Core Perspective - The transformation of Bear Electric (002959) from a small appliance manufacturer to a lifestyle brand exemplifies a significant shift in consumer demand from product functionality to experiential living [1][7] Group 1: Brand Transformation - Bear Electric's shift involves a comprehensive redefinition of brand value, focusing on providing complete lifestyle solutions rather than isolated product functionalities [2] - The company emphasizes user-centric solutions, moving from merely selling appliances to offering integrated experiences that fulfill broader lifestyle needs [3][4] Group 2: Product Innovation - The introduction of eight scenario-based solutions at AWE, such as the "Vital Breakfast" and "Exquisite Care," illustrates Bear Electric's commitment to creating convenient and enjoyable user experiences [3] - The company has developed a range of products that address various daily needs, allowing users to manage tasks efficiently and focus on enjoying life [4] Group 3: Research and Development - Bear Electric has established an agile system that connects user insights directly to product development, enhancing innovation and responsiveness to consumer needs [5][6] - The company boasts a robust R&D team of nearly 600 professionals, with significant investments in innovation, including a 36.48% year-on-year increase in R&D expenditure for 2024 [6] Group 4: Competitive Advantage - The transition to a lifestyle brand highlights that true competitive strength lies in understanding and integrating into consumer lifestyles, rather than merely relying on scale or cost advantages [7]

Core Insights - The company is experiencing a new wave of growth opportunities in the competitive home appliance market, driven by precise user demand insights and innovative vitality [1] - The capital market has highly recognized the company's strategic transformation, with multiple institutions providing positive ratings and target prices [1][2] Product Innovation - The company launched the ultra-thin 1mm Light Pro Warm Palace Belt in June, addressing user pain points with features like 5-level precise temperature control and antibacterial materials [1] - The split electric stew pot meets the upgraded needs of family kitchens, and promotional strategies have effectively stimulated sales [1] - The company conducts over 20,000 user surveys annually through its "User Direct Plan," leading to rapid growth in its maternal and infant product category, with projected revenue of 250 million yuan in 2024 [1] Strategic Transformation - The company is focusing on high-end flagship products by shrinking low-profit categories and ensuring quality and capacity through smart manufacturing bases and a 2000㎡ testing center [2] - AI technology is applied in the digital field to optimize the supply chain and enhance market response speed through an integrated development system [2] - The company employs a dual-track strategy of "own brand + OEM" for global expansion, increasing R&D investment in Southeast Asia, Japan, South Korea, and Europe while leveraging established channels through OEM/ODM business [2] Financial Performance - The company has seen a decrease in sales expense ratio by 2.55 percentage points year-on-year and an increase in net profit margin by 3.18 percentage points quarter-on-quarter in Q1 2025, indicating improved operational quality [1] - The company is building resilience against challenges like raw material cost pressures through product innovation, efficiency improvements, and strategic focus [2] Market Outlook - The differentiated layout in the health small appliance sector, continuous optimization of the profit model, and steady progress in globalization collectively depict a new landscape for high-quality development [2] - The combination of "User Direct" innovation and refined operational capabilities positions the company for promising growth potential in the market [2]

Core Viewpoint - The 137th Canton Fair highlights the resilience of the Chinese home appliance industry amidst the ongoing tariff challenges from the U.S., with large enterprises showing better preparedness and adaptability compared to smaller firms [1][3][5]. Group 1: Impact of Tariffs on Large Enterprises - Large home appliance companies have limited exposure to U.S. tariffs due to strategic planning and diversified supply chains, with many having established manufacturing bases in emerging markets [4][5]. - For instance, Midea Group reported a revenue of 409.1 billion yuan and a net profit of 38.5 billion yuan for the year ending December 31, 2024, with a low revenue share from the U.S. market [4]. - Haier Smart Home achieved an overseas revenue of 143.814 billion yuan in 2024, marking a year-on-year growth of 5.43%, with significant growth in emerging markets [4]. Group 2: Adaptation Strategies of the Industry - The home appliance industry has proactively adjusted to tariff impacts by shifting production capacities and exploring new markets, reducing reliance on the U.S. market [5][6]. - Companies like TCL and Hisense have minimized direct exports to the U.S. by utilizing production facilities in Mexico and Southeast Asia, thus mitigating tariff impacts [5][6]. - The overall export value of China's home appliance industry reached 112.42 billion USD in 2024, with exports to the U.S. accounting for 20.71 billion USD, reflecting a 4.3% year-on-year increase but a reduced share of total revenue [5]. Group 3: Challenges Faced by Small Enterprises - Smaller home appliance companies are facing significant challenges due to their heavy reliance on the U.S. market, with many experiencing customer defaults on orders [7][8]. - The Canton Fair has introduced initiatives to assist small enterprises in finding new clients, particularly in countries involved in the Belt and Road Initiative [8][9]. - Experts suggest that small enterprises should adjust their strategies by expanding overseas production and tapping into domestic markets through e-commerce platforms [9].

