"Zvinotendwa kuti kukwidziridzwa kwehungwaru kwenzvimbo yekugezera kwave tsika isingachinjike."Gumiguru 26, neChinese Household Electrical Appliances Association kutungamira, China Power Grid yakabata "uchenjeri - kuporesa - nakidzwa nenzvimbo 2023 China's intelligent sanitary ware industry summit forum" yakaitirwa muFoshan, China Household Electrical Appliances Association, mutevedzeri wemutungamiri weZhu Jun. , yakataura kuti, seyakangwara sanitary ware system iri pakati pechigadzirwa chimwe chete, chimbuzi chakangwara mumakore maviri ekutanga edenda mumamiriro ezvinhu akakosha, indasitiri inoenderera mberi ichiwana anopfuura mamirioni gumi emayuniti ekugadzira maviri akateedzana. makore, izvo zvinoratidza kuti musika une hutano uye wakasimba, chigadzirwa chakazivikanwa nenhamba yakati yevatengi, "Ndinotenda kuti huchenjeri kuvandudzwa kwenzvimbo yehutsanana kwave kusingadzoreki."
Sanitary ware indasitiri ine hutsanana ceramics, faucet Hardware, imba yekugezera makabati, mabhavhu uye zvimwe zvigadzirwa.Sanitary ceramics inosanganisira bidet, squatting toilet, urinal, bheseni, nezvimwewo;faucet hardware inosanganisira showerhead, faucet, floor drain, uye pendant.
Sanitary ware indasitiri 200 bhiriyoni pamusika, chimbuzi che 40 bhiriyoni core single product.2021 China sanitary ware musika saizi ye204.6 bhiriyoni yuan, 2017-2021 musanganiswa wepagore kukura kwe5%, indasitiri yapinda mudanho rekukura rakagadzikana.Nechikamu, faucet Hardware / sanitary ceramics / yekugezera imba yekugezera kabati / yekugezera yekugezera musika yakaverengerwa 45% / 26% / 16% / 12%.Pakati pavo, iyo commode (bidet uye squatting toilet) ihuwandu hwehuwandu hwehuwandu hwechinhu chimwe chete, hukuru hwemusika hunosvika mabhiriyoni makumi mana emayuan, kupatsanura huwandu hwemutengo, mutengo wecommode maererano neWrigley, retail. fekitori avhareji mutengo weanosvika 800 yuan, avhareji mutengo wepurojekiti fekitori mutengo weavhareji wemutengo ungangoita 300 yuan;huwandu hwedu hwekuyera hunoenderana nekufungidzira: 1) yekugara-yemhuri imwe chete inotsigira nhamba ye1.5 zvimbuzi;2) chimbuzi chechipiri-ruoko re-kuisa zvakare mwero we80%;3) stock yekugara makore gumi nemashanu ega ega kuti adzoserwe kamwe chete chimbuzi, huwandu hwechimbuzi, nhamba yevanhu vanoda kudzoserwa kamwe pagore, nhamba yevanhu vanoda kudzorerwa kamwe chete pagore.Chimbuzi chekuisazve chigaro che80% mudzimba dzakamboshandiswa;3) masheya edzimba dzekugara anofanirwa kudzoserwa kamwe chete pamakore gumi nemashanu, uye 80% yevashandisi vanosarudza kugadziridza chigaro chechimbuzi, kuitira kuti kudiwa kwekugara kwechigaro chechimbuzi muna 2022 kungangoita mamirioni makumi mana neshanu seti, uye isu tinotarisira izvozvo. izvo zvisiri zvekugara (kusanganisira zvikoro, zvipatara, zvivakwa zvemahofisi, nzvimbo dzekutengesera, nezvimwewo) zvichange zvichisvika miriyoni gumi seti, izvo zvinozokonzera kudiwa kwese kwechigaro chechimbuzi chinosvika 55 miriyoni seti.Pachimiro chekudiwa, muna 2022, chikamu chedzimba nyowani / chechipiri-ruoko dzimba / hetare yekugadziridzwa kwekugara / kusiri kwekugara kudiwa kuchave 30%/7%/45%/18%.
