Core Viewpoint - The emergence of various robots during the 2026 Spring Festival highlights their increasing integration into daily life, with smart home appliances like vacuum robots, smart floor washers, and window-cleaning robots becoming the new mainstream in the holiday market, significantly outpacing traditional goods [1] Industry Summary - The growth rate of smart home appliances, particularly robots, has exceeded that of traditional holiday goods during the Spring Festival [1]

新一轮国家补贴政策效应释放，叠加春节假期消费旺季，持续激活家电3C消费动能。苏宁易购发布的 春节消费洞察显示，2月15日至23日，全国门店客流环比增长78%，一级能效/水效家电销售占比提升至 92.8%，智能手表、手环、智能眼镜等可穿戴装备销售环比增长62%，家电3C消费加速向智能化、潮流 化、场景化方向扩容升级。从区域维度来看，北京、南京、上海、成都、广州成为换新热度最高城市。 苏宁易购门店管理平台负责人表示，"以小换大、以换代修、以智能换传统，成为今年春节档用户的普 遍选择。消费者不再满足基础功能换新，而是围绕具体生活场景寻找'一步到位'的解决方案"。他补充 道，新生代年轻消费客群成为"新年主理人"，聚会家宴、家务减负、科技年礼等新需求加速涌现，正成 为拉动家电消费增长的关键引擎。 AI智能家电嵌入家庭生活场景，成为春节年货消费"顶流"。大年初三，在南京新街口苏宁易购Max店， 消费者杜先生挑选了一台新款智能冰箱。"今年父母从老家赶来过年，带来各种腊味、海鲜等特产，将 近10年的老冰箱实在装不下了"。他选购的智能冰箱不仅空间更大，具备独立分区控温，还能主动除菌 净味。"虽然比普通款贵一些，但日常用起来更方 ...

石榴云/新疆日报记者 于江艳 黑宏伟 抢抓"史上最长"春节重要消费机遇，今年春节假期，新疆各地大力实施提振消费专项行动，持续丰富消 费业态、优化消费场景，推动商旅文体健深度融合，全域消费市场活力迸发、热度攀升，商务部门重点 监测的零售、餐饮企业销售额同比增长6.1%，呈现购销两旺、繁荣有序的良好态势。 2月23日，顾客在乌鲁木齐CCMALL时代广场非遗集市上挑选福字。这里不仅延续着节日购物的火热氛 围，更因一场别开生面的非遗集市，吸引了众多消费者驻足体验。春节假期，乌鲁木齐市消费市场活力 迸发，年味与烟火气交织升腾。石榴云/新疆日报记者 李瑞摄 自治区商务厅监测数据显示，春节期间，全疆重要民生商品供应充足、价格平稳。各地（州、市）投入 近2亿元地方财政补贴资金，叠加国家以旧换新补贴、有奖发票等惠民政策，激活消费市场"一池春 水"。 供应充裕 价格平稳 2月23日，乌鲁木齐市青年路好家乡超市生鲜销售区内，各类时令蔬菜琳琅满目、备货充足，市民有序 选购，节日市场暖意融融。 "过年大鱼大肉吃多了，买点新鲜蔬菜换换口味。"市民吴华选购了菠菜、油麦菜、芹菜等蔬菜，花费不 到20元，实惠的价格让她十分满意。 自治区商务厅 ...

春晚技术秀：宇树科技、松延动力、银河通用、魔法原子4家头部企业200余台机器人贯穿武术、小品、 歌舞、微电影四大节目，整体表现超市场预期。 大家好，我是天弘基金祁世超。关注机器人板块的伙伴，投资路上我们相伴前行。 2026年春节，国产机器人迎来历史性时刻。央视春晚200余台机器人实现现象级出圈，叠加全国文旅、 消费、民生全场景规模化"上岗"，机器人成为新春年味的科技新符号。全球产业形成"中美双轮驱动"格 局，机器人正从"技术验证"迈入"规模化落地"窗口期。 宇树科技（三度登台）展现技术绝对领先：全球首次无外部定位的全自主集群武术表演，20余台H1机 器人完成3米弹射空翻、双节棍挥舞、醉拳踉跄倒地后自主起身等高难度动作；高速跑位变阵同步误差 低于0.01秒，在春晚复杂灯光、电磁干扰环境下实现零失误，刷新行业技术标杆。宇树自研M107关节 扭矩密度达45Nm/kg以上，毫秒级重心补偿技术实现动态平衡控制。 银河通用完成春晚首个全程自主感知决策表演，依托自研具身大模型与沈腾、马丽同台完成盘核桃、串 烤肠、拾取透明玻璃碎片等精细操作，展现环境自适应能力。 松延动力仿生机器人通过32组面部微型电机精准复刻拟人微表情，口 ...

