重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，其中提出，培育智能消费新产品新 业态。鼓励探索AI全新商业模式，发展智能原生技术、产品和服务体系，催生智能原生新业态。推动 研发具备多模态交互和意图理解功能的AI手机、AI计算机。推动开发智能冰箱、智能洗护等AI家电， 打造全屋智能家电生态。围绕配送、导购等场景推出具身智能机器人解决方案，创新具身智能产品形态 和服务模式。推动研发AI眼镜、手表、AR/VR设备等智能穿戴产品。 万联证券指出，AI智能眼镜是目前市场布局智能穿戴的核心方向之一，自2024年起，国内市场包含传 统眼镜制造商、AR厂商、消费电子企业及互联网厂商积极布局AI眼镜领域，它作为集成多功能于一体 的AI技术载体，从精准适配到场景全面覆盖，以提供全方位的效率型刚需服务为最终目标，被视作切 入AI智能终端市场的突破口，同时在购新补贴的促进下，销量有望得到显著提升，市场潜力凸显。建 议关注：1)具备优质IP储备或垂直领域深耕能力的出版行业公司；2)已有生成式AI应用落地、布局AI眼 镜的公司；3)游戏储备丰富、研发能力较强的游戏行业头部公司；4)IP储备丰富，运营能力较强的影视 行业头部 ...

每经AI快讯，重庆市人民政府办公厅近日印发《重庆市推动"人工智能+"行动方案》，培育智能消费新 产品新业态。鼓励探索AI全新商业模式，发展智能原生技术、产品和服务体系，催生智能原生新业 态。推动研发具备多模态交互和意图理解功能的AI手机、AI计算机。推动开发智能冰箱、智能洗护等 AI家电，打造全屋智能家电生态。围绕配送、导购等场景推出具身智能机器人解决方案，创新具身智 能产品形态和服务模式。推动研发AI眼镜、手表、AR/VR设备等智能穿戴产品。 ...

回望2025年家电行业，在以旧换新"国补"的带动下，家电市场迎来了一轮前所未有的活力，尽管随着时间拉长，政策刺激的边际递减效应也开始出现，但 无可否认的是，这股从上而下的政策"暖风"，不仅加速了存量市场的换新节奏，更完成了对全产业链从生产、回收到绿色再制造的一次系统性拉练。 从技术发展角度来看，在以AI为代表的前沿技术加速落地的背景下，以旧换新全面催化了家电技术的结构性升级，从AI家电爆发、产品绿色升级、到智 能家居场景深化、勾勒出行业智能化、融合化、可持续化发展的清晰路径。一系列的变化相互交织，彼此促进，最终汇聚成一股推动行业前行的磅礴动 力。 AI重构家电 2025年，以年初"DeepSeek"走红，AI技术爆发为契机，AI与家电的融合步入了新阶段，完成了"从实验室走向家庭"的关键性跨越，AI技术不再仅仅作为提 升便利性的"可选项"，而是开始从根本上重新定义家电产品形态、用户体验与产业价值。 今年以来，"万物皆可AI"成为了家电行业的发展主线。如同雨后春笋，从年初展会开始，多个家电品牌均推出了AI家电产品以及相应的大模型方案。从技 术方面来看，最大的变化，AI家电从"响应执行"到"主动服务"，新一代AI家 ...

