要点 Omdia最新数据数据，2025年全球可穿戴设备出货量突破2亿台，同比增长6%。小米自2020年以来首次重回榜首，以18%的市场份额成为全球年度 出货量最大的可穿戴设备厂商。苹果紧随其后，以17%位列第二，华为以16%排名第三。市场整合趋势明显 。前五大厂商还包括三星（9%）和佳明 （5%），其中前三名之间竞争尤为激烈。 | 全球可穿戴腕带市场份额 | | | | --- | --- | --- | | Omdia可穿戴腕带设备市场初步分析统计数据: 2025年 | | | | B | 2025年 | 2024年 | | 市场份额 | | 市场份额 | | 小米 | 18% | 15% | | 苹果 | 17% | 18% | | 华为 | 16% | 14% | | 三星 | 9% | 8% | | 佳明 | 5% | 4% | | 其他 | 35% | 41% | | 注: 初步统计可能在最终发布时有所变动 | | | | 小米包含红米和POCO, vivo包含iQOO, OPPO包含 | 加 | | | 来源: Omdia可穿戴科技服务(出货量), 2026年2月 | | | 文章版权和解释权归微 ...

Group 1 - Doubao will join the Spring Festival red envelope competition, offering a chance to win up to 8,888 yuan in cash on February 13 at 20:00 [1] - On New Year's Eve, Doubao will distribute over 100,000 technology gifts and cash red envelopes during the Spring Festival Gala, with prizes including advanced tech products and smart consumer goods [4] - The technology gifts will feature 17 popular products, including robots and 3D printers, as well as electric vehicles from Audi and Mercedes-Benz [4] Group 2 - Ant Group's Alipay will also launch a red envelope activity, providing new registered users with a 16.8 yuan red envelope from February 11 to February 12 [5]

Group 1 - Doubao APP will participate in the Spring Festival red envelope competition, offering a chance to win up to 8,888 yuan in cash prizes starting from February 13 at 20:00 [1] - On New Year's Eve, Doubao will distribute over 100,000 technology gifts and cash red envelopes during the Spring Festival Gala, with prizes including advanced tech products and smart consumer goods [3] - The technology gifts include 17 popular items such as Yushu robots, Songyan power robots, Magic Atom robotic dogs, Tuo bamboo 3D printers, DJI drones, and smart devices like Xiaomi smartwatches and Supor rice cookers, as well as usage rights for electric vehicles like Audi E5 Sportback and Mercedes CLA [3]

Group 1 - The core event is the "Doubao New Year" activity, where Doubao will distribute over 100,000 technology gifts and cash red envelopes up to 8,888 yuan during the Spring Festival Gala on February 16 [1][4]. - The prizes include 17 types of popular technology products such as Yushu robots, Songyan power robots, Magic Atom robotic dogs, Tuo bamboo 3D printers, DJI drones, as well as smart consumer products like Xiaomi smartwatches and Supor rice cookers, and usage rights for electric vehicles like the Audi E5 Sportback and Mercedes-Benz CLA [4]. - All technology gifts are integrated with the Doubao large model, enhancing the interaction capabilities of products like the Yushu robot through advanced language models, voice synthesis, and visual understanding [4]. Group 2 - The "Doubao New Year" activity has been launched on the Doubao App, allowing users to participate in the event [5].

