| 类目 | 90天销售额 | 销量 | 直播占比 | 视频占比 | 商品卡占比 |
|---|---|---|---|---|---|
| Kitchen Appliance | CNY 6.82B | 50,334,423 | 60.1% | 17.6% | 22.3% |
| Life Appliance | CNY 5.89B | 22,844,602 | 73.6% | 8.6% | 17.8% |
| Care Appliance | CNY 5.43B | 48,687,064 | 50.1% | 24.5% | 25.4% |
| Feeding Appliance | CNY 234.0M | 867,451 | 54.9% | 12.4% | 32.8% |
| Pet Smart Device | CNY 50.1M | 342,916 | 39.9% | 37.9% | 22.2% |
| 类目 | 主价带 | 销售占比 | 销量 | 转化区间 |
|---|---|---|---|---|
| Care Appliance | 49-179 | 34.0% | 21,035,188 | 5%-10% |
| Feeding Appliance | >662 | 36.5% | 82,684 | 0-5% |
| Kitchen Appliance | 80-308 | 51.6% | 22,648,843 | 5%-10% |
| Life Appliance | >1432 | 48.6% | 1,256,871 | 0-5% |
| Pet Smart Device | 60-297 | 51.3% | 214,440 | 5%-10% |
| 战场 | L3 类目 | 价格带 | 品牌 | 销售额 | 加权 ASP | 直播占比 |
|---|---|---|---|---|---|---|
| Life Appliance | Cleaning Appliance | Mid-High | TINECO | CNY 381.6M | CNY 2103 | 97.8% |
| Life Appliance | Cleaning Appliance | Premium | ECOVACS | CNY 328.1M | CNY 3873 | 87.9% |
| Life Appliance | Cleaning Appliance | Premium | Roborock | CNY 282.0M | CNY 4498 | 69.3% |
| Life Appliance | Cleaning Appliance | Mid-High | Dreame | CNY 220.1M | CNY 2142 | 94.6% |
| Life Appliance | Cleaning Appliance | Premium | Dreame | CNY 177.9M | CNY 4333 | 89.0% |
| Life Appliance | Cleaning Appliance | Mid-High | Roborock | CNY 152.0M | CNY 2115 | 97.6% |
| Life Appliance | Cleaning Appliance | Premium | UWANT/友望 | CNY 142.1M | CNY 3313 | 76.0% |
| Life Appliance | Cleaning Appliance | Mid-High | UWANT/友望 | CNY 134.0M | CNY 2114 | 63.0% |
| 类目 | 子类目 | 销售额 | 销售占比 | 销量 |
|---|---|---|---|---|
| Kitchen Appliance | Rice Cooker | CNY 876.7M | 12.8% | 5,122,259 |
| Kitchen Appliance | Water Purifier & Consumables | CNY 646.5M | 9.5% | 2,842,892 |
| Kitchen Appliance | Blender | CNY 374.5M | 5.5% | 1,913,541 |
| Life Appliance | Cleaning Appliance | CNY 4.15B | 70.4% | 5,986,665 |
| Life Appliance | Seasonal Appliance | CNY 703.6M | 11.9% | 7,893,699 |
| Life Appliance | Garment Care | CNY 500.5M | 8.5% | 6,337,414 |
| Care Appliance | Hair Appliance | CNY 1.38B | 25.4% | 12,888,062 |
| Care Appliance | Massage Device | CNY 1.38B | 25.4% | 10,240,677 |
| Care Appliance | Men Grooming | CNY 1.07B | 19.8% | 11,426,276 |
| Feeding Appliance | Bottle Sterilizer | CNY 121.3M | 51.8% | 254,861 |
| Feeding Appliance | Formula Maker | CNY 87.9M | 37.6% | 471,972 |
| Feeding Appliance | Bottle Warmer | CNY 16.5M | 7.0% | 100,402 |
| Pet Smart Device | Pet Cleaning & Deodorizing | CNY 16.2M | 32.4% | 28,198 |
| Pet Smart Device | Pet Feeding & Watering | CNY 15.8M | 31.5% | 174,472 |
| Pet Smart Device | Pet Wearables | CNY 7.1M | 14.2% | 73,311 |
中国样本说明厨房之外的生活电器和护理电器已经形成独立战场。越南侧如果要做 2027 扩品,不应只在厨房里加更多 SKU。
清洁电器、净水器、个护高价段都呈现明显直播闭环特征。跨境品牌如果要上中高客单,必须先补 demo、PDP proof 和 objections handling。
Care、Pet 以及部分厨房类目的视频占比并不低。视频更适合作为教育和蓄水层,而不是孤立追求 video GMV。
| Category | 90D Sales | Units | Live | Video | Product Card |
|---|---|---|---|---|---|
| Kitchen Appliance | CNY 6.82B | 50,334,423 | 60.1% | 17.6% | 22.3% |
