with a focus on three key sectors: silver economy, maternal and infant consumption, and smart home technology [1] Silver Economy - The aging population in China is projected to reach 310 million by the end of 2024, accounting for 22% of the total population, with 220 million aged 65 and above [2] - The elderly population is increasingly seeking quality and intelligent living solutions, leading to a shift from traditional elderly care to technology-driven and health-oriented services [2] - The market for elderly products is expected to grow from 5.4 trillion yuan in 2024 to 6.1 trillion yuan by 2025, with a compound annual growth rate of 7.3% from 2014 to 2024 [2] - Over 405,000 companies related to the silver economy are currently registered in China, with approximately 75,000 new registrations in 2025 alone [2] Maternal and Infant Consumption - The retail sales of maternal and infant products (excluding food) are projected to reach 565.33 billion yuan in 2024, driven by the demand for smart, safe, and personalized products [6] - The number of registered maternal and infant product companies has exceeded 11.37 million, with about 2.99 million new registrations in 2025 [6] - Key regions for maternal and infant product companies include Guangdong, Hainan, and Hubei, which collectively account for over 35% of the total [6] Smart Home Technology - The smart home market in China is expected to reach 756 billion yuan in 2024 and surpass 800 billion yuan in 2025, with a target of reaching 1 trillion yuan by 2027 [9] - AI technology is transforming smart home products and services, enabling interconnected ecosystems that enhance user experience and energy efficiency [9] - There are over 92,000 registered smart home companies in China, with Guangdong leading in company numbers [9] Overall Market Trends - The three sectors are expected to drive significant growth in the consumption economy, transitioning from scale expansion to high-quality development, supported by policy initiatives and technological innovations [10]

Core Viewpoint - Haoleke is integrating advanced technologies such as artificial intelligence and domestic IoT technology TPUNB to create a new smart home ecosystem platform [1] Product Strategy - The current product layout focuses on a "whole-house smart system" as the core, building a hardware matrix that includes seven product categories: audio-visual entertainment, functional appliances, smart control, smart security, smart shading, smart lighting, and network connectivity [1] - The company plans to gradually expand its product offerings based on user needs and market feedback, aiming to establish a comprehensive product system that covers all scenarios [1]

Core Insights - The 2025 Carbon Peak and Carbon Neutrality Forum will be held in Shenzhen, focusing on "AI Empowering Urban Green Development" and gathering global wisdom to discuss a sustainable future [2] - The event will feature a combination of exhibitions and investment matchmaking, showcasing innovative low-carbon technologies and facilitating collaboration among enterprises [2][6] Group 1: Exhibition Highlights - The "New Municipal" exhibition area will present a real-life model of a city-level energy system, featuring 63 products from 37 companies, showcasing the innovative "New Municipal" framework of Longgang District [3] - The exhibition will cover five core areas, including smart parks, new energy, sanitation battery swapping, unmanned logistics, and low-altitude economy, illustrating the comprehensive green transformation path of Longgang [4] Group 2: Future Home Exhibition - The "Future Home" exhibition area will display 72 green low-carbon innovative products from 44 companies, divided into four experiential scenarios that demonstrate the application of green technologies in future living [5] - Scenarios include AI integration, smart home systems, low-carbon manufacturing, and innovative materials, highlighting the synergy of technology, culture, and low-carbon concepts [5] Group 3: Investment and Collaboration - An investment promotion conference will take place on October 28, focusing on low-carbon industries, featuring project signings and the release of a white paper on the construction of a green intelligent system [6] - This dual approach of exhibition and investment aims to accelerate the transformation of innovative technologies and promote the development of new productive forces in Longgang [6]

Core Insights - The 2025 Guangzhou International Consumer Electronics Exhibition will showcase cutting-edge technology and innovations, attracting global attention in the tech industry [1] Group 1: Key Developments - "Black Technology" exhibits will redefine smart living scenarios, featuring AI-powered home systems, non-invasive health monitoring wearables, and advanced automotive electronics [3][5] - Industry leaders will participate in high-profile forums discussing the impact of AI, 5G-A, and IoT on product innovation and sustainable development in consumer electronics [5][6] - The exhibition will serve as an efficient trading platform, connecting over 500 global exhibitors and facilitating one-on-one business negotiations to enhance supply chain and market expansion opportunities [8]

