挖掘潜在需求 实现供需同频共振 在大会"行业趋势"环节，多位企业家达成共识，随着人口结构、居住形态和数字技术的变化，家电消费 呈现场景化、集成化、健康化特征，供给端创新须走在消费认知变化前列。行业的确定性机会，不再源 于简单模仿和价格竞争，而是来自对潜在需求的精准挖掘和满足。 转自：国际商报 □ 本报记者 何晓曦 1月22日，由中国家用电器商业协会主办的2026第十二届中国家电流通创新发展大会在北京召开。本次 大会以"供需适配与确定性机会"为主题，吸引了全国多地家电制造商、流通企业代表及行业专家、青年 企业家等参会，共同探讨新形势下家电产业转型升级与创新发展的路径。 产业升级的核心：解决供需错配问题 商务部原副部长张志刚在讲话中指出，家电产业是国民经济的重要组成部分，应顺应消费升级趋势，依 靠技术创新和模式创新双轮驱动，深化供给侧结构性改革，在智能、绿色、健康等领域挖掘新增长点， 为构建新发展格局贡献力量。他强调，产业升级的核心是解决供需结构性错配问题，通过技术与商业模 式的协同创新，在复杂市场环境中开辟可持续的增长路径。 中国家用电器商业协会党支部书记、理事长董芝表示，当前中国家电产业正处于从规模扩张向质量 ...

Core Viewpoint - The Shanghai Municipal Market Supervision Administration conducted a quality inspection of electric water heater products, finding no non-compliant items among the 20 batches tested, indicating a strong compliance level in the market [1]. Group 1: Inspection Results - A total of 20 batches of electric water heaters were inspected, with 3 batches from production, 12 from physical sales, and 5 from e-commerce sales [1]. - The inspection covered products from 6 provinces and cities, including Shanghai, Zhejiang, Shandong, and Guangdong, with 4 batches produced in Shanghai and 16 from other provinces [1]. Group 2: Compliance Standards - The inspection was conducted according to the SHSSXZ0038-2025 guidelines for product quality supervision of electric water heaters in Shanghai [1]. - All inspected samples met the relevant standards, reflecting the effectiveness of quality control measures in the industry [1].

Core Viewpoint - The article emphasizes the importance of electrical safety during winter, particularly regarding the use of heating devices and electrical appliances, highlighting the potential fire hazards associated with improper usage. Group 1: Heating Devices Safety - Improper use of heating devices, such as electric heaters and electric blankets, can lead to severe fire hazards, with incidents reported where failure to turn off devices resulted in fires [1][5] - The "small sun" heater, popular for its quick heating, poses significant risks if placed too close to flammable materials, potentially causing spontaneous combustion [1] - Recommendations for electric blanket usage include limiting continuous operation to two hours and ensuring the device is turned off before sleeping [1][3] Group 2: Electrical Appliance Usage - Overloading power strips with multiple high-wattage devices can lead to overheating and fire, as demonstrated by experiments showing rapid temperature increases [5] - It is advised that high-power appliances like air conditioners and electric water heaters should be used with dedicated outlets to prevent overload [5] - Regular checks on electrical equipment, including replacing old power strips and ensuring proper distances between heating devices and flammable materials, are crucial for safety [5]

Core Viewpoint - Starting from January 1, 2026, consumers will be able to check the "safe usage lifespan" of home appliances, similar to checking food expiration dates, which aims to clarify the recommended usage time under normal conditions and enhance safety awareness [1][3]. Group 1: Safe Usage Lifespan - The safe usage lifespan for common appliances is approximately 10 years for refrigerators, microwaves, and fans, while televisions and air conditioners range from 8 to 10 years [3]. - High-frequency appliances like washing machines, gas stoves, and water heaters have a recommended safe usage lifespan of about 8 years, whereas smaller kitchen appliances like rice cookers and pressure cookers are suggested to have a lifespan of around 5 years [3]. - Appliances that exceed their safe usage lifespan may pose safety risks, including increased energy consumption and potential hazards like electrical leaks or fires, thus consumers are advised to consider these guidelines for maintenance and replacement [3]. Group 2: Government Policies and Support - The National Development and Reform Commission and the Ministry of Finance will continue to implement a trade-in policy for consumer goods in 2026, supporting the replacement of old appliances with new energy-efficient models [3]. - Consumers purchasing specific energy-efficient appliances, such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, can receive a subsidy of 15% per item, up to a maximum of 1,500 yuan [3]. - Companies like Suning will collaborate with national policies to enhance trade-in services and provide multiple subsidies, making it easier for consumers to upgrade to safer and more energy-efficient appliances [3].

