挤地铁回家想赶紧喝杯温水缓缓，一按饮水机，不是太凉就是开水；宝宝半夜哭闹喝奶，着急冲奶粉， 水温却总是不对……这些细碎的烦恼，既默默侵蚀着生活的幸福感，也成为情绪经济崛起的入口。就拿 喝水来说，一杯恰到好处的健康好水，也承载着大家对美好生活的期待。 6月27日，在南方都市报湾财社主办的"智享消费·潮启未来——2025价值消费新势力盛典"上，2025"消 费大赏好物"榜单揭晓。小熊电器钢钢好饮水机凭借其健康、便捷的饮水体验，荣登母婴生活用品类好 物推荐榜，为用户轻松重塑家庭健康饮水新生活方式。 情绪经济崛起，一杯健康好水喝出生活幸福感 针对传统饮水机烧水慢、温度固定、水量难控的痛点，这款饮水机通过稀土厚膜加热技术、6档精准温 控叠加5档定量出水，秒速响应个性化饮水需求。只需指尖轻触，全家人的多场景饮水需求轻松满足： 宝宝饿哭，妈妈只需一键选择45℃温水、150ml定量，即可轻松泡奶；老人服药，一键55℃温水即出， 温热不刺激；孩子放学回家口渴难耐，常温水秒解燥热；全家围坐泡茶待客，100℃鲜活真沸水激发茶 香满室。 小熊电器钢钢好饮水机升级了全水域净护系统2.0，在1.0版本的316L不锈钢水箱基础上，进出水管 ...

Core Insights - The article highlights the rising trend of ice-making water purifiers in response to consumer demand for convenience and quality during the summer heat, especially with the inclusion of water purifiers in national subsidy policies starting in 2025 [1][5][10] Market Trends - The market for ice-making water purifiers is experiencing significant growth, with online sales of products featuring ice-making capabilities reaching 32.5% for countertop purifiers and 16.1% for built-in models from January to May 2025 [1][5] - During the 618 shopping festival, sales of ice-making water purifiers surged by 260% year-on-year, indicating a strong consumer interest [1] Consumer Behavior - The shift in consumer preferences, particularly among the younger generation, is driving the demand for ice-making water purifiers, as they seek to replicate high-quality beverage experiences at home [2][5] - The rise in orders for iced coffee and cold brew tea by 180% and a 350% increase in searches for homemade drinks reflect changing consumption patterns [5] Competitive Landscape - Major brands such as Philips, Haier, Midea, and Xiaomi are competing in the ice-making water purifier market, focusing on features like ice-making speed, quality, and integration of multiple functions [6][9] - Philips' ice-making purifier can produce ice in 8 minutes, while Haier's model can do it in 7 minutes, showcasing the emphasis on speed as a key purchasing factor [6][7] Product Innovation - The quality of ice produced is becoming a competitive differentiator, with brands implementing advanced technologies to enhance the clarity and melting resistance of ice [7][9] - The integration of multiple functionalities, such as heating and cooling, is transforming ice-making water purifiers into comprehensive beverage solutions [9][10] Industry Dynamics - The growth of the ice-making water purifier market is driven by evolving consumer demands for health, convenience, and quality, moving beyond basic hydration needs [10][12] - Technological advancements in cooling and filtration systems are crucial for improving product efficiency and user experience [12][13] - The competitive landscape is pushing brands to innovate and differentiate their products to capture market share in this emerging segment [12][13]

车置换：报废比转让多拿5000元 更新类型 | 新车类型 | 补贴金额 | 旧车要求 报废更新 | 新能源车 | 2万元 | 2018年前登记 置换更新 | 新能源车 | 1.5万元 | 2025年 1月8日前登记 致命细节：审核需45天！最晚10月前提交材料。 财政部预判剩余额度不足30%，7-8月或是"薅补"最后黄金期！ 政策马拉松的终点仍在2025年12月31日，但真正的冲刺枪声已在7月打响。当1380亿元新资金 涌入市场，"先到先得"成为唯一的规则。此刻，打开京东APP搜索"家电省2000"或"手机省500"，或许就是你锁定万元红利的决胜一击。 一定要先领,名额有限! 秘诀:先在app搜一下上面的口令,以后每天点历史搜索记录就可以! 一、按下暂停键的三大真相：资金、黑产与618的博弈 此前补贴入口大面积关闭，背后是多重矛盾的集中爆发： 1. 资金消耗"超速" 全国3000亿补贴资金池 仅5个月就被抢空超1500亿。重庆首批12亿额度半月告罄，江苏单日670万补贴券1分钟"秒光"，山东每日500万额度需定时蹲守，多地触发资金"熔断"。 2. 黑产套补"狙击战" 技术黄牛利用脚本/IP跳转批量劫持补贴券， ...

