IFA 2025 终于落幕，雷科技IFA报道团也已，但展会留下的行业趋势思考仍在发酵。褪去热闹的表象，我们来聊聊今年IFA上最值得深究的变化——情绪价 值。 如今家电的参数竞赛早已遇到瓶颈，配置、功能的同质化越来越严重，你能做到的产品优势，竞品很快也能跟上。不管是深耕国内市场，还是攻坚海外战 场，硬实力之外的情绪共鸣与文化温度，正在成为新的竞争密钥。 《2025中国家电消费趋势白皮书》提到，悦己消费潮起，情绪价值拉满。在物质生活得到极大满足的今天，消费者购买家电时的心态已经悄然生变。 从IFA传递出的新趋势来看，家电业的竞争逻辑，已从"功能满足"全面转向"情感共鸣"。 IFA趋势观察：情绪价值成为下一增长点 在IFA上，我们看到长虹AI TV上搭载了拟人化智能体"熊猫小白"，打造24小时全场景陪伴系统。用户可一键直达"熊猫乐园"，实时围观四川大熊猫基地的熊 猫啃竹嬉戏的治愈画面，将四川竹林生态浓缩于交互界面与内容之中。 a di Top Bay 1 1 88 6 34 1 All of the Read of 1991 144 0 , 39 r I - 国 of 00 in - 85 r ar op . 10 ...

Core Viewpoint - The IFA exhibition in Berlin serves as a significant platform for Chinese companies like Changhong to enter the European market, showcasing a new model of international dialogue through "technological innovation + emotional culture" [1][17]. Group 1: Product Innovation - Changhong debuted its panda-themed home appliances at IFA, integrating Chinese panda culture with advanced AI technology [5][9]. - The AI TV features a personified intelligent agent "Panda Xiaobai," providing a 24-hour interactive experience that showcases panda activities in a simulated environment [5]. - The refrigerator employs AI cloud moisture technology to maintain the freshness of fruits and vegetables for seven days, mimicking the panda's natural habitat [7]. - The air conditioner adjusts indoor conditions based on data from the Wolong Nature Reserve, reflecting the cool bamboo forest environment [7]. - The washing machine uses a three-step cleaning technique inspired by panda cubs, promoting a philosophy of natural cleanliness [7]. Group 2: Brand Internationalization - Changhong has recognized the rapid growth of winter sports and has engaged in ice and snow IP marketing to enhance brand internationalization [9][10]. - The company has sponsored the FIS Ski World Cup and partnered with the German Ski Association, aiming to connect with global audiences through sports [10][12]. - Changhong's products are designed to resonate with the spirit of winter sports, such as high refresh rate TVs and cooling air conditioners, aligning with the active lifestyle of consumers [15]. Group 3: ESG Practices - Changhong's commitment to ESG principles is evident in its technological advancements and sustainable development strategies, positioning itself as a benchmark in the tech manufacturing industry [17]. - The company has partnered with the German Tennis Association, further demonstrating its dedication to social responsibility and sustainable practices [17]. - Changhong's approach emphasizes the integration of technology with social impact, showcasing a long-term focus on inclusivity and sustainability [17]. Group 4: Market Trends - The emotional appliance market is projected to grow at a rate of 41% by 2025, significantly outpacing the traditional appliance market's growth of 12% [19]. - Changhong's strategy of focusing on emotional value in products aligns with future market growth opportunities, indicating a shift from price competition to innovation and emotional resonance [19].

Core Viewpoint - The article highlights Sichuan Changhong Electric Co., Ltd.'s innovative approach at IFA 2025, showcasing a unique panda-themed home appliance line that combines advanced AI technology with Chinese cultural elements, signaling a shift towards a more emotional and cultural branding strategy in the global consumer electronics market [3][4][9]. Company Performance - In the first half of the year, Sichuan Changhong achieved a revenue of 56.705 billion yuan, representing a year-on-year growth of approximately 10.28%. The net profit attributable to shareholders was about 501 million yuan, an increase of approximately 78.60% [8][9]. - The smart home business segment generated approximately 25.124 billion yuan in revenue, reflecting a year-on-year growth of about 12.28% [8]. Product Innovation - The panda-themed home appliance matrix includes an AI TV featuring a personified intelligent agent "Panda Xiaobai," which offers a 24-hour interactive experience [5]. - The AI air conditioner utilizes data from the Wolong Nature Reserve to automatically adjust indoor conditions, while the design incorporates traditional ink wash aesthetics [8]. - The AI refrigerator employs cloud moisture preservation technology to simulate the panda's natural habitat, ensuring freshness for fruits and vegetables [8]. Marketing Strategy - Changhong's strategy includes leveraging the panda IP to enhance brand recognition globally, particularly in overseas markets where the panda is a well-known cultural symbol [9]. - The company is also focusing on sports marketing, having become an official partner of the FIS Ski Jumping World Cup for the next three seasons, aligning its brand with the spirit of excellence and innovation in sports [10][12]. ESG Commitment - Changhong emphasizes its commitment to ESG (Environmental, Social, and Governance) practices, which are integral to its corporate strategy, and has been rated "AA" by Wind for its efforts in sustainable development [14]. - The company aims to integrate its ESG initiatives with its product offerings, showcasing a commitment to social responsibility and environmental sustainability [15][17]. Cultural Integration - The panda IP not only enhances the cultural appeal of Changhong's products but also serves as a bridge to connect with global consumers on an emotional level [9][17]. - The integration of technology and culture in Changhong's offerings represents a paradigm shift in how Chinese brands are perceived internationally, moving from a focus on cost-effectiveness to emphasizing technological innovation and emotional connections [17].

