上市企业：美的集团（000333）,海尔智家（600690）,格力电器（000651）,惠而浦（600983）,TCL科技 （000100）,创维数字（000810） 相关报告：智研咨询发布的《2025-2031年中国洗衣机行业市场供需态势及投资前景研判报告》 根据国家统计局数据显示：2025年9月中国家用洗衣机产量为1179万台，同比增长5.6%；2025年1-9月中 国家用洗衣机累计产量为9005.4万台，累计增长7.5%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-9月中国家用洗衣机产量统计图 ...

上市企业：美的集团（000333）,海尔智家（600690）,格力电器（000651）,惠而浦（600983）,TCL科技 （000100）,创维数字（000810） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国洗衣机行业市场供需态势及投资前景研判报告》 数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年4月中国家用洗衣机产量为965万台，同比增长2.6%；2025年1-4月中 国家用洗衣机累计产量为3918.8万台，累计增长10.9%。 2020-2025年1-4月中国家用洗衣机产量统计图 ...

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View On Thursday, the HC2601 contract rebounded with increased positions. The EU announced steel import restrictions on October 7, planning to significantly cut the steel import quota eligible for tariff exemptions and raise the steel tariff from 25% to 50%. The weekly output of hot-rolled coils remains high with a capacity utilization rate of 82.58%, but demand has declined and inventory has increased. Overall, the holiday affected terminal demand, and tariff disruptions affected market confidence. However, the expectation of post-holiday demand recovery, combined with the rebound of furnace materials, may support steel prices. Technically, the 1-hour MACD indicator of the HC2601 contract shows that DIFF and DEA rebounded from low levels, and the green bar turned red. It is recommended to conduct short-term trading and pay attention to rhythm and risk control [2]. 3. Summary by Relevant Catalogs Futures Market - HC main contract closing price: 3,286 yuan/ton, up 33 yuan [2]. - HC main contract open interest: 1,374,586 lots, up 24,718 lots [2]. - HC contract top 20 net positions: -23,217 lots, up 21,390 lots [2]. - HC1 - 5 contract spread: -7 yuan/ton, down 1 yuan [2]. - HC Shanghai Futures Exchange warehouse receipt: 46,314 tons, unchanged [2]. - HC2601 - RB2601 contract spread: 190 yuan/ton, up 9 yuan [2]. Spot Market - Hangzhou 4.75 hot-rolled coil: 3,370 yuan/ton, up 20 yuan [2]. - Guangzhou 4.75 hot-rolled coil: 3,320 yuan/ton, up 10 yuan [2]. - Wuhan 4.75 hot-rolled coil: 3,400 yuan/ton, unchanged [2]. - Tianjin 4.75 hot-rolled coil: 3,290 yuan/ton, up 10 yuan [2]. - HC main contract basis: 84 yuan/ton, down 13 yuan [2]. - Hangzhou hot-rolled coil - rebar spread: 80 yuan/ton, up 10 yuan [2]. Upstream Situation - Qingdao Port 61.5% PB iron ore fines: 783 yuan/wet ton, up 5 yuan [2]. - Hebei quasi-primary metallurgical coke: 1,490 yuan/ton, unchanged [2]. - Tangshan 6 - 8mm scrap steel: 2,250 yuan/ton, unchanged [2]. - Hebei Q235 billet: 2,960 yuan/ton, up 10 yuan [2]. - 45-port iron ore inventory: 139.9735 million tons, up 1.9313 million tons [2]. - Sample coking plant coke inventory: 39.06 million tons, down 0.23 million tons [2]. - Sample steel mill coke inventory: 663.11 million tons, up 1.73 million tons [2]. - Hebei billet inventory: 127.6 million tons, up 7.94 million tons [2]. Industry Situation - 247 steel mill blast furnace operating rate: 84.27%, down 0.20% [2]. - 247 steel mill blast furnace capacity utilization rate: 90.63%, down 0.25% [2]. - Sample steel mill hot-rolled coil output: 3.2329 million tons, down 0.014 million tons [2]. - Sample steel mill hot-rolled coil capacity utilization rate: 82.58%, down 0.37% [2]. - Sample steel mill hot-rolled coil factory inventory: 83.60 million tons, up 2.40 million tons [2]. - 33-city hot-rolled coil social inventory: 3.2930 million tons, up 0.2992 million tons [2]. - Domestic crude steel output: 77.37 million tons, down 2.29 million tons [2]. - Steel net export volume: 9.01 million tons, down 0.38 million tons [2]. Downstream Situation - Automobile production: 2.8154 million vehicles, up 0.2243 million vehicles [2]. - Automobile sales: 2.8566 million vehicles, up 0.2632 million vehicles [2]. - Air conditioner production: 16.8188 million units, down 3.7777 million units [2]. - Household refrigerator production: 9.4532 million units, up 0.7225 million units [2]. - Household washing machine production: 10.1318 million units, up 1.3575 million units [2]. Industry News - This week, the total inventory of five major steel products was 16.0072 million tons, up 1.2786 million tons. Among them, the steel mill inventory was 4.7256 million tons, up 0.5863 million tons; the social inventory was 11.2816 million tons, up 0.6923 million tons [2]. - From September 29 to October 5, 2025, global shipyards received 18 new ship orders. Chinese shipyards received 13 orders, South Korean shipyards received 4 orders, and Finnish shipyards also received relevant orders [2].

