家电家居行业分析报告-PDF版

家用电器行业：短期出口有韧性把握转移机遇-220823（23页）.pdf

免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。1 证券研究报告 可选消费可选消费 短期出口有韧性，短期出口有韧性，把握转移机遇把握转移机遇 华泰研究华泰研究 家用电器家用电器 增持增持.

2022-08-24 23页 5星级

贝壳研究院：2022青年家居生活趋势洞察报告（32页）.pdf

理想家DT财经X年轻人的理想家2 0 2 2 青 年 家 居 生 活 趋 势 洞 察 报告关于理想家，年轻人有五个期待打造理想家，年轻人有六大关键词 别浪费 可变化 疗愈我 精致懒 简单美 不孤独打造.

2022-08-19 32页 5星级

后浪研究所：2022年轻人潮流电器新品报告（13页）.pdf

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2022-08-19 13页 5星级

家用电器行业：多维度解析热泵行业成长动力-220817（24页）.pdf

1 行业报告行业报告行业专题研究行业专题研究 家用电器家用电器 多维度解析热泵行业成长动力多维度解析热泵行业成长动力 热泵热泵节能优势突出，仅用节能优势突出，仅用1/4的能量撬动热量转移的能量撬动热量.

2022-08-18 24页 5星级

软体家居行业专题：从产品力视角看软体家居企业α-220812（39页）.pdf

从产品力视角看软体家居企业从产品力视角看软体家居企业 西南证券研究发展中心西南证券研究发展中心 轻工行业研究团队轻工行业研究团队 蔡欣蔡欣/赵兰亭赵兰亭 2022年年8月月 软体家居行业专题（二）软体.

2022-08-15 39页 5星级

家用电器行业热泵产业深度报告：热泵户用热能的万亿产业-220814（56页）.pdf

热泵：户用热能的万亿产业 Table_Industry 家用电器行业热泵产业深度报告 Table_ReportDate2022 年 08 月 14 日 请阅读最后一页免责声明及信息披露 http:/.

2022-08-15 56页 5星级

2022年家用电器市场研究报告（英文版）(66页）.pdf

在这份报告中，将讨论全球家用电器市场的增长潜力、市场驱动力、消费者洞察、主要公司和未来的发展。市场分为两个部分:小家电和大家电。大家电部门占总营收的最大份额，占总营收的60%，其次是小家电，占其他40%。

2022-08-15 66页 5星级

白电行业深度复盘：以空调为例探寻白电企业利润率变化的根本-220810（28页）.pdf

请务必阅读正文之后的免责条款部分请务必阅读正文之后的免责条款部分 2022.08.10 以空调为例以空调为例，探寻白电企业利润率变化的根本探寻白电企业利润率变化的根本 白电行业深度复盘白电行业深度复盘.

2022-08-12 28页 5星级

智能家居深度报告系列：供应链篇上游短板改善确定智能升级长期成长可期-220811（43页）.pdf

行业及产业 行业研究/行业深度 证券研究报告 家用电器/小家电 2022 年 08 月 11 日 智能家居深度报告系列之（一）看好供应链篇：上游短板改善确定，智能升级长期成长可期 证券分析师 刘正 .

2022-08-12 43页 5星级

家电行业深度研究报告：关注欧洲能源转型探讨热泵发展机遇-220809（32页）.pdf

证 券 研 究 报证 券 研 究 报 告告 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 未经许可，禁止转载未经许可，禁止转载 行业研究行业研究 家电家电 2022 年.

2022-08-11 32页 5星级

亚马逊云科技：2022智能家居出海创新实践手册（38页）.pdf

1助力您实现全球互联，智能创新，安全可控和生态协同智能家居出海创新实践手册更多报告关注公众号：阿尔法研报2前言过去两年，全球消费市场走过了一段动荡时期。然而由于疫情远程办公和居家娱乐的双轮驱动和智能技.

