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2025年中国家电维修行业发展历程、产业链、市场规模、重点企业及发展趋势研判:人们生活水平提高和家电产品更新换代,家电维修行业前景广阔[图]
Chan Ye Xin Xi Wang· 2025-10-08 00:36
内容概况:家电维修涵盖了各类家电产品的维护与修理,从传统的电视机、洗衣机,到现代的冰箱、空 调以及新兴的智能家居设备。近年来,随着家电产品在社会中的广泛使用和消费者对产品耐用性、可靠 性要求的不断提高,家电维修已逐渐发展成为不可或缺的重要服务领域。在居民收入持续增长的推动 下,人们对家电的性能和使用体验提出了更高期望,而家电行业整体进入存量市场阶段,进一步为家电 维修带来了巨大的市场需求和广阔的发展空间。家电维修行业目前处于稳步发展阶段,市场需求持续增 长。数据显示,2016-2024年中国家电维修行业市场规模从2351亿元增长至3990亿元,年复合增长率为 6.8%。未来,随着人们生活水平的提高和家电产品的更新换代,家电维修行业的前景将更加广阔。尤 其是在智能家居、物联网等新兴技术的推动下,家电维修行业将迎来更多的发展机遇。 相关上市企业:美的集团(000333)、海尔智家(600690)、格力电器(000651)、小米集团-W (01810)、海信家电(000921)、四川长虹(600839)、奥克斯国际(02080)、创维集团 (00751)、TCL科技(000100)、老板电器(002508)、苏泊尔 ...
“华南五虎”,为何偏爱长沙?
Chang Sha Wan Bao· 2025-10-07 23:29
Core Insights - The article highlights the growing investment interest of major companies in Changsha, Hunan, particularly in the fields of new energy vehicles, electronics, and smart equipment, driven by favorable business conditions and government support [1][10]. Group 1: Investment and Business Environment - Major companies such as BYD, Huike, Huawei, Gree, and GAC Aion are establishing significant operations in Changsha, indicating a strategic shift towards the city [1][2]. - The efficient government services and streamlined approval processes have been pivotal in attracting these investments, with companies praising the administrative efficiency [2][11]. - Changsha has received multiple accolades for its business environment, including being named a top city for entrepreneurs' happiness and investment potential [3]. Group 2: Innovation and Talent Resources - Changsha aims to become a global research and development center, with a 3.3% investment intensity in R&D leading to numerous innovative achievements [5]. - The city is home to several prestigious universities, providing a steady supply of skilled talent, and actively promotes industry-education integration to meet workforce needs [6]. - The city's high quality of life, including education and healthcare, contributes to its attractiveness for talent retention [7][8]. Group 3: Industrial Development and Collaboration - The establishment of the Harmony Ecosystem Innovation Center in collaboration with Huawei marks a significant step in enhancing local technological capabilities and fostering a digital economy [9]. - Changsha is focused on building a robust industrial ecosystem, with initiatives to strengthen supply chains and support various manufacturing sectors [12]. - The city is committed to continuous improvement of its business environment and infrastructure to facilitate further investment and growth [11].
破局与重构:2025 空调行业趋势与消费需求白皮书
艾瑞咨询· 2025-10-04 00:06
Core Insights - The air conditioning industry is undergoing a critical phase of "breaking through and restructuring," driven by policies promoting low-carbon transformation and rising consumer demand due to extreme heat and subsidy policies [1] - The report aims to provide a comprehensive overview of industry trends, consumer market dynamics, and user needs, while analyzing benchmark cases of comfortable and healthy air conditioners [1] Policy and Technology - The dual drivers of policy guidance and technological innovation are reshaping the air conditioning market, promoting energy-efficient products and sustainable development [2] - National and local policies, such as the "Accelerating Energy Conservation and Carbon Reduction in the Building Sector," support energy-saving renovations, providing strategic guidance for the market [2] Market Dynamics - The air conditioning market is stabilizing, with online sales accounting for 60% of total sales, highlighting the dominance of traditional e-commerce as a core traffic entry point [5] - Price differentiation is evident, with low-priced (below 1599) and high-priced (above 3000) 1.5P wall-mounted units both seeing increased market share [5] Consumer Demand - Social media discussions reflect the evolving consumer demands for air conditioning, with energy efficiency, comfort, cooling performance, aesthetics, and health being the top topics for 2025 [9] - The shift from basic temperature regulation to a focus on comfort, health, and aesthetics indicates a deeper consumer need for high-quality living environments [11] High-End Market Trends - The high-end air conditioning segment is evolving towards a comprehensive experience that integrates extreme comfort, health purification, aesthetic design, and smart connectivity [13] - The transition from "selling products" to "selling lifestyles" emphasizes the importance of understanding specific consumer scenarios and emotional needs [15] Consumer Segmentation - The main consumer groups for air conditioning are shifting, with post-00s and post-90s families becoming the primary buyers, particularly in first-tier cities [19] - The motivations for purchasing air conditioning are evolving from basic needs to a desire for enhanced quality of life and better home environment compatibility [21] Purchase Channels and Influences - JD.com has established itself as the leading information channel and purchasing platform for air conditioning, with social media and short video platforms playing a significant role in consumer decision-making [24] - Performance and quality are the primary considerations for consumers, with a growing emphasis on comprehensive experience rather than just price sensitivity [28] Product Features and Consumer Feedback - High satisfaction rates (over 99%) for features like "no-wind" and "quiet operation" indicate strong consumer preference for comfort and health functionalities [56] - The integration of health features, such as air purification and self-cleaning technologies, enhances the overall value proposition of air conditioning products [55] Collaborative Innovations - JD.com collaborates with major brands like Gree, Haier, and TCL to promote air conditioning products that emphasize comfort and health, responding to the trend of upgrading consumer experiences [59][61][63][67][69]
家电龙头加码泰国投资布局,中国与东盟已形成产业链协作
Di Yi Cai Jing· 2025-10-03 06:21
Core Viewpoint - Chinese home appliance leaders are increasing investments in Thailand and Southeast Asia to navigate the complex and changing trade environment by deepening their global presence [1][3][5] Group 1: Investment and Expansion - Haier Group has launched its smart air conditioning factory in Thailand, which began construction a year ago and commenced operations on September 23 this year [3] - Hisense has initiated the construction of its largest overseas industrial park in Thailand, with an initial investment of 4.7 billion Thai Baht (over 1 billion RMB) [3][6] - Midea Group is also enhancing its supply chain layout in Thailand this year, while Gree Electric's subsidiary is focused on producing and selling refrigeration components in Thailand [3][5] Group 2: Strategic Considerations - Thailand is the second-largest air conditioning manufacturing base globally, benefiting from good Sino-Thai relations and multiple free trade agreements, which facilitate exports to the EU and the US [5][8] - The establishment of local production bases in Thailand allows Chinese companies to respond quickly to Southeast Asian market demands and mitigate tariff barriers [5][8] Group 3: Production Capacity and Technology - Haier's Thai factory covers approximately 324,000 square meters with a planned annual production capacity of 6 million units, serving both Southeast Asian and global markets [5][6] - Hisense's HHA smart manufacturing park aims for an annual production capacity of 12 million units by 2030, with an estimated annual output value of 100 billion Thai Baht (approximately 21.97 billion RMB) [6] - The trend towards "green" and "smart" manufacturing is evident, with companies adopting eco-friendly refrigerants and advanced technologies to enhance efficiency and reduce carbon emissions [6][8] Group 4: Local Supply Chain Development - There is a need to improve the local supply chain in Thailand to meet the origin requirements for exports and to keep production costs competitive [8][9] - Midea has been actively engaging with local suppliers to enhance the procurement of components, aiming to generate over 1.5 billion Thai Baht in parts sales [9] - Gree Electric is transitioning from an agency model to independent operations in Thailand, focusing on establishing a comprehensive overseas manufacturing and sales network [9][10]
数读白色家电半年报 | 深康佳近三年半累亏超88亿 澳柯玛经营性现金流由正转负
Xin Lang Zheng Quan· 2025-09-30 09:37
出品:新浪财经上市公司研究院 作者:木予 2025年1-6月,在"以旧换新"政策的助力下,国内家电市场整体量额齐升,展现增长韧性。奥维云网数据显示,报告期内国内家电(不含3C)零售市场规模 达到4537亿元,同比增长9.2%。其中,空调、洗衣机、冰箱市场零售量同比分别增长15.6%、10.1%、2.7%,零售额则同比分别增长12.4%、11.5%、3.5%。 截至8月31日,A股10家白色家电(按申万二级行业分类)上市公司均已披露2025年半年报。据财报披露的数据统计,10家公司上半年实现总营收5942.23亿 元,较2024年同期增长10.5%;归母净利润(含亏损)总和为554.96亿元,而2024年同期为473.83亿元。 更进一步来看,3家空调企业总营收为3977.89亿元,归母净利润合计425.03亿元,约占比66.9%、76.6%,与2024年上半年相比分别提高8.8%、15.0%;其余7 家水洗企业总营收为1964.34亿元,归母净利润(含亏损)合计129.94亿元,约占比33.1%、23.4%,与2024年上半年相比分别提高14.1%、24.6%。报告期 内,澳柯玛、雪祺电气营收、净利双降,均为 ...
