Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Former executives of Zhiming have started a venture in Consumer-grade Siasun Robot&Automation, attracting a lot of investment from Dollar Funds.
① The party from Drony Technology informed the Star Daily reporter Guo Renjie that the departure information is true; ② The investors involved this time are all dollar-style Institutions, and their investment layout tends to focus on Asia Vets/Siasun Robot&Automation Sector.
Beijing Roborock Technology: The European market is shifting to a self-operated sales model, and online sales of washing and drying machines surged during the Singles' Day Sales | Insights from the Earnings Conference.
① The Chairman and General Manager Chang Jing stated that the year-end promotions combined with national subsidy policies this year have supported the overall development of the Industry, and the company's related sales are continuing steadily. ② Beijing Roborock Technology stated that the impact of tariffs in the USA has begun to show in the third quarter, but currently, the effect on the company's overall financial statements is relatively minor.
Increased sales expenses affected profits? Shanghai Flyco Electrical Appliance: Caused by the launch of multiple new products and increased investment in online promotion | Directly addressing the earnings conference.
① Feike Electric's Q3 net profit fell by more than 30%. Hu Ying, the company's financial director, said it was mainly affected by the company's strategic adjustment transition period and changes in the consumption environment; ② Feike Electric said that the year-on-year increase in the company's sales expenses was mainly due to changes in the market environment and the company's launch of more new products this year, increased launch and online promotion.
"Excellent students" DJI may enter the field of floor cleaning robots. Can siasun robot&automation, Ecovacs Robotics, and others still dominate the market?
①DJI has been rumored to enter the field of sweeping robots, and the company has stated that it will not comment; ②Several interviewees believe that DJI has technological advantages, but entering the market will take time, making it difficult to shake the market pattern in the short term; ③Currently, the overseas market has become the next battlefield for domestic sweeping robot manufacturers.
Tmall's november 11 shopping festival-related, unexpected outbreak of home appliances.
From platforms to enterprises, and then to the policy level, this year's singles' day sales is considered a very important topic to promote consumer spending and maintain growth. As a result, this year's singles' day sales has been quite significant for several years. For consumers, there are now more reasons to reignite their enthusiasm for consumption.