家电行业承压前行，积极求变应对增幅放缓

和讯2025-07-16

近日，笔者翻阅家电行业主要企业财报，高速发展面临较大考验。2024年海信家电营收增速滑至近五年最低；创维、TCL财报中利润下降为共性特征。需求疲软、原材料成本高企、房地产关联业务拖累——这三重压力迫使行业需构筑竞争新优势。在此背景下，家电企业纷纷主动调整应对地产与海外市场变局，加速撕掉“硬件制造商”标签，向“智慧生活服务商”的战略转身。例如为应对地产与业务毛利下滑对利润构成影响，海信家电收购日本...

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