White prices rose across the board, Gree Gree Haier into a big winner

Recently, Zhongyikang released a research report that the sales price of each product in the white goods market will show a rising trend in 2018. According to the monthly monitoring data of Zhongyikang Line: From January to October 2017, the average retail price of refrigerators in the market year-on-year An increase of 12.9%, reaching 3689 yuan; washing machine retail average price rose 10.4% to reach 2,632 yuan; air-conditioning retail sales price rose 6.7%, reaching 3764 yuan.As for the kitchen and electrical appliances, hundreds of kitchen and electrical related brands have repeatedly to the channel Letter prices.

Driven by price hikes, air conditioner sales in 2017 surged over 30% YoY in 3Q10, making it the single highest-performing item in all appliance categories. According to the China Air Conditioning Industry Report 2017 Said the "report") shows that in 2017 China's air conditioner market retail sales and retail sales reached 57870000 units and 198700000000 yuan, a year-on-year growth of 27.4% and 32.4% respectively, both production and sales scale hit a record high .In hot weather driven In July 2017, the retail sales of air conditioners in a single month approached 10 million units, an increase of more than 40% over the same period of the previous year, which was rare over the years.

Gree, the United States, Haier and other white giants to become big winners.Dongming Zhu, chairman of Gree recently in Zhuhai '2018 and Island New Year Forum' speech revealed that in 2017 Gree revenue will reach about 150 billion yuan, profit of about 20 billion Yuan, profit margins will hit a new high, reaching 15% .According to the United States and Qingdao Haier third quarter 2017 report, the first January to September revenue reached nearly 187 billion yuan, net profit of nearly 15 billion yuan, net profit rose 17% ; The latter revenue nearly 120 billion yuan, net profit of nearly 5.7 billion yuan, an increase of 48%.

The high growth of performance also made these three giants highly sought after in the capital market. The shares of Midea, Haier and Gree in 2017 have risen by 102%, 94% and 86% respectively, with the market cap exceeding 300 billion yuan, 100 billion yuan and 2000 respectively Hundreds of millions of dollars, of which the United States also several times listed on the Shenzhen Stock Exchange listed 'first market capital' throne.

The industry expects that the average price of white goods in 2018 probably will continue to rise substantially. On the one hand, rising price factors such as labor costs and rising raw material costs will not disappear in 2017 on the one hand. On the other hand, consumer upgrades and smart transformation Under the high-end products into the mainstream market, which have laid the tone of prices.

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