Core Insights - The report by Zhiyan Consulting forecasts the supply and demand dynamics of the Chinese washing machine industry from 2025 to 2031, highlighting potential investment opportunities [1]. Industry Overview - In August 2025, the production of household washing machines in China reached 10.13 million units, reflecting a year-on-year decline of 1.6% [1]. - From January to August 2025, the cumulative production of household washing machines was 78.263 million units, showing a cumulative growth of 7.8% [1]. Companies Involved - Key listed companies in the washing machine sector include Midea Group (000333), Haier Smart Home (600690), Gree Electric Appliances (000651), Whirlpool (600983), TCL Technology (000100), and Skyworth Digital (000810) [1].

Group 1 - The core viewpoint of the article highlights the growth trends in China's washing machine industry, with a projected production increase and positive market outlook from 2025 to 2031 [1] - According to data from the National Bureau of Statistics, the production of household washing machines in China reached 8.77 million units in July 2025, marking a year-on-year growth of 2.4% [1] - From January to July 2025, the cumulative production of household washing machines in China was 68.128 million units, reflecting a cumulative growth of 9.4% [1] Group 2 - The article references several listed companies in the washing machine sector, including Midea Group, Haier Smart Home, Gree Electric Appliances, Whirlpool, TCL Technology, and Skyworth Digital [1] - The report by Zhiyan Consulting provides insights into the supply and demand dynamics of the washing machine market in China, along with investment prospects for the period from 2025 to 2031 [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive solutions for investment decision-making [1]

Core Viewpoint - The report from Zhiyan Consulting highlights the growth trends in China's washing machine industry, projecting a steady increase in production and market dynamics from 2025 to 2031 [1]. Industry Overview - In May 2025, China's household washing machine production reached 9.41 million units, marking a year-on-year growth of 1.6% [1]. - From January to May 2025, the cumulative production of household washing machines in China totaled 49.115 million units, reflecting a cumulative growth of 9.3% [1]. Companies Involved - Key listed companies in the washing machine sector include Midea Group (000333), Haier Smart Home (600690), Gree Electric Appliances (000651), Whirlpool (600983), TCL Technology (000100), and Skyworth Digital (000810) [1].