0:00 "更新"是今年经济主要的变化之一，从消费场景的"更新"、基础的设备"更新"，再到城市"更新"，不断地"更新"，持续激发中国经济的活力，也为百姓带 来"更新"的生活。 今年，更新的产品供给、更新的服务推送，让消费者的个性化需求不断得到满足，消费作为中国经济增长主引擎的作用更加稳固，让我们一起听听大家都更 新了哪些新产品和新服务？ 0:00 青岛市民 刘华英："以旧换新"我换了一台热水器，原价应该是五千多元，政府补贴以后花了不到三千块钱。另外，我这个老太太现在还很时髦啊，还会网 购衣服。 南充市民 唐鑫：今年换了一个新能源车，它的科技感包括它的智能性，比以前油车开起来体验感会好很多，会让开车变得更有意思。 上海市民 单女士：我的钱更多的"更新"到了体验上面，比如我会去体验网球课，然后打发球机之类的，这些体验会有一种比较幸福的感觉。 攀枝花市民 艾茜丽奥：玻璃可以自动清洗，炒菜也有机器炒，家电类的都是一键AI就唤醒了，我希望以后我的家可以实现全自动。 石家庄市民 黄瑞：我更新了一些让人意想不到的科技产品，所有用户都能用到，让我感觉到近几年科技发展飞速，感觉太不可思议了。 更新的消费 更新的玩法 今年的消费 ...

Core Insights - The home appliance market during this year's Double 11 has faced significant challenges, with a notable decline in sales compared to previous years, attributed to various factors including reduced government subsidies and a shift in consumer behavior [2][4][8] - Price competition has intensified as manufacturers and retailers adopt self-subsidization strategies to promote mid-to-high-end products, leading to a decrease in overall profitability [4][5][9] Market Performance - Sales of major appliances such as televisions, refrigerators, and air conditioners have shown a year-on-year decline during the Double 11 period, with online and offline retail markets experiencing a downturn [2][4] - The average price of air conditioners has decreased by 5%-15% year-on-year, indicating a competitive pricing environment [4] Consumer Behavior - Consumer demand has been fragmented this year, lacking the concentrated surge seen in previous years, leading to a more cautious purchasing approach [4][8] - The rise of content-driven e-commerce has shifted sales dynamics, with some companies reporting a 20% increase in overall sales during Double 11, while others noted that online prices sometimes undercut their wholesale costs [5][6] Growth Opportunities - Growth in the home appliance sector is becoming more structured, with specific categories such as smart appliances and health-oriented products seeing significant increases in sales [8][9] - For instance, sales of AI-enabled home appliances accounted for over 30% of total sales for some brands, highlighting a shift towards innovative product offerings [8] Strategic Shifts - Companies are increasingly focusing on product customization and collaboration with e-commerce platforms to meet consumer demands for high-quality, tailored products [9] - The traditional low-price strategy is losing effectiveness, prompting brands to prioritize product quality and customer service over mere price competition [9]

Core Insights - The "Double 11" shopping festival has seen a shift in consumer focus from "cost-performance" to "quality-price" ratio, with smart home appliances gaining significant attention [1][3][6] - AI technology has emerged as a highlight during this year's event, with innovative products like AI glasses and AI-enabled home appliances capturing consumer interest [5][7] Consumer Behavior and Trends - The "old-for-new" subsidy policy has stimulated consumer spending, with over 2000 home appliance brands on JD platform seeing a year-on-year sales increase of over 100% [2] - Consumers are increasingly prioritizing quality and efficiency in their purchases, with specific regional preferences noted, such as embedded washing and drying sets in East China and dehumidifiers in South China [2][4] - The demand for high-end cleaning appliances remains strong, with brands like Chase and Roborock achieving significant market shares in premium segments [3][6] Sales Performance - Xiaomi reported a total payment amount exceeding 29 billion yuan during "Double 11," with its smartphones leading in sales across major platforms [3] - Suining Yigou noted a 48% year-on-year growth in sales in county markets, with washing machines, dishwashers, and water purifiers being the most popular new items [2] Technological Integration - The integration of AI technology across platforms has enhanced supply chain efficiency and consumer experience, marking a transition to a more intelligent retail environment [5][6] - AI-enabled products, such as smart air conditioners and refrigerators, are becoming mainstream, reflecting a shift towards personalized and scenario-based consumption [6][7] Market Outlook - Analysts suggest that the "Double 11" event has evolved into a comprehensive test of instant retail and AI technology, indicating a significant transformation in consumer purchasing behavior [5][6] - The trend of "pursuing new" in 3C digital consumption is evident, with a growing demand for innovative products that enhance convenience and intelligence in daily life [7]