Core Insights - The domestic pet economy has seen significant growth, with 4.474 million related enterprises existing as of April this year, a threefold increase from 2021, and over 77% of these companies established within the last three years [1] - The overseas market is becoming increasingly competitive, particularly in high-value markets like Europe and the US, leading to a downward trend in product prices [1] - Companies are focusing on building brand awareness and user reputation as a long-term strategy to remain competitive in the market [1] Industry Trends - The pet products sector includes various categories such as leashes, cleaning supplies, bedding, feeding utensils, clothing, and toys [2] - Companies are categorized into two main types for overseas expansion: supply chain enterprises that manufacture products for major retailers and new consumer brands that focus on brand building [2][3] - Supply chain companies like Tianyuan Pet have adopted a strategy of participating in international exhibitions and acquiring foreign brands to enhance their market presence [2] Market Dynamics - New consumer brands are targeting Southeast Asia for initial expansion due to its rapid growth and lack of dominant players, allowing them to gain a first-mover advantage [3] - Intense competition has led to price compression in the pet products market, prompting companies to innovate with "AI+" smart pet products to differentiate themselves [3][4] - The global smart pet products market reached $4.2 billion in sales by 2023, with significant price competition emerging as many similar products enter the market [4] Consumer Behavior - The acceptance of smart pet products in overseas markets is currently limited due to product maturity, necessitating ongoing investment and product iteration [5] - Establishing brand awareness in the pet products sector is challenging, as consumer purchasing decisions are often influenced by product effectiveness and perceived value [6] - Companies are encouraged to create standout products to build a positive reputation and gradually establish brand identity, similar to strategies used in the baby products sector [7]

Core Insights - The light industry in China is showing a steady recovery, with significant growth in revenue and profit during the first five months of the year [1][2] Group 1: Economic Performance - From January to May, large-scale light industry enterprises achieved operating income of 9.27 trillion yuan, a year-on-year increase of 4.7% [1] - Profit reached 531.45 billion yuan, reflecting a year-on-year growth of 2.8% [1] - The overall economic operation of the light industry continues to show a trend of steady progress [2] Group 2: Domestic Market Expansion - Domestic consumption demand has been steadily released, with retail sales of 11 categories of light industry goods reaching 3.5136 trillion yuan, a year-on-year increase of 11.9%, accelerating by 1.2 percentage points compared to the first four months [1] - In the home appliance sector, retail sales of household appliances and audio-visual equipment grew by 30.2%, maintaining double-digit growth since September of the previous year [1] - The added value of the home appliance industry increased by 6.9%, with production volumes for washing machines, water dispensers, and air conditioners growing by 9.3%, 7.9%, and 5.9% respectively [1] - The operating income of the home appliance manufacturing industry grew by 6.0% [1] Group 3: Export Performance - Light industry exports totaled 373.21 billion USD from January to May, showing a year-on-year increase of 0.5% despite facing pressure [1] - Out of 21 major categories in the light industry, 10 categories experienced a year-on-year increase in export value [1]

高速增长的市场正在吸引更多中国企业进入。有数据显示，截至2025年4月底，国内现存的宠物经济相 关企业达到447.4万家，数量是2021年的3倍多，其中超过77%的企业成立时间不到3年。根据淘宝出海 发布的海外宠物消费趋势，今年海外618大促期间，超3万家宠物商家参与天猫618出海，其中1000多个 商家跨境成交额同比翻倍。 玩家陡然增多，极大丰富了海外供给，也在重塑市场竞争格局，一方面卷动市场整体价格下降，尤其在 以高客单价产品为主的欧美市场；另一方面随着技术和制造水平的提高，宠物用品也在向智能化的方向 迭代。 当下，宠物消费已脱离"疫情短期刺激"，转向由人口结构变迁、情感需求升级和科技赋能为驱动的长期 增长范式。"它经济"增长整体表现亮眼，全球市场规模超过1500亿美元，其中宠物用品类目正在成为继 宠物食品之后的第二大增长赛道。Euromonitor数据显示，2015-2021年，全球宠物用品市场规模增至 443.6亿美元，年复合增长率达6.7%。 面对这样的海外市场环境，不同类型的宠物用品企业，感受不尽相同。 过去几年新消费趋势下涌现出的新品牌，借助擅长的电商渠道运营与社媒营销，迅速打开东南亚市场， 但 ...

