家用电器行业周报：7月家电消费承压，扫地机需求景气度进一步提升

7!¿#$%&'()*+,-./012345 *+,-|./0122023.08.07-2023.08.133|2023.08.13 ƒ"#$% !" #$%&' SAC()*+,S0110521070002 chenmeng@sczq.com.cn Ø.,010-81152649 /012345 panmeiyi@sczq.com.cn Ø.,010-81152646 CDEFGHIJKLMN !"Ø$ %&3(( 0#1 10!A() 40!2/5 11!2/3 *!J/0 $*!+,t 1&!A() 0 !0#1 !0#$ OPQR,SRFT UV23 IJKLMNO)P20230724-20230730QR2023H1STKUVWX YZ[\]^U_` IJKLMNO)P20230710-20230716QR2023H1IKabcd[ eWfghi.j5k IJKLMNO)P20230626- 20230702QR5lmNnopqrs[STKtUuvwxy5 &'() WXYZ,[T\]^_`1N7abcdØ/ef/eg/hij/klmnopqrstu%v-18.9%/-5.3%/-24.7%/-17.7%/-14.2%`mwtu %v-4.9%/-6.8%/-8.5%/-3.1%/-21.3%`7axyØopCDz[|]~ 2N7abcØÄj/hÅj/ÇÉÑmnopqrstu%v-6.0%/-18.4%/-21.3%`mwtu%v+0.3%/+17.2%/+16.4%`7axÖØmwopÜáàâmn~3N7abchäj/ãäjåçmnopqrstu%v+9.8%/+1.5%`mwtu%v-2.2%/+42.9%`7aãäjéèêopqrstuëí`ìîïñóQòôöõúù~ 2023MwûMüO†°,¢£§•¶õß®©`™´¨fÆØà±Ü~bB¥µyضmK;M[‘[ªÉWnº.•¶æø¿¡´¬ ˆƒyõ«¨f`»… ÀÃÕŒªœ%–—“hàH‘x~I1N’Ø,÷πÿŸ⁄¤‹›fifl“.‡ì·‚„‰ÂÊÁËéÈÍëíÎÏ̪¢ÓÔydÒÚÍ.éÈÍÛÙª0ªÇıˆI2NÖØ,÷πÿŸ˜¯˘˙˚¸ÛÙ`˝˛˘˙Û̪ˇ¶Øå`!"V#$%ú˘ ›òô&èê'()Ùª*+çd,-Ô.ˆI3NØ/0õ,÷πÿŸèê123Œœ4ª56Çı780˘˙9ÛÙª:;0õˆI4N <yØ,ÿŸ˝=>?.@ffiØå`!"V#ßBÓ.CD>?.<EØå.FG¸H¿ˆIJØåKLV#MNØô.ffiOP.Q—ffiR¿ˆI5NST,÷πÿŸ"UffiR7VWffiRˆI6NoXY,KLV#12Z¬˚Ø.[\]^._o˘˙9(ÛÙªì`Ôa~ WXúù,WXn)bEwc3.01%`yØú˘wc4.79%`<defxg~h `’ضmwc4.37%`iضmwc4.53%`Öضmwc5.32%`<yضmwc2%`0õØ/Ëhj¶mwc3.18%~kIÕN>lm>nuoˆ`pWXq`0ªÇıkÕ>lm>nu20%`rnXws0.11pctˆ56ÇıkÕ>lm>nu1.79%`rnXë›0.04pctˆZÌØåkÕ>lm>nu10.13%`rnXws0.28pctˆCD>?kÕ>lm>nu4.07%`rnXws0.18pctˆˇ ¶ØåkÕ>lm>nu8.04%`rnXws0.41pctˆ¢ÓÔykÕ >lm>nu11%`rnXws0.16pct~t>oˆ,WXyØú˘ºdÊqµFG¸HI6.02%N.uQ_vI5.68%N.uw>?I5.62%N.xy>?I4.27%N.z[Ô.I2.23%NˆcdÊqµ|] ~GI-12.43%N.dÄffiRI-8.81%N.ÅÇ>?I-8.29%N.*+çI-8.08%N.