Core Insights - The AI marketing battle during the Spring Festival has intensified, with major players like ByteDance's Doubao, Alibaba's Qianwen, and Tencent's Yuanbao launching aggressive promotional campaigns to attract users [1][12]. Group 1: Doubao's Strategy - Doubao, a product of ByteDance, has targeted the high-traffic platform of CCTV's Spring Festival Gala, offering over 100,000 tech gifts and cash prizes up to 8,888 yuan [1][2]. - The prize lineup includes advanced tech products such as robots and drones, as well as consumer electronics like smartwatches and rice cookers, enhancing its appeal [2][5]. - Doubao's campaign aims to leverage its existing user base of over 100 million daily active users, further expanding its reach through this high-profile collaboration [5]. Group 2: Qianwen's Approach - Qianwen, under Alibaba, adopted a more aggressive strategy with its "30 billion yuan free order" campaign, quickly becoming the top free app on the Apple App Store [6]. - The promotional mechanism offers users a 25 yuan no-threshold free order card, incentivizing user acquisition through referrals, which led to over 1 million orders within hours [6]. - However, the overwhelming response caused server issues, prompting the team to address resource allocation to ensure service stability [6]. Group 3: Market Reactions - The marketing frenzy positively impacted related stocks in the beverage sector, with companies like Gu Ming and Cha Bai Dao seeing significant stock price increases [8]. - Despite the successful promotional activities, Alibaba's stock fell by 3%, indicating investor skepticism regarding the sustainability of user acquisition through high subsidies [8]. Group 4: Competitive Landscape - WeChat has intensified competition by blocking promotional activities from Qianwen and other AI applications, citing disruptions to platform order [9][11]. - This action has created a competitive advantage for Tencent's Yuanbao, as it remains unaffected by WeChat's restrictions [11]. Group 5: Strategic Shifts in the Industry - The ongoing AI marketing battle reflects a deeper strategic shift among China's internet giants, with a focus on AI investments and market defense strategies [12]. - Goldman Sachs predicts that by 2026, total AI capital expenditure from major players like ByteDance, Alibaba, and Tencent will exceed $60 billion (approximately 410 billion yuan) [12]. - The current promotional activities are seen as an entry point into a longer-term competition for dominance in the AI space, with a focus on product quality and user engagement [12].

其中，参与本次活动的宇树机器人使用了豆包大模型家族的大语言模型、语音合成模型和视觉理解能力，可以表现出更拟人的音色与语气、流畅的语音互 动。 继通义千问、腾讯元宝等AI产品之后，字节跳动旗下AI应用豆包宣布正式加入春节AI红包大战。2月10日，豆包官方账号发文称，2月16日除夕当晚，豆包 还将通过总台春晚，为全国观众送出超过10万份科技好礼，以及最高8888元新春现金红包。奖品涵盖17种热门科技产品，包括宇树机器人、松延动力机器 人、魔法原子机器狗、拓竹3D打印机、大疆无人机等前沿科技产品，也有小米智能手表、苏泊尔（002032）电饭煲等智能消费品，还有上汽奥迪E5 Sportback和奔驰CLA两款电车的使用权。值得注意的是，这次送出的所有科技奖品都接入了豆包大模型。 打开豆包App,点击"豆包过年" 跟着春晚口播互动,连抽三轮新春好礼 每轮都有机会赢搭载豆包大模型的 10万份科技好礼或最高8888元现金红包 4技好礼墙里 松延动力机器人 Bumi 20 份 魔法原子机器狗 MagicDog-Pro 30 份 上汽奥迪 E5 Sportback (使用权至2026年12月31日) 25 份 奔驰纯电 CLA ...

继腾讯元宝、文心助手、通义千问等AI产品之后，豆包正式加入春节AI红包大战。 2月10日，豆包宣布"豆包过年"新春活动正式开启，活动期间将为用户发放新春红包。 据介绍，今年的豆包新春活动分为两个阶段。第一阶段将于2月13日20点正式启动，用户可进 入豆包App新春活动页面，体验AI生成拜年祝福等AI过年玩法。 2月16日除夕夜， 豆包还将通过总台春晚，为全国观众送出超过10万份科技好礼，以及最高 8888元新春现金红包。 豆包表示， 这次送出的所有科技好礼，都接入了豆包大模型。 奖品涵盖17种热门科技产品， 包括宇树机器人、松延动力机器人、魔法原子机器狗、拓竹3D打印机、大疆无人机等前沿科 技产品，也有小米智能手表、苏泊尔电饭煲等智能消费品，还有上汽奥迪E5 Sportback和奔 驰CLA两款电车的使用权。 其中，参与本次活动的宇树机器人使用了豆包大模型家族的大语言模型、语音合成模型和视觉 理解能力，可以表现出更拟人的音色与语气、流畅的语音互动。 目前，"豆包过年"活动已上线豆包App。 ZH16 | 标分 参与方法: 打开豆包App,点击"豆包过年" 跟着春晚口播互动,连抽三轮新春好礼 每轮都有机会赢搭载 ...

