消费市场正在经历一场由年轻世代引领的深刻变革。当1995年至2009年间出生的Z世代和2010年后出生的α世代在消费市场中扮演更重要的角色，代际变 迁下消费方式及需求的转变也影响着以消费为中心的行业和企业，其中不乏人工智能技术浪潮的推动。 9月25日，2025年《财富》世界500强峰会现场。从左至右为：《财富》中国执行主编章劢闻，BCG中国区主席、董事总经理、全球资深合伙人廖天舒 9月25日，在广州举办的《财富》世界500强峰会上，BCG中国区主席、董事总经理、全球资深合伙人廖天舒分享了对当下中国消费趋势的观察，"下沉市 场有着较强的消费需求，并反向影响一、二线城市的消费。消费群体中，银发族和年轻人的消费信心更强。" 廖天舒认为，"以旧换新"等刺激性消费促进了整体消费修复回暖，但存在"局部繁荣、快速迭代"等发展不均匀的现象。而消费者对生活必需的基本品类精 打细算的同时，仍愿意为情绪买单，如潮玩Labubu、电影《哪吒2》、旅游、户外、演唱会以及苏超等体育赛事，这些爆火的IP、产品及其背后的赛道有 着旺盛的消费需求。 除了为提供情绪价值的消费品买单，年轻消费者对家电等生活必需品，也在发掘不同于传统领域的细分需求 ...

博主秦朔曾分享过一个耐人寻味的故事：一位跨国公司中国区高管翻新住了16年的房子，年轻设计师告 诉他，如今中国家电从品质到智能化早已脱胎换骨，不少曾经的国外品牌已被中国企业收购。 最终这位高管全屋换成中国品牌，其中最受信赖的，正是连续16年稳居全球大型家电销量榜首的海尔。 人们往往聚焦于海尔从传统家电厂商到横跨智慧住居、大健康、数字经济三大产业生态巨头的蜕变，却 鲜少深究背后的支撑逻辑。 实则驱动其持续进化的核心密码，是已走过20年的"人单合一"管理模式，这套模式不仅让海尔成为行业 标杆，更给困扰管理学界一个多世纪的"组织难题"，交出了一份中国答案。 家电换新的背后 16年间，家电市场从"国外品牌主导"到"中国品牌崛起"，表面是产品的迭代，内核却是企业组织逻辑的 革新，即如何处理组织与人的关系。 互联网普及前，全球企业普遍沿用20世纪初确立的管理范式：金字塔式层级架构、标准化作业流程、明 确的分工与控制体系。 这套模式在工业时代展现出强大效率，但当"变化成为唯一不变"的数字时代到来，其僵化弊端便暴露无 遗。 正如彼得・德鲁克早在上世纪末便警示，传统科层制组织若不适应时代变化，终将失去活力。 在不少老牌制造企业中 ...

Core Viewpoint - The HOPE platform by Haier Smart Home has been upgraded with a new "Wishing Pool" section, aimed at facilitating direct user input for product innovation and development [1][4]. Group 1: User-Centric Product Development - Haier Smart Home emphasizes user needs as a driving force for product innovation, exemplified by the successful launch of the "Lazy Washing Machine," which was developed based on user feedback for a machine that can wash different types of clothing separately [3]. - Following the "Lazy Washing Machine," additional user requests led to the introduction of products like the "Lazy Washing and Shoe Washing Machine" and "Lazy Drying Machine," expanding the "Lazy Family" product line [3]. - The "Lazy Washing Machine" has been delivered to over 130,000 users in China, with plans for a European launch by the end of the year, showcasing the effectiveness of the user co-creation model [3]. Group 2: Wishing Pool Functionality - The "Wishing Pool" section allows users to submit product improvement suggestions directly to the R&D team, enhancing the efficiency of communication and idea generation [4][7]. - This platform enables R&D engineers and product managers to review and respond to user ideas, fostering a two-way interaction that accelerates the transition from concept to product [7]. - By integrating internal and external expert resources, the "Wishing Pool" aims to optimize the user co-creation mechanism, improving the accuracy and efficiency of responding to user demands [7].

