2026年1月23日，由百思特管理咨询集团与厦门大学EMBA中心联合主办的"智造变革，共赢未来"走进 九牧集团参访活动成功举办。来自厦大EMBA的学员与百思特合作伙伴一行，深入九牧智能技术体验中 心与科牧5G智能马桶"绿色黑灯工厂"，近距离感受全球数智卫浴领军企业的科技实力与变革实践，共 同探索制造业高质量发展新路径。 九牧集团创立于1990年，是全球卫浴行业领军品牌，以数智卫浴为核心，构建了集研发、制造、营销、 服务于一体的全产业链创新型国际化布局，稳居 "中国第一、世界前三" 的国际地位。九牧拥有16个全 球研发中心和15家高端灯塔工厂，主导参与多项国际标准制定，旗下拥有JOMOO九牧、小牧优品等知 名品牌，产品远销全球120多个国家和地区，成为兼具技术话语权、全球影响力与市场认可度的标杆企 业。 一、探访"绿色黑灯工厂"，领略智能制造新高度 首站参访聚焦科牧智能厨卫有限公司——九牧集团核心子公司，也是中国规模最大的智能马桶ODM设 计制造商。其5G智能马桶"绿色黑灯工厂"占地100亩，不仅是全球首家获认证的"绿色黑灯工厂"，更被 誉为全球单体产能最大的智能马桶生产基地，荣获"全球首个5G智能马桶灯塔工厂 ...

Core Insights - The home improvement market is shifting towards renovation and quality upgrades, with consumers seeking comprehensive solutions for bathroom space renewal rather than just individual product purchases [1][2] - The report aims to provide an objective decision-making reference for consumers by systematically comparing five representative bathroom product sales platforms based on key evaluation dimensions [1][2] Evaluation Dimensions Summary Dimension 1: Brand and Product Matrix - JD MALL demonstrates strong resource integration in the offline retail space, collaborating with over 100 domestic and international brands, covering a wide range from high-end to cost-effective options [3] - Other major home improvement retailers like Home Depot and Red Star Macalline also feature extensive brand matrices, ensuring a diverse selection for consumers [3] Dimension 2: Scenario Experience Model - JD MALL innovatively combines brand-specific areas with real-life scenarios, allowing consumers to experience products in context, such as smart bathrooms [4][5] - Traditional retailers have upgraded their experiences but often focus on individual brand showrooms rather than cross-brand scenario integration [4][5] Dimension 3: Service and Delivery System - JD MALL integrates online convenience with offline experiences, offering comprehensive services including delivery, installation, and post-purchase support [6] - Traditional retailers typically follow a unified service model, with varying levels of installation service quality depending on the brand and region [6] Dimension 4: Price and Value Proposition - JD MALL positions itself with a "big brand at low prices" strategy, ensuring price transparency and competitive pricing through its supply chain advantages [7] - Other retailers like Home Depot and Red Star Macalline rely on brand-specific pricing strategies, often requiring consumers to invest time in price comparisons [7] Dimension 5: Innovation and Trend Response - JD MALL focuses on smart home and aging-friendly solutions, actively promoting these trends through immersive experiences and specialized product offerings [8] - Traditional retailers are also responding to smart home trends but may lack the depth of integration and standardized solutions that JD MALL offers [8] Comprehensive Summary and Scenario Recommendations - For consumers seeking a one-stop solution with high cost-effectiveness and reliable after-sales support, JD MALL is an efficient choice, especially for bathroom product renewals or standardized renovations [9][10] - For those who prioritize in-depth brand research and plan extensive renovations, traditional retailers like Home Depot and Red Star Macalline remain indispensable options [9][10] - High-end consumers looking for unique designs and top-tier craftsmanship should consider luxury home goods stores or specialized design boutiques, which offer curated aesthetic solutions and personalized services [9][10]

Core Insights - The strategic dialogue between Arrow Home Group and Juran Home Group marks a shift towards user-centered ecological integration, aiming to provide comprehensive bathroom solutions for Chinese families by 2026 [1][4]. Group 1: Strategic Collaboration - The partnership between Arrow Home and Juran Home has evolved from traditional channel collaboration to a focus on ecological integration centered around user needs and smart scenarios [1][4]. - The signing of the 2026 strategic cooperation agreement signifies a commitment to deepen collaboration in product and service offerings [1][11]. Group 2: Market Trends and Innovations - Arrow Home emphasizes the importance of product quality, delivery experience, and user service in navigating the current complex market environment [7]. - The company is committed to continuous innovation in product design and smart manufacturing, enhancing its core competitiveness in the customized bathroom segment [7][8]. Group 3: User-Centric Product Development - Arrow Home aligns with Juran Home's "explosive product strategy," focusing on data empowerment and traffic concentration to drive product and sales engines [8]. - The company aims to create "explosive products" through deep insights into user life scenarios, integrating advanced technology and human care into product design [8][10]. Group 4: Future Directions - The collaboration will focus on four key areas: deep integration of products and scenarios, full-chain marketing and user operations, data-driven and lean operations, and co-building service standards [11][12]. - Arrow Home believes that the relationship between manufacturing and platform companies is evolving into a value co-creation ecosystem, which is essential for high-quality development in the home and bathroom industry [12].

