HISENSE H.A.(SZ:000921) Mei Ri Jing Ji Xin Wen·2025-08-14 15:14Core Viewpoint - The demand for automatic ice-making refrigerators in China is rapidly increasing, driven by changing consumer preferences and the hot summer weather in 2025, leading to significant sales growth in this segment [1][2]. Group 1: Market Trends - The online sales of automatic ice-making refrigerators reached 252,000 units from January to July 2025, surpassing the total sales for the entire year of 2024 [1]. - The online sales of ice-making refrigerators increased from 115,000 units in 2022 to 207,000 units in 2024, indicating a strong growth trajectory [2]. - The penetration rate of ice-making refrigerators in the high-end market (priced above 10,000 yuan) reached 37.7% in the first half of 2025 [2]. Group 2: Consumer Behavior - Young consumers, particularly those living alone or in small households, are driving the demand for ice-making refrigerators, reflecting a shift from basic preservation needs to enhanced lifestyle experiences [3]. - The growing popularity of homemade ice drinks and ice coffee among young people is contributing to the increased interest in ice-making refrigerators [2][3]. Group 3: Industry Challenges - The automatic ice-making refrigerator segment faces challenges such as slow ice-making speed, mold issues in water storage, and poor ice quality [4][5]. - Companies are focusing on improving ice-making efficiency and hygiene as key competitive differentiators in this emerging market [5]. - The price premium for ice-making refrigerators is currently between 1,000 to 2,000 yuan higher than standard models, which may hinder broader market adoption [5].