首页即时动态箭牌2025：双向突破，挑战进取

箭牌2025：双向突破，挑战进取

来源：家居百科时间：2025年12月31日 15:06

Arrow Group: Navigating Challenges in the Real Estate Industry Arrow Group: Navigating Challenges in the Real Estate Industry

Leadership enterprises never lack stories. But beyond the spotlight, there are many more.

As a leading enterprise in a niche market and a publicly listed company, the news of Arrow Group's performance growth always attracts attention.

But beyond this, this year we saw "pressure," which is the pressure felt by everyone in the real estate industry.

In 2022, Wu Xiaobo's channel wrote an article titled "When Bosses Enter the Psychiatric Department," saying that during the epidemic, all bosses were "suffering." However, looking back at 2022, you will find that it was very good. Compared to this year's pressure, it is clearly reflected in the busy schedule of the leaders.

In 2025, we found that the chairman of Arrow Home Group, Xie Yuerong, and the vice president of the board, Xie Wei and Lu Jinhui, Yang Weihua, and other group executives appeared in the Arrow stores across the country at a higher frequency than last year, basically every month. In the Anjie Home in Beijing, in the Arrow store in Harbin, Heilongjiang, in the building materials city in Changsha, Hunan, the frequency is several times that of last year. They touched the glaze of the toilet, bowed to check the circuit of the intelligent toilet, and asked the store manager "where do we need to improve?" and listened to the reasons for the customer's hesitation.

This is not only to personally feel the change of water temperature, but also to understand the most realistic market situation and trends. Another is that in this period, the bosses must regard themselves as a "start-up company," actively respond to market changes, and actively embrace change.

Channel from "Broad Distribution" to "Depth Cultivation"

Pressure is most directly reflected in numbers.

From January to November 2025, the cumulative sales of national-scale building materials and home improvement stores reached 1,323.185 billion yuan, a year-on-year decrease of 3.24%. In November, the sales were 129.631 billion yuan, a decrease of 12.85% month-on-month and a decrease of 5.75% year-on-year. The main reason is insufficient effective demand, that is, the lack of purchasing power of ordinary families.

What is the reason for insufficient effective demand? We just need to look at a data: the proportion of family disposable income in GDP. The data shows that China's family disposable income accounts for only 43% of GDP, far below the global average level of 60%. This means that when a family is in front of the decoration budget, they will repeatedly weigh and cancel the 'non-essential upgrade' and choose more cost-effective brands.

In this economic and social cultural context, the mass consumer goods/scale consumer goods enter the downward channel of price, and the market will appear "first come, first served, everyone suffers" shrinkage competition,俗称“内卷”

Due to the oversupply of intelligent toilets in recent years, the value of big brand intelligent toilets has fallen by 700 yuan during the Double Eleven. To know that the factory price of the largest subcontracting factory in Chaozhou is only 600 yuan. Therefore, when the product is no longer scarce, and when the channel efficiency cannot kill the brand, the brand becomes more scarce.

This is why in the past, dealers had to select from hundreds of brands, but this year they only need to choose 3 out of 1, because brand value has begun to play a real role. When the market becomes cautious, both dealers and consumers are more likely to choose brands that give them a sense of security. Arrow, with its long-term accumulated brand recognition, channel strategy, and iterative products, has become the "safety card" that is chosen.

In the first three quarters of 2025, although Arrow's overall revenue fell, the net profit attributable to owners increased by 1.74%. At the same time, under this overall pressure, structural changes are taking place: retail channels have shown strong resilience. In the first three quarters of the domestic retail market, revenue increased by 4.54%, with the growth rate in the third quarter reaching 7.86%, becoming the core driving force for performance.

Behind this is Arrow's focus on channel improvement in the past two years: improving "store efficiency." According to a public report, as of the end of 2024, Arrow Home Group has more than 20,000 terminal stores across the country, which is the foundation of a large market network. But in addition to quantity, quality has become the core issue in the new cycle.

For consumers today, they have already made a choice before entering the store, and the only thing they want to experience is a more real tactile sensation. Under this change, both brands and dealers need to make transactions lighter, fulfillment more standardized, and retail more centralized, so that customers can stay in the store or in the WeChat friends. Therefore, it is imperative to improve the survival and output capacity of single stores.