É‹>?I-7.42%N~ ÑX÷πFTÖÜ,áà¶âI0.5mmNWXffiZ5041Ú/ã`rnXwc37Ú/ãˆáà¶âI1.0mmNWXffiZ5007Ú/ã`rnXwc23Ú/ãˆåI1#NWXffiZ68840Ú/ã`rnXwc1130Ú/ãˆçIA00NWXffiZ18530Ú/ã`rnXm鈠cèPêffiZEFWXffiZ844.4`rnXnº4.4~ ëíëì,îPffiZxdïñˆófi•¶òôëíˆöõïñëí~ !" 1"#$%&7'()*+,-./0123456789:;...............................................................................1 2<=>?&@AB23CDEF.GHIJKLMNO4 3"#PQS5 3.1TUPQ&"#()PVWX4.79%.YZ\]^5 3.2_`=a&bcdefghijhklm`#Wn6 3.3ohPQ&pqstZuv7 4PVw"xy8 4.1z[xy8 4.2|]xy11 4.30z~FÄÅxy12 5"#ÇÉÑÖ~PVÜá14 5.1ÑàÑÖ14 5.2PVÜá14 6âä:ã15 #$!" å1çé2023è7'ÌÉ]()ë`|]íNìîï1 å2çé2023è7'ÌÉ]()ëW|]íNìîï1 å3çé2023è7'ÌÉ]()ë`ñóòôö&õú1 å4çé2023è7'ÌÉ]()ëWñóòôö&õú1 å5çé2023è7'ÌÉù)ûüë`|]íNìîï2 å6çé2023è7'ÌÉù)ûüëW|]íNìîï2 å7çé2023è7'ÌÉù)ûüë`ñóòôö&õú2 å8çé2023è7'ÌÉù)ûüëWñóòôö&õú2 å9çé2023è7'ÌɆ°)¢ë`|]íNìîï3 å10çé2023è7'ÌɆ°)¢ëW|]íNìîï3 å11çé2023è7'ÌɆ°)¢ë`ñóòôö&õú3 å12çé2023è7'ÌɆ°)¢ëWñóòôö&õú3 å13"#£§tXZò%ú6 å14è•é¶£§tXZò%ú6 å15"#ß®©8™PVtXZò%ú6 å16çé8'11´ßÑàfògúhijhklò%ú6 å17¨]ß)fògúhijhklò%ú7 å18ÆØ()Ñàfògúhijhklò%ú7 å19()PV"#tZè±dN7 å20()PV"#XZè±dN7 å216'(¥µ√zŒMl`t35.3%8 å226'(¥µ√[ŒMl`t26.2%8 å236'(¥µ√A[ŒMl`t32.0%9 å246'(¥µ√<IŒMl`t15.0%9 å256'ªºzŒMl`t21.5%9 å266'ªº[ŒMl`t19.2%9 å276'ªºA[ŒMl`t5.8%9 å286'ªº<IŒMl`t33.7%9 å296'òæ1zŒMl`t19.9%10 å306'òæ1[ŒMl`t21.0%10 å316'òæ1A[ŒMlWn0.5%10 å326'òæ1<IŒMl`t51.2%10 å336'LCDTVzŒMl`t7.8%10 å346'LCDTV[ŒMl`t8.1%10 å356'LCDTVA[ŒMlWn4.5%11 å366'LCDTV<IŒMl`t12.8%11 å376'ø¿¡1zŒMlWn2.4%11 å386'ø¿¡1[ŒMl`t1.1%11 å396'ø¿¡1A[ŒMl`t3.5%11 å406'ø¿¡1<IŒMlWn2.3%11 å41¬2*+û|]ƒí~Nì12 å42()ü|]í~Nì12 å436'1òæ1ñóMl`P12 å446'1µ√ñóMlWn2.2%12 å456'1ø¿¡1ñóMlWn2.5%12 å466'1q)ñóMlWn1.5%12 å47«û»[]… ÀÃÕ~ÀÃMl13 å48»Œœ–… ÀÃÕ~ÀÃMl13 å49—“T”ó‘òõ/’ú13 å50÷lñó‘òõ/’ú13 å51ÿlñó‘òõ/’ú13 å52ŸÅó‘⁄x13 å53¤‹)›…Tó‘òbõ/fiú14 %&!" î1çé2023è7'fl‡ÌÉ()ûü|]íNìîï3 î2çé2023è7'fl‡ÌÉ()ûüñóîïòôö&õú4 î3çé2023è7'fl‡ÌÉ()ûüñóMlNì4 î4()Ç·`£ÑàPQ8‚î7 1'()*+7,-./0123456789:;<=>?