与往年相比，2025年市面上的XR设备在轻量化、显示清晰度和续航能力上取得了显著进步，价格也日 趋亲民。消费者不再仅仅满足于短暂的游戏和视频体验，而是开始将其用于虚拟旅游、远程协作、在线 教育等更广泛的场景。 "XR产业正处在从'极客玩具'向'大众消费品'跨越的临界点。"深圳太若科技有限公司相关负责人对《证 券日报》记者称，"黄金周期间，我们一款主打轻便和空间悬停的AR眼镜，销量大幅增长。这表明，能 够提供实用价值、无缝融入生活的沉浸式体验，正在被普通消费者所接受。" 国庆黄金周历来是观察消费市场走向的重要窗口。 在2025年的这个长假，全国首个"全机器人市集"在北京中关村西区大融城亮相，吸引众多观众前来互 动，以AI为核心的"主动智能"正从概念走向日常。同时，《证券日报》记者假期内走访多个综合消费电 子卖场与商圈发现，机器人已走入卖场成为"导购"，国产旗舰手机等电子产品则凭借硬核实力与生态优 势赢得用户，而由XR（扩展现实，含VR/AR）设备构建的"沉浸世界"也正加速进入大众视野。 整体来看，黄金周消费电子市场，并未出现简单的价格厮杀，而是上演了一场模式分化。在宏观经济持 续复苏与消费者心态愈发理性的背景下 ...

这背后，是"主动智能"技术的集中爆发。国泰海通科技资深分析师李轩对《证券日报》记者表示："今 年的消费电子产品中，AI不再是一个营销标签，而是真正融入了产品内核，其核心进化在于'场景感 知'与'意图预测'。" 在市集现场，多家品牌展出的新款手机、手表、耳机等个人设备，均已将"无需唤醒词"的连续对话和基 于情境的主动服务作为核心卖点。消费电子产业正在经历从"人适应机器"到"机器适应人"的关键转折。 与此同时，由AR（增强现实）眼镜和VR（虚拟现实）一体机构建的"沉浸世界"，则指向了不远处的未 来。记者现场看到，在多个卖场的XR体验区，等待体验的游客排起了长队。 本报记者 贾丽 国庆黄金周历来是观察消费市场走向的重要窗口。 在2025年的这个长假，全国首个"全机器人市集"在北京中关村西区大融城亮相，吸引众多观众前来互 动，以AI为核心的"主动智能"正从概念走向日常。同时，《证券日报》记者假期内走访多个综合消费电 子卖场与商圈发现，机器人已走入卖场成为"导购"，国产旗舰手机等电子产品则凭借硬核实力与生态优 势赢得用户，而由XR（扩展现实，含VR/AR）设备构建的"沉浸世界"也正加速进入大众视野。 整体来看，黄金周消 ...

Group 1 - The core viewpoint of the articles highlights a significant upgrade in consumer spending during the 2025 National Day holiday, with a focus on smart home appliances, quality home goods, and cultural tourism experiences [1][2] - The sales of energy-efficient appliances increased by 19%, smart refrigerators by 20.7%, and smart home products by 16.8% during the first four days of the holiday [1] - The demand for AI smart appliances surged, with sales of "smart butler" products, such as air conditioners with human detection features increasing by 85%, and heat pump washing and drying machines rising by 127% [1] Group 2 - The travel and tourism sector also experienced a quality upgrade, with a 30% increase in travel orders on platforms like Meituan compared to the 2024 National Day holiday [2] - Small group travel orders saw significant growth, with orders in Xinjiang, Inner Mongolia, and Sichuan increasing by 63%, 60%, and 58% respectively [2] - The overall trend indicates a shift in consumer behavior from merely acquiring products to seeking quality and enriching experiences, reflecting a broader transition in consumer preferences [2]

苏宁易购门店平台事业部负责人表示，将双11活动政策前移至国庆档，就是要让消费者从容选择换新时 机。从简单智能控制到主动感知，AI家电融入消费者生活，成为全时陪伴的"智能管家"。其中，能识别 人体位置自动避人吹风的舒适风空调销售增长85%，可根据衣物材质自动匹配洗涤、烘干方案的热泵式 洗干一体机增长127%，主打"烟灶联动、风随火动"的智能烟灶套装增长145%。更聪明的AI家电，成为 消费者的换新首选。 随着消费者健康意识的日益增强，以及对家居美学需求的不断提升，健康类与嵌入式家电正加速"破 圈"，成为市场新宠。国庆首轮销售数据显示，能够高效去除细菌、病毒等有害物质的台式净饮机销售 额同比增长231%；支持分区洗涤、精细护衣的多筒洗衣机，成为洗衣机品类中增长最快的单品；洗地 机与扫地机器人的销售额也分别实现了99%、42%的同比增长。同时，家电与家居一体化趋势凸显，带 动嵌入式洗碗机、百吋壁纸电视及集成灶等品类销售快速攀升，增幅分别达到86%、153%和359%。 新华财经北京10月2日电 记者2日从苏宁易购获悉，苏宁今年将"双11"提前至国庆档，并于9月30日启 动"家电普惠日"。9月30日至10月1日，苏宁 ...