For Arrow, a leading enterprise with a deep channel network, this is both an opportunity and a test of whether it can truly transform its遍布全国的 stores into efficient and reliable service touchpoints.

In Changde Anxiang County, Hunan, in the "Renovation" subsidy activity participating in the store publicity released by the local business bureau in 2025, the authorized Arrow stores are listed. Although this is a small aspect, it proves the real existence of its channel network in the county market.

Product opens up "Blue Sea" in the "Red Sea"

When the channel struggles to grasp the existing market, the mission of the product is to stand out in the fierce homogenization competition.

In the first half of 2025, Arrow's intelligent toilet revenue increased by 4.2%, and its revenue share increased. Research and development expense ratio from 3.44% in 2021 to 5.45% in the first three quarters of 2025.

The level of product power must be tested in a public coordinate system. In August 2025, the Hebei Provincial Consumer Rights Protection Committee issued a comparison test report on intelligent toilets. The test was conducted on 8 well-known brands at random from offline physical stores, including Arrow, TOTO, and Kohler. The report shows that all samples meet the national standards, and there are differences between brands in some key indicators.

In this "physical examination report," Arrow's products (model AKB1332L) showed their solid fundamentals: the results of antimicrobial and bactericidal rate are all greater than 99%, ranking first; the pad anti-mold grade also reached the optimal 0 level. This provides technical support for its "Healthy Bathing" proposition.

The evolution of products is not only the iteration of technology, but also the evolution of interaction logic.

In the second half of 2025, Arrow became one of the first ecological partners of Hongmeng, completing the key step from "me" to "ecological enterprise."

This is also the new narrative of the next stage of bathroom. Unlike the tile category, "bathroom + AI" will jump out of the traditional and turn to the home appliance direction with more "Internet of Things" capabilities. Just like the smart shower Zhiyu Jingying jointly released with Hongmeng, focusing on the core pain point of "intelligent cold water drainage," which can be controlled remotely through the APP, and联动发布的雷达浴霸in advance whether hot water needs to be prepared, and clean the cold water in advance, so that the user returning home does not need to wait and can wash away the fatigue.

This is also Arrow's future strategic direction, "AI will be the core engine that drives Arrow from 'smart' to 'intelligent'." Arrow Home Group vice president, Xie Wei revealed.

From Delivery End Point to Value Starting Point

The transformation of channels and products ultimately needs to be completed at the consumer end. In the era of stock, the end of the transaction is the beginning of the brand relationship. Arrow anchors its 2025 service strategy on the word "renovation."

Arrow "Renovation 4.0" one-stop service system aims to the huge existing housing renovation market, providing a full-process service from the removal of old products, water and electricity transformation to the installation of new equipment. And, this service coordinates with the "replacement for new" policy, through the叠加of national subsidies and brand subsidies, reducing the consumer's decision-making threshold.

The standardization and specialization of services are the key to its implementation. According to Arrow's public data, the number of service providers across the country has exceeded 1,500, with urban coverage reaching 100%. More importantly, the company has established the first product technology training center in the industry, systematically training, examining, and certifying installation service personnel, and implementing the "qualification for employment" system. This aims to solve the long-existing service standardization problem in the home appliance industry, trying to make every visit a plus point for brand value.

A high-quality business gene needs to be tempered a thousand times.

In the end of 2025, the T3 Terminal of Guangzhou Baiyun International Airport was put into operation, and Arrow, as the only supplier of bathroom system solutions, showed its diversified engineering and scenario capabilities. This is the result of Arrow's exploration over the past 30 years, formulating solutions for water, health, and people.

In 2025, for Arrow and the entire home appliance industry, the theme is no longer expansion, but response.

Everyone is a warrior. From the founder to the executives on the front line, to ecological opening, channel penetration, product iteration, and service focus on renovation, Arrow's response is to align the course, actively attack.

In the storm, the real navigation is not to fight against the wind and waves, but to adjust the sails, catch the forward momentum in every crevice, and always believe that home, this oldest container of humanity, is always worth being better built and protected.