@ 7axyØopCDz[|]~[T\]^_`2023M7abcdØ/ef/eg/hij/klmnopqrstu%v-18.9%/-5.3%/-24.7%/-17.7%/-14.2%~h `dØ/eg/hijopqsd•u‘x`$618x¶ß®©™77aklƒp¨öÆØßî±'y_`7aklopq±(¥µ~7abcdØ/ef/eg/hij/klmwopqrstu%v-4.9%/-6.8%/-8.5%/-3.1%/-21.3%`h dØ/eg/hijopqsd•uáº`ef/klopqsd•u‘x~â:Q∂`7axyØopCDz[|]~ 7adØ/ef/kléèêƒffituëí`12ªºñm»¨f~æƒffiøï∂`[T\]^_`2023M7abcdØ/ef/eg/hij/klmnƒffitu%v +8.9%/+9.2%/+0.9%/-4.8%/+0.6%`mwƒffitu%v+1.8%/+2.3%/-2.5%/+1.5%/+1.3%~ ¿¡¬ù©Úbcƒ)Ìffi«à$»`…xyØ•¶í .›fiÍnuëíªÀ©ÃÕŒœ`7adØ/ef/kléèêƒffituëí~–§`K©x—î“PffiZGHz [%Í…Œ”âK;MU‘’÷`[p8a11I`bcàffi.åffi.çffiËèPffiZ EFrMD%v-2.0%/+4.4%/+1.1%/-2.3%`KL⁄»!"V#î“PffiZGH~ !1"X2023$7%&'()*+E-./0123!2"X2023$7%&'()*+4-./0123 140% 120% 100% 80% 60% 40% 20% 22M1 22M2 22M3 22M4 22M5 22M6 22M7 22M8 22M9 22M10 22M11 22M12 23M1 23M2 23M3 23M4 23M5 23M6 23M7 0% -20% -40% -60% 80% 60% 40% 20% 22M1 22M2 22M3 22M4 22M5 22M6 22M7 22M8 22M9 22M10 22M11 22M12 23M1 23M2 23M3 23M4 23M5 23M6 23M7 0% -20% -40% -60% -80% )Ø*+*,-./01)Ø*+*,-./01 z[|]R~ÿÄÅ[ÇÉÑÖz[|]R~ÿÄÅ[ÇÉÑÖ !3"X2023$7%&'()*+E56789:;<!4"X2023$7%&'()*+456789:;< 4000 3500 3000 2500 2000 1500 1000 500 22M1 0 8000 7000 6000 5000 4000 3000 2000 1000 22M2 22M3 22M4 22M5 22M6 22M7 22M8 22M9 22M10 22M11 22M12 23M1 23M2 23M3 23M4 23M5 23M6 23M7 22M1 22M2 22M3 22M4 22M5 22M6 22M7 22M8 22M9 22M10 22M11 22M12 23M1 23M2 23M3 23M4 23M5 23M6 23M7 0 )Ø*+*,-./01)Ø*+*,-./01 z[|]R~ÿÄÅ[ÇÉÑÖz[|]R~ÿÄÅ[ÇÉÑÖ 7axÖØmwopÜáàâmn~[T\]^_`2023M7abcØÄj/¤ôÑ/hÅj/ÇÉÑmnopqrstu%v-6.0%/-4.3%/-18.4%/-21.3%`$‹Mt©› ›FË618x¶ß®©™y_`7aÖxØmnopÜá|]`7aØÄj/¤ôÑ/hÅjopq±(¥µ`ÇÉÑopqsd•u‘x~7abcØÄj/¤ôÑ