Core Viewpoint - The implementation of the new round of national subsidies in 2026 has significantly boosted the sales of large home appliances, particularly high-end products, with Tmall reporting over a 90% month-on-month increase in sales of large appliances [1][3]. Group 1: Sales Growth and Trends - Tmall's home appliance sector has seen a remarkable increase in sales, especially for mid-to-high-end products, with 100-inch ultra-large screen TVs, wallpaper TVs, and new Mini LED technology TVs doubling in sales year-on-year [3][6]. - The demand for smart, energy-efficient, and high-quality home appliances has surged, with popular items including voice-controlled smart appliances, frost-free ultra-thin energy-saving refrigerators, and multi-zone washing and drying sets [3][6]. Group 2: Service Enhancements - Cainiao has upgraded its delivery and installation services for large home appliances, achieving a 95% delivery rate for 100-inch TVs by implementing specialized lifting services and training workers [4]. - The logistics improvements have enabled next-day delivery for large appliances in major cities across the country, enhancing the overall customer experience [4]. Group 3: Future Growth Potential - The combination of national subsidy policies and brand innovation is expected to drive explosive growth for new products such as wall-mounted TVs, air conditioners with fresh air functions, and multi-zone washing machines in 2026 [6].