2024年8月14日，林氏木业在珠海成功举办2024年度战略新品发布会。本次以"偏爱，这一款"为主题的 活动，不仅标志着品牌正式升级为林氏家居后的首次重大动作，更展现了林氏木业从单一家具制造商向 时尚生活方式引领者的转型决心。 据悉，所有新品已在林氏木业全国门店及线上平台同步发售。品牌更在全国打造"王一博同款偏爱系列 主题空间"，让消费者近距离感受时尚家居魅力。这场发布会不仅展现了林氏木业的产品创新能力，更 彰显其从家具供应商向生活方式服务商的战略跃升。 在消费升级的背景下，林氏木业敏锐捕捉到年轻群体对家居生活的新需求。品牌市场中心总经理NICO 指出，"活力健康、舒适懒宅、轻享户外、人宠共生"已成为核心用户的四大生活方式关键词。基于此， 林氏木业构建了以新生活探索、无负担放松、自由选择为核心的产品价值体系，并推出象征更高研发水 准的偏爱系列。 通过持续洞察消费趋势与技术革新，林氏木业正以"偏爱系列"为支点，撬动家居行业的品质革命，为全 球消费者提供更多元的时尚生活解决方案。在保持林氏木业品牌基因的同时，这场转型也预示着中国家 居产业即将迎来新一轮升级浪潮。 本次发布的偏爱系列凝聚了林氏木业多年研发成果。明星 ...

7月7日至11日，顾家家居全国购物中心816全民顾家日启动大会暨财富招商大会，在杭州主会场成功举 行，呼和浩特、成都分会场同步联动。本次大会深度聚焦购物中心渠道战略转型，通过趋势洞察、产品 革新、模式验证及生态赋能四大维度，为全国购物中心意向商与老商绘制清晰增长路径。 当前家居行业正经历深刻重构。传统卖场面临同质化竞争加剧等挑战，而购物中心凭借其"高频带低 频"的天然场景优势，成为撬动新增量的黄金入口。会上，顾家家居中国营销事业本部执行总经理林春 旺在主题演讲中指出："短期业绩不代表未来，核心在于能否抓住渠道变革的战略机遇。" 据悉，本次会议以"赢战新模式·打出新态势"为行动纲领，汇集全国200+家经销商代表，通过可复制的 商业模式验证、差异化产品矩阵及全域流量解决方案，为合作伙伴开辟第二增长曲线。 一、趋势定锚：解码消费变革，重塑渠道价值 大会首日，顾家购物中心举办了家居行业高定私享沙龙，其以"店态参观+行业趋势峰会"为核心，特邀 知名趋势营销专家肖明超、小红书家居行业平台专家烟幕，以及顾家家居用户洞察及场景力赋能负责人 尤珍等嘉宾分享家居趋势与用户洞察。活动聚焦行业前沿资源整合，参与者沉浸式体验购物中心最 ...

随着《快乐老友记2》的热播，官方联名品牌林氏家居再次成为年轻消费者关注的焦点。作为一档豆瓣 评分9.3的高口碑综艺，节目以真实、轻松的基调引发观众共鸣，而林氏家居通过深度植入，不仅强化 了品牌"时尚、多元、舒适"的调性，更探索出一条家居品牌与综艺IP联动的新路径。 品牌与综艺深度契合，打造沉浸式营销 林氏家居与《快乐老友记2》的合作并非偶然，而是基于品牌理念与节目内核的高度契合。一方面，林 氏家居始终践行"让生活过得更好"的企业愿景，与节目传递的温暖、快乐的生活态度不谋而合；另一方 面，节目核心场景"厚米之家"为家居产品提供了自然展示空间。例如，新品包包椅凭借便携、高颜值的 特点，成为嘉宾日常互动的"宠儿"，巧妙传递了产品的跨场景使用功能。 明星单品破圈，产品力成就品牌影响力 节目中，包包椅的频繁亮相迅速引发观众种草，而这并非林氏家居首次凭借设计出圈。从"怎么做都可 椅"到"钢琴键沙发"，品牌屡次打造爆款的背后，是其强大的产供研体系支撑。通过大数据洞察和CMF 研发体系，林氏家居精准捕捉年轻用户需求，结合敏捷供应链快速落地创新设计。值得一提的是，品牌 还参与了新版《软体家具沙发》行业标准的制定，进一步彰显其技 ...

"这个娃娃丑得让人想买！"——当年轻人这样评价Labubu时，他们到底在为什么买单？ 20世纪最著名的美国工业设计师雷蒙德·洛伊早就摸透了其中的门道。20世纪初，他提出MAYA原则 （玛雅原则），即"最先进但可接受的设计"（the Most Advanced Yet Acceptable design）。 这不仅是设计法则，更是一场心理博弈： 用陌生感刺激欲望，用熟悉感降低防线。 这听起来很玄乎。但如果有人去问人们为什么喜欢Labubu，他们会说，因为这个娃娃丑萌得太可爱 了。这就是玛雅原则在起作用——丑是破界，萌是回归；冲突越剧烈，记忆越深刻。 Labubu娃娃以"丑萌"颠覆传统审美，年轻人愿为一杯情绪价值拉满的咖啡支付溢价，一切都在说 明，今天商品的价值，正在被一种全新的消费逻辑解构。 这种变化在家居领域尤为显著：当iPhone 4引发的审美平权打破认知壁垒，小红书重构了大众美学认 知，中国消费者对沙发的需求，早已超越对进口标签的盲目追求，转向更复杂的价值需求。 打破客厅旧模式，沙发的角色变 了 当电视作为曾经客厅"绝对主角"的地位消失，这意味着家庭中人们生活方式正在发生根本转变——人 们不再满足于被动接 ...