新浪科技讯 2月24日上午消息，苏宁易购发布的春节消费洞察显示，2月15日至23日，全国门店客流环 比增长78%，一级能效/水效家电销售占比提升至92.8%，智能手表、手环、智能眼镜等可穿戴装备销售 环比增长62%，家电3C消费加速向智能化、潮流化、场景化方向扩容升级。从区域维度来看，北京、南 京、上海、成都、广州成为换新热度最高城市。 新浪科技讯 2月24日上午消息，苏宁易购发布的春节消费洞察显示，2月15日至23日，全国门店客流环 比增长78%，一级能效/水效家电销售占比提升至92.8%，智能手表、手环、智能眼镜等可穿戴装备销售 环比增长62%，家电3C消费加速向智能化、潮流化、场景化方向扩容升级。从区域维度来看，北京、南 京、上海、成都、广州成为换新热度最高城市。 苏宁易购门店管理平台负责人表示，"以小换大、以换代修、以智能换传统，成为今年春节档用户的普 遍选择。消费者不再满足基础功能换新，而是围绕具体生活场景寻找'一步到位'的解决方案"。他补充 道，新生代年轻消费客群成为"新年主理人"，聚会家宴、家务减负、科技年礼等新需求加速涌现，正成 为拉动家电消费增长的关键引擎。 能够提供情绪价值、提升生活仪式感 ...

（来源：沈阳日报） 转自：沈阳日报 逛市集、享美食、品年俗……马年春节，沈城市场促消费活动丰富多彩，消费新场景、新业态持续上 新，传统年味与现代时尚相得益彰。消费的"奔腾"之势，展现出沈城节日市场的满满活力，更传递出人 们对美好生活的坚定信心。 年味十足供销旺—— 新春经济"马"力全开 随着新场景、新业态持续上新，今年的春节消费市场，呈现出以年货经济为主导的新消费模式，绿色、 智能，健康类特色产品消费旺盛，健康仪、智能手表、清扫机器人等科技感十足的"新型年礼"，备受沈 城市民追捧，成为马年春节消费市场的热卖商品。有线上平台统计显示，春节期间，智能穿戴设备销售 额同比增长1.3倍，智能血压仪、血糖仪等健康产品销售额同比增长60%。 采访中记者了解到，随着消费水平不断升级，智能、健康的生活理念已渗透到沈城市民的节日消费中， 体现着人们对健康品质生活的新追求。其中，更多科技智能产品进入"节日购买清单"，成为节日里送亲 友长辈的佳品。 随着智能设备加速更新迭代，如今，购置手机等电子产品成为很多人春节期间的消费选择。过年不但要 穿新衣，还要用"新机"。尤其在以旧换新助力下，沈城家电及数码智能产品销售火爆。记者从市商务局 ...

Group 1 - The core viewpoint of the article highlights the surge in home appliance consumption during the New Year, driven by government subsidies, corporate discounts, and consumer demand for innovative products [1][4][12] - The home appliance market is experiencing a significant increase in sales, with reports indicating that sales revenue has exceeded ten million yuan since the beginning of the year, with 85% of transactions occurring after in-store experiences [1][4] - The combination of national and local subsidies, along with additional discounts from retailers and brands, has resulted in overall price reductions of 30% to 40% on certain appliances, making them more attractive to consumers [4][12] Group 2 - The production side of the home appliance industry is also thriving, with companies in Shunde ramping up production to meet both domestic and international demand, indicating a robust supply chain [9][12] - Companies like Wanhe are reporting successful overseas orders, including a significant order in Egypt, and are maintaining production schedules to ensure continuous supply during the Chinese New Year [12][13] - The "Guangdong Goods Go Global" initiative is further supporting the home appliance industry by promoting high-quality products and enhancing brand visibility in international markets [12][13]