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - On Thursday, the HC2601 contract traded within a range. Mexico is seeking to raise the tariff rate on Asian - made cars by up to 50%. In terms of supply and demand, the weekly output of hot - rolled coils increased after a decline, with a capacity utilization rate of 83.06%. Inventory decreased slightly, and apparent demand increased significantly. Overall, the terminal demand for hot - rolled coils is fairly resilient, with both year - on - year and month - on - month increases in apparent demand, but tariff disruptions have affected market investment sentiment. Technically, for the HC2601 contract, the 1 - hour MACD indicator shows that DIFF and DEA are above the 0 - axis, with the green bar expanding. Short - term trading is recommended, with attention to rhythm and risk control [2] Group 3: Summary According to Relevant Catalogs Futures Market - The closing price of the HC main contract was 3,334 yuan/ton, down 8 yuan; the trading volume was 1,323,310 lots, up 9,651 lots. The net position of the top 20 in the HC contract was - 113,934 lots, down 7,049 lots. The HC10 - 1 contract spread was 38 yuan/ton, up 3 yuan. The HC Futures Exchange's daily warehouse receipt was 59,441 tons, up 34,382 tons. The HC2601 - RB2601 contract spread was 242 yuan/ton, up 9 yuan [2] Spot Market - The price of 4.75 hot - rolled coils in Hangzhou was 3,410 yuan/ton, unchanged; in Guangzhou it was 3,370 yuan/ton, unchanged; in Wuhan it was 3,430 yuan/ton, down 10 yuan; in Tianjin it was 3,320 yuan/ton, unchanged. The basis of the HC main contract was 76 yuan/ton, up 8 yuan. The price difference between Hangzhou hot - rolled coils and rebar was 170 yuan/ton, up 10 yuan [2] Upstream Situation - The price of 61.5% PB iron ore fines at Qingdao Port was 801 yuan/wet ton, up 3 yuan. The market price of Hebei quasi - first - grade metallurgical coke was 1,590 yuan/ton, unchanged. The price of 6 - 8mm scrap steel in Tangshan (tax - excluded) was 2,290 yuan/ton, unchanged. The price of Hebei Q235 billets was 2,990 yuan/ton, unchanged. The inventory of iron ore at 45 ports was 138.2532 million tons, up 623,000 tons. The inventory of coke at sample coking plants was 406,600 tons, up 9,500 tons. The inventory of coke at sample steel mills was 6.2354 million tons, up 134,200 tons. The inventory of Hebei billets was 1.2895 million tons, down 75,800 tons [2] Industry Situation - The blast furnace operating rate of 247 steel mills was 80.38%, down 2.80 percentage points; the blast furnace capacity utilization rate was 85.77%, down 4.23 percentage points. The weekly output of hot - rolled coils at sample steel mills was 3.2514 million tons, up 109,000 tons; the capacity utilization rate was 83.06%, up 2.79 percentage points. The factory inventory of hot - rolled coils at sample steel mills was 808,800 tons, up 9,000 tons. The social inventory of hot - rolled coils in 33 cities was 2.9244 million tons, down 19,200 tons. The monthly output of domestic crude steel was 79.66 million tons, down 3.53 million tons. The monthly net export volume of steel was 9.01 million tons, down 380,000 tons [2] Downstream Situation - The monthly output of automobiles was 2.5911 million vehicles, down 203,000 vehicles; the monthly sales volume was 2.5934 million vehicles, down 311,100 vehicles. The monthly output of air conditioners was 20.5965 million units, down 7.7866 million units. The monthly output of household refrigerators was 8.7307 million units, down 316,800 units. The monthly output of household washing machines was 8.7743 million units, down 733,600 units [2] Industry News - On September 11, Mysteel information showed that the actual output of hot - rolled coils this period was 3.2514 million tons, a week - on - week increase of 109,000 tons; the factory inventory was 808,800 tons, a week - on - week increase of 9,000 tons; the social inventory was 2.9244 million tons, a week - on - week decrease of 19,200 tons; the total inventory was 3.7332 million tons, a week - on - week decrease of 10,200 tons; the apparent demand was 3.2616 million tons, a week - on - week increase of 208,000 tons. Mexico's Economy Minister Marcelo Ebrard said the country is seeking to raise the tariff rate on Asian - made cars by up to 50% to protect about 320,000 jobs [2]

