寒潮来袭，又一个取暖新神器卖爆了。天猫数据显示，1月中旬这一周，水暖毯日均搜索量暴涨277%，成交同比暴涨200%。 新型取暖神器水暖毯，通过水循环加热实现恒温取暖，温度控制精准，相较于传统电热毯，因为水暖发热更加温和，低干燥感的舒适性更高。目前热销的 水暖毯200元到上千元不等，中高端款更加智能化，可分区独立控温或APP辅助操控，材质亲肤提升睡眠质感。 水暖毯在天猫取得了持续三年成交超100%的高增长，是家电品牌争相布局的趋势新品类。截止2025年底，有超200个品牌在天猫推出水暖毯产品，目前， 环鼎、荣事达、彩虹、米家、海尔成为天猫成交TOP5品牌，米小舒、Q果等7个入驻天猫不到3年内的新品牌，在天猫实现单品类年销售额破千万；罗 莱、水星等家纺品牌跨界布局水暖毯，拉动品类整体客单价提升31%。 环鼎作为国内首批入局者，见证了水暖毯从"新物种"到热门品类全过程。"通过天猫旗舰店我们采纳了很多用户的意见反馈，推出了快速升温、均匀恒 温、针对男女不同分区控温的细分产品。"环鼎品牌创始人吕海洋介绍，随着供应链更加成熟，一般三个月就可以完成新一代产品的升级投产。 如今，历经七代产品迭代，环鼎水暖毯从基础款至千元高端 ...

2025年上海市电热毯（水暖毯）产品质量监督抽查不合格产品 | | | 学 | (0) 无障碍浏览 | 文 | 6 | 用户登 | | --- | --- | --- | --- | --- | --- | --- | | 上海市市场监督管理局 上海城市精神:海纳百川 追求卓越 开明睿智 大气谦和 | | | | 网站信息检索(输入关键字) | | | | 首页 新闻动态 政务公开 | 一网通办 | 便民服务 | | 政民互动 | | | | 2025年上海市电热毯（水暖毯）产品质量监督抽查结果 | | | | | | | | 无障碍语音播报 | | | | | | | | > = | ( -- -- () | | | | | | | AC61402002026096 索取号 | | | 文 号 | | | | 中国质量新闻网讯 据上海市市场监督管理局网站消息，近期，上海市市场监督管理局对本市生产、销售的电热毯（水暖毯）产品质量进行了监督抽查。本 次抽查了15批次产品。经检验，不合格1批次。其中生产领域4批次，发现不合格1批次；实体销售6批次，未发现不合格；电商销售5批次，未发现不合格。 本次所抽样品产地涉及 ...

Group 1 - The "warm economy" is emerging as a significant driver of seasonal consumption, focusing on warmth, health, and comfort as core demands [1] - The cold weather has boosted dining consumption themed around "warmth," with hot pot and barbecue leading the demand. Online transaction volume for hot pot dining has increased by over 330% compared to the same period last year [1] - There is a growing consumer preference for health-oriented hot pot options, such as black goat hot pot and mushroom hot pot, with online transaction volumes for these categories increasing by over 70% year-on-year [1] Group 2 - Heating appliances have become one of the fastest-growing categories, with warm air heaters' GMV increasing by 144.94% and heated blankets' GMV rising by 127.34% in November [2] - The demand for high-quality warming products is increasing, with down jackets' GMV growing by 17.63% and goose down products seeing a remarkable GMV increase of 264.73% [2] - The ongoing rise of the "warm economy" reflects a clear trend towards healthier, more comfortable, and smarter consumption concepts [2]

