文旅消费市场同样呈现品质升级特征。美团旅行数据显示，长达八天的超级黄金周，带动平台出行订单 量较2024年国庆假期增长超30%。国庆假期小团游订单量大幅增长，其中，新疆小团游订单量同比增长 63%，内蒙古小团游订单量同比增长60%，四川小团游订单量同比增长58%。 去哪儿大数据显示，国庆假期国内游热门城市酒店预订量同比增幅超过两成；出境游方面，热门目的地 出境机票预订量同比增幅超三成。更长的休假时间，也让更多人拼假错峰出行，节后3天境外热门目的 地酒店预订同比增近一倍。 业内专家指出，今年国庆消费市场展现出明显的"品质跃迁"特征。从AI家电的普及到健康消费的崛起， 从家居美学的追求到文旅体验的升级，中国消费者正从"买得到"向"买得好"转变，从物质满足向精神愉 悦提升。 （文章来源：新华财经） 新华财经北京10月9日电（记者丁雅雯）2025年国庆假期消费市场一片火热，智能家电、品质家居与文 旅消费等领域表现亮眼。消费者不再满足于基础功能，而是追求更高层次的生活品质与体验。 据商务部监测的主要电商平台数据，假期前四天，一级能耗节能家电增长19%；智能冰箱增长20.7%， 智能家居产品增长16.8%。服务消费活力满 ...

汽车消费市场同样火热。国庆中秋假期，天津、杭州、福州等地均有车展举办。国家信息中心经济 师林超分析，多家车企在节前完成秋季产品的集中上市亮相，叠加市场上丰富的节日促销活动，将有效 带动汽车销量增长。 商务部市场运行和消费促进司一级巡视员耿洪洲表示，截至9月10日，今年以来汽车"以旧换新"申 请量已经达到830万份。"以旧换新政策既为汽车市场带来增量空间，也促进电动化智能化技术普及，为 企业创新研发注入强劲动力，促进汽车产业加速构建智能网联新生态。"林超说。 促消费政策不仅推动汽车、家电家居、电子数码等产品升级换代，还打通了产业循环链条，为报废 拆解行业带来规模增长和提质升级机遇。 今年一季度，全国报废汽车回收195.5万辆，增长58.6%。林超表示，报废汽车回收拆解和循环利用 日渐规范，叠加大量新能源汽车和动力电池进入报废拆解回收环节，共同推动报废拆解向精细化转型、 向高附加值零部件再制造等产业链下游延伸，实现资源高效利用。 在手机市场，越来越多品牌在研发新机时，开始将"环保材料使用"等因素纳入设计考量。荣耀以旧 换新业务负责人表示，规模化、标准化的旧机来源，改变了以往回收源分散的状况，驱动行业逐步建立 规范 ...

Core Insights - The article highlights the increasing consumer preference for AI-powered home appliances, indicating a shift towards smarter technology in household products [1] Industry Trends - AI-enabled home appliances are becoming the top choice for consumers, with significant sales growth observed during the National Day holiday [1] - The sales proportion of AI smart home appliances on Suning.com reached 55% during the holiday period [1] Product Performance - Specific products showed remarkable sales increases: - Comfort air conditioners with automatic human-avoidance features grew by 85% - Heat pump washing and drying machines that automatically match washing and drying programs based on fabric type surged by 127% - Smart smoke and stove sets increased by 145% [1] Future Outlook - The integration of AI in home appliances is expected to enhance the smart home ecosystem, providing better product support for various applications such as entertainment, education, cleaning, security, and home control [1] - The concept of a fully interconnected ecosystem involving people, homes, and vehicles is gradually evolving, which may redefine future lifestyles [1]

能听懂方言的扫地机器人、一键搜索菜谱的烤箱、多筒区分的洗衣洗鞋机，更聪明的AI家电成为消费 者的换新首选。马野说，人工智能技术给产品创新带来更多可能，交互式的家电产品市场认可度持续提 高。9月30日至10月1日，国庆首轮消费数据显示，苏宁易购全品类AI智能家电销量占比攀升至55%。其 中，能自动避人吹风的舒适风空调销售增长85%，可根据衣物材质自动匹配洗烘方案的热泵式洗干一体 机增长127%，智能烟灶套装增长145%。 "来尝一尝刚出炉的月饼！"在北京中塔苏宁易购Max店，工作人员正在演示如何使用蒸烤一体机制作节 日美食。 "现在消费者更注重家电的智能感和体验感。"北京中塔苏宁易购Max店副店长马野介绍，结合中秋节特 色，店内开展做月饼等活动，为顾客营造体验式消费空间。同时，苏宁易购首次将"双11"提前至国庆 档，加码家电"超级补"让利，门店客流量显著提升。 今年国庆中秋假期，全国各地推出丰富多样的促消费活动，带动家电消费市场活力持续释放，并呈现出 新特征、新趋势。 商务部市场运行和消费促进司一级巡视员耿洪洲表示，截至9月10日，今年以来汽车"以旧换新"申请量 已经达到830万份。"以旧换新政策既为汽车市场带 ...