2022-08-10 38页 5星级

富佳股份：吸尘器代工主业稳健洗地机新品类打开成长空间-220809（23页）.pdf

家用电器家用电器/小家电小家电 请务必参阅正文后面的信息披露和法律声明 1/23 富佳股份富佳股份（603219.SH）2022 年 08 月 09 日 投资评级：投资评级：买入买入（首次首次）日期 .

2022-08-10 23页 5星级

家电行业：空气能短暂爆发的需求还是长期拓宽的赛道？-220808（18页）.pdf

1 本报告版权属于安信证券股份有限公司。本报告版权属于安信证券股份有限公司。各项声明请参见报告尾页。各项声明请参见报告尾页。空气能：空气能：短暂爆发的需求，还是长期短暂爆发的需求，还是长期拓拓宽宽的.

2022-08-09 18页 5星级

家电制造力外延探讨系列：家电企业进军光伏的考量与进展-220807（20页）.pdf

-1-敬请参阅最后一页特别声明 本报告的主要看点本报告的主要看点：1.系统梳理家电主要企业光伏业务的布局和进展。2.探讨不同细分行业进军光伏业务的原因。谢丽媛谢丽媛 分析师分析师 SAC 执业编号：执.

2022-08-09 20页 5星级

2022年大家电市场研究报告（英文版）（30页）.pdf

Major Appliances Report 2022Statista Consumer Market OutlookApril 202201020304Overview Market definition Market overview Segment overview Revenue share by subsegmentRegional overview Worldwide comparison KPI comparison Top countries by regionConsumer insights Analyst opinion Sales channels Top eCommerce storesAppendix Methodology Product overview Author2Agenda3Sources:Statista Consumer Market Outlook 2022Refrigerators and Cookers&Ovens are an essential part of the Major Appliances segmentMarket definition Major Appliances or white goods contains refrigerators,freezers,dishwashing machines,washing machines,cookers,and ovens.Consumers electronics and appliances for professional usage are not included in this segment.Out of scope Dryers Heating appliances Air conditioners Tankless water heaters Water heatersIn scope Refrigerators Freezers Diswashing machines and washing machines Washing machines Cookers and ovens4Key takeawaysIn 2021,the Household Appliances market generated a total revenue of US$640.1 billion worldwide.At 60%,Major Appliances was the largest segment of the Household Appliances market with US$383.9 billion in revenues in 2021.Market overviewWorldwide revenue share in 20211:CAGR:Compound Annual Growth Rate/average growth rate per yearSources:Statista Consumer Market Outlook 2022Worldwide Household Appliances revenue in billion US$The Major Appliances segment accounted for 60%of the Household Appliances market revenue in 2021628.6655.0681.6714.3749.0784.72027202620242022202320254.50%Major AppliancesSmall AppliancesIn 2021,worldwide Major Appliances sales amounted to US$383.9 billion51:CAGR:Compound Annual Growth Rate/average growth rate per yearSources:Statista Consumer Market Outlook 2022Key takeaways The worldwide Major Appliances revenue will increase at a CAGR1of 3.2%from 2014 to 2027,while Major Appliances volume sales will grow annually by 2.2%in this period.Segment overview(1/2)Worldwide revenue in billion US$RevenueUS$383.9bnin 2021 3.2GR120142027Volume sales0.8bn piecesin 2021 2.2GR120142027315.1302.4302.4317.8 326.8335.2359.1383.9 385.3399.9414.3433.8454.6475.82018201420162020202420222026 3.2%1Worldwide volume sales in billion piecesSegment overview(2/2)In the Major Appliances segment,volume salesreached 0.8bn pieces in 20211:CAGR:Compound Annual Growth Rate/average growth rate per yearSources:Statista Consumer Market Outlook 202260.630.640.660.670.680.700.750.780.760.770.780.800.810.83202020142025201520162018201720192021202220232024202620272.2%1Worldwide revenue in billion US$Revenue share by subsegmentRefrigerators generates the highest revenue in the Major Appliances segment15%53 2114%53( 27383.9475.8 3.6%1RefrigeratorsCookers&OvensFreezersDishwashing MachinesWashing Machines1:CAGR:Compound Annual Growth Rate/average growth rate per yearSources:Statista Consumer Market Outlook 2022701020304Overview Market definition Market overview Segment overview Revenue share by subsegmentRegional overview Worldwide comparison KPI comparison Top countries by regionConsumer insights Analyst opinion Sales channels Top eCommerce storesAppendix Methodology Product overview Author8Agenda91:CAGR:Compound Annual Growth Rate/average growth rate per year from 2014 to 2027Sources:Statista Consumer Market Outlook 202220142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total94.280.479.584.487.988.196.5104.999.9103.2106.8110.9115.2119.61.9%Major Appliances48.542.041.744.546.146.848.951.152.053.755.657.659.962.11.9 142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total78.667.366.771.174.274.681.889.184.887.790.794.197.8101.52.0%Major Appliances40.535.235.037.538.939.641.543.444.145.647.248.950.852.72.0%Share of total market(in%)51.552.352.552.852.553.150.748.752.052.052.052.052.051.90.1%KPI comparison Europe(1/2)Major Appliances sales in Europe will increase at a CAGR1of 2.0%from 2014 to 2027Revenue in billion US$Revenue per capita in US$Germany7.1United Kingdom5.3France5.1Russia4.2Italy3.510Revenue ranking in billion US$in 2021KPI comparison Europe(2/2)Revenue per capita ranking in US$in 2021Sources:Statista Consumer Market Outlook 2022In Europe,Germany was the country with the highestrevenue