本报告包含：本月/本年累计中国家电市场各品类线下监测零售额市场规模；本月/本年累计中国家电市场各品类线下分市场级别零售额同比；本月/本年累计中国家电线下市场各品类均价及同比变化；本月/本年累计中国家电线下市场各品类高端品零售额占比；本年累计中国家电线下市场各品类重点技术渗透率；本月/本年累计彩电品牌竞争情况。

销售走势：前期促销透支及大盘低迷，饭煲同比表现不尽人意；产品趋势：产品创新动力不足且消费环境低迷，难以带动产品结构升级；重点产品：促销期间全渠道大容积电饭煲有所上升；价格段：主流价格段市场份额持续增长，高端产品份额有所下降；新冠疫情影响线下销售，2021年线下仍未恢复；线上电压力锅产品结构升级趋势疲弱，增幅微小；线上热销容积呈现“两极化”，主流容积段有所下降；整体来看，电压力锅高端走势较弱。

市场规模来自奥维云网（AVC）全渠道监测数据；主要数据来自奥维云网（AVC）监测数据，线上分为平台电商（天猫）、专业电商（京东、国美、苏宁<含猫宁店>）；线下包括大连锁、百货、超市、区域连锁及家电专卖；环电市场整体表现不佳，洗地机&扫地机器人相对突出；净水市场需求放缓，线下市场持续萎缩，流量向线上转移；线上渠道平台电商推动新品力度更大，销额及占比均明显增长；线下渠道份额向线上转移，大连锁下滑明显。

油烟机线上新品数量同比减少，效率同比下降；线下新品数量持平、效率大幅提升；线上新品以2500-4000元段近吸、T型为主；线下新品以4500+近吸、T型为主；新品平均性能远优于整体80机型平均性能；线上新品数量、效率均同比下降，线下新品数量持平、效率大幅提升；线上新品各价位段分布比较均匀；线下新品以3000-3500元段为主。

衣物洗护行业保持稳定增长，据艾瑞咨询推算，2021年，衣物洗涤行业规模将突破800亿元人民币，同比增速5.5%。洗涤行业趋势：1）洗衣液包装规格越来越“大”，而洗衣凝珠则越来越“小”；2）品牌跨界合作形式多样化；3）产品包装、成分、卖点“个护化”；4）食品香开始应用于衣物洗涤产品。

2021年中国彩电市场面临成本压力和需求饱和的双重压力，市场规模持续处于低迷状态；预计1-9月中国彩电市场零售量规模下降16%，持续7个月下降，十一促销期面临较大增长压力。进入7月，面板价格上涨趋势停止，小尺寸面板价格开始下降，大尺寸紧随其后，面板价格正式进入下降通道；本次面板价格下降呈现快速大幅度走低趋势，价格下降幅度在10-20美金，预计12月面板价格将接近20年5月水平。虽然面板价格快速下降，但渠道仍存在2-3个月的产品库存，因此零售市场价格的下降相较面板价格变化可能存在2-3个月滞后；从零售均价走势来看，线下市场产品价格波动但仍维持高位；线上市场产品价格微降。整体而言，此轮面板下降初期零售市场表现相对理智。

能耗双控：企业要抓住机会优化产品格局，淘汰低质产能。上游原料产能降低，供应关系的失衡将会提升原材料成本，由下游企业买单，涨价环节是累积性的；下游企业开工率受限，产品交付周期不确定性增加，双十一等关键节点的供应压力加大，锁死了市场上限；成本增加倒逼企业优化产品格局，变相的鼓励和引导企业发展高端系列产品以填补毛利降低带来的损失；通过政策鼓励，确保能源要素优先流入高技术产业和先进制造业，引导产业向单位能耗产出效益高的产业和项目聚集

HVAC filters are the most vital equipment in maintaining air quality in indoor spaces. It is utilized to filter impurities in air such as pollutants, pollen, and dust in enclosed spaces to provide outlet for cleaner and healthier air. The report on the global HVAC filters market presents a detailed analysis of the trends, future estimations, and thorough study of the market based on material, technology, application, and region. The market is analyzed across North America, Europe, Asia-Pacific, and LAMEA to understand its regional trends. This report highlights drivers, restraints, opportunities, and growth strategies adopted by key players to understand dynamics and potential of the market. The study includes Porter’s five forces analysis of the industry to determine impact of suppliers, competitors, new entrants, substitutes, and buyers on the market growth.

Increasing developments, such as advanced SCADA and communication technologies, are driving the substation market. The communication channel is an integral part of the substation automation as all the IEDs and monitoring devices that are located at the substation and on the field generate data that has to be passed on to the utility data center, which is remotely located. However, the lack of interoperability and global standards are restricting industry growth. Manufacturers in the industry are increasingly focusing on building common standards to eliminate the issue.

