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Midea and Hisense are both big players in HVAC business, with the proportion reaching 46%; Haier is the refrigerator, accounting for 30%; Gree is the air conditioner, accounting for 77%.Hisense, Gree, Midea, these enterprises that focus on air-conditioning products, the quarter with the most sales is not the hottest third quarter, but the second quarter, which subverts the cognition of the previous peak season in the third quarter, but should be from April to September.From the time point of view, in 2024, the activities of home appliance trade-in started slightly differently in different regions, but the new round of home appliance trade-in officially started in August and lasted until the end of the year.

Among them, it is worth mentioning that the sales of Gree Electric's third quarterly report was 147.4 billion yuan, down 5.39% year-on-year. This downward trend started from the interim report, and the third quarterly report further showed an aggravating trend.From the scope, in 2024, the old-for-new household appliances policy identified eight categories of household appliances, including refrigerators, washing machines, televisions, air conditioners, computers, water heaters, household cookers and range hoods.Hisense, Gree, Midea, these enterprises that focus on air-conditioning products, the quarter with the most sales is not the hottest third quarter, but the second quarter, which subverts the cognition of the previous peak season in the third quarter, but should be from April to September.

On December 7 th, the news showed that as of 24: 00 on December 6, 29.638 million consumers had purchased 45.85 million sets of eight categories of household appliances, driving sales of 201.97 billion yuan, of which sales of first-class energy-efficient products accounted for more than 90%.Among them, it is worth mentioning that the sales of Gree Electric's third quarterly report was 147.4 billion yuan, down 5.39% year-on-year. This downward trend started from the interim report, and the third quarterly report further showed an aggravating trend.It took 79 days for the national home appliance trade-in sales to exceed 100 billion yuan, and only 40 days from 100 billion yuan to 200 billion yuan, accelerating the release of updated consumption potential.