已有数万用户享受到该项服务政策 "618"大促临近，每个家庭都不可或缺的小家电产品有望迎来新一波消费热潮。一直以来，产品创新与 售后服务都是消费者决策的重要考量。以用户为中心的美的，自今年1月份推出"365天只换不修"服务政 策以来，不断优化流程与效率，已有数万用户实现足不出户即可享受此项服务。 美的生活电器国内营销总经理雷月元表示，美的愿携手行业共建"服务水位线"，驱动全行业服务效率提 升，"当更多品牌加入这场"服务升维"行动，最终激活的不仅是消费信心，更是传统家电制造向服务型 生态的集体跃迁。" 一直以来，小家电售后长期存在"维修周期长""退换流程繁琐""翻新机流通隐患"等痛点。将"用户直 达"作为战略主轴的美的集团，坚持以用户为中心，不断优化产品和服务。 今年一月，美的小家电推出"365天只换不修"服务政策，适用于电饭煲、破壁机、电蒸锅、空气净化器 等60个小家电品类，引起行业与市场的关注。雷月元说："我们推出这个政策的核心就是让用户买得放 心，用得放心，如果产品出现故障，他们没有后顾之忧，厂家能快速解决问题。" 在过去几个月的实践过程中，美的不断简化流程，上线AI鉴定功能实时告知换新结果，有效提高了响 ...

今年的618消费季，格外热闹。国补政策利好下，家电产品由8类扩容至12类，将电饭煲、微波炉、 净水器、洗碗机等4类产品纳入补贴范围，单件最高可享受销售价格20％的补贴，补贴政策持续加 码。 题图｜AI生成 又是一年618，大家的购物欲望似乎没那么"疯狂"。在网购便利的日常，想买什么就随手买了。尤其 是，有了"七天无理由"后，消费者们都被"惯坏"了。 当下，"早买早享受"的即时满足文化，让年轻人们对售后保障愈发看重。 毕竟，冲动消费后的"兜 底"才是猛猛下单的底气。 不光是日用品、衣物这些到货即能看到"对不对版"的小件随手边逛边买，需要使用一段时间才能有感 知的小家电，也得拥有"长期可退"的掌控感。不过，多数家电产品都只支持"1年保修，2年质保"，国 家"三包"也只有7-15年退换期。 当人们大谈消费升级时，却常常忽略了家电消费中的服务升级。 这种情况，或许是时候改变了。 "七天无理由"已满足不了当下年轻人，小家电的"赏味期限"也该拉 长一些了。 小家电，售后难 当价格不是问题的时候，消费者的"纠结"就从PK质量、性能这种纯"工具价值"，到对比和索要购物 所带来的软性"情绪价值"。 当"七天无理由"成为习惯，当 ...

在消费升级与智能化浪潮的双重裹挟下，中国小家电市场正经历前所未有的剧变。从空气炸锅到扫地机 器人，从智能厨房到健康家居，新品类、新场景、新技术不断重塑行业格局。这片曾经由九阳、美的、 苏泊尔三足鼎立的战场，如今已涌入小米、小熊、科沃斯等新势力，它们以互联网思维与极致性价比掀 起腥风血雨。而九阳，这个曾凭借豆浆机单一品类登顶"国民品牌"的行业巨头，却在2024年财报中显露 疲态：营收增速连续三年低于5%，净利润同比下滑12%，核心品类市占率遭美的反超，智能化转型步 履蹒跚…… 这场危机早有伏笔。奥维云网数据显示，2024年中国小家电市场规模突破4500亿元，但行业增速已从 2020年的25%骤降至6.2%，存量竞争与价格内卷成为主旋律。与此同时，头部品牌集中度持续提升：美 的、苏泊尔、九阳CR3市占率从2019年的68%攀升至2024年的76%，但九阳的份额却从24%萎缩至 19%。更致命的是，其赖以生存的厨房小家电赛道正被清洁电器、个护健康等新兴品类分流。 然而，九阳真的甘于沉沦吗？在2024年战略发布会上，九阳高调宣布"All in健康科技"，豪掷30亿元加 码智能厨电研发，并推出"太空科技2.0"系列新品 ...

Core Viewpoint - The article highlights the rising popularity of repair videos on social media platforms, showcasing skilled repair technicians who not only fix appliances but also provide a sense of comfort and control to viewers in a fast-paced, uncertain world [36][62]. Group 1: Repair Technicians and Their Impact - The emergence of repair videos represents a shift from a throwaway culture to one that values fixing and maintaining old appliances, with technicians like Song and Wang gaining recognition for their skills [5][36]. - Song, known as the "home appliance healer," can revive old appliances, extending their lifespan significantly, which resonates with viewers seeking a sense of accomplishment and nostalgia [5][13][21]. - Wang, a skilled electrician, addresses complex electrical issues, often uncovering hidden dangers in households, thus ensuring safety and reliability for families [23][30][51]. Group 2: Viewer Engagement and Emotional Connection - The repair videos create a unique emotional connection, as viewers find solace in watching everyday problems being solved, reflecting their own struggles and desires for control in life [36][62]. - The simplicity and authenticity of these videos, devoid of heavy editing or dramatization, resonate with audiences who appreciate genuine craftsmanship and the satisfaction of seeing tangible results [56][62]. - The technicians' interactions with customers often highlight trust and community, contrasting with the impersonal nature of modern consumerism, which appeals to viewers seeking meaningful connections [39][42]. Group 3: Cultural Shift and Societal Reflection - The popularity of repair videos signifies a cultural shift towards valuing practical skills and the importance of sustainability, as more people recognize the benefits of repairing rather than replacing [36][62]. - The narratives surrounding these technicians reflect broader societal themes of resilience and resourcefulness, as they navigate challenges in their work while providing essential services to their communities [21][62]. - The article suggests that these repair stories serve as a metaphor for addressing life's uncertainties, encouraging viewers to adopt a mindset of problem-solving and adaptability [62].

