Driven by the dual promotion of policy dividends and AI technology, the home decoration industry is entering a critical period of transformation.
Recent industry trends have revealed a lot of information worthy of attention.
From the perspective of macro data, the consumer market is showing a rebound trend.
The latest data from the National Bureau of Statistics shows that from January to February 2026, retail sales of furniture products increased by 8.8% year-on-year, and household appliances and audio-visual equipment increased by 3.3% year-on-year. Home decoration consumption showed strong recovery momentum.
This growth is due to the 250 billion yuan of ultra-long-term special government bonds proposed in the 2026 Government Work Report to support the trade-in policy of consumer goods.
As the real estate market enters the era of stock, the industry has shifted from relying on “new housing dividends” to “driven by old renovations.” The renovation of existing housing and urban renewal have become new engines of market growth.
The Building Materials Industry Prosperity Index (MPI) in March was 129.8 points, higher than the critical value of prosperity, and the market demand side has recovered well.
In terms of quality supervision, during the “315” period, some chaos in the home decoration industry was exposed, such as “low-price diversion, malicious addition of items, water leakage”, etc.
The industry is accelerating its transformation towards “quality delivery, transparent quotation, and standard construction”.
The Home Decoration Industry Chain Quality Technology Innovation Consortium, led by the State Administration for Market Regulation, released its first “report card” and developed and launched the “Home Decoration Intelligence” intelligent body and air quality prediction tool to promote the transformation of home decoration quality control from “post-processing” to “pre-prediction” in an intelligent and preventive model.
In terms of industry trends, the 55th International Famous Furniture Exhibition (Dongguan) revealed four core trends.
Emerging consumer sectors are exploding, with segments such as seniors, pets, trendy toys, and intelligence becoming the focus. As the aging of the population accelerates and the “other economy” heats up, many companies are attracted to deploy.
AI + deepens the intelligence of the whole house. Brands such as Huawei Hongmeng Smart Home have demonstrated new experiences in intelligent spaces. Furniture has moved from “device networking” to “ecological intelligence”. When combined with AI large models, the semantic understanding and proactive service capabilities of smart homes have been significantly enhanced.
Green and low-carbon transformation is accelerating, and the building materials industry is building “six-zero” factories to promote the industry-wide transformation to green and low-carbon.
Capacity management is also accelerating, and the cement industry is optimizing the industry ecology through methods such as adding production lines and replacing and exiting production lines.
In terms of corporate dynamics, e-commerce channels performed well.
Data from the fifth “Factory Opening Festival” of JD Building Materials shows that within 28 hours of the event, the transaction volume of all categories increased by more than 100% year-on-year, and more than 50 categories increased by more than 200%, reflecting the concentrated release of consumer demand for high-quality and cost-effective products.
Leading enterprises have upgraded their strategies. Beijing New Construction Building Materials has launched a new Dragon brand to provide green building materials system solutions; Conch Cement has achieved net profit growth by relying on cost control and green technological transformation during the industry downturn; Zhongfu Shenying has launched the world’s first SYT80 (T1200 grade) ultra-high-strength carbon fiber, marking that my country’s high-performance carbon fiber technology has entered the international advanced ranks.
Leading companies in the industry are shifting from “selling products” to “selling smart life solutions” and are deploying in emerging markets such as whole-house intelligent systems, AI displays, and service robots.
However, in the context of existing market games, companies face the dilemma of high customer acquisition costs and low order transfer rates.
Experts pointed out that the core competitiveness in the future will shift to the integration of “design delivery and construction delivery capabilities”.
Replacing the traditional handicraft industry ecology through industrialization and information technology, and reconstructing the industry ecology based on “quality and value ratio” have become the key to the company’s breakthrough.
The industry is seeking breakthroughs through capacity management and green transformation to promote the entire industry towards high-quality development.