Core Insights - The overall price index of Linyi Mall decreased slightly this week, indicating a minor decline in market prices across various categories [1] Price Index Summary - **Grain and Food Category**: The price index for grain and food increased to 95.11 points, up by 0.04 points, driven by rising prices in oil and food products, while other subcategories remained stable or saw minor declines [1] - **Board Category**: The price index for boards fell to 97.20 points, down by 0.27 points, due to weak demand and a slight decrease in raw material prices, leading to lower average sales prices [2] - **Home Appliances and Audio-Visual Equipment**: The index for this category decreased to 103.11 points, down by 0.15 points, primarily due to price drops in cooling and kitchen appliances, despite some seasonal sales boosts [3] - **Steel Category**: The steel price index dropped to 98.35 points, down by 0.11 points, as construction activity slowed due to adverse weather, leading to reduced demand and lower prices [4] - **Clothing and Accessories**: The index for clothing and accessories fell to 104.83 points, down by 0.07 points, influenced by price reductions in footwear and overall weak consumer demand [5] - **Furniture Category**: The furniture price index decreased to 89.03 points, down by 0.06 points, reflecting weakened market demand due to the sluggish real estate sector [6]

制作：产品中心 重点推荐 《策略|投资于人，育儿补贴——政策研究专题》 1、我们认为中国育儿补贴体系已初步形成"托育基础支撑—经济减负— 现金补贴"的递进式框架：前期通过扩大普惠托育供给降低照料成本，中 期以税收抵扣、医保扩容减轻即时支出压力，后期以现金补贴直接提升生 育意愿，尤其覆盖低收入群体。纵观地方实践，政策创新聚焦三大方向： 一是补贴模式多元化；二是支持范围扩展化；三是覆盖群体下沉化。2、 财政支出从投资转向民生。2025 年 6 月，中办、国办联合发布《关于进 一步保障和改善民生着力解决群众急难愁盼的意见》，提出了一系列政策 举措。为了这些事关民生的措施如何更好落实到位，《意见》明确提出要 "优化财政支出结构，强化基本民生财力保障"。我们认为在目前投资收 益逐步走低，地产对经济的拉动逐步弱化的背景下，财政支出逐步从投资 驱动转向民生拉动。3、"因地制宜"补贴有利于扩内需促消费。我们认为 育儿补贴"因地制宜"的本质是目前财政收支紧平衡下的精细化治理实验。 育儿补贴政策除了提振生育意愿外，也是当前财政政策的重要工具，其消 费刺激效果的核心在于"乘数效应"。 风险提示：政策落地有时滞；内需提振低于预期；补 ...

重新定义制造成长逻辑 创新能力打开成长空间 电动沙发作为成熟度逐渐提高的功能品类，表面看似"创新空间有限"。但 实际上围绕用户体验、技术集成、生活场景和健康功能，仍存在广阔的创 新空间。真正竞争力来自于持续的系统性创新，而不仅仅是局部结构或功 能的堆叠。 对 MotoMotion 而言，创新从来不是一种手段，它是一种源于内心的坚持 和信仰。通过创新能让产品、服务与品牌形成真正差异化，创造出难以被 模仿独特价值。 公司主力产品—智能电动沙发，因其集成多功能系统、智能控制模块和高 质量体验，定位于中高端市场，在美国终端售价相对不低。但"高单价" 或并不意味着"市场份额小"或"成长空间有限"，主要基于以下几点判断： 公司报告 | 公司点评 匠心家居（301061） 证券研究报告 1、消费升级趋势明确：北美尤其是美国市场，近年来消费者对于"功能+ 舒适+科技感"的家居产品需求持续增长，电动沙发已经从早期的老年人护 理产品，发展为家庭娱乐、个人放松、智能生活的一部分。 2、高端市场本身仍有结构性机会：高端市场并非"静态天花板"，而是"持 续扩容"的过程。品牌集中度在提升，消费者对品质、服务、品牌的粘性 增强。公司过去几 ...

