一、全球消费电子市场概况 中国品牌正积极拓展海外市场，寻求更快增长。2020-2024年，中国出口机电产品金额持续上升，2023年较2021年增长超8%。全球消费电子行业市场规模也 呈增长态势，预计2024年海外市场规模增速约21%。 需求特点：消费者注重户外、疗愈、娱乐场景中五感愉悦氛围的极致体验，偏好场景化叙事方式。 增长品类： 充电宝：户外热潮推动"户外电源+"需求，新兴设备兼容需求增加。 便携音响：从"个听"到"氛围刚需"，满足露营、广场舞等多种场景。 AR/VR眼镜：从"小众极客"到"大众刚需"，虚拟巨幕观影和互动剧等推动其发展。 （二）欧美市场 需求特点：关注娱乐氛围感、情感陪伴及疗愈、个性化美容，情感体验成刚需，同样偏爱场景化叙事。 二、三大市场需求差异与增长品类 （一）中国市场 增长品类： 投影仪：后疫情时代家庭成为娱乐主场景，露营文化兴起，满足沉浸式体验需求。 智能陪伴机器人：应对孤独经济与心理健康关注，满足老年护理等需求。 家用美容仪：性价比高，结合AI肤质检测，满足个性化护肤需求。 （三）东南亚市场 需求特点：安全焦虑、能源焦虑、健康需求催生居家产品智能化升级，场景化叙事方式受青睐。 增 ...

Global Consumer Electronics Industry Overview - Chinese brands are actively expanding into overseas markets, driving continuous growth in the global consumer electronics industry. From 2020 to 2024, the export value of electromechanical products from China is expected to rise annually, with growth rates of 8.7%, 1.62%, and 6.78% for 2021-2023 respectively. The global consumer electronics market is also showing growth, with overseas market share exceeding 20% from 2021 to 2024 [1]. Market Demand Differences and Growth Categories China Market - Demand Characteristics: Consumers focus on extreme experiences in outdoor, therapeutic, and entertainment scenarios, preferring narrative-driven marketing [4]. - Growth Categories: - Power banks: Addressing outdoor power anxiety and compatibility with new devices. - Portable speakers: Transitioning from personal use to essential for creating atmosphere in various settings. - AR/VR glasses: Moving from niche to mainstream demand, particularly in entertainment and gaming [4]. Europe and America Market - Demand Characteristics: Key needs include entertainment atmosphere, emotional companionship, and personalized beauty, with a strong preference for narrative-driven marketing [4]. - Growth Categories: - Projectors: Catering to immersive home and outdoor entertainment experiences, symbolizing "lifestyle aesthetics." - Smart companion robots: Addressing loneliness and mental health needs, providing emotional support and elderly care. - Home beauty devices: High cost-performance ratio, integrating AI skin detection for personalized skincare [4]. Southeast Asia Market - Demand Characteristics: Safety concerns, energy anxiety, and health needs are driving the smart home product upgrades, with narrative-driven marketing being more readily accepted by consumers [4]. - Growth Categories: - Smart home security: Rising middle class and increased safety awareness are boosting demand for smart cameras. - Smart water heaters: Addressing soaring electricity prices and unstable gas supply, focusing on energy-saving and dual-mode functions. - Smart mattresses: Post-pandemic health awareness is increasing interest in sleep monitoring and chronic disease management [4]. Technological Innovations and Future Trends Technological Innovation Directions - AI technology: Deep integration into home appliances and wearable devices, such as AI translation headsets and whole-home smart systems. - Environmental technology: Covering the entire product lifecycle to aid in energy saving and carbon reduction. - Health technology: Expanding into home and personal care scenarios, creating a "holistic health network" [4]. Future Trends - Scenario-driven growth: Home and travel are common growth trends across China, Europe, and Southeast Asia. - AI and scenario integration: Examples include AI-driven smart brushing and cooking in home scenarios, and real-time translation with smart glasses in travel scenarios. - Hardware innovation: Standalone AR glasses are expected to become the next major computing platform [4].

消费电子的未来战场 中国智造 "卷" 向全球 消费电子的未来战场 中国智造 "卷"向全球 3C消费电子三大市场增长报告 CDATAST RY D3 習 能 无界Sclal 增 长新境 数 说 故 事 营 消 论 运 数说故事D3習能营消论远重十周年战略发布会 GiDATAST RY 无界Social 增长新境 Dz D:3智能 数 说 故 营销论坛 ST 中国×欧美×东南亚 3C0口口口口口口口 一提到消费电子，你首先想到的是什么？ 无界Social增长新境 数说故事D3智能营销论坛暨十周年战略发布会 GDATASTRY 营销论绘 不同年代有不同答案，AI正在全面向生活场景渗透，消费电子未来有无限可能 过去 现在 未来 机械时代 数字时代 AI+X时代 人迁就设备 设备迁就人 设备想人所想 工具本具 触屏 深度融合 功能单 用户体验 步一指令 功能转智能 情绪价值 学习个人定制 万物联网 自主决策 预判需求 住 衣 无界Social增长新境 数说故事D3智能营销论坛暨十周年战略发布会 CDATAST RY DZD3智能 R 营销设运 作为全球消费电子的主要玩家，中国品牌卷向海外，寻求更快的增长 全球消费电子行 ...