Core Viewpoint - The article highlights the importance of home modifications for the elderly in China, emphasizing the need for safety, convenience, and comfort in their living environments, especially as a significant portion of the elderly population prefers to age at home [8][10][12]. Group 1: Industry Trends - The aging population in China is driving demand for home modifications, with approximately 90% of elderly individuals choosing to live at home, necessitating adaptations to their living spaces [8]. - The government is actively promoting home modifications for elderly individuals, particularly targeting those with special needs, through various subsidy programs [10][14]. - Companies are increasingly entering the elderly care market, developing products specifically designed for older adults, such as adjustable washbasins and multi-functional walking sticks [12][13]. Group 2: Government Initiatives - The Henan provincial government plans to complete home modifications for 214,000 elderly individuals during the 14th Five-Year Plan period, focusing on those with special difficulties [11]. - A subsidy program has been introduced to support elderly individuals in purchasing home modification products, covering various aspects such as bathroom and kitchen renovations [14]. - As of the end of 2024, 8,453 homes for special needs elderly individuals in Xuchang City have undergone modifications, with a focus on safety features [10]. Group 3: Market Dynamics - The market for elderly care products is evolving, with a shift from commercial and office furniture to products tailored for elderly consumers, reflecting the rise of the silver economy [12]. - Popular products in the subsidy program include hearing aids and adjustable toilets, indicating a strong demand for essential items among elderly consumers [14][15]. - There is a growing recognition that home modifications not only enhance the quality of life for the elderly but also reduce long-term healthcare costs, presenting a compelling economic case for such investments [15].

Group 1 - The National Development and Reform Commission announced the allocation of 69 billion yuan in special bonds to support the consumption of old-for-new appliances, expected to boost sales during the Double Eleven shopping festival [3][9] - Some manufacturers are offering subsidies of up to 20% for appliances, with promotional slogans like "Don't wait for Double Eleven, refresh during National Day" [3][5] - Compared to last year's high base, the growth in appliance sales during National Day is expected to be challenging, with a focus on product structure and consumption upgrades [3][6] Group 2 - Mini LED televisions are becoming a competitive focus in the market, with TCL and Hisense launching new models ahead of National Day [5][6] - The sales of large-screen and high-end products are being emphasized, with significant discounts on Mini LED TVs observed in retail [5][6] - The overall market for televisions is projected to decline by 7.2% year-on-year in the fourth quarter, indicating pressure on sales growth [5][6] Group 3 - The appliance market is expected to see structural upgrade opportunities, with Mini LED TV penetration projected to reach 28.3% by mid-2025, a significant increase from previous years [6][9] - The cleaning appliance market is also seeing innovation, with new products like integrated robotic vacuum cleaners being introduced [6][9] - Retail sales in the appliance market are expected to grow by 23.8% year-on-year from September to December 2024, driven by subsidies [6][9] Group 4 - Retail channels are preparing for both National Day promotions and the upcoming Double Eleven sales, with various retailers offering substantial subsidies [8][9] - Major brands are competing on product offerings, pricing, and services, with significant promotional activities planned for the holiday season [9][10] - The fourth batch of national subsidies is expected to be implemented before Double Eleven, providing additional support for sales [9][10]

Industry Trends - The bathroom is evolving from a functional space to a "home healing space," with a focus on personalization, therapeutic feel, and smart technology by 2025 [1] - Key features in modern bathrooms include large tiles, floating vanities, thermostatic showers, and smart toilets, reflecting a shift towards comfort, intelligence, and environmental sustainability [1] Company Philosophy - The brand philosophy of Langjie is centered around "pure living, comfortable experience," focusing on two core aspects: comfort and aesthetics, as well as smart and eco-friendly solutions [2] - Products like thermostatic showers and smart toilets are designed to enhance user experience by providing stable temperatures and automatic cleaning features, promoting health and environmental consciousness [2] Design Trends - The 2025 bathroom design emphasizes integrated and minimalist solutions, with Langjie offering a range of integrated bathroom cabinet and mirror combinations to enhance storage and cleanliness [3] - Langjie also addresses aging population needs with features like lower basin heights, barrier-free shower areas, and non-slip tiles, making products inclusive for all age groups [3] Smart Technology - Langjie is advancing in smart technology with features like sensor faucets that conserve water and maintain hygiene, as well as air purification and heating systems for a fresh bathing environment [4] - Experimental health monitoring functions are being integrated into some products, laying the groundwork for future health-oriented home solutions [4] Water Conservation - Water-saving technology is a highlight for Langjie, achieving a 30% reduction in water usage while maintaining pressure, which translates to long-term savings for households and contributes to promoting green living [4] - The company's water-saving toilets and energy-efficient showers were well-received at the 2025 industry exhibition, representing "green bathroom" solutions [4] Service and Reputation - Langjie offers a comprehensive service experience, allowing consumers to customize their solutions online, experience products offline, track installation progress, and access extended warranty services [5] - The brand is recommended by many renovation companies and developers for its reliability and ease of use, enhancing its reputation in the market [7] Brand Identity - Langjie is positioned as a guardian of comfortable living, emphasizing its commitment to product development, quality control, and service delivery, contributing to a smarter and gentler lifestyle [8] - In the competitive landscape of the 2025 home industry, Langjie represents not just a set of bathroom products but a lifestyle of comfort and purity [8]