Group 1: Market Trends and Consumer Demands - The home appliance market is experiencing a surge in demand during the "Golden September and Silver October" period, with consumers seeking products that emphasize green, low-carbon, smart, health, and elderly-friendly features [1][2] - The recent Shanghai Home Appliance and Home Furnishing Expo showcases innovations in smart home technology, including voice-controlled appliances and integrated smart systems that enhance user experience [2][4] Group 2: Policy and Market Adjustments - Shanghai has shifted its "old-for-new" home appliance policy to a lottery system, facilitating consumer access to subsidies and promoting the replacement of old appliances [3] - The "old-for-new" policy has become a significant aspect of home appliance consumption in Shanghai, with multiple levels of subsidies aimed at stimulating consumer spending [3] Group 3: Retail Innovations and Experience Centers - Retailers like Suning and JD.com are transforming traditional sales models into experiential centers, focusing on scenario-based sales and enhanced consumer experiences [4][5] - The opening of the first "City Super Experience Store" by Little Swan in Shanghai represents a shift towards a new retail model that prioritizes deep consumer engagement and personalized experiences [7][8] Group 4: Industry Insights and Future Directions - The core competitiveness of home appliance brands is shifting from product-centric innovations to comprehensive experience innovations based on user insights [8] - The emergence of the "first store economy" reflects the vitality of industry innovation and serves as a benchmark for urban consumption capabilities [8]

Core Insights - The China-ASEAN Expo (CAEXPO) has evolved into a significant economic and trade bridge between China and ASEAN countries since its inception in 2004, showcasing the robust growth and potential of bilateral trade and cooperation [1] Group 1: Growth Metrics - The total number of exhibition booths has increased from 2,506 in the first expo to 6,493 in 2024, with the newly added Guilin exhibition area contributing 1,093 booths [2] - The exhibition area has expanded significantly from 50,000 square meters in the first expo to 192,000 square meters in the 21st expo, marking a historical high and providing more opportunities for international display and exchange [4] - The number of participating enterprises has risen from 1,505 in 2004 to 3,300 in 2024, reflecting a growing enthusiasm among exhibitors [4] Group 2: Trade Growth - Bilateral trade between China and ASEAN has surged from $105.883 billion in 2004 to $982.34 billion in 2024, representing an increase of 827.7% [10] - The trade volume between Guangxi and ASEAN countries has also seen significant growth, from $1 billion in 2004 to 397.82 billion yuan in 2024, achieving a historical high [10] - The year-on-year growth rates for 2023 and 2024 were 22.8% and 17.2%, respectively, indicating a stable upward trend in trade [10] Group 3: Digital Transformation - The introduction of the "Cloud CAEXPO" in 2020 has attracted 9,473 enterprises over five sessions, averaging about 2,000 participants per session, demonstrating the platform's sustainability and engagement [7] - The total number of economic and trade activities reached 411, showcasing a shift from quantity to quality and enhancing the effectiveness of trade cooperation through digital services [7] Group 4: Diverse Exhibits - The expo has transitioned from showcasing specialty products to advanced processing and smart collaboration, featuring a wide range of exhibits from agricultural products to cutting-edge technology [12] - The 22nd CAEXPO will host 3,200 enterprises from 45 countries and regions, with a total exhibition area of 160,000 square meters, including a new 10,000 square meter AI pavilion [12] - Approximately 1,200 innovative products, including AI and AR technologies, will be presented, highlighting the expo's focus on technological advancement [12] Group 5: Future Outlook - The CAEXPO is entering a new phase aimed at deepening economic cooperation, promoting industrial synergy, and enhancing people-to-people connections, thereby contributing to a closer China-ASEAN community [14]