Forum of Special Topics
QIN Yu
Against the backdrop of a new round of technological revolution accelerating the digital transformation of traditional industries, China's home appliance industry is experiencing profound changes. Grounded in the context of industrial digital transformation, this paper focuses on how digital technologies reshape the supply-demand structure and operational logic of the home appliance industry. It systematically analyzes the internal mechanisms, practical progress, and major constraints of digital transformation in China's home appliance industry, revealing its significance in promoting industrial structure upgrading and transformation of development models. Employing an approach that integrates analysis with synthesis and unifies logical and historical perspectives, this paper conducts a comprehensive structural analysis of the evolution of China's home appliance industry in manufacturing systems, channel structures, factor allocation, product forms, and consumption patterns from both the supply and demand sides. The findings show that, on the supply side, manufacturing processes have been upgraded toward smart factories and new production models, improving efficiency and precision of production and meeting personalized customization needs; in sales, traditional channels are being upgraded while new channels are emerging, with social e-commerce growing swiftly; at the product level, terminals are becoming digitalized, intelligent, and system-oriented, forming product ecosystems; in terms of factor allocation, information platforms integrate the entire industrial process and promote intelligent matching between supply and demand. On the demand side, in the digital era, home appliance consumption demand is shifting toward intelligence and personalization, with consumption habits characterized by scenario-based usage and a greater focus on services; the emergence of new consumer groups further drives products toward intelligent and scenario-based development. Nevertheless, in the face of rapid digital technological advancement, China's home appliance industry still suffers from inadequate capacity for digital transformation, challenges in building digital ecosystems, and relatively outdated service concepts and models. Looking ahead, China's home appliance industry needs to accelerate digital transformation, innovate customer value, build “home appliance interconnection” platforms, and develop new sales channels and intelligent new retail scenarios, in order to achieve high-end, green-oriented and intelligent development.