| Life Appliance | CNY 5.89B | 22,844,602 | 73.6% | 8.6% | 17.8% |
| Care Appliance | CNY 5.43B | 48,687,064 | 50.1% | 24.5% | 25.4% |
| Feeding Appliance | CNY 234.0M | 867,451 | 54.9% | 12.4% | 32.8% |
| Pet Smart Device | CNY 50.1M | 342,916 | 39.9% | 37.9% | 22.2% |
| Category | Lead Price Band | Sales Share | Units | Conversion Band |
|---|---|---|---|---|
| Care Appliance | 49-179 | 34.0% | 21,035,188 | 5%-10% |
| Feeding Appliance | >662 | 36.5% | 82,684 | 0-5% |
| Kitchen Appliance | 80-308 | 51.6% | 22,648,843 | 5%-10% |
| Life Appliance | >1432 | 48.6% | 1,256,871 | 0-5% |
| Pet Smart Device | 60-297 | 51.3% | 214,440 | 5%-10% |
| Market | L3 Category | Price Band | Brand | Sales | Weighted ASP | Live Share |
|---|---|---|---|---|---|---|
| Life Appliance | Cleaning Appliance | Mid-High | TINECO | CNY 381.6M | CNY 2103 | 97.8% |
| Life Appliance | Cleaning Appliance | Premium | ECOVACS | CNY 328.1M | CNY 3873 | 87.9% |
| Life Appliance | Cleaning Appliance | Premium | Roborock | CNY 282.0M | CNY 4498 | 69.3% |
| Life Appliance | Cleaning Appliance | Mid-High | Dreame | CNY 220.1M | CNY 2142 | 94.6% |
| Life Appliance | Cleaning Appliance | Premium | Dreame | CNY 177.9M | CNY 4333 | 89.0% |
| Life Appliance | Cleaning Appliance | Mid-High | Roborock | CNY 152.0M | CNY 2115 | 97.6% |
| Life Appliance | Cleaning Appliance | Premium | UWANT/友望 | CNY 142.1M | CNY 3313 | 76.0% |
| Life Appliance | Cleaning Appliance | Mid-High | UWANT/友望 | CNY 134.0M | CNY 2114 | 63.0% |
| Category | Subcategory | Sales | Sales Share | Units |
|---|---|---|---|---|
| Kitchen Appliance | Rice Cooker | CNY 876.7M | 12.8% | 5,122,259 |
| Kitchen Appliance | Water Purifier & Consumables | CNY 646.5M | 9.5% | 2,842,892 |
| Kitchen Appliance | Blender | CNY 374.5M | 5.5% | 1,913,541 |
| Life Appliance | Cleaning Appliance | CNY 4.15B | 70.4% | 5,986,665 |
| Life Appliance | Seasonal Appliance | CNY 703.6M | 11.9% | 7,893,699 |
| Life Appliance | Garment Care | CNY 500.5M | 8.5% | 6,337,414 |
| Care Appliance | Hair Appliance | CNY 1.38B | 25.4% | 12,888,062 |
| Care Appliance | Massage Device | CNY 1.38B | 25.4% | 10,240,677 |
| Care Appliance | Men Grooming | CNY 1.07B | 19.8% | 11,426,276 |
| Feeding Appliance | Bottle Sterilizer | CNY 121.3M | 51.8% | 254,861 |
| Feeding Appliance | Formula Maker | CNY 87.9M | 37.6% | 471,972 |
| Feeding Appliance | Bottle Warmer | CNY 16.5M | 7.0% | 100,402 |
| Pet Smart Device | Pet Cleaning & Deodorizing | CNY 16.2M | 32.4% | 28,198 |
| Pet Smart Device | Pet Feeding & Watering | CNY 15.8M | 31.5% | 174,472 |
| Pet Smart Device | Pet Wearables | CNY 7.1M | 14.2% | 73,311 |
China shows life and care appliances as separate battlefields. Vietnam expansion should not mean simply adding more kitchen SKUs.
Cleaning, water purification, and premium care categories close through trust and demo. Mid-high ASP expansion requires proof assets before revenue goals.
Care, pet, and selected kitchen categories still rely on video for education and discovery even when live remains the primary close engine.