美国政府的关税政策正在冲击美国社会的方方面面。日前，一名美国媒体记者邀请一名经济学家走进他家的厨房，看看那里有多少产品是中国制造的，加征 关税会给普通美国人带来哪些影响？ 美国布兰戴斯国际商学院副教授 丹尼尔·贝格斯特雷塞尔：那些勺子是哪里制造的 ？ 美媒记者 保罗·索尔曼：稍等，我看一下。勺子是中国制造的 。 美国布兰戴斯国际商学院副教授 丹尼尔·贝格斯特雷塞尔：中国制造的？ 美媒记者 保罗·索尔曼：没错，中国制造。 美国布兰戴斯国际商学院副教授 丹尼尔·贝格斯特雷塞尔：我不想你看的时候烫到自己，但这个烧水壶很可能也是中国制造的。 美媒记者 保罗·索尔曼：让我看一下。果然，是中国制造。 美国布兰戴斯国际商学院副教授 丹尼尔·贝格斯特雷塞尔：这些马克杯是哪里造的？ 美媒记者 保罗·索尔曼：同样是中国制造。 索尔曼介绍说，他家厨房里还有其他一些小家电也都是在中国制造的。 美国布兰戴斯国际商学院副教授 丹尼尔·贝格斯特雷塞尔：烤箱可能也是中国制造的。 美媒记者 保罗·索尔曼：是的，我们看这里。没错，中国制造。破壁机我们也看一下，也是中国制造。 "美关税政策令投资者裹足不前" 加征关税不仅意味着消费者要承受涨价的代 ...

5月1日，一名外籍游客在天津国际邮轮母港客运大厅与演出人员合影。新华社记者赵子硕摄 新华社天津5月19日电（记者毛振华、宋瑞）豆浆、奶昔、鲜榨果汁……自从马来西亚的莫钧钧家里有了一台中国制造的破壁机，莫钧钧的妈妈便 时常为家人研究并创新各种健康的早餐饮品。她尤其喜欢一键自动清洗功能，省去不少手工清洗的麻烦。 前段时间，正在南开大学商学院读书的马来西亚籍学生莫钧钧，从中国网购平台购买了一台性价比很高的破壁机送给家人。"中国制造的产品在性 能、设计等方面表现出色。"莫钧钧说。 不同于过去关于中国产品"廉价低质"的片面认知，近些年，中国通过科技创新和产业升级，使得中国的产品竞争力实现了跃升。同时，日益丰富 的中国消费市场，让外国消费者享受到了更国际、多元、时尚的消费体验。 "很多国际品牌在中国的各大城市随处可见，在线上购物平台也能够轻松买到全球商品，这让我们感到在中国消费的极大便捷。"更让莫钧钧惊喜 的是，马来西亚的一些食品品牌在中国商超和电商平台上也随处可见，"我在异国他乡也能品尝到熟悉的味道，很幸福"。 "在'中国购'就是在'全球购'，可选择性特别丰富。"在中国高校学习中文的越南籍学生潘庭胜感叹道，越来越多越南 ...

夫妻吵架，丈夫在净水器前战术性接水"好烫！"，妻子担心丈夫被烫到，前去调节到适应的温度："活 该你烫到，这点事都做不好。"丈夫笑了喝水："好喝"。水杯的温度密码，就是夫妻间未说出口的"互相 理解"。 …… 很多时候，一件件的厨房电器，替代我们表达了那些未说出口的爱，比如，既是载人航天太空厨房研制 单位，又是国民品牌的九阳，将健康家电融进每个小家的那一抹烟火气里，记录和陪伴"中国式健康生 活"。 九阳0涂层电饭煲 重新连接起两代人的家庭亲情 四十出头的张新林忙于工作总是不常回家，与父母沟通少之又少，偶有一次回家，看到父母用的电饭煲 年代久远，涂层都刮花了，他知道电饭煲的涂层脱落有多大风险，铝基材与食物直接接触，铝元素会随 食物进入体内累积，并可能造成慢性伤害。 而且父亲还很喜欢酸甜口，常用电饭煲做酸辣汤和糖醋排骨，这更让他担心，长时间的烹煮会增加铝溶 出的风险，可能会导致家人摄入过多的铝元素。而无论是什么样的涂层，最终都避免不了脱落的风险。 张新林经过对比后，决定买一个九阳0涂层电饭煲。 中国人是不擅长表达爱的，我们可能很少在家庭中听到"我爱你"这类表达，但我们却总在这样的场景中 感受到爱，闻到"家味"： 加班 ...