Core Insights - The traditional Chinese custom of thorough cleaning before the Spring Festival is evolving with the influence of high-tech home appliances, particularly among the younger generations [1][10] - The market for smart cleaning appliances is experiencing significant growth, with sales data indicating a shift towards technology-driven consumer preferences [1][6] Group 1: Market Trends - By 2026, the consumption of technology-related New Year goods is expected to reach 32.7%, with smart home and health tech products having a high acceptance rate of 89.4% [1] - Sales of window cleaning robots surged by 209%, while floor washing machines and robotic vacuums saw increases of 101% and 59%, respectively, indicating a strong demand for smart cleaning devices [1][6] - The Spring Festival is becoming a critical growth period for cleaning brands, with companies like 洒拖 experiencing a tripling of customer inquiries and significant production increases [3][4] Group 2: Product Innovations - The demand for cleaning appliances is shifting towards more specialized products, with categories like window cleaning robots and mite removal devices gaining popularity [9][10] - 洒拖's window cleaning robot achieved a daily GMV of 17 million yuan during the New Year sales period, accounting for 30% of annual sales [4] - New product innovations, such as the "Magic Cube" robotic vacuum from 友望, are addressing consumer pain points by offering customizable features and improved cleaning efficiency [7][10] Group 3: Consumer Behavior - The trend indicates that consumers are increasingly looking for comprehensive cleaning solutions rather than single-function devices, reflecting a shift in purchasing logic [10][19] - The younger generation, particularly those born in the 90s and 00s, values emotional connection and practicality in their purchases, leading to a rise in demand for pet-friendly cleaning solutions [19][20] - The perception of cleaning appliances is changing, with products like window cleaning robots becoming popular gift options due to their novelty and utility [9][10] Group 4: Competitive Landscape - Brands are adapting to market demands by offering bundled cleaning solutions, with 卡赫 reporting that 35% of their sales come from packaged cleaning sets [17] - The competition is shifting from technical specifications to addressing real consumer pain points, with a focus on practical and affordable solutions [16][24] - Companies like 洒拖 are expanding their market reach globally, leveraging their patented technologies to capture significant market shares in various regions [22][23]

过去一年，关于消费的讨论几乎都围绕着一个关键词展开：谨慎。 但在中国市场，春节往往会有一些"新气象"。根据国家统计局数据显示，2025年春节期间(1-2月)，粮油 食品类消费同比增长11.5%；化妆品、金银珠宝类增速环比显著改善，化妆品类增速由负转正至 +4.4%，金银珠宝类回升6.4个百分点至+5.4%。 春节增长的背后，本质上是"年货"意义正在发生变化。如今，除了吃什么、穿什么，如何"记录、分享 与表达"也已成为过年体验不可或缺的一部分。 巨量引擎数据显示，截至2026年2月10日，抖音#过年 话题播放量已达1920.8亿次，#春节 话题播放量达 815.7亿次；去年春节期间更是成为平台全年内容互动的高峰时段，#晒出我家年夜饭 话题的UGC发布 量高达日常的2倍，话题播放量达3.4亿。 而随着这股"新年味"在抖音中持续被记录、放大，也逐步影响了人们的春节消费习惯。抖音电商数据显 示，今年年货节期间，年夜饭相关产品销售额同比增长92％，新中式服装订单量同比增长66%，擦窗机 器人订单量同比增长209%，洗地机订单量同比增长101%，宠物相关用品成交额同比增长83%。这股充 满烟火气的消费情绪，在今年春节正进 ...

Core Insights - The younger generation, particularly those born after 2000, is becoming the main driving force behind the growth of New Year consumption, with their overall transaction amount increasing by 47% compared to last year [1][3] - The approach to preparing New Year’s Eve dinner has shifted, with a focus on both traditional dishes and convenience, as well as health-conscious options [2][3] Group 1: New Year Consumption Trends - The sales of seafood gift boxes have increased by over 50% year-on-year, with specific items like sea cucumbers up 160% and king crabs up 154% [3] - Pre-made meal kits have seen a staggering 375% increase in orders, indicating a preference for convenience among consumers [3] - Health-oriented products are gaining traction, with sales of kale juice and apple astragalus water increasing by 73.5% and 82% respectively [3] Group 2: Gift-Giving Preferences - Traditional gift-giving is evolving, with a focus on the recipient's preferences rather than just the gift itself; 76% of consumers prioritize the recipient's likes [5] - The market for pet-related products is expanding, with pet apparel and grooming items seeing significant growth, indicating that pets are becoming part of holiday celebrations [5][6] Group 3: Smart Home and AI Products - Smart cleaning appliances are gaining popularity, with vacuum cleaners seeing a 166% increase in sales during the New Year shopping period [6][7] - AI-related devices are also being included in gift lists, reflecting a trend towards technology integration in everyday life [7] Group 4: Travel Trends During the Holiday - The trend of traveling during the extended holiday period is on the rise, with 48% of 80s generation planning trips [8][9] - Short-distance travel is becoming popular, with many opting for destinations within a 3-hour flight or 2-hour drive [9][11] - Off-season travel to warmer southern cities is gaining acceptance, with significant booking increases for destinations like Shantou [11] Group 5: Overall Consumer Behavior - The New Year shopping list is diversifying, including items like pre-made meals, pet food, and smart home devices, reflecting a blend of tradition and modernity [12][13] - The purchasing behavior is shifting from traditional bulk buying to a more dynamic approach, utilizing online platforms and live streaming for convenience [12]