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New concept for household appliance consumption: pursue grandeur and beauty, and embrace "true intelligence"! | World Research Consumption Index Brand List Vol. 100

世研大消费指数2026-01-27 16:13
In the AI-driven health transformation of the home appliance industry, Midea, Gree, and Panasonic are leading the way.

As the market growth rate slows down and consumption becomes more rational, the traditional growth logic of "trading price for volume" is no longer sustainable. Leading brands are turning their attention to the in - depth exploration of technology and strategic transformation. AI empowerment, health concepts, high - end layout, cross - border integration... These keywords are reshaping the competitive landscape of the household appliance industry.

This issue of the Shiyan Index list focuses on the household appliance industry. Through the popularity index, it takes you to gain insights into this wave of industrial transformation driven by technology and guided by strategy.

Image source: Shiyan Consumption

During this monitoring period, Midea, Gree, and Panasonic ranked in the top 3 of the list with comprehensive popularity indexes of 1.92, 1.71, and 1.68 respectively.

Exploring true intelligence with AI + health, driving brands towards technological innovation in air outlet forms and energy - saving algorithms

Looking at the segmented tracks, in the face of the "trading price for volume" trend in the household air - conditioning market, mainstream brands are building new growth engines through product innovation and technological breakthroughs.

Among them, Midea, which topped the list, recently launched its 2025 strategic new product for household use, a dual - outlet central air - conditioner. With its subversive innovation in air outlet form and breakthroughs in scenario - based technology, it brings users a brand - new comfortable experience. The new product quickly detonated the market upon its launch. Gree, whose ranking rose by six places, held a new product tasting event in Baotou, highlighting its photovoltaic household air - conditioners and the AI Cool King series of air - conditioners, which are driven by the dual engines of "AI + energy - saving", conforming to the dual trends of low - carbon life and intelligent control.

Haier focuses more on the construction of a whole - house air solution. It held its annual opening conference for the air industry in Zhengzhou, releasing three major products: the Yunxi air - conditioner, the Smart Wind series, and the Air - Washing series, emphasizing "strong cooling, strong heating, and high energy efficiency", "AI human - sensing technology to avoid direct blowing", and "ion air - washing technology" respectively. At the same time, it was the first to release the industry's first group standard for AI air - conditioners, defining the boundaries of "true intelligence" and laying the foundation for the intelligentization of the whole - house air solution.

This shows that "intelligence" and "health" have become the key words for product positioning. Mainstream brands are actively deploying AI human - sensing technology, air purification functions, energy management systems, and even integrating technologies such as photovoltaics and the Internet of Things across industries to build differentiated competitiveness.

Against the backdrop of the slowdown in industry growth, high - end and cross - border strategic transformation drives brands to achieve reverse growth

Judging from the popularity of the listed brands and the financial data released during the same period, it reflects the in - depth trends of corporate strategic transformation and business adjustment.

Take Skyworth, whose ranking rose by five places, as an example. This month, it released its 2025 mid - term performance report, with an overall revenue of 3.6264 billion yuan, a 20.3% increase compared to the same period. Notably, the main driving force for growth did not come from traditional home appliance business but from the outstanding performance of its new energy business, indicating the remarkable effect of the brand's strategic transformation. This reflects a common choice among a group of home appliance enterprises: in the context of the slowdown in the growth of their main business, they are looking for a second growth curve through cross - border layout.

On the other hand, high - end positioning has become the core strategy for leading enterprises to resist the industry cycle and improve profitability. Haier Smart Home's semi - annual report and Gfk Zhongyikang data show that Casarte is the only high - end brand that achieved positive growth in all categories in the first half of the year. This achievement is particularly prominent against the backdrop of the overall slowdown in the industry, highlighting its differentiated competitiveness built on original technology and scenario solutions. Hisense's mid - term performance disclosure shows that from January to August 2025, the global shipment volume of TCL Mini LED TVs increased by 124% year - on - year, and the shipment volume of large - screen TVs of 75 inches and above increased by 138%. The high - end strategy has also achieved obvious results.

Explanation of the list

The Shiyan Consumption Compass series of index reports is a consumption index evaluation system independently developed by the Shiyan Index. This series includes major lists such as the "Brand Consumption Popularity Index List", the "Industry Consumption Heat Index List", the "Product Consumption Heat Wave Index List", the "Consumption Popular Event List", as well as extended list reports within the corresponding scope. It aims to objectively and truly present the trend characteristics of the consumption world through index evaluation, help the industry and brand owners continuously track consumption market trends, provide references for enterprise operations, and enhance comprehensive business competitiveness.

The Shiyan Consumption Compass series of index lists continuously monitors the following industries:

3C digital products, footwear, clothing and accessories, food and fresh products, household appliances, sports and outdoor products, beauty and cleaning products, mother and baby products, home decoration, automotive consumption, toys, models and musical instruments, pet products, and medical health, a total of 12 major industries.

Image source: Shiyan Consumption

Disclaimer

This list is independently compiled by the Shiyan Index. The views, conclusions, and suggestions in the list are for reference only and do not represent any specific investment advice or decision - making basis.

The calculation of the list data combines public data from mainstream platforms and data accumulated on the Shiyan Big Consumption Platform under the ZDM Technology. We have taken reasonable measures to ensure the reliability and accuracy of the provided data as much as possible, but we cannot rule out some errors or deviations due to the limitations of the data itself. In addition, some of the data in this report has not been formally audited by an independent third - party auditing institution, so there may be unrecognized errors or omissions. It is especially reminded that the market situation may change at any time, so the forecasts, analyses, and conclusions in the report may differ from the actual situation.

Any third - party names, brands, or products mentioned in the report are for illustrative purposes only and do not constitute recognition or recommendation of them. Any mention of these third parties should not be regarded as any form of endorsement or recommendation. The copyright of the report belongs to ZDM Technology Group and the Shiyan Index. It shall not be reproduced or distributed without permission. ZDM Technology Group and the Shiyan Index shall not be liable for any losses or damages caused by the use of the information in this report.