文｜邓咏仪 编辑｜苏建勋 半年前，我们和乐享科技CEO郭人杰曾有过一次长谈——那时他刚从追觅中国区执行总裁的角色中离开，成立乐享科技。但产品还未见雏形，就拿下包括 IDG、经纬、真格、红杉等一众明星资本的融资。 "我的唯一优势就是卷。"郭人杰对我们说。 郭人杰希望能让技术"降维"，走到千家万户中。他曾切身经历过这样的例子——自动驾驶的激光雷达技术的"下放"，才促成了扫地机品类的大爆发。 这段时间里，具身智能领域依旧热闹非凡。包括宇树、乐聚、松延动力在内的多家人形机器人公司都曾表示过，"2025年一季度订单爆了"。 但火热的背后，从产品化到最后真正规模化的路上，还有更多难关和选择的路口，商业化场景还不够明晰。也正因如此，金沙江创投合伙人朱啸虎的一 句"我们正在批量退出人形机器人公司"，才会激起了意料之外的波澜。 某种意义上，这也显示出这个领域尚处极早期。 而经历过扫地机品类从1到100的阶段，郭人杰有着更现实的视角。 5月底，我们又见到郭人杰。这次，乐享科技又完成了一笔亿元级天使+轮融资，由锦秋基金领投，老股东经纬创投、绿洲资本、Monolith持续加投，光源 资本跟投，光源资本担任独家财务顾问。 这是乐享科技 ...

Core Insights - The insurance industry is transitioning from a traditional "product sales" model to an "insurance + service" ecosystem, with AI as a core driver of this evolution [1] Group 1: Trends in Insurance + Service Ecosystem - The perception of insurance is shifting from a "single risk hedging tool" to a "full lifecycle service ecosystem," characterized by four major trends: integration, diversification, standardization, and systematization [2] - Integration is evident in the seamless connection between insurance and healthcare, with more companies adding value-added services like medical and elderly care to their products [2] - Diversification reflects the richness of service forms, driven by rapid advancements in AI technology, leading to new services such as AI health monitoring and intelligent companionship [2] - Standardization relies on technology to optimize service processes, significantly improving the speed and transparency of claims processing, with some claims being processed in seconds [2] - Systematization emphasizes cross-industry ecosystem building, with major insurance groups like China Pacific Insurance and Ping An deeply investing in health and elderly care sectors to create a comprehensive service network [2] Group 2: AI-Driven Evolution in the Insurance Industry - AI is recognized as a core driver in the transition to the "insurance + service" ecosystem, with a need for digitalization to be integrated with business operations [3] - The application of technology in the insurance sector has evolved through three stages: automation (1.0), digitalization (2.0), and the current intelligent era (3.0), where large model technologies are integrated into overall digital strategies [3] - Data from ZhongAn indicates that a smart system can improve departmental efficiency by an average of 50% [3] Group 3: Innovative Applications of AI in Insurance - In the bancassurance channel, deep integration of data and models allows for the creation of joint customer screening models, enhancing customer profiling and resource development [4] - In the smart elderly care sector, AI is becoming a crucial tool to address aging challenges, with applications in monitoring and improving care efficiency [5] - The Chinese smart elderly care market is projected to reach a scale of 6.80 trillion yuan in 2024 and 7.21 trillion yuan in 2025, indicating significant growth potential [5]

深阪合作 人形机器人Walker C任中国馆首个"导览大使" 参会嘉宾与"导览大使"人形机器人Walker C合影。 主办方供图 近日，2025年日本大阪世博会中国馆深圳活动周在日本大阪市"梦洲"人工岛世博园中国馆开幕。作为本 届世博会中国馆省级活动周中唯一的地级市代表，深圳周以"开放深圳 创享未来"为主题，通过创新场 景展示、特色文化展演、经贸交流合作等多个维度，向全球展现深圳作为中国特色社会主义先行示范区 的独特魅力、发展动力与创新活力。 智能生活 打造"未来深圳社区的一天"交互式体验区 在中国馆165平方米的多功能厅内，深圳市贸促会精心策划打造了"未来深圳社区的一天"交互式体验展 区。通过"清晨智慧家""午后智能公园""傍晚AI商城"三大场景，集中展示60余家深圳代表性企业在绿色 能源、智能生活、智慧康养等领域的创新成果，观众可近距离领略"深圳创造"的无限魅力，沉浸式感受 未来生活。 在"清晨智慧家"中，荣耀多款智能设备跨屏协作，搭配西昊智能桌椅轻松实现高效办公；LOHO、时空 壶、大象机器人等企业融合AI技术研发出智能眼镜、翻译耳机、仿生机器宠物、清洁机器人等前沿产 品，勾勒出科技赋能高效生活的未来图 ...