商务部市场运行和消费促进司一级巡视员耿洪洲表示，截至9月10日，今年以来汽车"以旧换新"申请量 已经达到830万份。"以旧换新政策既为汽车市场带来增量空间，也促进电动化智能化技术普及，为企业 创新研发注入强劲动力，促进汽车产业加速构建智能网联新生态。"林超说。 能听懂方言的扫地机器人、一键搜索菜谱的烤箱、多筒区分的洗衣洗鞋机，更聪明的AI家电成为消费 者的换新首选。马野说，人工智能技术给产品创新带来更多可能，交互式的家电产品市场认可度持续提 高。9月30日至10月1日，国庆首轮消费数据显示，苏宁易购全品类AI智能家电销量占比攀升至55%。其 中，能自动避人吹风的舒适风空调销售增长85%，可根据衣物材质自动匹配洗烘方案的热泵式洗干一体 机增长127%，智能烟灶套装增长145%。 奥维云网（AVC）消费电子事业部研究总监刘飞认为，人工智能加持下的家电产品，为智慧家庭生态的 建设提供了更完善的产品支持。未来，人工智能技术有望在家庭娱乐、教育、清洁、安防、家居控制等 场景加速落地，人、家、车的全空间互联生态场景也在逐步丰富，将重新定义未来生活方式。 汽车消费市场同样火热。国庆中秋假期，天津、杭州、福州等地均有车展举办 ...

Core Insights - The home appliance market is entering a new structural upgrade cycle driven by the rise of quality and personalized consumption, with significant growth in smart home appliances and high-end products [1][2] Group 1: Market Trends - Sales of smart home appliances that integrate advanced technology and address consumer pain points have increased by 72% year-on-year, while orders for high-end appliances priced over 10,000 yuan have surged by 86% [1] - During the "818" shopping festival, sales of laptops, tablets, and smartwatches saw remarkable year-on-year growth of 184%, 129%, and 94% respectively [1] Group 2: Consumer Preferences - Consumers are increasingly prioritizing health features in their appliance purchases, with sales of water purifiers rising by 297%, clothes dryers with sterilization functions increasing by 147%, and new air conditioning systems achieving a growth of 136% [2] - The trend of "lazy" home solutions is evident, with large-capacity dishwashers, floor washers, and smart locks becoming popular among young consumers [2] Group 3: Design and Integration - There is a growing demand for home appliances that harmonize with overall home decor, with embedded refrigerators and washing machines accounting for over 90% of sales in their categories [3] - Sales of embedded micro-steaming ovens have increased by 129%, while sales of large-screen televisions that blend seamlessly into home environments have grown by 91% [3] Group 4: Retail Strategies - The Suning Max stores have seen a 43% year-on-year sales increase during the "818" period, with significant growth in computers, air conditioners, and kitchen appliances at 206%, 110%, and 78% respectively [3] - The consumption of innovative and unique products is on the rise, with high-performance gaming laptops growing by 251%, embedded kitchen appliances by 186%, and large-capacity dishwashers by 184% [3]

Group 1 - The "Two New" policy, which includes large-scale equipment updates and the trade-in of consumer goods, has led to rapid growth in related industries such as consumer goods manufacturing and equipment manufacturing, with sales exceeding 3 trillion yuan and benefiting over 430 million people since its implementation [1] - Large home appliances are increasingly favored, with sales in some regions doubling due to the "national subsidy" policy, particularly for large-sized TVs and refrigerators, which saw a 20% increase in overall sales [1] - The county-level home appliance market is upgrading rapidly, with sales of TVs larger than 98 inches increasing by 43% and sales of refrigerators over 550L rising by 89% [1] Group 2 - The government has allocated 231 billion yuan in special long-term bonds to support the trade-in policy, with local governments optimizing processes to ensure timely subsidies [2] - The trade-in policy for electric bicycles has not only boosted sales but also prompted upstream manufacturers to upgrade their products, with over 10 million old electric bicycles being replaced by new ones that meet the latest national standards [3] - The market for equipment updates is estimated to exceed 5 trillion yuan annually, with significant changes occurring in related industries due to the "Two New" policy [4] Group 3 - The funding for equipment updates supported by special long-term bonds has increased to 200 billion yuan this year, expanding to various sectors including electronic information and agricultural facilities [5] - Investment in equipment and tools has grown by 17.3% year-on-year, significantly outpacing overall investment growth, contributing 86% to the total investment increase [5]