Bathroom yakangwara kupinda yakawedzera, ichityaira indasitiri kuti ikurumidze zvakare.Zvigadzirwa zvehutsanana zvine hungwaru zvinonyanya zvinosanganisira chimbuzi chakangwara, thermostatic shower (yekugezera sikirini), yakangwara yekugezera girazi, yakangwara yekugezera hita, tabhu yakangwara uye zvimwe zvigadzirwa.Mumakore achangopfuura, kudiwa kwe smart sanitary ware B-side uye C-side kwave kuwedzera: 1) chiyero chekutsigira cheB-side yekushongedza dzimba chiri kuramba chichikwira, sekureva kwaAowei, muna 2022, mwero unotsigira wekushongedza kwechimbuzi. iri 28.5%/yoy + 3pct, chiyero chinotsigira chekushongedza chidzitiro chekugezesa ndeye 76.1%/yoy + 6.4pct, uye chiyero chinotsigira chekushongedza tabhu ndeye 71.9%/yoy + 1.7pct;2) kunwiwa kweC-side kuri kukura nekukurumidza, sekureva kwaJiuqian, muna 2022, Tmall ichavhura nhevedzano yezvigadzirwa zvemhando yekugezera, zvinosanganisira chimbuzi chakangwara, thermostatic shower (bath screen), smart bath mirror, smart tabhu nezvimwe zvigadzirwa.Jiuqian, iwo maviri akangwara emakamuri ekugezera ane akanyanya kutengesa paTmall muna 2022 akangwara chimbuzi / smart shower, uye iyo GMV musanganiswa wekukura mwero we smart chimbuzi muna 2017-2022 i23% zvakateerana.Kukwidziridzwa kwekupinda kwehungwaru kunogona kusimudzira kudiwa kwekutsiva imba yekugezera, nepo mutengo weyuniti yezvigadzirwa zvehungwaru zvekugezera wakakwira pane zvakajairwa zvigadzirwa, kutyaira indasitiri yekugezera muchikamu chitsva cheBathroom chikamu uye mamwe emhando yemidziyo yemumba yakafanana: 1) kumusoro kwemvura. mari yemidziyo yakaverengerwa chikamu chepamusoro (kunyanya ivhu mbishi, glaze zvinhu, gypsum poda, mhangura, girazi nehuni, nezvimwewo), zvigadzirwa zvekugezera gross margin ichakanganiswa nekushanduka kwemitengo yezvinhu, asi nekuti kudzika kunonyanya yakasungirirwa kumutengesi, inogona kuendeswa kuburikidza nekuguma-chigadzirwa mutengo unowedzera;2) kudiwa kwakadzika kunonyanya kudiwa kwekugadziridzwa kwekugara, yeindasitiri yezvivakwa, iyo real estate kutenderera, yakakanganiswa nesimba guru reiyo real estate kutenderera.Real estate cycle inokanganiswa zvakanyanya.
Chikamu chekugezera chakasiyana nemamwe mapoka emidziyo yepamba: 1) Chimiro chekudzika kwemvura chakanyanya kuomarara: mukuwedzera kune kudiwa kwedzimba nyowani nedzimba dzekare, kudiwa kwekuvandudzwa kwekugara uye kusiri kwekugara (kusanganisira zvikoro, zvipatara, zvivakwa zvemahofisi, nzvimbo dzekutengesera, nezvimwewo) zvinoverengera chikamu chepamusoro chekuti kudiwa kwekuvandudzwa kwenzvimbo dzekugara kune chikamu chepamusoro chinobva mukupfupika kwekuvandudza mbiya yechimbuzi.Izvi zvinonyanya kudiwa pautsanana hwemhando yekugadzirwa kwemachaneli akawanda uye kugona kubatanidza traffic.2) Kusimba kwemhando yemhando: sanitary ware ndechimwe chezvikamu zvishoma zvezvigadzirwa zvemumba zvine chiratidzo chechiratidzo, uye kune mhedzisiro yemhando.Zvinoenderana ne "2020 China Sanitary Ware Purchase Sarudzo Yekutsvagisa Chirevo" neCeres Competitive Intelligence Research Institute, vatengi vanotora mutengo-kushanda, mhando, basa, mushure mekutengesa sevhisi uye dhizaini sezvinhu zvishanu zvepamusoro zvekuita sarudzo kana uchitenga zvigadzirwa zvehutsanana.Kusimuka kwehungwaru hwehutsanana mumakore achangopfuura kwakasimbisa kuvimba kwevatengi pamhando dzehutsanana, uye vatengi vari kuda kubhadhara imwe mhando yemhando yepamusoro kuti vaone kugadzikana kwekushanda, ukuwo kushanda kwakasimba kwekuchengetedza nenguva uye mushure mekutengesa sevhisi zvinodiwa. zvakare yakawedzera, mukuwedzera, hutsanana ceramics zvigadzirwa zvakare zvine imwe dhizaini aesthetics zvinodiwa, izvo zvinoda kuenderera mberi kwekudyara mukutsigira mhando.
(3) mhanyisa kudzoreredza kutenderera: kusimuka kwehungwaru hutsanana ware kwakawedzera kutenderera kutenderera kwechikamu chehutsanana, kunyanya kubva pazvinhu zvitatu: 1) hungwaru kutsiva chigadzirwa;2) yakangwara sanitary ware replacement cycle ipfupi (ine chekuita nekugadzirisa kutenderera kwezvinhu zvinoshanda);3) kubva kudivi rekupa, hungwaru hutsanana ware inofanirwa kuramba ichishanda ichienderera mberi kusimudzira, iyo chigadzirwa innovation kutenderera ipfupi, maererano neAowei Yun.com, mhando dzemhando dzehungwaru chimbuzi chakabatanidzwa muchina chigadzirwa chimiro mukati megore rimwe, zvigadzirwa zvitsva. yakaverengerwa 1/3.4 Zvigadzirwa zvitsva zvakaverengerwa 1/3.5 Zvigadzirwa zvitsva zvakaverengerwa 1/3 yezvigadzirwa zvitsva.4) Seti yakasimba yekutengesa: kana vatengi vachitenga zvigadzirwa zvehutsanana, kune chimbuzi chakasiyana sechigadzirwa chikuru chimwe chete, pamwe chete nedhishi rekugezera, hardware, makabati ekugezera uye mamwe seti ekuwedzera kwekutenga tsika. hunhu hwekutenga, maererano neAowei Yun.com, dhishi rekugezera, chimbuzi, musika wekugezera patani ine zvakafanana.
Nguva yekutumira: Zvita-16-2023
