与传统展销会不同，本次活动主打"沉浸式体验"与"即秀即售"。现场不再是简单的陈列，而是构建了一个个未来 生活场景：在机器人展区，人形机器人与机器狗随着音乐节奏灵活舞动，并走下展台与观众互动；智能家电展区 内，冰箱的"AI之眼"能自动识别食材，洗衣机则化身为专业的"洗衣管家"。 "这种互动体验让高科技产品变得可触摸、可感知。"现场一位消费者表示，在亲眼看到机器狗完成的高难度指 令，并亲自试戴了具备心脏健康预警功能的智能手环后，他当即决定下单。 为最大化方便消费者，本次活动创新采用"主分会场联动"模式。以京东MALL（双井店）为主会场，京东MALL （南三环店）为分会场，双店同步开展体验活动。同时，通过"快闪+常驻"的形式，将短期市集的热度延伸至商场 内的品牌常驻店，形成消费闭环。 新京报讯（记者陈琳）能整齐划一跳斧头舞的机器人、能看懂食材自动推荐菜谱的冰箱、能监测心脏健康的超薄 手环……这些充满未来感的智能产品，消费者不仅能亲身体验，还能现场直接买回家。11月21日，由北京市商务 局、北京市朝阳区人民政府联合主办的"2025全球首发节智能科技首发站"在京东MALL（双井店）正式拉开帷 幕，活动将持续至23日。 ...

E-commerce Growth - In the first ten months of 2025, China's online retail sales increased by 9.6% year-on-year, driven by strong growth in smart products and online services [1] - Sales of smart wearables, including AI glasses and smartwatches, saw a remarkable growth of 23.1%, while online service consumption grew by 21% [1] - The demand for instant e-commerce convenience led to a sales increase of 24.3%, with in-store dining experiences from online coupons growing by 25.1% [1] Smart Wearable Market - As of the first three quarters of this year, the total number of registered smart wearable products reached 181,000, involving 6,000 companies, marking a 91.4% increase since September 2020, with an average annual growth rate of 13.9% [3] - The growth rate of smartwatches and smart glasses significantly outpaced the industry average, with smartwatches reaching 29,000 varieties and an annual growth rate of 46.8% [4] - Smart glasses totaled 2,000 varieties with an annual growth rate of 23.5%, while smart headphones and smart bands had 122,000 and 28,000 varieties, growing at 14.0% and 1.2% respectively [4] Regional Distribution - By September 2025, the top five provinces and cities for the number of registered smart wearable products were Guangdong (158,400), Beijing (6,500), Zhejiang (3,200), Shanghai (3,100), and Fujian (2,800) [4]

"金陵图数字艺术展"现场。 资料图片 游客在3D打印的云冈石窟第20窟西立佛复原像前游览。 新华社记者 刘 颖摄 数字敦煌文化大使"伽瑶"。 资料图片 云冈石窟第20窟西立佛造像残块拼对成功后的效果图。 受访者供图 历史星河奔涌不息，文明瑰宝熠熠生辉。 当人工智能（AI）遇见五千年中华文明，会碰撞出怎样的火花？ 为考古发掘赋予"智慧之眼"，为文物保护编织"感知之网"，让文化遗产在数字时代焕发新生……科技自 立自强已成为文物保护利用的时代之要。从考古发掘现场到文博科研基地，从文物修复实验室到博物馆 展厅，人工智能创造着守护文明的全新范式，为文化传承发展注入无限活力与想象。 探 源 人工智能正以强大的数据处理与模式识别能力，为考古这门探索过去的学科注入活力 "古蜀文明之源，长江上游文明之光。"四川成都，距今4500年至3900年的宝墩古城遗址，是我国长江上 游地区迄今发现时代最早、面积最大的史前城址。 在宝墩遗址考古现场，考古人员发现，早在4000多年前，宝墩先民就已经有了审美意识，在陶器上装饰 绳纹、水波纹等各种纹样；泥质陶与夹砂陶的碎片散落在土层中，静静诉说着古蜀文明的秘密。如今， 看似普通的陶片，正成为人工 ...

