Industry Overview - The home appliance industry is categorized into white goods, black goods, kitchen appliances, and small appliances, with recent growth being moderate. The introduction of national subsidy policies in 2024 is expected to stimulate recovery and growth in the industry. Traditional home appliances have high penetration rates, while smart appliances and emerging niche categories show significant growth potential. Online channels are rapidly developing, with Douyin achieving a year-on-year GMV growth of 67% in the home appliance sector through content marketing and precise targeting, creating a closed loop from "interest generation" to "decision-making" to "purchase" [1][2][36]. Douyin Home Appliance Insights - The Douyin home appliance market is robust, driven by the number of buyers and pricing. Sales cycles are significantly influenced by promotional events, with high-priced major appliances benefiting from strong promotional mindsets, while small appliances can focus on scenario-based marketing during regular sales periods. In terms of categories, major appliances are concentrated in basic large items, while small appliances exhibit notable trends towards segmentation and scenario-based marketing. The leading brands in major appliances maintain a stable market position, while the market for small cleaning appliances is highly concentrated. The primary consumer demographic on Douyin consists of young families seeking technology, quality, and practicality [1][2][36]. Six Major Trends in the Industry - The home appliance industry is experiencing six major trends driven by policies, technology, and market demand: 1. "AI Home Ecosystem" integrates AI and IoT technologies to create smart ecosystems. 2. "Health Protection" focuses on health technology applications in products like refrigerators and water purifiers. 3. "Green Technology" emphasizes energy efficiency and smart integration. 4. "Ultimate Cleanliness" promotes comprehensive coverage and functional upgrades in cleaning appliances. 5. "Performance Competition" highlights performance enhancements and multifunctionality. 6. "Spatial Aesthetics" seeks to blend home appliances with home aesthetics [2][6][7]. Policy Environment - The Chinese home appliance industry is undergoing continuous upgrades driven by policy support, including the "old-for-new" program launched in August 2024, which stimulates consumer demand and industry growth. This policy not only encourages the replacement of old appliances but also accelerates the industry's transition towards online and high-end markets [6][12][14][28]. Market Dynamics - The overall market for home appliances has seen steady growth, with the national subsidy policy expected to further boost sales and average prices. The implementation of the subsidy policy in 2024 has led to significant increases in overall sales, with December showing a high growth rate. The policy has positively impacted major appliance categories, driving both sales volume and average price increases [24][28][30]. Consumer Behavior - The online sales ratio in the home appliance industry has surpassed 50% in recent years, with Douyin emerging as a key player in the content e-commerce space. Douyin's unique model, characterized by precise algorithm recommendations and immersive short video content, has successfully transformed traditional consumer paths, achieving a closed loop from content to sales [34][36][37].