Core Viewpoint - The home appliance industry in China has experienced significant growth, becoming a major global producer and consumer, with a focus on improving living quality and adapting to consumer demands [1][6][12]. Group 1: Industry Overview - Home appliances, referred to as "家电," are essential for modern living, enhancing convenience and comfort [1][6]. - China has become the world's largest producer of home appliances, with a diverse range of products that are reliable and cost-effective [1][6]. - In 2024, the production of major home appliances is projected to increase, with refrigerators at 103.957 million units (up 8.3%), air conditioners at 265.984 million units (up 9.7%), and washing machines at 117.365 million units (up 8.8%) [1][6]. Group 2: Financial Performance - The revenue of large-scale enterprises in the home appliance industry is expected to reach 1,908.676 billion yuan in 2024, an increase of 66.41 billion yuan from 2023 [1][6]. - The total profit for the industry is projected to be 199.355 billion yuan in 2024, an increase of 42.855 billion yuan from 2023 [1][6]. Group 3: Market Dynamics - The air conditioning and refrigerator markets are the largest segments in the home appliance industry, accounting for 23% and 16% of the market, respectively [6][10]. - The industry has undergone several phases, including supportive initiation, controlled expansion, competitive adjustment, and mature growth [4][10]. Group 4: Industry Structure - The home appliance industry has a complete and efficient supply chain, with upstream materials including steel, plastics, and copper, and a focus on new materials like biodegradable plastics [7][8]. - The sales channels have shifted towards online platforms, with significant growth in e-commerce, while offline channels are evolving to provide experiential shopping [7][8]. Group 5: Competitive Landscape - The market concentration is significant, with the top companies holding a substantial share; the first tier of companies accounts for approximately 25%-40% of the market [10][11]. - Major players with revenues exceeding 100 billion yuan include Midea Group, Gree Electric, Haier Smart Home, and Hisense [10][11]. Group 6: Future Trends - The home appliance industry is expected to transition from "catching up" to "keeping pace" and even "leading" in the coming years, driven by technological innovation and evolving consumer needs [12][13].

Group 1 - The core viewpoint of the article highlights the growth potential of the Chinese washing machine industry, with a projected production increase and positive market trends from 2025 to 2031 [1][3]. - According to data from the National Bureau of Statistics, the production of household washing machines in China is expected to reach 9.51 million units by June 2025, representing a year-on-year growth of 16.5% [1]. - For the first half of 2025, the cumulative production of household washing machines in China is reported to be 58.604 million units, showing a cumulative growth of 10.3% [1]. Group 2 - The article mentions key players in the industry, including Midea Group, Haier Smart Home, Gree Electric Appliances, Whirlpool, TCL Technology, and Skyworth Digital [1]. - The report referenced is the "2025-2031 China Washing Machine Industry Market Supply and Demand Situation and Investment Prospect Analysis Report" published by Zhiyan Consulting [1]. - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and tailored services to support investment decisions [2].

Group 1 - The Consumer Price Index (CPI) in May showed a slight decline, with a month-on-month decrease of 0.2% and a year-on-year decrease of 0.1%, while the core CPI, excluding food and energy, increased by 0.6% year-on-year, indicating a stable core price trend [1][2] - Energy prices were the main factor for the CPI decline, with a month-on-month decrease of 1.7%, contributing approximately 0.13 percentage points to the overall CPI decline [2] - The increase in core CPI and industrial consumer goods prices, along with rising prices for gold jewelry, household textiles, and durable goods, reflects positive changes in certain sectors driven by consumption-boosting policies [2][3] Group 2 - Hotel accommodation and tourism prices increased by 4.6% and 0.8% month-on-month, respectively, indicating a strong recovery in the tourism sector [4] - The "May Day" holiday saw 314 million domestic trips, a year-on-year increase of 6.4%, with total spending reaching 180.27 billion yuan, up 8.0% year-on-year, highlighting the growth potential in the tourism market [5] - The tourism economy is expected to be a significant driver for domestic demand and economic growth, providing support for future price trends [5] Group 3 - The Producer Price Index (PPI) showed a year-on-year decline, but marginal changes indicate improvements in supply-demand relationships in certain sectors [6] - The shift in consumer preferences from price sensitivity to quality prioritization is creating opportunities for innovation and development in related industries [6][7] - The increase in prices for high-end manufacturing sectors, such as aircraft and semiconductor equipment, reflects a trend towards high-end, intelligent, and green transformation in industries [7]