预见未来家：2025年度家电行业十大事件盘点

Group 1 - The home appliance industry is navigating through challenges and opportunities in 2025, driven by policy support and external pressures, while embracing AI technology and market competition [1][29] - The "old-for-new" policy has been significantly expanded, with subsidies increasing from 8 to 12 categories of appliances and the maximum subsidy for air conditioners raised from 1 to 3 units per consumer [3][31] - In 2024, the "old-for-new" initiative generated over 1.3 trillion yuan in sales, and in 2025, it is expected to bring even stronger growth momentum due to increased support and extended implementation time [3][32] Group 2 - The launch of the AI model DeepSeek has revolutionized the home appliance sector, becoming a core engine for product innovation and driving a wave of new consumer experiences [4][34] - The home appliance industry has shown resilience amid a "tariff storm," with companies viewing the situation as an opportunity to expand into emerging markets [6][36] - The summer of 2025 saw unprecedented demand for air conditioners in Northeast China due to extreme heat, leading to a significant increase in sales and installation requests [15][43] Group 3 - The concept of "anti-involution" has gained traction in the home appliance industry, with calls for a shift away from price wars towards sustainable competition and innovation [18][46] - A strategic partnership between Midea and Hisense marks a significant trend in the industry, indicating a move towards collaboration among leading companies to enhance market space [13][41] - The introduction of national standards for smart home appliances is set to standardize technology requirements and improve consumer confidence in product quality [22][50] Group 4 - Rising copper prices due to global supply constraints and increased demand are putting pressure on the home appliance industry, leading to price adjustments by manufacturers [24][52] - The competitive landscape is shifting, with companies like Gree and Xiaomi engaging in public disputes over sales data, highlighting a focus on long-term service commitments and quality over short-term sales figures [20][48] - The home appliance industry is expected to face ongoing challenges and opportunities as it transitions towards a focus on technological innovation and value chain management [27][54]