格力壶口瀑布直播展现净水机实力 全国门店设立公益饮水点
Jing Ji Wang· 2025-09-30 08:21
9月25日,格力电器在陕西延安壶口瀑布景区举办了一场别开生面的"这一杯 敬黄河"主题直播活动。格力电器市场总监朱磊通过8小时超长直播,现场 演示用格力净水机净化黄河水并直接饮用,同步宣布启动覆盖全国的"董明珠健康家"公益饮水点计划,为户外工作者提供免费健康饮水服务。 黄河水净化彰显科技实力 当天上午,朱磊和工作人员一同现场提取黄河水,通过格力净水机的五重过滤技术进行实时净化。朱磊直接饮用净化后的水质,并完成"净化辣油面 汤"的二次挑战,直观展现产品在极端水质条件下的处理能力。 除了"直饮黄河水"外,直播还包含"共话黄河"文化对谈、"净热科技首秀"产品体验等十大环节。此外,还通过"一单一杯"销量挑战、宋代点茶表演等互 动形式,多维度呈现格力净水机的应用场景。 全国公益饮水点同步启动 随着公益饮水点计划的持续推进,格力电器正在全国范围内构建一个集产品体验、品牌传播、社会关怀于一体的创新网络,为家电行业探索出了一条技 术赋能与社会责任相结合的新路径。(曾国华) 与此同时,格力电器宣布自9月25日起,全国所有"董明珠健康家"门店将设立公益饮水点,免费为外卖小哥、快递员、环卫工人、交通警察等户外工作 者及有需要的市民提 ...
广东民企百强:入围门槛123亿 去年4家营收超4000亿 12家超千亿
Nan Fang Du Shi Bao· 2025-09-29 23:15
Core Points - The 2025 World Cantonese Business Conference was held in Guangzhou, aiming to unite global Cantonese business forces and promote high-quality development in the Greater Bay Area [8][10] - Three lists were released: "Top 100 Private Enterprises in Guangdong 2025," "Top 100 Private Manufacturing Enterprises in Guangdong 2025," and "Top 50 Private Service Enterprises in Guangdong 2025" [9] - The threshold for entering the "Top 100 Private Enterprises in Guangdong" list was set at 12.332 billion yuan, with 4 companies exceeding 400 billion yuan in revenue and 12 exceeding 100 billion yuan [9] Summary of Lists - The top companies in the "Top 100 Private Enterprises in Guangdong" include Huawei Investment Holding Co., Ltd. with revenue of 862.072 billion yuan, BYD Co., Ltd. with 777.102 billion yuan, and Tencent Holdings Ltd. with 660.257 billion yuan [7] - In the "Top 100 Private Manufacturing Enterprises," Huawei, BYD, and Midea Group Co., Ltd. lead the list, with revenues of 862.072 billion yuan, 777.102 billion yuan, and 409.084 billion yuan respectively [7] - The "Top 50 Private Service Enterprises" is led by Tencent Holdings Ltd. with 660.257 billion yuan, followed by SF Holding Co., Ltd. with 284.420 billion yuan [7] Investment and Economic Impact - The conference attracted nearly a thousand representatives from global Cantonese businesses, resulting in 24 signed projects worth 44.458 billion yuan, covering sectors like artificial intelligence and semiconductors [10] - The Guangdong Provincial Federation of Industry and Commerce initiated a survey to rank large-scale private enterprises based on their 2024 revenue [9] Global Cantonese Business Initiative - The "Global Cantonese Business Cooperation Initiative" was launched, calling for collaboration among global Cantonese businesses to enhance competitiveness and innovation [11][12][13] - The initiative emphasizes the importance of integrating into the Greater Bay Area's development and contributing to high-quality growth in Guangdong [14][15] Notable Statements - TCL's chairman highlighted the company's investment of 82.5 billion yuan in Guangdong over the past five years and its focus on global business expansion [16] - The chairman of the Hong Kong Chinese General Chamber of Commerce noted that the total import and export volume between Guangdong and Hong Kong reached 566.85 billion yuan, reflecting a 7.9% increase [18]
半年狂飙近千家,备受争议的“董明珠健康家”搞咋样了?
