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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%.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 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.

Specifically, Haier Zhijia's sales in the first three quarters were 68.98 billion yuan, 66.62 billion yuan and 67.4 billion yuan respectively; Hisense's household appliances were 23.49 billion yuan, 25.15 billion yuan and 21.94 billion yuan respectively; Gree Electric is 36.6 billion yuan, 63.7 billion yuan and 47.1 billion yuan respectively; Midea Group is 106.5 billion yuan, 111.6 billion yuan and 102.2 billion yuan respectively.Specifically, Haier Zhijia's sales in the first three quarters were 68.98 billion yuan, 66.62 billion yuan and 67.4 billion yuan respectively; Hisense's household appliances were 23.49 billion yuan, 25.15 billion yuan and 21.94 billion yuan respectively; Gree Electric is 36.6 billion yuan, 63.7 billion yuan and 47.1 billion yuan respectively; Midea Group is 106.5 billion yuan, 111.6 billion yuan and 102.2 billion yuan respectively.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%.

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.References: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%.