Group 1 - The latest statistics indicate that the consumption goods manufacturing and equipment manufacturing industries have experienced rapid growth this year, closely related to the "two new" policies, which involve large-scale equipment updates and trade-in programs [1] - Since the implementation of the trade-in policy, it has driven sales of related goods exceeding 3 trillion yuan, benefiting over 430 million people [1] Group 2 - There is a new trend of increasing preference for large home appliances, as evidenced by a sales peak during the summer in various regions [3] - In Qishui, Guizhou, nearly 20 large-scale home appliance stores have undergone renovations this year, reflecting the market's upgrade [3] - Data shows that the county-level home appliance market is rapidly upgrading, with sales of televisions larger than 98 inches increasing by 43% year-on-year, and sales of refrigerators over 550L with sterilization features rising by 89% [3] - Smart appliances are gaining popularity, with over 60% of air conditioners priced above 5000 yuan being AI products, and sales of smart kitchen appliances and robotic vacuums increasing by 76.7% and 92.5% year-on-year, respectively [3] - A total of 231 billion yuan in long-term special government bond funds has been allocated in three batches to support the trade-in program, with local governments optimizing the policy processes to ensure timely subsidy disbursement [3]

Core Insights - The "Two New" policy, which refers to large-scale equipment updates and the replacement of old consumer goods, has significantly boosted consumption and investment in related sectors [1] - As of July 25, the policy has driven sales exceeding 3 trillion yuan, benefiting over 430 million people [1] Group 1: Consumer Electronics - The policy has led to a surge in sales of large home appliances, with major appliances being particularly favored in various regions [1] - In Guizhou, sales in major appliance stores have doubled post-national subsidies, with sales of quality-enhancing appliances increasing by approximately 20% [1] - Data indicates a trend towards upgrading home appliances in county areas, with large-sized and smart appliances becoming popular [1] Group 2: Specific Product Performance - Sales of televisions larger than 98 inches have increased by 43% year-on-year, while refrigerators with a capacity of over 550 liters have seen an 89% rise [1] - Among air conditioners priced above 5000 yuan, AI-enabled products account for over 60% of sales, with smart kitchen appliances and robotic vacuum cleaners experiencing year-on-year sales growth of 76.7% and 92.5%, respectively [1] Group 3: Policy Implementation and Impact - The government has allocated 231 billion yuan in special long-term bonds to support the "Two New" policy, with efforts to streamline policy processes across regions [1] - In Daqing, Heilongjiang, a smart identification and comparison program has significantly improved review efficiency [1] Group 4: Electric Vehicle Market - The policy has also stimulated the electric vehicle market, with manufacturers ramping up production to meet demand, producing at least one vehicle every 30 seconds [1] - The electric bicycle replacement initiative has led to a significant increase in sales, with a notable shift towards upgraded components [1] - A battery company in Zhejiang has reported a surge in orders, with automated robots enhancing production efficiency [1] - Data from the Ministry of Commerce indicates that the policy has facilitated the replacement of over 10 million old electric bicycles, with lead-acid battery-powered vehicles making up 87.5% of the total [1]

Group 1: Policy Impact - The "Two New" policy, which includes large-scale equipment updates and old-for-new consumer goods exchanges, has led to rapid growth in related sectors such as consumer goods manufacturing and equipment manufacturing, with sales exceeding 3 trillion yuan and benefiting over 430 million people since its implementation [1] - The government has allocated 231 billion yuan in special long-term bonds to support the old-for-new policy, with local governments optimizing processes to ensure timely subsidies [5] Group 2: Consumer Trends - There is a growing preference for large home appliances, with significant sales increases noted in large-sized TVs and refrigerators, with 98-inch TVs seeing a 43% year-on-year increase and large-capacity refrigerators (550L+) increasing by 89% [3] - Smart appliances are becoming increasingly popular, with over 60% of air conditioners priced above 5000 yuan being AI products, and sales of smart kitchen appliances and robotic vacuums rising by 76.7% and 92.5% respectively [3] Group 3: Electric Bicycle Market - The old-for-new policy has significantly boosted electric bicycle sales, with over 10 million old electric bicycles being replaced with new ones that meet the latest national standards, and 87.5% of these being lead-acid battery vehicles [15] - Electric bicycle manufacturers are experiencing increased demand, with production lines operating at full capacity and innovations in smart features appealing to younger consumers [9][11]