Core Insights - The contribution of consumption to economic growth in China reached 53.5% in the first three quarters, an increase of 9 percentage points from the previous year [1] - The Chinese government is focusing on enhancing the adaptability of supply and demand in consumer goods to further promote consumption [1] - There is a dual push for consumption and industrial upgrades, shifting consumer focus from availability to quality [1] Group 1: Government Policies - The State Council, led by Premier Li Qiang, is implementing measures to better match supply with diverse consumer demands [1] - Policies include subsidies for consumers, such as "national subsidies" to make purchases more affordable and improving the business environment to enhance consumer confidence [1] - Recent policies aim to alleviate consumer burdens and stimulate spending through targeted financial support [2] Group 2: Market Trends - The shift in consumer behavior emphasizes quality over mere availability, with specific demands for smart health devices and energy-efficient appliances [1] - New consumption scenarios and business models are emerging, driven by advancements in artificial intelligence and renewable energy [2] - The growth of service consumption, both online and offline, is being supported by policies that clear consumption barriers and protect consumer rights [2]

Core Insights - The wearable device industry is evolving rapidly, with smart devices becoming essential digital partners in daily life, driven by continuous innovation from major companies like Baidu, Alibaba, and Huawei [3][4]. Market Overview - The global wearable device market is projected to reach $179.8 billion by 2024 and exceed $995.2 billion by 2034. In China, the market is expected to grow from approximately $9.9997 billion in 2024 to $22.98 billion by 2030, with a compound annual growth rate (CAGR) of about 14.3% [5]. Changing Consumer Demands - There has been a significant shift in consumer focus from "step counting" to "health improvement," with the latter rising from 0% in 2016 to 50% in 2023. Meanwhile, interest in step counting has decreased from 94.5% to 65.9% during the same period [6]. Product Innovations - Smart rings are gaining popularity due to their lightweight design and superior battery life, allowing for continuous wear without discomfort. They can monitor various health metrics, including sleep and heart rate, with some products offering features like sleep apnea detection [10][11]. AI Integration - The integration of AI technology is enhancing the functionality of smart glasses, which are being developed to serve as personal assistants capable of navigation, translation, and productivity tasks. The market for smart glasses is expected to see significant growth, with a 64.2% year-on-year increase in global shipments in the first half of the year [9]. Competitive Landscape - Major companies are launching AI smart glasses with unique features, such as hands-free recording and advanced navigation capabilities. The Chinese supply chain plays a crucial role, with over 80% of global smart glasses manufacturers based in China [9]. Future Trends - The wearable device market is expected to continue evolving towards creating an "ecosystem hub," integrating with smartphones, cars, and smart homes to provide a seamless user experience across various scenarios [6].

王煜全是海银资本创始合伙人、中国科技投资领域的代表人物之一。他长期关注前沿科技与产业变革趋势，以投资人的视角观察人工智能、生命科学、新 能源等领域的技术突破及其对社会结构的重塑。在本届HBR管理年会2025暨新增长大会上，他以《我们这个时代的转折、机遇与风险》为题，结合数十 年产业研究与投资经验，梳理从工业革命到数字革命的历史脉络，剖析AI大模型、全球化布局与线上社会的深层逻辑，阐释了为何当下不是泡沫，而是 一个伟大时代的起点。 下文来自海银资本创始合伙人王煜全在HBR管理年会2025暨新增长大会上的演讲，有删减。 数字革命中有一个重要环节被忽略了，那就是无线互联网。它不仅让人随时随地看内容，更重要的是让"人的行为数据"被聚合。PC时代是内容数字化； 互联网时代是内容上网；无线互联网时代则是"人的行为上网"。这是巨大的区别。 现在的大语言模型，是在对内容聚合后的知识和经验进行提炼，再转化为可服务的形式。而下一步将会出现"大行为模型"，它基于行为聚集的数据，能够 对人的行为进行分析与指导，提供直接的行动支持。这比内容支持更有价值，因为它直接提升人的效率和收益。 第二，工业革命没有结束，中国正在承担它的后半段。 ...

Group 1 - The core highlight of the collective wedding is the deep integration and clever application of "AI" elements, with each couple wearing a smart wristband that synchronizes their heartbeats on a big screen during the ceremony [2] - The wedding features a digital "magpie bridge" where couples exchange rings and vows, with 3D-printed rings symbolizing love in the digital age [2] - The event includes a vibrant marketplace called "Shiquan Shimei" with four thematic areas: technology experience zone, heart signal station, intangible cultural heritage interaction area, and sweet support zone, showcasing local culture and high-tech interactive projects [2] Group 2 - The event connects local cultural heritage, technological innovation, and the personal happiness of young talents, reflecting the commitment of Gongshu District to talent development and creating a top-notch innovation and entrepreneurship environment [1][2] - A charity project named "Long Xiang Shou·Eternal Love" was launched to raise funds for elderly care services in Gongshu District and Chun'an County, emphasizing community support and social responsibility [2]