in the Major Appliances segmentUS$141US$9Out of scope111:CAGR:Compound Annual Growth Rate/average growth rate per year from 2014 to 2027Sources:Statista Consumer Market Outlook 2022KPI comparison Americas(1/2)Major Appliances sales in the Americas will increase at a CAGR1of 1.5%from 2014 to 202720142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total115.4106.2105.4112.8111.4112.0117.1123.6116.1119.1122.4126.5130.5134.71.2%Major Appliances67.061.160.364.763.163.263.965.564.565.667.069.171.073.10.7 142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total108.2100.5100.7108.7108.4110.0115.9123.3116.7120.5124.7129.8134.7139.92.0%Major Appliances62.857.857.662.461.462.063.265.464.866.468.370.873.375.91.5%Share of total market(in%)58.057.557.257.456.656.454.653.055.555.154.754.654.454.3-0.5%Revenue per capita in US$Revenue in billion US$12Revenue ranking in billion US$in 2021KPI comparison Americas(2/2)Revenue per capita ranking in US$in 2021Sources:Statista Consumer Market Outlook 2022In the Americas,the U.S.was the country with thehighest revenue in the Major Appliances segmentUnited States21.8Brazil15.1Mexico9.4Canada2.7Argentina2.5US$114US$25Out of scope131:CAGR:Compound Annual Growth Rate/average growth rate per year from 2014 to 2027Sources:Statista Consumer Market Outlook 2022KPI comparison Asia(1/2)Major Appliances sales in Asia will increase at a CAGR1of 3.3%from 2014 to 202720142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total62.962.362.264.165.867.272.076.575.778.080.182.885.688.52.7%Major Appliances41.140.740.541.642.643.446.449.248.950.251.353.054.856.52.5 142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total263.2263.6265.5276.1286.0294.4318.2340.9340.0352.7364.7379.6395.0410.83.5%Major Appliances172.3172.0172.7179.1185.1190.1205.0219.3219.7227.1233.8243.1252.6262.43.3%Share of total market(in%)65.565.365.064.964.764.664.464.364.664.464.164.064.063.9-0.2%Revenue per capita in US$Revenue in billion US$14Revenue ranking in billion US$in 2021KPI comparison Asia(2/2)Revenue per capita ranking in US$in 2021Sources:Statista Consumer Market Outlook 2022In Asia,China was the country with the highestrevenue in the Major Appliances segmentChina94.3India46.1Indonesia12.3Japan11.8Iran8.2US$109US$10Out of scope151:CAGR:Compound Annual Growth Rate/average growth rate per year from 2014 to 2027Sources:Statista Consumer Market Outlook 202220142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total55.653.152.855.359.362.871.580.981.588.395.4104.6115.0125.76.5%Major Appliances36.734.934.636.138.740.846.452.453.357.461.567.474.080.86.3%Share of total market(in%)66.065.865.565.365.265.064.964.865.465.064.564.464.464.3-0.2%KPI comparison Africa(1/2)Major Appliances sales in Africa will increase at a CAGR1of 6.3%from 2014 to 202720142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total55.151.349.750.853.254.961.167.466.470.374.279.585.591.54.0%Major Appliances36.433.732.633.234.635.739.643.743.445.747.851.255.058.83.8%Revenue per capita in US$Revenue in billion US$16Revenue ranking in billion US$in 2021KPI comparison Africa(2/2)Revenue per capita ranking in US$in 2021Sources:Statista Consumer Market Outlook 2022In Africa,Nigeria was the country with the highestrevenue in the Major Appliances segmentNigeria14.2Egypt4.7Ethiopia3.8South Africa2.9Tanzania2.4US$106US$24Out of scope171:CAGR:Compound Annual Growth Rate/average growth rate per year from 2014 to 2027Sources:Statista Consumer Market Outlook 202220142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total4.84.24.34.64.74.55.05.95.65.86.06.26.56.82.6%Major Appliances2.92.52.52.72.72.72.93.53.43.43.53.63.83.92.5%Share of total market(in%)59.259.159.058.958.858.758.658.659.358.958.458.458.458.4-0.1%KPI comparison Australia&Oceania(1/2)Major Appliances sales in Australia&Oceania will increase at a CAGR1of 2.5%from 2014 to 202720142015201620172018201920202021202220232024202520262027CAGR1Household Appliances total130.3111.8112.3118.6118.8113.9124.0145.1137.2139.6141.9146.0150.6155.21.4%Major Appliances77.166.166.269.869.866.972.785.081.482.283.085.387.990.61.2%Revenue per capita in US$Revenue in billion US$Australia2.85New Zealand0.42Papua New Guinea0.15Fiji0.0318Revenue ranking in billion US$in 2021KPI comparison Australia&Oceania(2/2)Revenue per capita ranking in US$in 2021Sources:Statista Consumer Market Outlook 2022In Australia&Oceania,Australia was the country withthe highest revenue in the Major Appliances segmentUS$111US$17Out of scope19Top countries by region1:Bar heights may vary due to rounded figuresSources:Statista Consumer Market Outlook 2022In Nigeria,the Major Appliances segment will grow by 101.3%from 2021 to 20277.17.820272021 10.3!.824.320272021 