
电子产品零售商Vijay Sales表示,尽管各类产品价格大幅上涨,但得益于广泛的分期付款(EMI)融资、高端产品需求持续以及由于夏季延长导致空调销量意外激增,该公司仍预计旺季表现强劲。Vijay Sales董事Nilesh Gupta表示,零售商预计旺季期间销售额将增长20-25%,而销量可能增长5-8%。他补充称,九夜节(Navratri)开局强劲,消费者需求持续,这让公司对杜塞拉节(Dussehra)和排灯节(Diwali)的销售充满信心。
Electronics retailer Vijay Sales expects a strong festive season despite significant price increases across product categories, helped by widespread EMI financing, continued demand for premium products and an unexpected surge in air-conditioner sales due to extended summer conditions. Nilesh Gupta, Director at Vijay Sales, said the retailer expects 20-25% value growth during the festive season, while unit sales are likely to rise by 5-8%. He added that the strong start to Navratri and continued consumer demand provide confidence for both Dussehra and Diwali sales."
“我们预计杜塞拉节会非常好,我认为随后排灯节也会不错,”Gupta说,并补充道:“我们今年在排灯节期间至少会看到20-25%的增长,这是最低预期,”而销量增长预计将保持在个位数。Gupta表示,消费者主要通过更长期限的分期付款方案吸收了价格的大幅上涨。过去六个月,手机价格上涨了近40%,笔记本电脑上涨了25-30%,电视机上涨了8-10%,但融资选项防止了需求出现显著放缓。
We expect a great Dussehra, and I think followed by a good Diwali also," Gupta said, adding "we'll see at least a growth of 20-25% this year minimum in Diwali," while unit growth is expected to remain in single digits. Gupta said consumers have largely absorbed sharp price increases through longer-tenure EMI schemes. Mobile phone prices have risen nearly 40% over the past six months, laptops by 25-30%, and televisions by 8-10%, but financing options have prevented demand from slowing meaningfully.
根据Gupta的说法,Vijay Sales有75-80%的购买是通过分期付款完成的,无论是通过信用卡还是消费金融。“消费者不会受到利率上涨的影响。受影响的是制造商和零售商的盈利能力,”他解释道,说明品牌和零售商承担了大部分融资成本。另一个意外的推动力来自十月份高于正常水平的气温,这在第一季度表现平平之后提振了空调销量。
According to Gupta, 75-80% of Vijay Sales' purchases are financed through EMI, either via credit cards or consumer finance. "Consumer will not get affected by the interest hike. What will get affected is the profitability of the manufacturer and the retailer," he said, explaining that brands and retailers absorb most of the financing cost. Another unexpected boost has come from higher-than-normal temperatures during October, which have lifted air-conditioner sales after a softer first quarter.
古普塔表示,夏季天气的回归已成为我们行业的额外收益,空调销售对节日需求的贡献显著。虽然由于售价上涨,价值增长预计将超过销量增长,但古普塔表示,零售商在纳瓦拉特里节前几天也录得了销量的 modest 增长,表明底层需求健康。在各产品类别中,古普塔预计扫地机器人将成为今年的突出节日热销产品,与空气炸锅一起成为快速增长的家电品类,尤其是在大都市地区。完整访谈内容请见:
Gupta said the return of summer-like weather has become a bonus to our industry, with AC sales contributing significantly to festive demand. While value growth is expected to outpace unit growth because of higher selling prices, Gupta said the retailer has also recorded a modest increase in unit volumes during the first few days of Navratri, indicating healthy underlying demand. Among product categories, Gupta expects robotic vacuum cleaners to emerge as this year's standout festive product, joining air fryers as fast-growing home appliance categories, particularly in metro cities. For the full interview,