晶采观察，下期见！ 编审：伍刚 统筹：王薇 赵净 刘娜 记者：王晶 拍摄：沈杰辉 牛家麒（实习） 剪辑：沈杰辉 视觉：李自然 动画：王综鹤 设计：王仁靖 "清凉消费"同样新活力涌现。我注意到几个有意思的消费趋势，从清凉饮品、防晒装备，像防晒面罩、 冰袖，再到消暑类家电、家居用品，线上线下销量激增。尤其是在家电"以旧换新"等政策带动下，消暑 类家电成为市场新宠，这也让"清凉消费"逐步释放出巨大潜力。就在今年"618"促销活动期间，某平台 上便携式风扇销量同比增长300%，制冰净饮水机销量同比增长350%。很显然，清凉消费成了刚需，不 过，大家不只追求体感清凉，也更多体现在"吃"上。"宅家消暑""观赛夜宵"等也带动了外卖消费，某外 卖平台数据显示，夜间（18时至次日凌晨2时）订单量占全天45%，小龙虾、烧烤、冰镇啤酒组合销量 环比增长80%。 夏日经济热度最直观的体现，还发生在夜晚。当夜幕降临，和三五好友一起在热闹的步行街、商圈聊着 天吃着烧烤美食，好不惬意。面对旺盛的消费需求，多地夜间经济"新"举措不断，比如河南博物院首开 暑期夜场，大家可以既消暑又能"充电"，一举两得。将"夜游博物馆"嵌入至城市夜经济之中，延 ...

2. 公司在机器人这块的布局情况如何？ 证券代码：301135 证券简称：瑞德智能 编号：2025-002 | 广东瑞德智能科技股份有限公司投资者关系活动记录表 | | --- | | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他： | | 参与单位名称及 | 西部证券 曾庆亮 | | 人员姓名 | 财通证券 黄梦龙、吴姣晨、朱陈星 | | 时间 | 2025 年 6 月 24 日 | | 地点 | "进门财经"线上会议 | | 上市公司接待人 | 董事、副总经理、董事会秘书：孙妮娟 | | 员姓名 | 证券事务代表：罗希 | | | 相关问题及公司回复情况： | | | 1. 请董秘简单介绍公司的新赛道基本情况？ | | | 年公司汽车电子、电机电动等新赛道业务实 回复：2024 | | | 现营业收入 21,623.06 万元，同比增长 63.03%，在新赛道业务 | | | 迎来了突破性进展，在汽车电子赛道专注研发并成功量产了平 | | | 衡车、 ...

Core Insights - The summer consumption market is experiencing a surge driven by diverse consumer demands, including cooling beverages, sun protection gear, and tourism, contributing to economic recovery [1] Group 1: Cooling Consumption - The demand for cooling products has significantly increased due to high temperatures, with sales of cooling fans up 50%, portable fans up 300%, and ice-making water purifiers up 350% during the "618" promotional period [2] - Offline supermarkets have introduced "cooling zones," leading to a doubling of ice cream and cold drink sales, particularly for low-sugar and innovative local brands favored by younger consumers [2] - Sales of sun protection products, including sun shirts and high-SPF sunscreen, have increased by 65%, with items labeled as "tech sunscreen" and "eco-friendly materials" becoming popular [2] Group 2: Night Economy and Home Cooling - Nighttime consumption is on the rise as consumers seek to avoid daytime heat, with night market activities boosting food and entertainment sales, and nighttime orders accounting for 45% of total orders on a food delivery platform [3] - The popularity of night markets, such as the "California Night Market," showcases a vibrant atmosphere with consumers enjoying food and entertainment [3] - The "lazy economy" is emerging, with increased sales of convenient food items like pre-prepared meals and cold brew tea bags, and rapid expansion of fresh food delivery services into lower-tier cities [3] Group 3: Tourism Trends - The summer tourism booking trend is strong, with a 35% increase in travel bookings compared to last year, focusing on cultural, cooling, and beach leisure trips [4] - The graduation travel market is characterized by "short-distance, high-frequency" trips, with a significant emphasis on emotional value and unique experiences [4] - Families with children represent a major segment of summer travelers, accounting for over 40% of bookings, with popular destinations including grasslands, deserts, beaches, and theme parks [4]

□ 本报记者 陆 俊 文/摄 今年"618"购物狂欢季刚刚过去，虽然业界大多认为今年"618"相比于往年，有式微之势，但是在国际贸 易形势剧变，国内消费市场面临压力的情况下，"618"活动还是受到了商家的积极响应。盘点"618"，从 目前的数据来看，家居产品的销售情况还是比较乐观的，特别是一些知名品牌，依旧在"618"期间取得 了销量大幅增长的好业绩，而且今年"618"最受消费者欢迎的家居产品，有了不小的变化。此外，今 年"618"的玩法也有了值得关注的变化，内卷卷不动了，一些商家把目光转向了海外，借助相关平台开 拓国际市场，未来，""618""、"双11"可能成为全球的购物狂欢节。 家居品类促销 效果比较乐观 从现有数据来看，今年"618"期间家居产品促销效果是比较乐观的。京东平台数据显示，今年"618"购物 狂欢节，卫浴等家居产品呈现出爆发式增长态势，活动开启仅一周，高端智能马桶的销售额同比去年激 增45%，成为家居消费升级的突出代表。此外，今年"618"期间，京东平台多功能料理锅、电子秤、果 蔬清洗机、绞肉机、切片机等家居用品及小家电呈现爆发式增长，同比增长均超100%。 此外，智能化小家电和消暑用品也 ...