Core Insights - Hisense Home Appliances (000921) reported a total revenue of 49.34 billion RMB for the first half of 2025, representing a year-on-year increase of 1.44% [1] - The net profit attributable to shareholders reached 2.077 billion RMB, marking a year-on-year growth of 3.01% [1] - Basic earnings per share stood at 1.52 RMB [1] Industry Overview - The domestic washing machine industry experienced a release of consumer potential due to the national subsidy policy for "old-for-new" appliance exchanges [1] - According to AVC monitoring data, the retail volume of the washing machine market grew by 7.3% year-on-year in the first half of 2025 [1] - The policy benefits are gradually diminishing, indicating a transition to a high-quality development phase in the industry, with increasing consumer demand for integrated washing and drying machines, large-capacity models, and segmented washing functions [1] Global Market Trends - Despite challenges such as geopolitical risks and rising shipping costs, the global home appliance market demonstrated strong resilience [1] - Data from the industry online indicates that from January to May 2025, the export volume of refrigerators increased by 6.5%, washing machines by 10%, and air conditioners by 15.2% year-on-year [1] - The demand for upgrades and high-end products in the European and American markets continues to drive market growth, with consumers increasingly favoring energy-efficient and smart appliances [1] - Emerging markets like Latin America and ASEAN are experiencing significant consumer potential due to their large population bases, leading to a continuous increase in the penetration rate of home appliance products [1]

智通财经APP讯，海信家电(00921)发布2025年中期业绩，该集团营业总收入493.4亿元(人民币，下同)， 同比增加1.44%;归母净利润20.77亿元，同比增加3.01%;基本每股收益1.52元。 公告称，2025年上半年， 国内洗衣机行业在"家电以旧换新"国家补贴政策刺激下，消费潜力得以释放。据奥维云网(AVC)监测数 据，上半年洗衣机市场零售量同比增长7.3%，政策红利对存量市场的拉动作用逐步减弱，行业进入高 质量发展转型期，消费者对洗烘一体机、大容量机型和分区洗护功能的需求日益增长。 2025年上半年，尽管面临地缘政治风险和航运费用上涨等挑战，全球家电市场仍展现出较强韧性。根据 产业在线数据，2025年1-5月，冰箱行业出口量同比增长6.5%，洗衣机行业出口量同比增长10%，空调 行业出口量同比增长15.2%。欧美市场更新换代和高端化升级需求持续推动市场增长，消费者对节能、 智能家电的偏好增加，拉美和东盟等新兴市场人口基数大叠加消费潜力巨大，推动家电产品渗透率不断 提升。 该信息由智通财经网提供 ...