新华财经北京10月10日电（记者丁雅雯、李唐宁）2025年国庆假期，消费热潮从一二线城市涌向县域市 场。记者综合多家平台数据发现，从文旅消费的"人财两旺"到家电家居的"提档升级"，县域经济正展现 出惊人的消费潜质与蓬勃的升级活力。 这个假期，越来越多的游客选择逃离传统热门景点，转而探索独具特色的县域目的地。美团旅行数据显 示，国庆中秋假期大城市周边县域目的地预订单量较去年同期增长51%，其中江苏东台、浙江海宁、广 西靖西、广东普宁、内蒙古额尔古纳、云南腾冲、江苏宜兴、内蒙古克什克腾旗、 广西大新、安徽泾 县等目的地旅游消费预订单量较去年同期提升超100%。 去哪儿平台数据显示，平台用户预订了全国2000多个县城的酒店。四川九寨沟县、广西阳朔县、福建平 潭县、江西婺源县等为热门县域。 与文旅消费同步升温的，是县域市场家电消费的显著提质升级。苏宁易购数据显示，"十一"假期，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"。 家电消费在"量"上持续增长的同时，在"质"上呈现出新变化。10月1日至6日，依托遍布全国城乡的超万 家门店，苏宁易购零售云家电家居套购订单增长135%，洗碗机、净 ...

央视网消息：我国2000多个县域地区约占90%的国土面积、超过50%的人口是畅通国内循环、拓展内需增量的重要市场。 国庆中秋假期，各地县域商超、商业综合体迎来集中焕新升级，不仅人气火爆，更激发出县域消费的巨大活力。 在福建泉州惠安县，一家刚刚完成改造升级的大型超市，假期里吸引了大批消费者。琳琅满目的商品、时尚简约的装潢布局让人眼前一 亮。 在浙江瑞安，当地最大的商业综合体里人潮涌动，一家餐饮企业县域首店刚开业，便成为当地人的热门"打卡地"。 今年以来，这家商业综合体焕新品牌达130家，引进了很多国际一线品牌及热门网红品牌，显著提升了商业能级。这个国庆假期，就有54 个新品牌开门迎客。 记者从商务部了解到，《县域商业三年行动计划（2023-2025年）》实施三年来，已累计支持建设县级商贸综合服务中心2600多个、乡镇 商贸中心1.3万个，村级便民商店13.8万个，截至今年7月，全国县乡村商业网点在具备条件的地区已基本实现全覆盖。国家推出的三年县域商 业行动让众多县城里的商业基础设施更加完善。硬件升级了，长假期间，各地又开始琢磨起如何提供更多优质的消费产品。 负责家电安装的蔡师傅告诉记者，这个长假格外忙碌，特别是 ...

据悉，湖南苏宁易购"家电超级补"计划围绕"刚需必选""新智严选""家装优选"三大品类，设置 10%-15%-20%梯度补贴。刚需必选品类涵盖一级能效空调、大容量冰箱、75英寸4K电视等高性价比品 质家电；新智严选品类包括嵌入式冰箱、多筒分区洗衣机、AI零嵌除菌冰箱等前沿趋势新品；家装优 选品类则包括中央空调、净水系统、嵌入式厨电等整家解决方案，全面覆盖从基础焕新到品质升级的多 样需求。 9月30日起，苏宁易购还将开启"闪购48小时"模式，消费者可在线上线下同步进入"真惠补・一补到 底"专区，以更普惠的价格入手更高品质、更多功能、更好体验的家电3C产品。活动期间，1.5匹大牌变 频空调低至1399元，85英寸超高清量子点电视低至3999元，430升平嵌四门冰箱低至2999元，10公斤双 擎热泵式洗烘套装低至4999元。 9月26日至10月8日，五一广场苏宁易购PRO超级旗舰店将推出"整点抽黄金""认筹翻倍省""套购满额 赠"等超值福利，同时举行王者荣耀电竞大赛、闻香品鉴沙龙、美食互动课堂以及小红书打卡赢好礼等 多元活动，全力打造一场集购物、娱乐、社交于一体的金秋消费嘉年华。 长沙晚报掌上长沙9月26日讯（全媒体 ...

