投资咨询业务资格:证监许可【2012】669号 "#$%& 家电线下销售端回暖趋势明显,空 调行业景气度上行 !"# $%&'()*+03088/012&34)*50006667 !0!3$0%&09( !"#$%!"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflT UVWXY1Z[\]^=&'(`abcӳeHfUg?OCKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä&'([-ÄKLã*åffiçéklèå[êëHíì=i-Äîïñ1-ÄÌÇóã&'(èob[-ÄåffiH7åffi1çékl7êò-Äô-= !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?O CKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä 1 ƒ"#$ $)*+,-./012345.6789:;<=9:>?9@ABCDE6FG5. H?9JKLMNO,-PQRSTUVWXY$$ZH?97[\]^_6!&*+H?9\]`abcde6f<9gh34ij6kl9ghBCDEXLMNOm6nopiqrstu,-vwxyz[|M]VWX~ıSÄÅaÇÉÑÖÜuáW6tâffi,-./@ãåt ,-./çéè|êëíìî6RSVWKïñRSm,-JòÇôöo8ÖÜ@õ6úùûS,-> ?:78ügh5. †°¢ùm£/§•¶ßo?®©™´¨ºX3&,-uÆØ]±ûO¥µ@±¿G5∏).)º%67|æø+†°5¿¡¬uNU6ffiƒy æêu†°6«,-Jò»!&… ®À5ÃÕŒ¨º6œ–—“”J»‘u5ÃJò’÷@õ °fÿ!0!3.0%.03–!–!3.0%.0)⁄¤‹›fi5∏0.%fl%6»~‡›fi~>·‚„„6‰ÂÊÁ„.3ËÈy_X ¤‹Íy›fi~΋:Ï‹:Ì‹›fif2∏ÓÔàÒE@ıX!0!3$Ú„%Û03.!)–0%.0!⁄¤‹Ùm= 9f<ghı[pˆ6Íy˜¯~,-:˘†˙ı[pffi˚76f¸FGK„03.9º%:„%fl.„)% %& ‚˝˛fˇ!",-./0125.6#°$34VW ‚%˛f2gh&' !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?OCKL1hijk lUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä&'([-ÄKLã*åffiçékl !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?O CKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä !"#$%&'()*+,-.*/012453 „–!&,-789@ABCDE6‘f()„„„fl*+6FGK„fl.)% ,3&]6%&…-‘,->?34ï∏.ffi„fl„9*+6pY$FS/?015∏„2.%% ,-=9f<gh34JX!0!35„65„%Û!0!!$„!&!º(–!0!3$%&!(7Ù5:Ùm()f¸80[E@ı6y9FGK„3.3%:K%.2% !"#$%&'()* +,#$-./0 =76; =7=7 =7=6 =7== =7=8 生产内销出口 月份去年去年去年 排产去年同同比同期同比排产去年同同比同期同比排产去年同同比同期同比期排产实绩期排产实绩期排产实绩 1月 905 1377 ------ 34.3130730.837856733.355932.352781034.977331.8%%%%%% 2月 1259 1033 21.997029.857441040.038349.968562310.058617.0 %%%%%% 3月 1751 1736 0.8%16218.0% 948 842 12.6 % 829 14.4 % 803 894 - 10.2 % 838 -4.3% 4月 1819 1682 8.1%1577 15.4 % 1097 873 25.7 % 777 41.2 % 722 809 - 10.8 % 764 -5.5% 6877 6677 ;77 :77 977 877 677 76<7=<78<7><79<76<7:<7@<7;<67<66<6=< :ffiqrstiu¤‹˜¯6,-ÇH?nopi ;t6H?J],-PQRSVW H?9!:3&ghde¶<6\]`abcdeXY$$ZH?7[\]^_6=>?@H?A¨BCDü\]E47+XF$*+H?f<9ghGJî¬6„–!&…ò˜HIf<$JF@3.2%:HKkl$JF@9.)%6¿GLMNdX3&f<ı[,4ij6OKf<:%PKf<80[ïQRguFG@A !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?O CKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä !"#$%AiCD*/0124 301234567&89:';<7=>?