Group 1 - The core event is the launch of the "Doubao New Year" activity on the Doubao App, starting on February 10 [1] - The lottery for cash red envelopes will begin on February 13 at 8 PM, providing users with the chance to win cash prizes [1] - On New Year's Eve, February 16, Doubao will distribute over 100,000 technology gifts and cash red envelopes up to 8,888 yuan during the Spring Festival Gala [1] Group 2 - The technology gifts include 17 popular tech products such as Yushu robots, Songyan power robots, Magic Atom robotic dogs, and Dajiang drones [1] - Other prizes consist of smart consumer products like Xiaomi smartwatches and Supor rice cookers, as well as usage rights for electric vehicles like the Audi E5 Sportback and Mercedes-Benz CLA [1]

Core Viewpoint - Doubao is launching the "Doubao New Year" event on its app, featuring a lottery for cash prizes and technology gifts during the Chinese New Year celebrations [1] Group 1: Event Details - The "Doubao New Year" event will go live on February 10, with a lottery starting on February 13 at 8 PM [1] - On New Year's Eve, February 16, Doubao will distribute over 100,000 technology gifts and cash prizes up to 8,888 yuan during the Spring Festival Gala [1] Group 2: Prizes and Products - The technology gifts include 17 popular tech products such as Yushu robots, Songyan power robots, Magic Atomic robotic dogs, Tuo Bamboo 3D printers, and DJI drones [1] - Other prizes consist of smart consumer products like Xiaomi smartwatches and Supor rice cookers, as well as usage rights for electric vehicles including the SAIC Audi E5 Sportback and Mercedes-Benz CLA [1]

Group 1 - The sales scale of Sichuan province ranks fourth in the country, with a year-on-year increase of over 142% in tax refund sales [1] - The number of outbound travelers applying for tax refunds in Sichuan increased by 284% year-on-year [1] - Travelers enjoying tax refunds in Sichuan come from 122 countries and regions, an increase of 56 compared to last year [1] Group 2 - The strongest purchasing power comes from travelers from Hong Kong and Macau, accounting for 41% of total consumption [1] - Southeast Asian and South Asian travelers account for over 57% of total consumption, with a nearly fourfold increase in the number of travelers and over 2.5 times increase in consumption amount year-on-year [1] - Chengdu is the core of consumption, with over 99% of tax refund travelers and sales coming from the city [1] Group 3 - International brands such as luxury bags and jewelry have a high sales proportion, while "Made in China" products like Xiaomi phones and DJI drones saw a 728% increase in sales volume and a 176% increase in sales amount [2] - Sales volume of Sichuan tea and other local products increased by 218%, with sales amount reaching 13 times that of the same period last year [2] - Sichuan province has 662 tax refund stores, achieving full coverage across 21 cities and counties, with the number of stores and distribution doubling since the beginning of the year [2] Group 4 - Sichuan has introduced innovative measures such as "immediate refund" online services and cross-province recognition with Chongqing, Shaanxi, and Yunnan [2] - Two major shopping districts, IFS and SKP, have established centralized tax refund points to enhance convenience for outbound tourists [2] - The number of registered "immediate refund" stores has reached 208, nearly tripling since the beginning of the year, with a 16-fold increase in service users and a 19-fold increase in sales amount compared to the entire year of 2024 [2]