Core Viewpoint - The home appliance industry is experiencing significant differentiation, driven by the expansion of the trade-in policy, which not only stimulates existing consumption but also promotes a shift towards smart and green technologies [1][2]. Group 1: Industry Performance - The overall revenue of the home appliance industry has improved significantly compared to last year, with notable differences across various segments [2]. - The white goods sector shows strong resilience, benefiting from national subsidies and improved cost structures, leading to revenue and profit growth that outpaces 2024 projections [2]. - The kitchen appliance sector faces challenges, with revenue declines expected in the first half of 2025 due to a sluggish real estate market, although leading companies are gaining market share [2]. - The technology appliance sector continues to grow rapidly, with companies like Roborock and Ninebot leading the charge, particularly in the robot vacuum segment, which is expected to exceed 15 billion yuan in online sales in 2024, marking a nearly 50% year-on-year increase [2]. Group 2: Policy Impact - As of July 2025, over 66 million consumers have participated in the trade-in policy, directly driving consumption by over 270 billion yuan, with retail sales of home appliances increasing by 30.7% year-on-year [3]. - The policy has not only activated the existing market but also pushed the industry towards smart and green upgrades, with significant sales growth in high-end products like energy-efficient air conditioners and built-in refrigerators [3]. Group 3: Transformation Strategies - The home appliance industry is in a transformation phase, requiring breakthroughs through technology, supply chain optimization, and strategic balance to achieve sustainable development [4]. - AI technology is rapidly being integrated into the home appliance sector, enhancing product design and functionality, particularly in cleaning appliances like robot vacuums [4][5]. - Companies are encouraged to build digital supply chain systems to improve efficiency and reduce delivery times, while also creating differentiated solutions to enhance brand loyalty [5]. Group 4: Investment Opportunities - The growth momentum of the home appliance industry is shifting from traditional categories to technology-driven segments, with emerging categories like robot vacuums and lawn mowers expected to see explosive growth [6]. - The smart cleaning appliance sector is highlighted as a core growth area, with significant market potential and a shift from policy-driven to technology-driven growth [6][7]. - Investors are advised to focus on leading companies in the smart cleaning appliance sector that can leverage both domestic penetration and international expansion for dual investment returns [7].

Core Insights - The home appliance market is entering a new structural upgrade cycle driven by the rise of quality and personalized consumption, with significant growth in smart home appliances and high-end products [1][2] Group 1: Market Trends - Sales of smart home appliances that integrate advanced technology and address consumer pain points have increased by 72% year-on-year, while orders for high-end appliances priced over 10,000 yuan have surged by 86% [1] - During the "818" shopping festival, sales of laptops, tablets, and smartwatches saw remarkable year-on-year growth of 184%, 129%, and 94% respectively [1] Group 2: Consumer Preferences - Consumers are increasingly prioritizing health features in their appliance purchases, with sales of water purifiers rising by 297%, clothes dryers with sterilization functions increasing by 147%, and new air conditioning systems achieving a growth of 136% [2] - The trend of "lazy" home solutions is evident, with large-capacity dishwashers, floor washers, and smart locks becoming popular among young consumers [2] Group 3: Design and Integration - There is a growing demand for home appliances that harmonize with overall home decor, with embedded refrigerators and washing machines accounting for over 90% of sales in their categories [3] - Sales of embedded micro-steaming ovens have increased by 129%, while sales of large-screen televisions that blend seamlessly into home environments have grown by 91% [3] Group 4: Retail Strategies - The Suning Max stores have seen a 43% year-on-year sales increase during the "818" period, with significant growth in computers, air conditioners, and kitchen appliances at 206%, 110%, and 78% respectively [3] - The consumption of innovative and unique products is on the rise, with high-performance gaming laptops growing by 251%, embedded kitchen appliances by 186%, and large-capacity dishwashers by 184% [3]

Group 1 - The home appliance market is entering a new structural upgrade cycle driven by the rise of quality and personalized consumption, with sales of smart home appliances increasing by 72% year-on-year and high-end appliances over 10,000 yuan growing by 86% [2] - The back-to-school season combined with the 818 promotion has led to significant sales increases in 3C products, with laptops, tablets, and smartwatches seeing year-on-year growth of 184%, 129%, and 94% respectively [2] - Suining Yigou's initiatives, including supply upgrades and expanded scenarios, aim to provide cutting-edge home solutions, marking this year as the "Year of Smart Home Appliance Popularization" [2] Group 2 - Smart appliances are becoming popular choices for consumers due to their ability to simplify household tasks and enhance life quality, with over 50% of all smart product sales during the 818 period [4] - Specific smart products saw significant sales growth, including smart kitchen hoods with a 59% increase, smart air conditioners with an 85% increase, and large-capacity smart refrigerators with a 149% increase [4] Group 3 - As health awareness rises, consumers are increasingly focused on features like sterilization and purification in appliances, with sales of water purifiers growing by 297%, dryers with sterilization functions increasing by 147%, and fresh air conditioners rising by 136% [6] - The trend towards integrated home appliances is evident, with embedded refrigerators and washing machines accounting for over 90% of sales, and embedded micro-steaming ovens growing by 129% [6] Group 4 - Suining Yigou is accelerating its layout of Suning Max stores in core urban areas, which has led to a 43% year-on-year sales increase during the 818 period, with significant growth in computers, air conditioners, and kitchen appliances [8] - High-performance gaming laptops saw a 251% increase, embedded kitchen appliances grew by 186%, and large-capacity dishwashers increased by 184% [8]