11.4.3110.420212027 17.0%2.93.220212027 10.6.228.520212027 101.3%AustraliaNigeriaChinaUnited StatesGermanyRevenue in the top countries in billion US$1EuropeAmericasAsiaAfricaAustralia&Oceania01020304Overview Market definition Market overview Segment overview Revenue share by subsegmentRegional overview Worldwide comparison KPI comparison Top countries by regionConsumer insights Analyst opinion Sales channels Top eCommerce storesAppendix Methodology Product overview Author20Agenda21TrendsThe global increase in disposable incomes and the emergence of the aspirational middle class,especially in countries like India and China have exhibited a robust growth in the Major Appliances market.The rapid urbanization in East Asia and the strong supply chain logistics have strengthened the growth.Technology advancements in terms of smart appliances and the growing need for energy conservation augur well for future growth,especially in the developed markets.Analyst opinionSources:Statista Consumer Market Outlook 2022Recommended studies&reportsHaier GroupHome/household appliancesCooking appliances&equipmentHousehold Appliances ReportHousehold Appliances Report-Small AppliancesSmart appliances have emerged as a key growth driver,especially in developed markets22Household Appliances:worldwide revenue shareSales channelsSources:Statista Consumer Market Outlook 2022,Statista Digital Market Outlook 2022Online retails share of Household Appliances reached24.2%in 202118.3 .3.2#.2$.2.80.02.54.9.7y.7w.8v.8u.8r.2p.0g.5e.1 1820242017202020192021202220232025OnlineOffline23Biggest players with Furniture&Appliances as a main product category in 2020Top eCommerce stores by net salesSources:eCommerceDB.com was the worlds largest online retailer specialized in Furniture&Appliances in s global eCommerce net sales:US$16.9 s global eCommerce net sales:US$9.9 s global eCommerce net sales:US$10.9 billion01020304Overview Market definition Market overview Segment overview Revenue share by subsegmentRegional overview Worldwide comparison KPI comparison Top countries by regionConsumer insights Analyst opinion Sales channels Top eCommerce storesAppendix Methodology Product overview Author24AgendaSources:Statista Consumer Market Outlook 202225Detailed analysis of the status quo in selected core countriesWe obtain the data from the Statista Consumer Market Outlook for our 46 core economies,such as the United States,China,and Germany,through an in-depth analysis of each market.To evaluate the markets,we use the latest data from various country-specific sources and industry associations,survey results from our primary research(e.g.,the Statista Global Consumer Survey),third-party studies and reports,as well as our industry knowledge.Because of the considerable amount of information that is incorporated in the Statista Consumer Market Outlook and all the interpretation and analysis involved in the process,a detailed representation of the data sources for each data point is not possible.Market sizes are determined using a bottom-up or top-down approach based on an individual logic for each market segment.Demand-side factors,such as per-capita consumption,are linked to various performance factors,such as at-home and out-of-home consumption or average customer turnover.All markets are assessed at retail prices including country-and product-specific sales taxes and excise duties.Other sources,such as household budget surveys on national levels,complement the demand-side estimates.For detailed information regarding the methodology,please have a look at our Consumer Market Outlook Methodology.Methodology(1/3)Underlying dataMacroeconomic indicators Country-specific statistical offices and census data International organizations and associationsMarket research Consumer profiling the Statista Global Consumer Survey Exclusive representative ad hoc surveys in selected countries on specific current topics Key player analysis&monitoring Company profiles and key performance indicators Product and price monitoring News and trendsStudies&third-party data Market analyses and analyst opinions Annual reports and industry analyses Academic studiesWe use bottom-up and top-down approaches for our sizing of the markets status quoNon-core country market sizing exemplified by1the Hungarian Cosmetics market in 2018Step 1:Choose reference core country2Step 2:Compare key market indicators3PopulationConsumer spending per capitaGDP per capitaPrice level indexHuman development indexStep 3:Apply an algorithm to estimate market KPIs,using data from the core country as base and the countrys key market indicators as driversResult:Average revenue per capita26Driver-based transfer of market data to non-core