Core Viewpoint - Changhong is diversifying its product offerings beyond traditional television, showcasing advanced technologies at the China (Mianyang) International Science and Technology Expo, including AI home appliances and quantum dynamic absolute gravimeters [1] Group 1: Product Innovations - Changhong presented a full range of AI home appliances, indicating a shift towards smart technology integration in consumer products [1] - The company showcased highly encrypted data spaces, highlighting its focus on data security and privacy in technology [1] - Changhong introduced power supply technology used in high-speed trains, demonstrating its capabilities in transportation technology [1] Group 2: Research and Development - The event included a tour of Changhong's R&D factory, emphasizing the company's commitment to innovation and development of advanced technologies [1] - The presentation of a quantum dynamic absolute gravimeter for earthquake measurement reflects Changhong's investment in cutting-edge scientific research [1]

Group 1 - The "Chuan Chao" regional competition schedule has been officially released, with the opening match set for September 20 at Chengdu Shuangliu Sports Center, featuring Chengdu team against Suining team [1] - Following the success of "Su Chao," the "Chuan Chao" event has ignited enthusiasm across Sichuan and the nation [1] - Sichuan Changhong Electric Co., Ltd. has announced its role as an official sponsor, aiming to enhance public viewing enthusiasm through AI home appliance activities [1] Group 2 - The opening match tickets for "Chuan Chao" sold out immediately, indicating strong demand [1] - The event is expected to further unleash the consumption potential of "technology + sports + cultural tourism" with the support of companies like Sichuan Changhong [1]

Group 1 - The "Chuan Super" league's schedule has been officially released, with the opening match set for September 20 at Chengdu Shuangliu Sports Center, featuring Chengdu team against Suining team [1] - Following the success of the "Su Super" league, the "Chuan Super" has sparked enthusiasm across Sichuan and the entire country [1] - Sichuan Changhong Electric Co., Ltd. has announced its role as an official sponsor, aiming to enhance public viewing enthusiasm through AI home appliance activities [1] Group 2 - The opening match tickets for "Chuan Super" sold out immediately, indicating strong demand [1] - The event combines Bashu culture and technological innovation, potentially unlocking diverse consumption opportunities in "technology + sports + cultural tourism" with the support of companies like Sichuan Changhong [1]

Group 1 - The new version of the Sichuan Urban Football League (referred to as "Chuan Super") will officially open on September 20, with Chengdu team hosting Suining team [1] - Sichuan Changhong (600839) announced its role as the official sponsor of "Chuan Super" on September 19 [1] - The company plans to enhance public viewing enthusiasm through AI home appliances and a series of activities to support the successful hosting of "Chuan Super" [1]

Core Insights - Chinese home appliance manufacturers showcased strong presence at IFA 2023, with brands like Haier, Midea, and TCL dominating the advertising space, indicating their growing influence in the European market [1] - AI technology emerged as a key focus, with various innovative products being presented, including AI-enabled appliances and advanced display technologies [2][3] - Sports marketing strategies are being leveraged by Chinese companies to enhance brand visibility and market penetration in Europe [4] Group 1: AI and Innovation - AI appliances were highlighted, with Haier presenting products like a smoke machine that prevents overflow and a washing machine that recognizes fabric types, showcasing a shift from price-based competition to value-based innovation [2][5] - New cleaning robots were introduced, such as Stone Technology's lawn mower robot and a bionic four-legged cleaning robot from ZhiMi, addressing specific needs in the European market [3] Group 2: Market Performance - Haier's sales revenue in Europe reached 17.995 billion yuan in the first half of the year, marking a 24.07% year-on-year increase, supported by new product launches and strategic sponsorships [5][6] - Midea's acquisition of TEKA Group and the establishment of an AI restaurant in Spain reflect its commitment to the "In Europe, for Europe" strategy, with strong sales in split air conditioners [5][6] - Hisense reported a 22% increase in European revenue, with significant growth in air conditioning and washing machine sales, indicating a successful high-end product strategy [6] Group 3: Sports Marketing - Midea and Haier have signed partnerships with major European football clubs, enhancing their brand presence through sports marketing initiatives [4] - TCL's role as a global Olympic partner further emphasizes the trend of leveraging sports to strengthen brand positioning in Europe [4] Group 4: Future Outlook - Industry experts predict that Chinese companies will continue to gain market share in the European home appliance sector by transitioning from "Made in China" to "Created in China" and eventually to "Localized European Brands" [7]

Core Insights - AI has become a focal point at the IFA exhibition, with Chinese leading companies leveraging innovative products and sports marketing to enhance their global market influence, particularly in Europe [1][3]. Group 1: AI and Product Innovation - Chinese companies showcased a range of AI-driven products at IFA, including smart appliances and advanced display technologies, moving away from a growth model solely based on cost-effectiveness [5]. - Haier presented innovative appliances such as a smoke machine that prevents overflow and a washing machine that recognizes fabric types, while Midea displayed humanoid robots [5][6]. - Hisense introduced RGB-Mini LED TVs, and Skyworth showcased a global smart screen operating system capable of AI interaction in 77 languages [5]. Group 2: Sports Marketing Strategies - Major Chinese brands like Midea and Haier have signed partnerships with European football clubs to strengthen their presence in the market through sports marketing [8]. - Midea has a long-term agreement with FC Barcelona, while Haier has become a global partner of Liverpool FC and Paris Saint-Germain [8][9]. Group 3: Financial Performance and Market Growth - Haier's sales revenue in Europe reached 17.995 billion yuan in the first half of the year, marking a 24.07% increase [9]. - Hisense's European revenue grew by 22%, with significant increases in air conditioning and washing machine sales [11]. - TCL's television shipments in Europe rose by 13.3%, with notable growth in larger screen sizes and Mini LED TVs [11]. Group 4: Strategic Market Positioning - Chinese companies are focusing on "mergers and local production" strategies to gain a competitive edge in the European market, aiming to transition from price competition to value competition [12]. - The expectation is for Chinese brands to gradually increase their market share in the European home appliance sector [12].