Core Insights - The central government emphasizes boosting consumption and developing service-oriented consumption, with home appliances being a significant part of this trend [1] - Suning.com is accelerating its retail innovation and scene upgrades through the "818 Fueling Life Festival," with new store openings and celebrations across the country [1][5] Group 1: Store Developments - Suning's first Max store in Shanxi will open on August 15, covering over 40,000 square meters and featuring over 200 home appliance and 3C brands, making it the largest and most comprehensive "home consumption" experience center in the area [1][3] - The overall layout of the stores focuses on three main areas: Suning Tech, Suning Private Home, and Suning Friend, integrating technology displays, immersive experiences, and social interactions [3] Group 2: Product Offerings and Promotions - The store will showcase high-end brands like Hisense, Samsung, Toshiba, and Little Swan, providing customers with high-quality and cost-effective renewal experiences through bundled offers and customized models [3][5] - During the "818 Fueling Life Festival," Suning will promote new technology products and host over a thousand interactive experiences, brand tasting events, and night markets to enhance customer engagement [5] Group 3: Strategic Expansion - Suning is accelerating the expansion of its Home stores, which range from 1,000 to 2,000 square meters, focusing on quality-price ratio and customized products to meet diverse needs in lower-tier markets [5][7] - The company aims to implement a "big and small" development strategy, with large stores serving as flagship locations and small stores focusing on community and county-level markets, enhancing the overall retail network [7]

Group 1 - The "Two New" policy, which includes large-scale equipment updates and the trade-in of consumer goods, has led to rapid growth in related manufacturing investments, with over 3 trillion yuan in sales generated since its implementation, benefiting more than 430 million people [1] - The demand for large home appliances is increasing, with sales in major appliance stores in Guizhou doubling compared to previous years due to the "national subsidy" policy [5] - The county-level appliance market is upgrading, with significant sales growth in large-sized appliances, such as a 43% increase in sales of TVs over 98 inches and an 89% increase in sales of large-capacity refrigerators [7] Group 2 - The government has allocated 231 billion yuan in special long-term bonds to support the trade-in policy, with local governments optimizing processes to ensure timely subsidies [9] - The trade-in policy for electric bicycles has not only boosted sales but also prompted manufacturers to upgrade their products, with over 10 million old electric bicycles being replaced with new ones that meet the latest national standards [14] - The market for equipment updates is projected to exceed 5 trillion yuan annually, with significant changes occurring in related industries due to the "Two New" policy [15] Group 3 - The investment in equipment and tools has increased by 17.3% year-on-year, significantly outpacing overall investment growth, contributing 86% to the total investment increase [22] - The support from special long-term bonds has allowed companies to purchase new equipment, enhancing production efficiency and automating processes in various manufacturing sectors [20][17]

Core Concept - The collaboration between Fisher & Paykel and designer Huang Quan showcases the integration of art and functionality in kitchen design, transforming the kitchen into a social hub for family interaction and connection [1][3]. Design and Aesthetics - The interior design features a harmonious blend of space and artistic decor, with the removal of walls to create an open layout that connects the kitchen with the living and dining areas [1]. - Natural light enhances the kitchen's aesthetic, particularly highlighting the marble island, while integrated appliances from Fisher & Paykel complement the artistic elements, maintaining visual unity [1]. Functionality and Interaction - The open kitchen design promotes interaction, allowing family members to engage with each other while cooking, thus redefining the cooking experience as a communal activity rather than a solitary task [1]. - The concept of a "social kitchen" is emphasized, positioning the kitchen as a central space for family bonding and communication [1]. Lifestyle and Atmosphere - The "social kitchen" embodies a relaxed lifestyle, serving as a gathering place for family and friends, where cooking and socializing coexist in a stress-free environment [3]. - The collaboration not only introduces innovative home design ideas but also promotes a new way of living, where practicality and art converge to create a welcoming home environment [3].

Core Viewpoint - The county-level home appliance market in China is experiencing a sales peak, driven by strong demand for "trade-in" programs, with total sales increasing by 28% from June 1 to June 20, 2025 [1] Group 1: Market Trends - The county market shows a significant increase in sales, with a 33% month-on-month growth in June for home appliances, particularly in cooling products like air conditioners and refrigerators [8] - Since the implementation of the "national subsidy" policy, there has been a 35% year-on-year increase in sales from the "trade-in" program, with sales of appliances priced over 10,000 yuan rising by 73% [10] - The demand for green and smart products is surging, with sales of items like dryers, water purifiers, and dishwashers increasing by over 50% [18] Group 2: Consumer Behavior - Consumers are increasingly opting for mid-to-high-end products, with many choosing appliances priced above 4,000 yuan [5][10] - Young consumers, such as those in rural areas, are embracing smart home devices, indicating a shift towards quality and modernity in household choices [13][16] - The trend of upgrading to smart and healthy appliances is becoming a necessity rather than an option for many households [18] Group 3: Service Innovations - Various regions are innovating "trade-in" service models to enhance accessibility, including community engagement and mobile service stations [24][31] - Community initiatives are helping consumers understand and utilize the "trade-in" policy effectively, with local volunteers providing assistance [26] - A service alliance has been established in Sichuan to address the distribution challenges in rural areas, facilitating cross-store ordering and local delivery [28]