家電行業(yè)月報(bào)企業(yè)以價(jià)換量提振市場(chǎng)需求

1、請(qǐng)務(wù)必閱讀最后一頁(yè)股票評(píng)級(jí)說(shuō)明和請(qǐng)務(wù)必閱讀最后一頁(yè)股票評(píng)級(jí)說(shuō)明和目錄目錄1.行情回顧行情回顧..............................................................................................................................................................................

2、51.1行業(yè)整體表現(xiàn)行業(yè)整體表現(xiàn)..............................................................................................................................................................51.2細(xì)分行業(yè)市場(chǎng)表現(xiàn)細(xì)分行業(yè)市場(chǎng)表現(xiàn)..........................

3、............................................................................................................................51.3資金流向表現(xiàn)資金流向表現(xiàn)................................................................................

4、..............................................................................61.4個(gè)股表現(xiàn)個(gè)股表現(xiàn)..................................................................................................................................

5、....................................62.產(chǎn)銷數(shù)據(jù)產(chǎn)銷數(shù)據(jù)............................................................................................................................................................................7

6、2.1空調(diào)空調(diào)..............................................................................................................................................................................72.2洗衣機(jī)洗衣機(jī).............................

7、.............................................................................................................................................82.3冰箱冰箱.......................................................................

8、.......................................................................................................92.4彩電彩電.............................................................................................................

9、...............................................................103.行業(yè)動(dòng)態(tài)行業(yè)動(dòng)態(tài).................................................................................................................................................

10、...........................114.投資建議投資建議............................................................................................................................................................................125.風(fēng)險(xiǎn)提示風(fēng)

11、險(xiǎn)提示............................................................................................................................................................................12圖表目錄圖表目錄圖1：2019年5月行業(yè)月漲跌幅（月行業(yè)月漲跌幅（%）........

12、....................................................................................................................5圖2：2019年5月子行業(yè)月漲跌幅（月子行業(yè)月漲跌幅（%）..........................................................................

13、..............................................5圖3：2019年5月行業(yè)資金凈流入率（月行業(yè)資金凈流入率（%）....................................................................................................................6圖4：4月空調(diào)銷量月空調(diào)銷量1770.1萬(wàn)臺(tái)，同萬(wàn)

14、臺(tái)，同比4.4%...................................................................................................................7圖5：4月空調(diào)庫(kù)存月空調(diào)庫(kù)存892.6萬(wàn)臺(tái)，同萬(wàn)臺(tái)，同比1.7%................................................................

15、.....................................................7圖6：4月空調(diào)出口銷量月空調(diào)出口銷量731.5萬(wàn)臺(tái)，同比萬(wàn)臺(tái)，同比3.3%..............................................................................................................7圖7：4月空調(diào)內(nèi)銷月空調(diào)內(nèi)銷1038

16、.6萬(wàn)臺(tái)，同萬(wàn)臺(tái)，同比7.7%...................................................................................................................7圖8：4月洗衣機(jī)產(chǎn)量月洗衣機(jī)產(chǎn)量548.6萬(wàn)臺(tái)，同萬(wàn)臺(tái)，同比0.2%.......................................................

17、..........................................................8圖9：4月洗衣機(jī)銷量月洗衣機(jī)銷量562.4萬(wàn)臺(tái)，同萬(wàn)臺(tái)，同比0.9%..................................................................................................................8請(qǐng)務(wù)必閱讀最后一頁(yè)股票評(píng)

18、級(jí)說(shuō)明和請(qǐng)務(wù)必閱讀最后一頁(yè)股票評(píng)級(jí)說(shuō)明和1.行情回顧行情回顧1.1行業(yè)整體表現(xiàn)行業(yè)整體表現(xiàn)5月市場(chǎng)表現(xiàn)：上證綜指收2898.7點(diǎn)，變動(dòng)5.84%；滬深300報(bào)收3629.8點(diǎn)，變化7.24%；中小板指收5474.8點(diǎn)，變動(dòng)9.42%；創(chuàng)業(yè)板指報(bào)收1483.7點(diǎn)，變動(dòng)8.63%。28個(gè)申萬(wàn)一級(jí)行業(yè)中排名前三位分別為有色金屬、農(nóng)林牧漁、國(guó)防軍工，家電板排第10位，環(huán)比下降7位。圖1：2019年5月行業(yè)月漲跌幅（%）4.02.00.02.04

19、.06.08.010.012.0數(shù)據(jù)來(lái)源：wind，1.2細(xì)分行業(yè)市場(chǎng)表現(xiàn)細(xì)分行業(yè)市場(chǎng)表現(xiàn)5月家電各子板塊全部收跌，跌幅較少的為其它視聽(tīng)（1.9%）、洗衣機(jī)（2.3%）和空調(diào)（4.35%）圖2：2019年5月子行業(yè)月漲跌幅（%）0246810125.186.31其它視聽(tīng)器材洗衣機(jī)小家電零部件1.902.294.354.726.458.8210.16彩電冰箱家電空調(diào)有色金屬農(nóng)林牧漁國(guó)防軍工建筑材料公用事業(yè)食品飲料銀行采掘紡織服裝家用電器計(jì)