家居行业环比回暖，家具出口下滑3.9%
3 6 Ke·2025-10-17 03:07

Group 1: Market Performance - The market has shown a month-on-month recovery driven by "national subsidies" and the traditional peak season of "Golden September and Silver October," with a 23.84% increase in sales revenue from building materials and home furnishings compared to the previous month [1][2] - The Building Materials Home Furnishing Index (BHI) for September was reported at 122.93, reflecting a month-on-month increase of 12.87 points but a year-on-year decline of 3.75 points [1][2] - Cumulative sales revenue for the first three quarters of 2025 reached 1,044.801 billion yuan, representing a year-on-year decrease of 3.75% [1] Group 2: Export Trends - Furniture and its parts exports for the first three quarters of 2025 amounted to 338.4 billion yuan, showing a year-on-year decline of 3.9% [5] - The export value of lighting products decreased by 7.4% to 202.83 billion yuan, while ceramic products saw a slight increase of 1.7% with an export value of 114.77 billion yuan [5] - In September alone, furniture exports were 33.37 billion yuan, while lighting products and ceramics had exports of 18.81 billion yuan and 10.52 billion yuan, respectively [6] Group 3: Consumer Trends - The use of product barcodes in the furniture and home appliance categories saw a remarkable increase of 1,178% in the first three quarters of 2025 [9] - The introduction of new products in the home renovation sector, driven by the "old-for-new" consumption policy, resulted in a significant increase in the number of registered barcoded products [11][12] - The home appliance sector also experienced growth, with 18.1 million new barcoded products introduced, marking a year-on-year increase of 47.3% [12] Group 4: Industry Outlook - The Building Materials Industrial Prosperity Index rose by 4.4 points in September, indicating a recovery trend in the industry [13][15] - The investment demand index for building materials was reported at 106.4 points, reflecting a month-on-month increase of 6.3 points, suggesting continued recovery in the investment market [15] - The industrial consumption index also showed improvement, reaching 104.5 points, indicating a rebound in demand for building materials in related manufacturing sectors [15]