Mid-term performance of home appliances collective strength

As far as the home appliance industry is concerned, most of the current companies have announced their interim results reports, and their performance has improved significantly, showing a steady rise and rise as a highlight of the home appliance industry's mid-term financial report this year.

Data show that from January to July, total retail sales of home appliances reached 381.3 billion yuan, a year-on-year increase of 15%, and the increase in market consumption directly pushed up sales of home appliance companies. The majority of home appliance companies that have announced their interim results have achieved a year-on-year increase in operating income and gross profit margin.

Industry analysts pointed out that the collective strength of the home appliance industry's market performance is related to the influence of external favorable factors. In the first half of the year, the prices of bulk raw materials continued to decline, which is of positive significance for stabilizing the profitability of home appliance companies. Lin Yayi of CITIC Credit Co., Ltd. said that the continuous recovery of real estate sales, home appliances to the countryside, and energy-saving subsidies have ended in succession, stimulating the early release of demand in some markets; at the same time, the new energy efficiency standards to be implemented on October 1 are also in some form. To a certain extent, the company's performance has been pushed up, because the implementation of the standard has accelerated the process of inventory clearance by manufacturers and distributors in the first half of the year, and has naturally brought about a rebound in business performance.

However, many home appliance analysts are relatively cautious about the market outlook. According to the analysis, in the second half of the year, compared with the market that has been relatively optimistic in the first half of the year, it may be the moment to truly test the operating capabilities of the company. In the second half of the year, the entire market will be in a blank period of stimulus, which will become a bad news for the development of the entire market. If the company does not have a good operating capability, the recovery in the first half of the year will become an illusion.

According to the above-mentioned sources, from the perspective of the published market performance, the growth of the market performance of most home appliance companies is indeed closely related to the changes in the external environment. Only a few companies may be really promoted by improving the quality of their operations, including the quality of the industry’s leading companies. The increase deserves attention, and these companies may become the main force in the development of the leading market.

Taking Haier faucet Qingdao Haier as an example, it achieved 42.971 billion yuan in revenue in the first half of the year, an increase of 6.18%, and the net profit attributable to shareholders of the parent company was 2.131 billion yuan, a year-on-year increase of 15.03%. The profit growth rate was more than double the income increase. Reflecting the leading edge in the mid-to-high end market, the operating capability has continued to be optimized and improved.

Experts in the industry believe that in the context of continuous changes in the market environment, the key to the company's growth is the operating capabilities of the company. Enterprises that truly have a leading business model will maintain a steady growth trend and lead the development of the entire industry.