Half of the year has passed in 2012. Although no listed home appliance company has been brave enough to report for half a year, for those people who are serious about the home appliance industry, the semi-annual report of listed companies this year is expected to make people feel welcome. Fear, expect their performance to be stable, but fear that the results will not be announced is beyond imagination. However, the sluggish home appliance industry in the first half of the year has cast a shadow on the overall performance of home appliance listed companies.
The negative growth of the white electricity market is not in violation of the leading performance or relative stability. According to statistics from Ovid Consulting, the overall sales volume of the domestic refrigerator industry fell by 12% year-on-year from January to June, and its sales decreased by 7% year-on-year. Both volume and volume are also negatively increasing, and air conditioner sales volume has fallen by more than 20% year-on-year.
Judging from the monthly market performance in the first half of the year, the industry entered the second quarter after it experienced the chilling months of January-March, and it began to pick up. In the Golden Week holiday and decoration season in May, the signs of warming in retail sales were even more pronounced, but entered 6 After the period of the energy-saving appliances policy layout in the month, retail sales fell back to zero, and the monthly warming in the first half of the year still fell short of the industry's overall decline.
Owen Consulting White Electrical Analyst Han Yong told the China National Grid that since the first half of the year, besides stimulating the weakening effect of domestic demand on home appliances to the countryside, some policies have continued in some provinces and cities. The home appliance industry is basically in the policy blank period. At the macro level, the downturn in the new purchases and reloadings in the real estate market has caused household appliances to shrink. The upward adjustment of bank deposit rates has led to a tightening of the company’s capital chain and the conservativeness of the upstream and downstream industries. Under the influence of these comprehensive factors, the overall decline in the home appliance industry as a whole is irreversible, and the overall negative growth of the terminal market is difficult to violate.
However, the current negative growth of the industry has reached a rational stage after the Great Leap Forward, compared with the industry growth rate of more than 20% two or three years ago. "2,3 years ago in the home appliances to the countryside, energy-saving Huimin, home appliances trade-in and other industry policies, the demand for home appliances is excessive overdrafts." Han Yu said.
In the first half of the home appliance industry, Liu Heqing, a senior industry observer, analyzed in an interview with the National Grid of China, “The big downturn in the industry is irreversible, and companies cannot do anything against them unless they are prepared and deployed. ". However, Liu Heqing believes that the pattern of ice, washing, air, and large white electricity industries will not change, and market demand will be constant. In the past, during the policy period, large and small enterprises were mixed and the market has entered the phase of automatic elimination. This situation is very beneficial to big brands.
From the data monitored by Aowei, Haier’s performance in the first half of the year was relatively outstanding. At the time of shrinking competition, the Haier’s air, ice, and sanitation operations had an overall increase in inverse market performance. Among them, Haier's refrigerator market share remained at the same time as the second place while maintaining its first place. Haier's own air-conditioner also increased slightly from the same period last year. Gree’s overall market performance in the first half of the year was also relatively stable, and the domestic market maintained the level of the same period last year.
Flat-panel TV prices continue to fall Black Enterprise profits or eroded White goods market in the first half of the overall decline in the trend of the same in the black market, according to Ovi Consulting's retail channel data, flat-panel TV retail sales continued to decline after 6 In the two weeks since mid-month, retail sales have finally seen a long-lost increase, increasing by 2.3% and 11.6% respectively over the previous two weeks, a year-on-year increase of 12.5% ​​and 53.1%. However, the LCD TV price index has been falling since the beginning of this year. As of late June, the overall price index has fallen by about 27% from the beginning of the year, and the foreign brand price index has dropped by more than 30%.
Based on this, it was determined that the sales profits of black power companies in the first half of the year were eroded by the decline in product prices However, since the first half of this year, TCL, Konka, Hisense, Skyworth and other mainstream domestic color TV operators have substantially increased the proportion of smart TVs, as a breakthrough in gaining profits. Guodu Securities analyst Yang Zhigang told the China National Grid that in the second half of the year, under the favorable factors of subsidies policy support and real estate sales growth, TV domestic sales are expected to continue to pick up.
Household appliance companies hope to reverse Han Hao and Liu Heqing in the second half of the year and believe that the overall market performance of the home appliance industry in the first half of the year will be basically reflected in the semi-annual report of listed companies. “The first half of the year's performance is expected and scary,†said Liu Heqing, looking forward to The performance of a listed company can be stable, but it can be feared that the result that will be announced is beyond imagination.
Many CEOs of home appliance companies have recently stated that they hope to turn the industry in the second half of the year, but industry demand is still at a weak level. Liu Heqing believes that what companies need to do is grab rigid demand into their own bowls. At the same time, companies should pay more attention to upgrading and considering how to bundle energy-saving appliance subsidies and trade-in activities.