Core Viewpoint - The article discusses the increasing electrification of end-use energy in China, highlighting its significance in achieving carbon neutrality and enhancing industrial productivity. It emphasizes the transition from fossil fuels to electricity in various sectors, including residential and industrial applications [2][3][5]. Group 1: Electrification in Residential and Industrial Sectors - End-use electrification is characterized by the shift from traditional energy sources like coal and gas to electric appliances for heating, cooking, and industrial processes [3][5]. - The electrification rate in China reached 28.8% in 2024, indicating that nearly 30% of total energy consumption is now from electricity, which is higher than that of major developed economies [5][11]. - The transition to electric heating and electric machinery in industries such as steel and chemicals is crucial for reducing carbon footprints and enhancing competitiveness in global markets [5][6]. Group 2: Policy and Market Support - The Chinese government is promoting a dual control system for carbon emissions and is encouraging electrification across key industries, including steel, chemicals, and construction [8][10]. - The establishment of a unified electricity market and pricing mechanisms is essential for ensuring reliable electricity supply and supporting the electrification process [5][10]. - The development of renewable energy sources is projected to support the electrification process, with renewable energy generation expected to account for about 60% of total installed capacity by the end of the 14th Five-Year Plan [8][10]. Group 3: Case Studies and Practical Applications - The industrial electrification project in Shanxi Province serves as a model, where coal-fired furnaces were replaced with electric furnaces, resulting in significant environmental and economic benefits [6][7]. - The implementation of V2G (Vehicle-to-Grid) technology in Hebei Province demonstrates innovative approaches to integrating electric vehicles into the energy grid, enhancing local energy management [7]. - The establishment of green electricity service stations in Xiamen has facilitated substantial green electricity transactions, promoting the use of clean energy among local businesses [9][10]. Group 4: Future Projections - By 2030, China's electrification rate is expected to reach approximately 35%, significantly surpassing the OECD countries' rates [11]. - The anticipated increase in electricity consumption is projected to exceed 13 trillion kilowatt-hours, with an annual increase of about 600 billion kilowatt-hours during the 14th Five-Year Plan [11].

Core Insights - The Chinese home appliance industry in 2025 is characterized by "anxiety" due to the decline of real estate benefits, intensified competition in the stock market, and ongoing price wars [1] - A.O. Smith has emerged as a leader in the high-end market, winning multiple awards at the 15th China Home Appliance Marketing Annual Conference, including "Annual Person," "Quality Leadership Award," "User Reputation Award," and "Breakthrough Innovation Award" [1][3] - A.O. Smith's market share in core categories such as water heaters and water purifiers remains at the top, indicating strong performance despite industry challenges [1] Company Strategy - A.O. Smith has adopted a localized approach, understanding the pain points of Chinese families, which differentiates it from other foreign brands that either replicate global strategies or become mere OEMs [3] - The company's AI-LiNK digital system exemplifies its strategy of creating a comprehensive user experience by integrating AI technology for real-time monitoring and control of home environments [5][6] - A.O. Smith's innovation is not just limited to products but extends to business models and management transformations, with a focus on digital transformation through its COP platform [8][9] Innovation and Competitive Advantage - A.O. Smith's core competitive advantage lies in its continuous innovation, which is deeply embedded in its corporate culture and values [6][9] - The company has made significant technological advancements, such as developing a seamless stainless steel gas water heater and a self-cleaning reverse osmosis water purification system, setting new industry standards for durability and efficiency [8] - A.O. Smith's ability to adapt and innovate positions it as a resilient player capable of navigating market uncertainties and maintaining growth [9]

Core Insights - The article discusses an impending adjustment in electricity pricing in China, set to take effect from December 2025, which has raised concerns among households about potential increases in electricity bills [1][3]. Group 1: Electricity Consumption Trends - The average electricity consumption for households in the past year increased by 12.3% compared to the previous year, indicating a rise in living standards and the proliferation of electrical appliances [1]. - Sales of high-power appliances such as air conditioners and electric water heaters rose by 15.7% year-on-year in the first half of 2025 [1]. Group 2: Changes in Electricity Pricing Structure - The new pricing structure will include a widened difference between peak and off-peak electricity rates, with peak prices potentially increasing by about 20% and off-peak prices decreasing by approximately 10% [3]. - The existing three-tier pricing system may be refined into four or five tiers to better differentiate between varying levels of electricity consumption [3]. - Seasonal pricing adjustments will be implemented, with higher prices during summer and winter peak periods and lower prices in spring and autumn [3]. - A green pricing mechanism will be introduced, offering discounts for electricity generated from renewable sources [3]. Group 3: Rationale Behind Pricing Adjustments - The adjustments aim to balance electricity load and promote energy transition, reducing pressure on the power grid during peak usage times [4]. - If households can shift 10% of their peak electricity usage to off-peak times, it could save approximately 50 billion yuan in annual power equipment investments and enhance grid safety [4]. - The new pricing mechanism is expected to increase the installed capacity of renewable energy sources by about 25% over the next five years [4]. Group 4: Recommendations for Households - Households are advised to analyze their electricity usage patterns to identify areas for potential savings [6]. - Shifting the operation of high-power appliances to off-peak hours can lead to significant savings on electricity bills [6]. - Upgrading to energy-efficient appliances can reduce electricity consumption; for instance, replacing an old refrigerator with a new inverter model can save about 200 kWh annually [6]. - Utilizing smart appliances and monitoring systems can help households optimize their electricity usage based on pricing changes [6][7]. - Implementing small energy-saving habits can accumulate to significant savings over time [7]. Group 5: Community Engagement - Local communities are actively engaging residents through educational initiatives, such as workshops on smart electricity usage and the new pricing structure [9]. - The adjustments in electricity pricing are not merely about increasing costs but are intended to guide rational electricity consumption and optimize energy structure for sustainable use [9].

