Group 1: Domestic Air Conditioning Strategy - The company aims to optimize sales rhythm, conducting offline promotions and leveraging online bestsellers to drive traffic growth [1] - Product development will focus on user needs and innovation, enhancing R&D and market alignment to support product launches [1] - A diversified channel strategy will be implemented, promoting a collaborative ecosystem and transitioning marketing focus from "goods to customers" to "goods to users" [1] Group 2: Overseas Air Conditioning Strategy - The company plans to enhance its product matrix and accelerate platform development to meet customer demands, focusing on Latin America, the Middle East, and Europe [1] - A full-cycle customer service system will be established to strengthen partnerships with key regional clients [1] - The strategy includes expanding into emerging markets in Africa and maintaining brand priority in core markets [1] Group 3: Domestic Refrigerator Strategy - The company is advancing a "marketing transformation, direct-to-user" strategy, emphasizing high-quality customer and user operations [3] - Differentiated innovation will drive product structure upgrades, with a focus on launching multiple fresh products that highlight quality and preservation [3] - The company will enhance channel operations, solidify existing channel capabilities, and accelerate retail transformation in key stores [3] Group 4: Overseas Refrigerator Strategy - The company will reshape product platforms in mainstream markets, focusing on differentiated strategies for homogeneous products [4] - There will be an emphasis on high-end, mid-range, and low-end products to match diverse consumer demands [4] - The strategy includes accelerating market expansion in Asia, Africa, and Latin America to continuously increase market share [4]

Group 1 - Adobe Analytics reported a strong start to the holiday shopping season, with significant online spending on high-priced home goods and electronics during Thanksgiving, particularly a 740% increase in online sales of video game consoles compared to the average in October [1] - Other large item categories also saw explosive growth, including refrigerators and freezers up 720%, fitness equipment and washers/dryers up 640%, headphones and audio equipment up 630%, televisions up 580%, home security products up 570%, power tools up 470%, smartwatches up 450%, smart home devices up 400%, and vacuum cleaners also up 400% [1] - If these strong trends continue into "Cyber Monday," retailers' holiday season performance may exceed expectations [1] Group 2 - Best-selling toys during Thanksgiving included Fisher-Price Little People, LEGO sets, Mini Brand Capsules, Hot Wheels, Squishmallows, Paw Patrol toys, Ms. Rachel educational toys, Play-Doh sets, Pokémon cards, and Disney princess toys and apparel [2] - Popular gaming consoles included Nintendo Switch 2, Xbox Series X, PlayStation 5, and PS Portal, with top games being "Donkey Kong Bananza," "Elden Ring: Shadow of the Erdtree," "Madden NFL 26," "NBA 2K26," and "MLB: The Show 25" [2] - Adobe Analytics noted that this year's discount levels are generally greater than last year, which may put some profit pressure on retailers, although many are leveraging "agent-based AI" to enhance conversion rates, potentially supporting profit performance [2] Group 3 - Online spending by American consumers on Thanksgiving reached a record $6.4 billion, a 5.3% year-over-year increase, slightly above Adobe Analytics' previous estimate of 4.9% growth [3] - Adobe Analytics forecasts that online sales on "Black Friday" will reach $11.7 billion, a year-over-year increase of 8.3%, while "Cyber Monday" is expected to record $14.2 billion in sales, up 6.3% [3] - Due to consumers' willingness to secure discounts earlier, the growth rate for "Black Friday" is expected to surpass that of "Cyber Monday" [3]