Core Insights - The data from Suning.com indicates a significant structural upgrade in major home appliance categories during the Double 11 shopping festival, with nearly 60% of consumers in first- and second-tier markets opting for AI-integrated appliances [1] - The sales scale in county markets grew by 48% year-on-year, with multiple categories achieving sales increases, particularly in dryers, dishwashers, and water purifiers, which have become the "new three essentials" [1][3] - The sales of smartphones, smartwatches, and wireless earphones saw remarkable year-on-year growth of 63%, 222%, and 374% respectively during the Double 11 period [1] - Major cities such as Shanghai, Beijing, Nanjing, Chengdu, and Xi'an emerged as the hottest consumer markets [1] Home Appliance Trends - AI-enabled home appliances that can sense and interact with consumers have become mainstream, with over 55% of smart appliance sales during Double 11 attributed to this category [2] - The health functionality of appliances has become a new consumer demand, with products like multi-tub washing machines, deodorizing refrigerators, and countertop water purifiers driving growth [2] - Regional preferences in home appliance consumption have been highlighted, with significant variations across different areas, such as large-capacity refrigerators in Northeast and Northwest regions, and embedded washing and drying sets in East China [2] County Market Performance - The county-level home appliance consumption reached a new peak during Double 11, becoming a crucial growth driver, with retail cloud sales increasing by 48% year-on-year [3] - Specific products like wall-mounted air conditioners, LCD TVs, and side-by-side refrigerators saw sales growth of 168%, 93%, and 104% respectively [3] - Customized home appliances have gained traction, with products like the "Mountain Camellia Series" refrigerator and "Ningmeng Series" air conditioner achieving sales of over 50,000 units each, indicating strong demand for high-quality, tailored appliances in county markets [3]

Core Insights - The report highlights that interest-driven consumption has become the core engine for growth in the "11.11" market, shifting from a demand-driven logic to an interest-driven one [1][2] - It introduces the "TSTE" consumption experience model, detailing the consumer journey from interest generation to brand loyalty [1] User Research Findings - The current consumption market is undergoing a profound "value return," where consumers are willing to pay for emotional resonance, community recognition, and self-actualization rather than just product functionality [2] - Five distinct interest circles have emerged, shaping the future consumption ecosystem: - Hardcore Tech Enthusiasts focus on intelligent collaboration - Quality Homebodies transform their homes into emotional healing spaces - Entertainment Experience Seekers shift from passive viewing to emotional co-creation - Mind and Body Growth Advocates view consumption as a long-term investment in self - Fashion Lifestyle Enthusiasts evolve from following trends to defining personal style [2] Interest-Driven Value Cycle - The report illustrates how interest drives a cycle of "browsing value - consumption value - sharing value," emphasizing that consumer behavior is not merely shopping but a revolution in identity construction and lifestyle practice [4] - It proposes the "interest value" model, outlining the complete loop from "interest spark" to "consumption action" and finally to "value recognition" [4] Hardcore Tech Enthusiasts - This group is experiencing a leap from "functional satisfaction" to "ecological co-construction," with 91.5% of personal digital consumption during "11.11" focused on tech products [5] - Key trends include the integration of digital devices, the advancement of smart hardware, and the evolution of AI appliances from passive to proactive services [5] Quality Homebodies - This segment is upgrading their living spaces into "emotional healing zones," with 70.5% of consumption focused on cooking and 60.6% on home environment enhancements [6] - Consumers are creating spaces that blend social interaction and solitude, emphasizing the importance of emotional experiences over mere functionality [6] Entertainment Experience Seekers - This group is moving from passive consumption to deep participation, with 44.7% of their spending on gaming and 39.4% on live experiences during "11.11" [7] - They actively seek out experiences that foster emotional connections and cultural identity, transforming entertainment into a process of meaningful co-creation [7] Mind and Body Growth Advocates - This category shows a trend towards "multi-dimensional integration and systematic planning," with 73.5% of spending on outdoor activities and significant investments in knowledge and health [8] - Their approach to personal growth combines traditional wisdom with modern health concepts, emphasizing a holistic life system [8] Fashion Lifestyle Enthusiasts - This group extends aesthetic expression to all aspects of life, with 75.4% of spending focused on fashion and 63.9% on skincare during "11.11" [9] - Their consumption behaviors reflect a shift towards personal style definition and identity construction through image management and lifestyle aesthetics [10]