Core Insights - The demand for winter products, particularly in Yiwu, has surged significantly due to colder weather, with scarf sales in Yiwu International Trade City increasing by 374% month-on-month and hot water bottle sales skyrocketing by 3000% [1] - The hat industry is experiencing a transformation from basic warmth to fashionable accessories, with consumers prioritizing design and personal expression over mere functionality [3] Group 1: Market Demand and Trends - The hat sales in Yiwu have reached 4 to 5 times the usual volume during the off-season, prompting businesses to hire over 100 additional workers for production [3] - The overall sales of warm clothing have increased by 1100% month-on-month, while hat sales have risen by 17.5% [3] - Domestic orders from regions like Northeast China and Hunan have increased by over 50%, with international clients also placing large orders, such as one client ordering over 10,000 colorful electric hot water bottles [5] Group 2: Supply Chain and Production - The production capacity in related industries is under strain, with a goose down processing company in Anhui operating at full capacity, processing 5 to 6 tons of raw materials daily [5] - The daily output of heated clothing in a manufacturing company in Jiangxi has doubled from 1,000 to 2,000 pieces due to the surge in market demand [5] Group 3: Policy and Technological Trends - The clean heating policy introduced by the National Development and Reform Commission is driving changes in heating methods, with significant investments in clean heating projects in Qinghai Province [7] - There is a notable trend towards the smart upgrade of heating products, with sales of instant hot water machines and warming blankets increasing by over 200%, and electric hot pot orders rising by over 14 times during the colder months [7]

Core Insights - The "warm winter economy" is becoming increasingly integrated into daily life, with a focus on heating devices, nourishing foods, skincare, and winter sports [1] Heating Devices - New heating products have been launched, including compact desktop heaters with enclosed heating elements, upgraded water heating electric blankets with AI controls, and multifunctional heating tables that can serve various purposes [2][3] - The demand for heating devices has surged as winter temperatures drop, with significant sales increases reported for various products, including desktop heaters, oil-filled radiators, and water heating blankets [3] Nourishing and Health Products - The winter season sees a rise in demand for nourishing health products, with traditional items like donkey-hide gelatin and modern tech-enhanced products like electronic moxibustion gaining popularity among different age groups [4] - E-commerce data indicates that younger consumers prefer convenient health products, while older demographics lean towards traditional remedies [4][5] Skincare and Winter Sports - The skincare market is experiencing growth due to increased demand for moisturizing and repairing products during the dry winter months, with consumers focusing on effective ingredients [6] - Interest in winter sports products is rising, particularly among children, driven by the popularity of family skiing activities and a growing emphasis on physical fitness [7]

Group 1 - The introduction of opera performances in high-end shopping malls like Chengdu SKP reflects a shift in retail operations from a single shopping focus to a multi-experience model, enhancing consumer attraction and competitiveness [1] - This innovative approach aims to draw a broader consumer base, particularly those seeking cultural and artistic experiences, indicating a trend towards creating comprehensive lifestyle centers that integrate shopping, art, and entertainment [1] Group 2 - Walmart China has appointed Liu Peng as the president of Sam's Club, marking a significant move in its strategy to enhance investment and business operations in China [2] - Liu Peng's previous experience at Alibaba Group, where he held several senior positions, is expected to contribute to Walmart's strategic upgrades in the Chinese market [2] Group 3 - The recent cold wave in northern China has led to a surge in sales of heating and warming products, with online platforms reporting over 200% year-on-year growth for items like instant hot water dispensers and warming blankets [3] - Seasonal demand for these products is expected to decline as temperatures rise, prompting businesses to manage production and inventory carefully to avoid excess stock [3] Group 4 - The departure of Zhu Lidan, the legal representative of Hongsheng Beverage Group, may lead to significant operational changes within the Wahaha Group, as she was a key figure in the management structure [4] - Zhu Lidan's exit could impact the governance and strategic direction of the 158 companies within the "Wahaha" and "Hongsheng" systems [4]