countriesThe market data for non-core countries is generated using algorithmic models.To compensate for the lack of available data and to evaluate a countrys potential,we use the performance ratios of core countries with a similar infrastructure and similar development conditions as benchmark values.Then we apply an algorithm-based calculation to create market KPI estimations,using the countrys key market indicators as drivers.Over 100 driver data sets for 150 countries have been collected from a variety of sources,including the International Monetary Fund(IMF),the International Telecommunication Union(ITU),the World Bank,and many others.The data sets either include a forecast from the source or are forecast by Statista using trend analyses and prediction techniques based on historical data from 2000 to 2018.The drivers are categorized and assigned to the markets so that the top three correlating drivers can then be selected for each market segment.The chosen drivers do not only have the best mathematical fit,but they must also have an actual influence on the performance of the markets.If specific drivers are not available for one country,they can be replaced with a set of backup economic development drivers of more general nature.Methodology(2/3)1:Simplified illustration 2:Several core countries are used to get the final results 3:Further key market indicators were used in the final algorithmSources:Statista Consumer Market Outlook 2022We estimate the potential of non-core countries with the help of macroeconomic and infrastructural drivers(core country)PolandPoland(benchmark)38.1mUS$8,174US$14,75644.00.865US$14.04Hungary(non-core country)Hungary(KPI estimated)9.7mUS$7,542US$15,67944.80.838US$13.6327Economic outlook Expected impact on the general economy(GDP,consumer spending,investment,etc.)Based on current forecasts by the IMF,statistical offices,and our analystsMethodology(3/3)Directly affected markets Directly impacted by quarantine measures(e.g.,Travel&Tourism)Recession reaction modeled based on analyst assessments,benchmark forecasts,leading indicators,as well as our own surveys Revenues expected to return to long-term trend eventually Recovery scenario in V-,U-,or L-shape,depending on the market and country Time span needed to return to long-term trend:over 25 years Based on analyst assessments and available benchmark forecastsSources:Statista Consumer Market Outlook 2022Our COVID-19 forecasts build on extensive researchMarket environmentMarket shockShock dissipationPandemic outlook Lockdown:phase of general quarantine (410 weeks)Stabilization:phase of local and individual quarantines,gradual reopening of the economy(1218 months)Reconstruction:phase after vaccines and treatments have become widely available(from mid-to late 2021)Indirectly affected markets Impacted by overall economic performance rather than by pandemic-specific events and measures(e.g.,most consumer products)Recession reaction modeled by drawing on historical data(e.g.,national accounts,household budget surveys,and similar statistics)AccessoriesHome&Laundry CareAlcoholic DrinksHot DrinksApparelHousehold AppliancesConsumer ElectronicsNon-AlcoholicDrinksBeauty&Personal CareOTCPharmaceuticalsEyewearLuxury GoodsFoodTissue&Hygiene PaperFootwearTobacco ProductsFurnitureToys&Hobby428The Consumer Market Outlook presents the key performance indicators sales,revenues,and prices of the most important consumer markets worldwide.Our specialized analysts market calculations are based on data from validated sources.Revenues,volume sales,prices,and forecastsMore than 200 product categories in up to 150 countriesCovering the period 2014 to 2027Find out more on 2027)50,000 interactive statisticsAbout the Statista Consumer Market OutlookecommerceDB.com offers direct access to URL-related revenue information together with forecasts,customizable top,country,region and category rankings,KPI analyses,and extensive eCommerce-relevant contact information to over 20,000 online stores.29About the ecommerceDBThe toolbox for all eCommerce-relevant questionsTELE-MAIL 49 40 688 93 12 CONTACT USIn-depth analysis for over 20,000 online store URLsAdjustable top,category,country®ion rankingsDownload shop profiles for seamless processingDirect contact to our eCommerce analystsFind out more on Yufei HanAuthorAYufei Han studied Business Administration at the University of InternationalBusiness and Economics,Beijing,(B.A.)and at the University of Erlangen-Nrnberg(M.Sc.).He gained a comprehensive understanding of marketstructures working as a researcher for the business development departmentof Siemens Healthineers.In the Consumer Market Outlook,he is mainlyresponsible for electronics and durable goods.