Sou Hu Cai Jing· 2025-09-29 14:33
不过,从过往的案例来看,董明珠这一IP也并非无所不能。例如,此前格力推出的开机画面内置董明珠头像的手机,以及由董明珠参与设计的玫瑰空调, 就曾遭到不少消费者的吐槽和质疑。 走进"董明珠健康家"北京门店,传统家电卖场的陈列方式被彻底颠覆。取而代之的是真实厨房、客厅、卧室场景,形成了"空气-水质-膳食"三位一体的核 心理念。 格力希望借此打破人们对"格力只有空调"的刻板印象,用全新的店铺品牌形象,为消费者提供一站式家电解决方案。 即便曾引来不少争议,但格力电器孤注一掷的"董明珠健康家"正在加速狂飙。 近日,格力电器在投资者互动平台上透露,其已在全国部署了970多家"董明珠健康家",而这距其首家门店落地北京仅过去半年左右的时间。 雷达财经出品 文|丁禹 编|孟帅 值得一提的是,半年报显示,格力电器当下正面临增利不增收的困境。上半年,在三大主营业务中,以空调为代表的消费电器板块,更是成为格力唯一一 个收入出现下滑的板块。 此外,格力电器市场总监朱磊也曾坦言,在国内许多消费者心中,存在"格力只等于空调"的认知,这种认知限制了格力新品类发展的速度。 在此背景下,这些不再以"格力"命名、而是以企业领袖个人IP背书的门店,正 ...
拼了!格力高管直播带货:用“黄河水”煮咖啡,卖一台喝一杯
Xin Lang Cai Jing· 2025-09-29 01:05
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 陕西延安市宜川县壶口瀑布景区,一场有关情怀与格力净水科技的硬核直播,于日前拉开帷幕。 为演示格力净水机产品性能,格力电器市场总监朱磊取来黄河"原浆",现场净化后亲自品饮、并冲起了 咖啡。为增加趣味性,直播间一度进行了辣油面汤净化、销量"兑水"——即"卖一台喝一杯"的极限挑战 活动,同时也进行了诗歌朗诵、茶艺表演。 的"黄色"黄河水水质) (格力电器市场总监朱 磊及主持人等喝下净化后的黄河水) 近年来,随着"黄河治理"行动的开展,"黄河水变清"正被越来越多的人注意到,但由于其巨大的能量和 裹挟的泥沙矿物质,甚至可能存在的微生物、重金属离子等,直接饮用仍存在一定的健康风险。 格力高管敢于豪饮黄河水的信心,源自对公司"6个9净水机"品质的放心,也源自"守卫母亲河"的拳拳热 心。 "Ⅱ类"黄河水,到底能不能直接喝? 上世纪90年代至本世纪初期,黄河曾遭受严重污染,干流近70%的城市饮水安全亮起"红灯"。近年来, 伴随黄河治理行动的推进,黄河水质有所好转。据黄河流域水环境质量监测断面统计数据,自2022年首 次达标Ⅱ类水以来,黄河水质已稳定保持3 ...
光大证券:维持格力电器“买入”评级,股息率超7%彰显价值底蕴
Xin Lang Cai Jing· 2025-09-28 05:27
Core Viewpoint - Gree Electric's expected dividend yield for 2025 exceeds 7%, indicating a bottoming characteristic based on historical experience [1] Group 1: Financial Performance - The forecasted net profit for Gree Electric is 33 billion yuan for 2025, with a cash dividend rate assumption of 52%, leading to an expected dividend yield of 7.7% [1] - The projected net profits for 2025, 2026, and 2027 are 33 billion yuan, 35.8 billion yuan, and 38.2 billion yuan respectively [1] Group 2: Market Dynamics - Online price competition has eased in Q3 2025, which is beneficial for the company to regain market share in the online segment [1] - Gree Electric's expansion into Southeast Asia is accelerating, with its self-owned brand export market share increasing from 30% to 80% over ten years [1] Group 3: Investment Appeal - In the current low-interest-rate market environment, high dividend assets that combine yield and safety have strong value attributes [1] - The company maintains a "buy" rating with a target price of 54.10 yuan, supported by strong dividend protection capability, earnings certainty, and asset scarcity [1]