Group 1 - The article highlights the innovative technologies showcased by Sichuan enterprises at the 20th Western China International Economy and Trade Fair, emphasizing advancements in robotics, smart devices, and infrastructure [2][3] - Chengdu Jingrong Lianchuang Technology Co., Ltd. demonstrated a cross-domain collaborative system that integrates multiple unmanned devices, showcasing the capabilities of their self-developed technology [2][3] - The Sichuan Development (Holding) Company exhibited a humanoid robot and a robotic dog, which attracted significant attention from visitors, illustrating the engaging nature of their technological advancements [2][3] Group 2 - The article mentions the Sichuan Road and Bridge Group's construction of the world's largest and heaviest railway swing bridge at the Suez Canal, highlighting the technical challenges and significance of this project [3] - Sichuan Energy Development Group presented an intelligent inspection robot designed for remote and harsh environments, enhancing the efficiency and safety of inspections at substations [3] - The Sichuan Province Natural Resources Investment Group showcased advanced geological exploration technologies, including a wide-area electromagnetic instrument capable of deep and precise underground assessments [3] Group 3 - Longzhong Meiling's "Frozen Fresh" refrigerator features innovative PCM cooling technology, allowing for precise temperature control to extend food preservation [3] - The article discusses the launch of Longzhong's AI TV, which utilizes a state-of-the-art AI model to provide interactive responses to viewer inquiries, enhancing user experience [3] - Sichuan Airlines introduced a digital twin airport system for real-time flight information management, improving operational efficiency and passenger service [3]

Group 1: Industry Growth and Performance - In the first quarter, the value added of the consumer goods industry increased by 5.2% year-on-year, an improvement of 0.7 percentage points compared to the previous year [1] - 12 out of 14 major categories in the consumer goods industry reported year-on-year growth in value added [3] - The production capacity of consumer goods companies has been enhanced through new equipment and technological upgrades, leading to significant production increases [2] Group 2: Financial Performance - Many consumer goods companies achieved revenue and profit growth in the first quarter, indicating strong operational performance [4] - Specific sectors such as wearable smart devices, electric bicycles, and kitchen appliances saw profit increases of 78.8%, 65.8%, and 21.7% respectively [5] Group 3: Innovation and Market Expansion - Companies are accelerating innovation to meet diverse consumer demands, with examples including AI-integrated home appliances and specialized food products [7][6] - The foreign trade sector demonstrated resilience, with significant engagement at international trade fairs and a focus on expanding market share through quick response strategies [8][9] Group 4: Government Support and Policy Initiatives - Local governments are providing financial incentives to industrial enterprises, such as cash rewards for maintaining full production [3] - Various departments are implementing policies to support technological upgrades and alleviate financial pressures on expanding companies [2]

Core Insights - The 618 Mid-Year Shopping Festival is a crucial promotional event for brands and retailers, with significant consumer engagement through trade-in programs and government subsidies in the home appliance sector [1][4] - Changhong is leveraging the "National Treasure, National Goods, National Subsidy" theme to provide substantial discounts and enhance consumer experience through AI-enabled home appliances [5][7] Group 1: Market Dynamics - The 618 shopping event's pre-sale period has been extended by over half a month, indicating its importance for first-half performance [4] - The home appliance industry has seen a notable rebound, with over 200 billion yuan in consumer spending driven by the trade-in policy, where over 90% of products sold are first-level energy efficiency [4] Group 2: Promotional Strategies - Changhong is actively promoting its trade-in program through various platforms, offering additional company subsidies on top of government incentives [5] - The collaboration with the panda IP enhances brand visibility and consumer engagement, creating a unique shopping experience that combines cultural elements with product offerings [7] Group 3: Product Innovation - Changhong's AI-enabled products, such as the AI TV and panda-themed air conditioners, showcase advanced technology and user-friendly features, enhancing the overall consumer experience [9][11] - The integration of AI in appliances aims to provide convenience and improve daily life, with products designed to meet diverse household needs [12][15] Group 4: Cultural Integration - The incorporation of panda culture into product design and marketing strategies strengthens the emotional connection with consumers, aligning with national pride and cultural identity [15][16] - Changhong's approach reflects a broader trend of merging technology with cultural narratives, enhancing brand loyalty and consumer engagement [15][17]