2022-08-08 30页 5星级

家用电器行业能源管理与家电革命系列报告：欧洲能源危机之下的采暖方案变迁-220805（20页）.pdf

请务必阅读正文之后的免责条款部分请务必阅读正文之后的免责条款部分 2022.08.05 欧洲能源危机之下的欧洲能源危机之下的采暖采暖方案方案变迁变迁 能源管理与家电革命系列报告（一）能源管理与家电革命.

2022-08-08 20页 5星级

家用电器行业深度报告：新能源驱动热管理行业国产替代进程加速-220804（24页）.pdf

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2022-08-05 24页 5星级

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2022-08-03 21页 5星级

家居：鉴古知今、别水之址龙头配置正当时-20220726（92页）.pdf

经我们测算：1）客户数：2021年欧派、顾家分别服务84万、104万客户，预计远期客户规模将达到244万、518万，仍存在2倍、4倍增长空间；2）客单值：中性假设下2021年欧派、顾家出厂客单值分别为.

2022-08-03 92页 5星级

家用电器行业：视觉追求永恒投影规模几何-220801（37页）.pdf

1 人们有83%的信息来源于视觉 pe行业报告行业报告行业深度研究行业深度研究 Table_First|Table_Summary 家用电器行业家用电器行业 视觉追求永恒，投影规模几何视觉追求永恒，.

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