Appliance sales rebound in June is more obvious structural adjustment

Affected by subsidies for air-conditioning and flat-panel TVs and energy-saving people, the sales of home appliances offline including Shanghai Suning, Gome, and Tmall all rebounded in different degrees in June. Among them, the proportion of energy-saving products has doubled, and the trend of structural adjustment has become even more pronounced.

China Household Electrical Appliances Association pointed out that in the second half of 2012, with the implementation of energy-saving subsidy policies, part of the protection of the built-up and the residential market sales turn better, the home appliance market will gradually go out of the doldrums, and home appliance industry growth will continue to fall back to about 10% -15% The normal pace of development has come up.

Double the proportion of energy-saving products

According to the person in charge of Suning's marketing, the five-category energy-saving supplements of the National Huimin Project have already been implemented, and the air-conditioning type is currently the most effective one. It is understood that Shanghai Suning air-conditioning sales in June increased by more than 40% year-on-year, the chain also increased by nearly 20%.

GOME related sources also revealed to reporters that the introduction of the National Energy Conservation Subsidy Rules once again shakes the home appliance market. In June, Gome's sales reached a record high, rising by 40% month-on-month, and energy-saving products accounted for more than 75% of sales. Among them, the sales of refrigeration appliances enjoy a good momentum, air-conditioning products accounted for 50% of the total sales, and energy-saving air-conditioning accounted for 68% of the total air-conditioning sales. The sales of color TVs, ice-washing, and kitchen and bathroom products all have different growth rates. The growth rate has exceeded 40% year-on-year, especially for color TV products. With the opening of the European Cup, the sale of large-screen LED color TV sets can be described as booming. The proportion also exceeds 30%.

According to Suning's data, in June, the proportion of air-conditioning subsidies increased from 30% to 60%, while the share of flat-panel TVs rose from less than 20% to 40%. “Even if the sales base is not changed, the proportion of energy-efficient products has doubled.” According to Shanghai Suning, the performance of flat-panel TVs is even more pronounced, due to the large number of domestic brands in the short-list. The growth of sales was mainly digested by domestic brands.

Relevant person in charge of Shanghai Suning indicated that sales of traditional home appliances slumped in the first half of this year and even declined. Since the implementation of the new version of energy-saving Huimin Subsidy, it has brought about an increase in the sales of home appliances to a certain extent, especially the adjustment of product structure, energy-saving products accounted for Higher than. "Because Beijing-Shanghai and other first-tier cities have already maintained high levels of energy-saving products, such structural adjustments have become more pronounced in second and third-tier cities, such as the Chongqing market in Suning." In addition, residents' ladder prices that will be tried on July 1 will also be Further promote the increase in sales of energy-saving products.

Many factors caused the hot online sales

It is worth noting that the online sales of energy-saving appliances in June also reached an unprecedented level of popularity. Among them, affected by comprehensive factors such as the new Huimin policy, June e-commerce promotion, and the Dragon Boat Festival family spending, Suning's home appliance sales grew by more than 300% in June.

According to Tenggong Electric City sources, only on the 18th of June, for example, the sales of traditional household appliances increased by as much as 400% year-on-year, and this is related to the day's efforts to promote the “full return” promotions. In addition, energy-saving subsidies also played a certain boost.

According to reports, due to the implementation of the subsidy policy in June, businesses that currently offer energy-saving subsidies are still increasing. In June, several brands, including TCL, Skyworth, Hisense, SONY, and Sharp, have launched energy-saving subsidies at Tmall. Skyworth and other energy-saving subsidies for online sales even exceeded the line. Skyworth, the company’s flagship store operator, told the reporter that “The increase in online sales last year could easily be 300%, and we can basically restore this level now.”

This year, the increase in home appliances is 10%-15%

Following the air-conditioning and flat-panel TVs, refrigerators, washing machines and water heaters, the first batch of energy-saving Huimin promotion catalog were announced on June 20, of which the highest subsidy for washing machines is only 260 yuan / Taiwan, and the maximum water heater can be subsidized 600 yuan / Taiwan. Due to the late implementation, the sales of the above three types of products have not changed significantly. Affected by multiple factors such as off-season sales, the industry expects that sales of water heaters will improve until September-October.

The news conference on the preparation of the China Water Heater Industry and Technology Roadmap Experts Group conference has announced that the water heater industry technology roadmap will be finalized in October 2012 and will be officially announced at the 2012 China Household Electrical Appliance Technology Conference. It is estimated that from 2012 to 2018, the sales of China's water heaters (heat pump/electric heating/gas) products will increase from 16.167 billion yuan to 32.32 billion yuan, and the market capacity will increase from 18.211 million units to 32.252 million units, among which the heat pump water heaters The market share will increase from 3% to 6%, with an annual growth rate of 17.3%.

Xu Dongsheng, secretary-general of the China Household Electrical Appliances Association, said that this year, the home appliance industry will enter a year of adjustment, and the big pattern of China’s rapid economic development has not fundamentally changed, but uncertainties in global economic development, residential sales stagnation, and overdraft growth are facing the home appliance industry. Major challenges. Overall, this year, the growth rate of the home appliance industry will continue to fall back to the normal development rate of about 10% -15%. In the second half of this year, with the implementation of the energy-saving subsidy policy, some homes will be built and the sales of the residential market will be loosened, and the home appliance market will gradually come out of the trough. Among them, the upgrading of industrial structure will become the main driving force for the growth of the household appliance industry this year. The high-end products in the home appliance market will continue to be a hot spot to look forward to, and sales growth will continue to be faster than sales growth.

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