家电2024年双十一系列跟踪（一）：各平台大促开启时间均不同程度提前，京东、抖音和快手取消预售环节

Investment Rating - The report maintains a positive outlook on the home appliance industry, indicating that the overall return is expected to exceed the CSI 300 Index by more than 5% over the next six months [8]. Core Insights - The 2024 Double Eleven shopping festival will see various platforms starting their promotional activities earlier than in previous years, with notable changes such as the cancellation of the pre-sale phase by JD, Douyin, and Kuaishou [4][8]. - The report suggests that the extended promotional period and the removal of pre-sale phases will likely enhance sales and revenue recognition during the event, particularly benefiting leading companies in the white goods, black goods, and kitchen appliance sectors [4][8]. Sub-industry Summary - White Goods: Companies to watch include Midea Group, Haier Smart Home, Gree Electric Appliances, and Hisense Home Appliances, all expected to benefit from the upcoming sales boost [4]. - Black Goods: TCL Electronics and Hisense Visual are highlighted as key players in this segment [4]. - Kitchen Appliances: Focus is on Robam Appliances and Mars Man, which are anticipated to gain from the favorable market conditions [4]. - The report provides specific earnings forecasts for these companies, indicating a bullish sentiment towards their performance in the near future [7].