智通财经网·2025-10-14 02:41Group 1: White Goods Industry Overview - The white goods and kitchen appliances sector continues to show growth, benefiting from real estate policies and the "old-for-new" replacement program [1] - In the first eight months of 2025, the air conditioning industry produced 149.32 million units, a year-on-year increase of 6%, with sales reaching 152.57 million units, up 7% [1] - The domestic sales of refrigerators and washing machines also saw growth, with refrigerator sales up 4% and washing machine sales up 6% year-on-year [1] Group 2: Company Performance Expectations - Midea Group expects a 3% increase in revenue and an 8% increase in performance for Q3 2025 [2] - Gree Electric anticipates no change in revenue and net profit for Q3 2025 [2] - Haier Smart Home forecasts a 5% increase in revenue and a 10% increase in performance for Q3 2025 [2] Group 3: Kitchen Appliances Sector - The kitchen appliances sector is experiencing recovery due to real estate and the "old-for-new" policy, with Boss Electric expecting a 2% increase in revenue but a 7% decline in performance for Q3 2025 [3] - Other companies like Vatti and Yitian are also projecting flat or negative growth in revenue and performance for Q3 2025 [3] Group 4: Small Appliances Sector - The small appliances sector is seeing significant growth, with companies like Stone Technology expecting an 80% increase in revenue and a 40% increase in performance for Q3 2025 [4] - Other brands like Joyoung and Supor are also projecting varying degrees of growth in revenue and performance for Q3 2025 [4] Group 5: New Display and Lighting Sector - The emerging display sector is at a turning point, with Hisense Visual expecting an 8% increase in revenue and a 20% increase in performance for Q3 2025 [5] - Companies like OP Lighting and XGIMI are also forecasting modest growth in revenue for Q3 2025 [5]