Group 1 - The event is a unique collective wedding for technology talents, generating significant interest among young innovators in the Gongshu district [1] - The wedding venue combines historical and modern elements, starting from the nearly 500-year-old Tongji Bridge to the futuristic Hangzhou Esports Center [2] - The ceremony aims to symbolize the blend of tradition and innovation, with a focus on the journey of love and career for the newlyweds [2] Group 2 - AI technology will play a central role in the wedding, with smart wristbands capturing real-time physiological data to create a visual representation of "heartfelt" energy [3] - Unique 3D-printed wedding rings will serve as a lasting testament to the couples' love, alongside a digital "bridge" symbolizing their commitment in the digital age [3] - The event will feature the "Shiquan Shimei" Grand Canal Market, showcasing various cultural and technological experiences, including an AI newspaper machine and a voice post office for personalized messages [3]

Core Insights - The smart wearable device market is evolving from bands and watches to include headphones, glasses, and rings, creating new demands and changing consumer lifestyles [1] - The industry is entering a new phase characterized by "multiple blooming and scene integration," driven by technological innovation and consumer upgrades [1] - The development of smart wearables relies on breakthroughs in core technologies and the establishment of an open and collaborative innovation system [1] Industry Overview - Smart bands and watches have established mature applications in sports and health, while smart headphones are becoming common accessories [1] - Smart glasses are exploring new applications such as AR navigation and first-person perspective photography, and smart rings are emerging as a new industry hotspot due to their compact form and rich functionalities [1] Technological Development - The industry is experiencing collective breakthroughs in underlying technologies such as chips, sensors, batteries, and algorithms [1] - The rapid development of the "AI+" industry in China supports a robust foundation for the smart wearable device sector, with industrial clusters in regions like the Pearl River Delta and Yangtze River Delta becoming significant global production bases [1] Collaborative Innovation - To make smart wearable devices accessible to households, the industry must move beyond hardware innovation and software integration [1] - There is a need to enhance the independent innovation capability of key core technologies and promote cross-national and cross-industry collaborative development [1]

Core Insights - The report focuses on the marketing dynamics of five key industries (home appliances, 3C digital, automotive, electric bicycles, and furniture/home decoration) in the post-subsidy era, highlighting the shift from broad subsidy policies to targeted, data-driven marketing strategies [1][10][19] Policy Changes - In the first half of 2025, over 70% of the national subsidy funds were consumed, leading to a significant policy adjustment for the second half, with a total of 690 billion yuan allocated for the fourth batch of subsidies released in October [1][12][19] - The new subsidy policies include a dynamic allocation system, with different subsidy rates for various energy-efficient products, aiming to encourage technological upgrades among companies [13][19] Industry Classification and Marketing Strategies - Industries are categorized based on transaction channels: e-commerce (home appliances, 3C digital), lead generation (automotive, electric bicycles), and hybrid (furniture/home decoration) [1][10] - Different social media strategies are employed across industries, with notable examples including Haier's use of executive IPs to boost GMV in home appliances and Yadea's three-tiered live streaming matrix in electric bicycles [1][10][19] Social Media Platform Dynamics - Key social media platforms such as Douyin, Xiaohongshu, and Bilibili are central to the marketing strategies, with each platform adopting differentiated strategies to enhance user engagement and conversion rates [1][10][19] - Douyin focuses on volume and conversion, while Xiaohongshu emphasizes in-depth product recommendations, and Bilibili provides detailed content [1][10][19] Challenges and Solutions - Brands face challenges such as account fragmentation, data silos, and low content efficiency in matrix marketing [1][10] - Yunlue offers integrated solutions to help brands manage their marketing efforts across seven major platforms, enhancing centralized management and data-driven operations [1][10] Consumer Behavior Changes - Consumer behavior has shifted from impulsive purchasing to rational evaluation, with a focus on the total lifecycle cost of products [1][10][19] - The report indicates that 76% of surveyed consumers have adopted a full lifecycle cost accounting framework in their decision-making process [19][20] Market Structure and Competition - The report highlights a "Matthew Effect," where market concentration increases, with leading brands dominating the market while smaller players struggle to compete [17][19] - High technical barriers and service-based competition are becoming critical factors for survival in the market [19][20]