Group 1 - Domestic demand contributed 68.8% to GDP growth in the first half of the year, with final consumption expenditure accounting for 52%, highlighting its role as the main driver of economic growth [1] - Retail sales of household appliances and audio-visual equipment, cultural office supplies, communication equipment, and furniture saw year-on-year growth of 30.7%, 25.4%, 24.1%, and 22.9% respectively, indicating a robust consumer market [1] - Various regions are implementing initiatives to stimulate consumption, such as Beijing's fashion consumption expansion plan and unique activities in Guangxi and Shanxi, which aim to cultivate new market dynamics [1] Group 2 - There are still barriers to fully unleashing consumption potential, particularly for the elderly demographic, who face challenges in accessing new consumption opportunities [2] - Key strategies to boost consumption include enhancing supply quality, optimizing the consumption environment, and increasing residents' income to improve consumer spending willingness [2] - Collaborative efforts from both supply and demand sides are essential to effectively implement policies that will drive consumption and contribute to high-quality economic development [2]

Group 1 - Domestic demand contributed 68.8% to GDP growth in the first half of the year, with final consumption expenditure accounting for 52%, making it the main driver of economic growth [1] - Retail sales of household appliances and audio-visual equipment, cultural office supplies, communication equipment, and furniture increased by 30.7%, 25.4%, 24.1%, and 22.9% year-on-year, respectively [1] - New consumer demands are emerging, creating new market opportunities and injecting vitality into economic development [1] Group 2 - There are barriers to fully unleashing consumption potential, particularly for the elderly, who face challenges in participating in new consumption trends [2] - Key to boosting consumption lies in enhancing supply quality and optimizing the consumption environment to encourage spending [2] - Collaborative efforts from both supply and demand sides are essential to implement policies effectively and drive high-quality economic development [2]

Group 1 - The core viewpoint of the articles highlights the robust growth of consumer spending in China, which significantly contributes to GDP growth, with domestic demand accounting for 68.8% of GDP growth in the first half of the year, and final consumption expenditure contributing 52% [1][3] - The increase in consumer spending is attributed to a series of incremental policies that have effectively stimulated the market, showcasing the potential of China's large-scale economy [1][3] - Consumer preferences are shifting from basic needs to quality and experience, as evidenced by the strong sales of home appliances and cultural products, with retail sales in these categories growing by 30.7%, 25.4%, 24.1%, and 22.9% respectively [1][2] Group 2 - The emergence of new consumer demands is driving growth in niche markets, with initiatives like the "cool economy" and various local events aimed at enhancing consumer experience [2] - Local governments are actively promoting diverse and personalized consumption, with initiatives such as fashion consumption expansion plans and unique local events to stimulate market dynamics [2] - The government has prioritized boosting consumption and investment efficiency as a key task for 2025, with specific action plans to address barriers to consumer spending [3]

Group 1 - The contribution rate of final consumption expenditure to economic growth reached 52% in the first half of the year, an increase of 7.5 percentage points compared to the entire last year [1] - China's GDP grew by 5.3% year-on-year in the first half of the year, indicating solid economic performance, but there are signs of slowing growth in retail sales and fixed asset investment since June [1] - The government is signaling continued policy support to strengthen domestic circulation and boost consumption, including actions to remove unreasonable restrictions on consumer spending and optimize trade-in policies [1] Group 2 - The concept of "consumption upgrading" has gained attention, where consumers seek products that balance quality and price, as well as emotional value and aesthetic experience [2] - Companies need to adapt to these new consumer demands by exploring market potential, exemplified by a successful washing machine design that caters to specific consumer needs [2] - Government intervention is necessary to lower market entry barriers and transaction costs, while also implementing measures to increase urban and rural residents' income and support the elderly care industry [2]