Core Viewpoint - The recent cold wave in northern China has significantly boosted the sales of heating and warming products across the country, indicating a strong consumer response to the sudden drop in temperatures [1][6]. Group 1: Consumer Behavior - Consumers are rapidly purchasing winter clothing, particularly long down jackets, in response to the unexpected cold weather [2]. - There is a notable increase in demand for down and wool products, with customized quilt orders also surging as consumers opt for heavier fillings [4]. Group 2: Sales Performance - Overall sales in shopping malls have rebounded due to the cold wave, with sales figures dropping 17% year-on-year before the cold wave but reversing course afterward [6]. - During the cold wave from October 16 to 23, sales of down products increased by 46% year-on-year and 150% month-on-month, while wool and cashmere products saw a 17% year-on-year increase and a 74% month-on-month increase [8]. Group 3: Online and Offline Trends - Online platforms report over 200% year-on-year growth in sales of instant hot water machines and warming blankets, with significant increases in orders for electric hot pots, which surged over 14 times year-on-year [10]. - Sales of clothing items such as wool coats, cashmere sweaters, and fur garments have also seen over 100% year-on-year growth [11].

Core Insights - The recent cold wave in northern China has significantly boosted the sales of heating and warming products across the country [1][6][8] Group 1: Sales Trends - In Beijing, sales of down jackets and wool products have surged, with custom quilt orders increasing in weight from 3-4 kg to 5-6 kg [3] - Overall sales in shopping malls have rebounded, with a 17% decline in early October compared to the same period in 2024, now reversing due to the cold wave [6] - Online platforms report over 200% year-on-year growth in sales of instant hot water dispensers and warm blankets, while electric hot pot orders have increased by over 14 times [8] Group 2: Regional Insights - In Yiwu, Zhejiang, sales of warm clothing and heating devices have peaked, with many customers placing additional orders [8][10] - The search volume for electric blankets and hot water bags has increased by 54% and 41% respectively in the past week [14] Group 3: Production and Supply Chain - Factories in Ningbo and other regions are operating at full capacity to meet the rising demand for heating appliances, producing around 4,000 oil heaters daily [20] - Textile companies are shifting focus from foreign markets to domestic sales of down products, with significant increases in orders due to the cold weather [22] - The price of raw materials like duck down has risen significantly due to increased demand, with production levels reaching 5-6 tons daily in some facilities [30][36] Group 4: Market Impact - The small home appliance sector in the A-share market has seen a notable increase, with leading stocks performing well amid heightened trading activity [38]

Core Insights - The consumption platform "What Worth Buying" reported strong performance in traditional categories such as mobile communication, home appliances, and furniture during the first phase of the "Double 11" shopping festival, indicating a sustained trend towards quality consumption [1] - The cold wave across many regions has led to a significant increase in demand for warm clothing and winter home goods, creating a new consumption pattern characterized by "temperature drop warming" and "home upgrade" [1] Group 1: Sales Performance - From October 15 to October 20, the GMV for overcoats, down jackets, and cotton jackets increased by 105.43%, 61.79%, and 36.01% year-on-year, respectively [2] - High-quality items such as goose down saw a GMV increase of 243.30%, while new thermal technology products like gold standard P cotton increased by 115.12% [2] - The demand for outdoor sports gear also rose, with yoga clothing GMV up by 43.84%, and climbing jackets and fleece jackets increasing by 80.95% and 100.99%, respectively [2] Group 2: Consumer Behavior - The cold weather has not dampened consumer enthusiasm for sports; instead, it has driven growth in related equipment, with keywords related to skiing seeing a 27.22% increase in popularity [2] - The GMV for ski clothing increased by 48.80%, and outdoor products like thermos cups grew by 70.42%, indicating a dual-line consumption trend of indoor and outdoor activities [2] - In contrast to the immediate consumption of clothing, home heating products showed a strong growth trend, with bedding GMV increasing by 169.44%, and winter bedding specifically rising by 258.17% [3] Group 3: Consumer Decision-Making - The purchasing pattern reflects a rational decision-making process where consumers first seek immediate warmth through clothing and then plan for long-term heating solutions based on personal home needs [3] - Products like water heating blankets and electric blankets saw GMV increases of 221.80% and 110.90%, respectively, due to their convenience and immediate effectiveness [3]