“自补”接替“国补”让利消费者，厂商在保份额与保利润之间摇摆|双十一观察

Group 1 - The core viewpoint of the articles highlights the intense price competition in the home appliance market during this year's Double 11 shopping festival, with brands shifting focus from price wars to quality and supply chain efficiency [2][3][5] - Major brands like Gree and Midea are adapting to market changes by launching new products at competitive prices, with Gree's new sub-brand targeting the budget segment [5][6] - The overall market performance for this year's Double 11 is expected to be lower than last year due to reduced government subsidies and increased competition among brands [6][7] Group 2 - Sales data indicates significant growth in specific product categories, such as AI-related electronics and large appliances, with some products experiencing over 200% year-on-year growth [3][4] - The market for large-screen TVs is expanding, with 98-inch and above models gaining traction despite an overall decline in TV sales [8] - New emerging categories like washing machines, dishwashers, and smart home devices are capturing a growing share of the market, indicating opportunities for innovation and product upgrades [8][9] Group 3 - Companies are focusing on enhancing customer experience and operational efficiency through supply chain collaboration and product bundling strategies [9][10] - The trend towards high-end products and service upgrades is becoming more pronounced as brands seek to differentiate themselves in a saturated market [10] - E-commerce platforms are implementing aggressive pricing strategies and guarantees to stimulate consumer demand despite the challenging market conditions [10]