From the perspective of the capital market, Yang Zhigang believes that the reversal under the dual boost of valuation and profitability of the major appliance segments in the second half of the year remains very uncertain. The reversal or substantial turnaround of the major categories of household appliances depends on the successful bottoming out of the Chinese economy in the third quarter and on the success of the transformation of the Chinese economy into consumption in the future.
The negative growth of the white electricity market is not in violation of the leading performance or relative stability. According to statistics from Ovid Consulting, the overall sales volume of the domestic refrigerator industry fell by 12% year-on-year from January to June, and its sales decreased by 7% year-on-year. Both volume and volume are also negatively increasing, and air conditioner sales volume has fallen by more than 20% year-on-year.
Judging from the monthly market performance in the first half of the year, the industry entered the second quarter after it experienced the chilling months of January-March, and it began to pick up. In the Golden Week holiday and decoration season in May, the signs of warming in retail sales were even more pronounced, but entered 6 After the period of the energy-saving appliances policy layout in the month, retail sales fell back to zero, and the monthly warming in the first half of the year still fell short of the industry's overall decline.
Owen Consulting White Electrical Analyst Han Yong told the China National Grid that since the first half of the year, besides stimulating the weakening effect of domestic demand on home appliances to the countryside, some policies have continued in some provinces and cities. The home appliance industry is basically in the policy blank period. At the macro level, the downturn in the new purchases and reloadings in the real estate market has caused household appliances to shrink. The upward adjustment of bank deposit rates has led to a tightening of the company’s capital chain and the conservativeness of the upstream and downstream industries. Under the influence of these comprehensive factors, the overall decline in the home appliance industry as a whole is irreversible, and the overall negative growth of the terminal market is difficult to violate.
However, the current negative growth of the industry has reached a rational stage after the Great Leap Forward, compared with the industry growth rate of more than 20% two or three years ago. "2,3 years ago in the home appliances to the countryside, energy-saving Huimin, home appliances trade-in and other industry policies, the demand for home appliances is excessive overdrafts." Han Yu said.
In the first half of the home appliance industry, Liu Heqing, a senior industry observer, analyzed in an interview with the National Grid of China, “The big downturn in the industry is irreversible, and companies cannot do anything against them unless they are prepared and deployed. ". However, Liu Heqing believes that the pattern of ice, washing, air, and large white electricity industries will not change, and market demand will be constant. In the past, during the policy period, large and small enterprises were mixed and the market has entered the phase of automatic elimination. This situation is very beneficial to big brands.
From the data monitored by Aowei, Haier’s performance in the first half of the year was relatively outstanding. At the time of shrinking competition, the Haier’s air, ice, and sanitation operations had an overall increase in inverse market performance. Among them, Haier's refrigerator market share remained at the same time as the second place while maintaining its first place. Haier's own air-conditioner also increased slightly from the same period last year. Gree’s overall market performance in the first half of the year was also relatively stable, and the domestic market maintained the level of the same period last year.
Flat-panel TV prices continue to fall Black Enterprise profits or eroded White goods market in the first half of the overall decline in the trend of the same in the black market, according to Ovi Consulting's retail channel data, flat-panel TV retail sales continued to decline after 6 In the two weeks since mid-month, retail sales have finally seen a long-lost increase, increasing by 2.3% and 11.6% respectively over the previous two weeks, a year-on-year increase of 12.5% ​​and 53.1%. However, the LCD TV price index has been falling since the beginning of this year. As of late June, the overall price index has fallen by about 27% from the beginning of the year, and the foreign brand price index has dropped by more than 30%.
Based on this, it was determined that the sales profits of black power companies in the first half of the year were eroded by the decline in product prices However, since the first half of this year, TCL, Konka, Hisense, Skyworth and other mainstream domestic color TV operators have substantially increased the proportion of smart TVs, as a breakthrough in gaining profits. Guodu Securities analyst Yang Zhigang told the China National Grid that in the second half of the year, under the favorable factors of subsidies policy support and real estate sales growth, TV domestic sales are expected to continue to pick up.
Household appliance companies hope to reverse Han Hao and Liu Heqing in the second half of the year and believe that the overall market performance of the home appliance industry in the first half of the year will be basically reflected in the semi-annual report of listed companies. “The first half of the year's performance is expected and scary,†said Liu Heqing, looking forward to The performance of a listed company can be stable, but it can be feared that the result that will be announced is beyond imagination.
Many CEOs of home appliance companies have recently stated that they hope to turn the industry in the second half of the year, but industry demand is still at a weak level. Liu Heqing believes that what companies need to do is grab rigid demand into their own bowls. At the same time, companies should pay more attention to upgrading and considering how to bundle energy-saving appliance subsidies and trade-in activities.
From the perspective of the capital market, Yang Zhigang believes that the reversal under the dual boost of valuation and profitability of the major appliance segments in the second half of the year remains very uncertain. The reversal or substantial turnaround of the major categories of household appliances depends on the successful bottoming out of the Chinese economy in the third quarter and on the success of the transformation of the Chinese economy into consumption in the future.
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