* HIJ =76; =7=7 =7=6 =7== =7=8 677 ;7 @7 :7 67 97 >7 87 =7 67 E9;FE9>FE>;FE>>FE8;FE8>FE=;FE=>FE6;FE6>FE;FE>FG6FG6FG66FG66FG=6FG=6FG86FG86FG>6FG>6FG96FG96FG66FG66FG:6FG:6FG@6F 7 HIMJ 193@A7BC9:';<7=>?DE* =76; =7=7 =7=6 =7== =7=8 >7 89 87 =9 =7 69 67 9 7 E@7FE67FE>7FE=7FKLG=7FG>7FG67F !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?O CKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä !"#$N/012455 ,-nopiqrst6Y$$SLMNO]LMTUV†uJ—PQ34WNX„–!&,-XYqr Z@A¿60[QRg@ı »PQLM:[m6˝\]”stâffi,-./^+@ãXM]ÉÑ_`a6bcde~ıSÄÅaÇÉÑÖÜu34VW6,-ÉÑuåtpÊ6RSf5úù0125. FGHIJKLMNPQR#$STUVW 89:; !"#$%& 空调具备较强安装属性,防疫放松下线下场景复苏消费秩序回归 '()*+,8 ./01234& BCDEFGHBCffi <=JKLMNOPQ <=BCRSTPUJKVWXYZ[ <=>?A !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?O CKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä !"#$%+,-.*/012456 ,-./gßçéè|êëíìîX]±û@±R|mh§öKMijù6!0!!$k%£/o8/?ÖÜpêXFl6k3mnÉopßSôöuJ—ëí6!!$mq$;<9ı[ˆ|7896rstuR)gß,-./ëíè|êR 22"XY"Z[\5]^_`abcd_&e ^1] ^0] 01] 00] 1] 0] \1] \00] \01] ^^_^^^`3^^`/ 'PaLbcdefgh !"#$%&'()*+,-./1234567819:;<=>?7@AffiCDEFGHIJ&'(KLMNOCPQffiRflTUVWXY1Z[\]^=&'(`abcӳeHfUg?O CKL1hijklUVamOCnobpqrs1tu<vklwxOCynaziXY17`ajmbcHfUg?[OC|]17~6j-ÄÌÇobH7obÉfibffi[ÖÜHáà17âä !"#$%OPQ*RS!"TU*/012457 H?Ç1vw,-f<ux.yz6H?9J^+,-O@PQuRS¶¿6mnuïñ[1^+ |OPQuRS¶¿Xh1]~úRÄ6!0!3$nÅuÇ81ñÉGÑÖFSï7„Ü–!ÜX»F$™ ´fˆuRSm6Jòáwôöògâf»äÅßãg@õo8åçqéëí6*èê˘~ë`PQ6úùûS,->?:78ügh5. 2023"=Tfg 区域 样例 2023年天气预测 华中 河南 夏季(6-8月)平均气温:全省偏高0-1摄氏度,豫西豫北25-36摄氏度,豫南26-27摄氏度,其他大部25.5-26.5摄氏度 东北 辽宁抚顺 夏季(6-8月)全市平均气温为22.1-22.5摄氏度,较常年同期偏高0.1-0.5摄氏度 华东 福建福州 夏季(7-9月):预计平均气温偏高0.5-1.5摄氏度;》35摄氏度高温日数偏多,极端最高气温偏高 西南 四川巴塘 夏季(6-8月)平均气温正常 华南 广西 年平均气温21-22摄氏度,较常年偏高,夏秋季可能出现阶段性高温天气过程 †°¢ùm£/§•¶ßo?®©™´¨ºX ,-ÆØ]±ûí˝O¥µ»ûSG[Nd@±5∏u¡¬63&31(6O¥µR22#ì@ffi20833î/ï6fi&) G5∏7.76%6fiY$FS G5∏20.19%X F$*+ó@:ò@è|Çôöõ-çúù6ø7[ÊÔ@±5∏ 3hijklmnoVW '1$##'1###'#$##'#### 1&$## 1&### 1%$## 1%### 17$## '#'(#1#' '#'(#1#$ '#'(#11# '#'(#11( '#'(#11% '#'(#1'( '#'(#1') '#'(#1(1 '#'(#'#( '#'(#'#% '#'(#'1( '#'(#'1) '#'(#''1 '#'(#''* '#'(#(#1 '#'(#(#) '#'(#(#& '#'(#(1* '#'(#(17'#'(#('' '#'(#('7 '#'(#((#'#'(#*#* 17### pqrstlmuv'w/x* 80000 30000.00 70000 60000 10000 /000030000 ^000000000 ^0^^\00\0/ ^0^^\0^\0/ ^0^^\03\0/ ^0^^\0/\0/ ^0^^\01\0/ ^0^^\06\0/ ^0^^\07\0/ ^0^^\08\0/ ^0^^\0j\0/ ^0^^\00\0/ ^0^^\00\0/ ^0^^\0^\