Core Insights - The article discusses the need to elevate the quality of affordable housing beyond merely meeting basic living standards, addressing the growing demand for better living conditions among the public [1] Group 1: Housing Quality Improvement - The "Anju Happiness Home" model room, created by Haier Smart Home and the China Academy of Building Research, provides a high-quality solution to the challenges faced in the affordable housing sector [1][3] - The model adheres to the "365 Good House System," focusing on three core values: safety and durability, comfort and usability, and economic practicality [1][2] Group 2: Health and Safety Features - The model room includes advanced health and safety features such as a dual-ion antibacterial bath heater for continuous purification and a high-temperature sterilization electric water heater to ensure hygiene [2] - A washing machine with mite removal functionality contributes to a comprehensive health protection network for residents [2] Group 3: Space Optimization and Comfort - Haier's products are designed to maximize space efficiency, exemplified by a slim refrigerator occupying only 0.49 square meters while offering a capacity of 501 liters [2] - The living room features a television with triple eye protection certification and a fan light that provides natural light-like illumination, enhancing comfort [2] Group 4: Economic and Energy Efficiency - The products focus on energy efficiency and cost-effectiveness, with the electric water heater utilizing AI-3D technology for 8.5 times capacity increase and energy savings [2] - Appliances like the fan light and refrigerator have received national一级能效 certification, significantly reducing household energy consumption [2] Group 5: Industry Implications - The collaboration between Haier Smart Home and the China Academy of Building Research demonstrates that high-quality housing does not necessarily equate to high costs, providing a replicable model for upgrading the quality of affordable housing in China [3]

Core Insights - The article highlights the transition from traditional living to smart living in residential spaces, driven by advanced technology and collaborative efforts among various industry players to enhance user experience in smart homes [1] Group 1: Event Overview - The "Good House Technology Exhibition" was held on November 7 in Beijing, organized by the Ministry of Housing and Urban-Rural Development's Science and Technology and Industrialization Development Center [1] - Haier Smart Home's "Three-Winged Bird" showcased various smart home services and collaborated with five state-owned enterprises to create a national model for smart homes [1] Group 2: Collaborative Models - The "Flexible Space Good House" co-created with China Building Science emphasizes high adaptability of space, catering to different family stages and needs [2] - The "Safe and Happy Home" developed with China Academy of Building Research focuses on improving living comfort through a systematic design framework [3] - The "Cloud Habitat" project with Beijing Housing Security Center aims to maintain optimal indoor temperature and humidity year-round using clean energy [3] - The near-zero carbon house model created with Shougang Group offers a low-carbon living experience through prefabricated steel structure technology [4] - The upcoming "Huafa Zhuhai Bay 128㎡ Model" targets the needs of multi-generational living in Southern China, integrating advanced technology for convenience [5] Group 3: Technological Innovations - The "Flexible Space Good House" features a design that allows for easy transitions between different living scenarios, enhancing the user experience [2] - The "Safe and Happy Home" includes practical solutions like a space-saving refrigerator and energy-efficient water heater to optimize living conditions [3] - The "Cloud Habitat" utilizes Haier's AI system to automatically adjust indoor air quality, ensuring a comfortable living environment [3] - The near-zero carbon house incorporates advanced air systems to improve comfort while promoting sustainability [4] Group 4: Strategic Implications - The collaboration among Haier Smart Home and state-owned enterprises redefines the value system of smart living, integrating technology with infrastructure development [5] - The "eco-partnership model" is expected to enhance living quality and meet public expectations for improved lifestyles [5]

Core Insights - The Shandong Provincial Market Supervision Administration has released the results of the provincial quality supervision sampling inspection for electric water heaters in 2025, which included 30 batches of products [3][5]. Group 1: Inspection Results - A total of 30 batches of electric water heaters were sampled, with 15 batches from the production stage and 15 from the sales stage [3]. - Three batches from two manufacturers, Jindisi Smart Home (Weifang) Co., Ltd. and Weifang Wosimeng Kitchen and Bathroom Appliances Co., Ltd., failed to meet relevant standards, specifically in the areas of protection against live parts, grounding measures, and moisture resistance [5][6]. Group 2: Standards and Regulations - The inspection was conducted based on several national standards, including GB4706.1-2005, GB4706.11-2008, and GB21519-2008, which cover safety requirements and energy efficiency for household electric appliances [4]. - The inspection criteria included protection against live parts, input power and current, heating, leakage current under working temperature, moisture resistance, mechanical strength, and energy efficiency ratings [4]. Group 3: Consumer Guidance - Electric water heaters are categorized into storage-type and instant-type, with storage-type heaters being convenient for large water supply but slower to heat, while instant-type heaters provide immediate hot water with higher efficiency [5][6]. - Consumers are advised to check for the CCC certification mark, product nameplate information, and the reputation of manufacturers and after-sales service when purchasing electric water heaters [6].