Core Insights - The Sichuan Super League (川超) is not only a sports event but also a platform for brands to enhance their market influence and penetration, with Sichuan Changhong Electric Co., Ltd. (长虹) actively expanding its sports marketing strategy through both international and local sponsorships [1][2]. Group 1: Company Strategy - Changhong is leveraging the excitement of the Sichuan Super League to showcase its AI home appliances, indicating a strategic shift towards integrating AI technology into its product offerings [2][3]. - The company has initiated its transformation by incorporating generative AI technology into its television products, launching features such as AI dialogue and language practice [2]. - Changhong's global sports sponsorship strategy is expanding, with partnerships in both domestic and international high-end events, enhancing brand visibility and emotional connection with consumers [3][4]. Group 2: Industry Trends - The popularity of regional sports events like the Sichuan Super League reflects deeper changes in the Chinese consumer market, with sports events becoming a significant driver of local economic growth [2][4]. - The competition in the home appliance industry is shifting from product specifications to the ability to adapt to consumer lifestyles, emphasizing the importance of providing comprehensive living solutions [3]. - Major home appliance brands are increasingly adopting sports marketing as a standard practice, with companies like Gree and Haier also engaging in similar sponsorship activities to enhance brand value and consumer connection [4].

Core Insights - The 2025 National Day Golden Week serves as a significant indicator of consumer market trends, showcasing the integration of AI and robotics into daily life and consumer electronics [1] - The consumer electronics market is experiencing a shift from price competition to a focus on product functionality and user experience, particularly in the categories of home appliances, smartphones, and XR devices [1][5] Group 1: Robotics and AI Integration - The first "All-Robot Market" in Beijing highlights the emergence of intelligent service robots capable of autonomous navigation and customer interaction, marking a shift towards "active intelligence" in consumer electronics [2] - AI is no longer just a marketing term but is now embedded in the core of consumer products, emphasizing "scene awareness" and "intent prediction" [2][3] Group 2: XR Devices - XR devices have made significant advancements in terms of weight, display clarity, and battery life, becoming more affordable and appealing to a broader audience [3] - Consumers are increasingly using XR technology for practical applications such as virtual tourism, remote collaboration, and online education, indicating a transition from niche products to mainstream consumer goods [3] Group 3: Home Appliances - The demand for AI-enabled home appliances has surged during the holiday season, with consumers prioritizing functionality over price, focusing on what the appliances can do rather than their cost [4][5] - The trend towards "experience-based consumption" is evident, with consumers willing to pay for innovations that enhance their quality of life and work efficiency [5] Group 4: Smartphone Market Dynamics - The smartphone market is witnessing a revival, particularly with the popularity of foldable screens and AI-integrated models, as brands like Huawei and Xiaomi gain market share from Apple [5][6] - Sales of foldable smartphones increased by 80% year-on-year during the holiday period, reflecting a growing consumer preference for lightweight and efficient devices [5] Group 5: Competitive Landscape - The boundaries between home appliances, smartphones, and XR devices are blurring, with future competition focusing on ecosystem and user experience rather than individual products [6] - Chinese brands are well-positioned in this transformation due to their understanding of local consumer needs, agile supply chains, and ongoing technological investments [6]