2026-07-10 17:01:44
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The Chinese household appliance industry has undergone a profound transformation from scale expansion to quality leap in the past decade. The market scale continues to expand, with a total retail sales of 907.1 billion yuan across all categories in 2024, setting a new historical high. It is expected to reach 893.1 billion yuan by 2025, with growth momentum shifting from policy driven to endogenous upgrading. The penetration rate of intelligence has exceeded 50%, and AI home appliances have moved from 'pseudo intelligence' to 'truly understand you'. The AI penetration rate of color TVs has exceeded 70%, and large models and end side chips are driving the function from passive control to active service. Refrigerators, air conditioners, and washing machines achieve real experiences such as food recognition, wind following human movement, and clothing adaptation. The brand landscape has been reshaped, with Midea holding the top spot with a market share of 35%, Haier leading in the field of ice washing (over 35%), and Gree air conditioning experiencing a decline in market share but still maintaining a gross profit of over 30%. The export scale remains the world's largest, with Chinese home appliances accounting for 65.5% of global production capacity. Hisense and TCL accelerate brand globalization through international event sponsorship. The policy focus is shifting towards 'intelligent high-end' and 'trade in' to drive growth in 2024. Starting from 2026, subsidies will be focused on six types of intelligent products to promote green energy conservation and integrated consumption. Quality categories such as dryers, dishwashers, and water purifiers will increase by over 25% annually. The popularization of whole house intelligence is accelerating, and the entry-level solution has been explored to within 10000 yuan. The industry is moving from single product competition to ecological collaboration.