一线调研丨碾压式带货！95后把床垫拍成"抗压神器" 退货率仅4% 今年前5个月，广东省限额以上单位家具类商品零售额同比增长67.7%。尤其是5月份，该类商品零 售额同比大增96.5%。以旧换新政策显效带动了销售额增长。在此背景下，作为传统产业的家具制造业 又是如何实现自身创新突破的？记者在广东家具重镇——佛山市龙江镇调研时，跟随家具搭配师探访了 当地的家具工厂。 在客户到达佛山的前一周，梁伟权就已经忙碌起来。这次他的客户是一对来自江苏常州的夫妻，目 标是3天内完成全屋家具的采买。 在线上预先沟通后，梁伟权为客户定制了一条包含4家"极简风"家具工厂店的探厂路线。客人们不 仅能挑选心仪的款式，更能深入车间，直观感受家具的材质与工艺。 AI客服的秒回解答，帮助黄凯留住了这些深夜问价的海外客户。通过聊天内容，黄凯就能基本摸 清客户需求，判断是否能继续推进。 在展厅，黄凯用手机拍下沙发照片，导入电脑。短短5分钟，AI就自动给沙发图片搭配上了各种不 同的家居背景。 发力电商 传统家具业吸引年轻人 退货率高一直是从事线上销售的商家最棘手的问题。在佛山龙江，记者遇到了一支"95后"电商团 队，他们将单价超千元的床垫做到了远低 ...

Core Viewpoint - The court ruled in favor of the consumer, stating that the seller must refund the purchase despite the product page indicating "no seven-day unconditional return" due to discrepancies between the product and its online representation [1][2]. Group 1: Legal Context - According to the Consumer Rights Protection Law, consumers have the right to a seven-day unconditional return for online purchases, and the sofa in question is not classified as an exception [2]. - The seller failed to provide evidence that the product's nature would change or lose value upon unsealing, thus the seller's claim of "no return" was deemed non-binding [2]. Group 2: Case Details - The consumer, Ms. Li, purchased a sofa priced at 2000 yuan, which did not match the color and size displayed online, leading her to seek a return [1]. - The seller's refusal to process the return based on the product page's note was rejected by the court, which found that the seller's unilateral terms were not valid [2]. Group 3: Consumer Guidance - Consumers are advised to carefully review product details and service terms before purchasing online and to confirm key information with sellers [3]. - The law allows for returns unless the product is inherently unsuitable for return, and sellers cannot arbitrarily expand the scope of non-returnable items [3].

Core Viewpoint - The article emphasizes that Kuka Home is transforming from a real estate supplier to a lifestyle leader, focusing on user value and retail transformation to drive sustainable growth [1][7]. Group 1: Historical Context and Market Dynamics - Kuka Home originated from a small furniture company established in the 1990s, which has now become a leading player in the home furnishing industry [2]. - The home furnishing market in China has seen a significant decline, with new home sales dropping by 40% compared to peak levels, leading to a cautious consumer approach towards home purchases [2][3]. - The top five home furnishing companies in China hold less than 15% market share, indicating a fragmented market with structural opportunities for growth [3]. Group 2: User-Centric Approach and Business Transformation - Kuka Home is shifting its focus to user value, aiming to redefine its role from a real estate supplier to a lifestyle leader, emphasizing long-term value creation [7][8]. - The company is undergoing a transformation that includes digital capabilities enhancement and a new business paradigm centered around user insights [4][8]. - Kuka Home's strategy involves a comprehensive capability building and organizational change to align with user needs, including digital marketing, product design, and supply chain management [8][9]. Group 3: Product Innovation and Market Adaptation - Kuka Home has successfully transitioned from fixed sofas to functional sofas, overcoming significant industry barriers and establishing a unique technological advantage in the functional sofa category [12][15]. - The company has invested heavily in R&D, drawing inspiration from the automotive industry to innovate its product offerings [14][15]. - The growth of functional sofas has been promising, with continuous investment expected to enhance future development prospects [16]. Group 4: Integrated Value Chain and User Experience - Kuka Home is implementing a value chain integration strategy to enhance user experience across different product lines, focusing on holistic home solutions [24][25]. - The company aims to provide deep service through its integrated approach, enhancing customer relationships and overall user value [29][30]. - The establishment of a comprehensive infrastructure, including AI design platforms and efficient delivery systems, is crucial for maintaining high service quality [31][33]. Group 5: Retail Transformation and Operational Efficiency - Kuka Home is transitioning from a wholesale model to a retail-oriented approach, emphasizing end-user sales performance as a key metric [39][50]. - The company has developed several foundational systems to support its retail transformation, including a user marketing system and a retail distribution system [41][43]. - The integration of data-driven decision-making processes is expected to enhance operational efficiency and improve customer engagement [48][49]. Group 6: Global Expansion and Strategic Partnerships - In 2024, Kuka Home's revenue from domestic and international markets was 9.4 billion and 8.4 billion respectively, with international revenue showing an 11% increase [53]. - The company has established production bases in Vietnam, Mexico, and the United States, aiming to leverage local manufacturing capabilities for global expansion [55][56]. - Kuka Home is shifting from OEM/ODM to OBM strategies, targeting higher-end markets and enhancing brand influence in emerging markets [58][59]. Group 7: Governance and Long-Term Strategy - The governance structure of Kuka Home allows for significant autonomy for the management team to drive transformation, with a focus on strategic clarity and long-term goals [60][63]. - The company is committed to a long-term investment strategy in infrastructure and technology, which may not yield immediate profits but is essential for industry restructuring [63][64]. - Kuka Home's approach emphasizes user demand as a guiding principle for its strategic decisions, aiming to build a sustainable and resilient business model [66].