Group 1 - The contribution rate of final consumption expenditure to economic growth reached 52% in the first half of the year, an increase of 7.5 percentage points compared to the entire last year, indicating the effectiveness of a series of incremental policies and the potential of the large domestic market [1] - China's GDP grew by 5.3% year-on-year in the first half of the year, but there are signs of slowing growth in retail sales and fixed asset investment since June, suggesting the need for continued efforts in expanding domestic demand [1] - The State Council's recent meeting emphasized the importance of strengthening the domestic circulation, implementing consumption-boosting actions, and optimizing policies to meet diverse consumer demands [1] Group 2 - The concept of "consumption grading" has gained attention this year, highlighting that consumers seek products that balance quality and price while also valuing emotional and aesthetic experiences [2] - Companies need to adapt to new consumer demands by exploring market potential, as demonstrated by a successful washing machine designed to cater to specific cleaning needs [2] - Government intervention is necessary to lower market entry barriers and transaction costs, while also implementing measures to increase residents' income and support the elderly care industry [2]

Core Viewpoint - The rise of the "lazy economy" is evident, with services like home cooking gaining popularity among busy individuals, particularly young people, who are willing to pay for convenience [8][10][29]. Group 1: Home Cooking Services - A woman in Hangzhou is making nearly 20,000 yuan a month by providing home cooking services, charging 88 yuan for three dishes and a soup per order [3][5]. - Despite skepticism from some netizens regarding the feasibility of completing six orders a day, the demand for such services is high, indicating a busy schedule for the service provider [5][8]. - The trend of hiring cooks for home meals is not new but has gained traction beyond traditional occasions, reflecting a shift in consumer behavior [7][8]. Group 2: Lazy Economy Growth - The "lazy economy" is characterized by a surge in demand for services that save time and effort, such as meal preparation, grocery shopping, and cleaning [10][11]. - Young people are the primary drivers of this trend, seeking convenience in their busy lives [9][10]. - The market for lazy services is expanding rapidly, with various offerings available, from meal delivery to professional cleaning and pet care [16][19]. Group 3: Consumer Behavior and Preferences - Consumers are increasingly opting for services that allow them to reclaim their time, especially in urban settings where long commutes and work hours leave little room for household chores [29][32]. - The perception of "laziness" is evolving, with many viewing it as a rational response to time scarcity rather than a lack of ambition [28][29]. - The demand for convenience is leading to innovative service offerings, such as pre-prepared meals and specialized cleaning services, which cater to the needs of busy individuals [19][24]. Group 4: Market Potential - The lazy economy represents a multi-trillion yuan market, driven by the desire for convenience and efficiency in daily life [10][26]. - The growth of this sector is not limited to food services; it encompasses a wide range of industries, including home appliances and personal services [26][27]. - As consumer preferences shift towards convenience, businesses that adapt to these changes are likely to thrive in the competitive landscape [27][28].

Core Insights - Haier Smart Home has successfully redefined global home appliance standards through innovative product designs that resonate with consumer needs [1][3][5] Financial Performance - In Q1 2025, Haier Smart Home reported a revenue of 79.12 billion yuan, representing a 10% year-on-year growth [1] - The net profit attributable to shareholders reached 5.49 billion yuan, up 15% year-on-year, while the net profit excluding non-recurring items was 5.364 billion yuan, reflecting a 15.61% increase [1] Consumer-Centric Innovation - The company has engaged deeply with consumers, turning feedback into successful products like the "lazy three-tub washing machine," which sold over 20,000 units within 16 hours of launch [3][6] - The "Milan Wave" refrigerator's design and name were chosen through user voting, leading to over 400,000 units sold within two quarters [8] Technological Advancements - Haier's high-end brand Casarte introduced the world's first AI-powered home appliances that can recognize fabric types and adjust cooking modes based on family size, enhancing user convenience [3][6] Global Market Strategy - Haier Smart Home's overseas revenue grew by 13% in Q1, with significant growth in North America (over 10%) and emerging markets like South Asia (over 30%) and the Middle East (50%) [10] - The company is expanding its global supply chain, with new AI-enabled factories set to enhance production capabilities [10] User Engagement and Customization - By utilizing AI and digital technologies, Haier has transformed users from passive consumers to active co-creators, fostering emotional connections with products [6][8] - The company tailors its offerings to meet regional needs, such as energy-efficient appliances for Europe and UV sterilization features for Southeast Asia [10]