中国白电专家电话会要点：以旧换新补贴存不确定性下的 2026 年展望_ China Consumer Appliances Sector _ White goods expert call takeaway_ 2026 outlook amid uncertainties on trade-in subsidies

Global Research First Read ab 2 December 2025 China Consumer Appliances Sector White goods expert call takeaway: 2026 outlook amid uncertainties on trade-in subsidies 2026 outlook: weak domestic shipment in post-subsidy down-cycle China Consumer Electronics Rennie Pan Analyst We hosted an investor call with a white goods expert from ChinaIOL. Key topics we focused on: 1) interpretation of the latest 4Q25 white goods production planning data; 2) 2026 domestic & overseas industry outlook; and 3) industry expe ...