The average battery price declined by nearly 46% between 2015 and 2019. According to the latest estimates, the average battery pack price for 2020 was pegged at around $ 140 per KWh. Frost & Sullivan estimates the price of Li-ion batteries to be at around $100 per kWh over the next three to five years, from $350 per kWh in 2015. As demand gathers momentum and as more and more large, global-scale battery facilities come online, production costs, along with the average price, are expected to register further declines, thereby inching closer to the coveted tipping point, where the gap between ICE vehicles and EVs disappears. The falling prices and proliferation of battery vehicles, coupled with the increasing energy density of vehicles are, in turn, expected to have a strong impact on the growth in demand for battery materials throughout the forecast period.

The target drones are unmanned vehicles that could be either airborne, marine, or ground. They are used to test and develop military systems, train military personnel on threat identification, and target elimination exercises on piloted combat systems, anti-aircraft systems, among others. These target drones offer cost-effective solutions for the militaries to test their weapons, sensor systems, early warning technologies, and combat training. Thus, several companies are investing heavily in developing innovative products that are highly reliable and efficient. A basic model of target drone might be a remotely piloted model aircraft that receives commands and instructions through a radio. However, the latest target drones are equipped with several payloads, each having a specific characteristic required for a particular mission.

The scope of the research study titled global hemodynamic monitoring devices market is aimed at assessing the market potential of various hemodynamic monitoring devices. The following were the types of approaches in which the global hemodynamic monitoring devices market was estimated and its growth potential for the forecast period was evaluated:

新材料指数上涨1.96%，表现强于创业板指。OLED 材料涨0.68%，半导体材料 涨1.52%，膜材料涨0.6%，添加剂涨3.44%，碳纤维涨2.71%，尾气治理涨4.09%。 涨幅前五为永太科技、广信材料、石英股份、多氟多、万顺新材；跌幅前五为东 材科技、新宙邦、会通股份、中石科技、碳元科技。

9 月新能源车产量33.56 万辆，同环比+141%/+41%，符合市场预期：2021 年9 月新能源车产量33.56 万辆，同比增长141%，环比上升41%。其中乘用车产量32.44 万辆，同比增长156%，环比上升42%，其中纯电乘用车产量提升至27.05 万辆，同比增长170%，环比增长52%；客车产量3745 辆，同比下降36%，环比增长55%；专用车产量7453 辆，同比增长14%，环比增长5%。2021 年1-9 月电动车累计产量达182.6万辆，同比上升164%，维持高速增长；乘用车累计生产175.7 万辆，同比+183%；客车累计生产2.53 万辆，同比下降21%；专用车累计生产4.35 万辆，同比增长13%。

本周电力设备及新能源(中信一级)上涨2.36%，领先大盘1.80 个百分点。整体市场表现方面，上证综指上涨0.29%，沪深300 上涨0.56%，创业板指上涨0.26%。电力设备子板块中，电气设备上涨2.07%，风电上涨1.53%，光伏上涨0.42%。此外，新能源车(中证)上涨2.91%，领先大盘2.35 个百分点；新能源发电运营(长江)上涨0.32%，落后大盘0.24 个百分点。

10 月26 日上证指数下跌0.34%，沪深300 下跌0.34%，创业板综下跌0.28%， 中证1000 下跌0.31%。Wind 11 个一级行业分类中，信息技术、工业和电信服 务指数分别实现0.28%、-0.24%和-0.90%的涨跌幅。

今年以来，房地产一直处于严管控之下，对后周期的家电板块信心造成了较大打击。但10 月以来，房地产政策开始释放宽松信号，相关会议及部门的表态均体现了国家在“房住不炒”原则下对房地产持续健康发展的积极态度，叠加竣工数据高增，地产因子边际向好趋势确立，有望带动家电行业的信心回归。

传统品类线下仍相对低迷，新兴品类整体表现出色；疫情常态化，集中性疫情对局部市场影响较大；以线下油烟机市场为例，结合规模对比疫情数据来看，区域性疫情爆发对厨电市场的影响比较明显，尤其是市场规模较大的地区。十一期间外出旅游人数环比呈下降趋势，但对厨电的消费拉动并不理想；文旅部数据中心测算，10月1日至7日，全国国内旅游出游5.15亿人次，按可比口径同比减少1.5%，按可比口径恢复至疫前同期的70.1%。实现国内旅游收入3890.61亿元，同比减少4.7%，恢复至疫前同期的59.9%。

从预售情况看，各品牌基本均参与首轮预售，且许多品牌纷纷进入李佳琦或薇娅直播 间进行带货引流，销售如火如荼。从预售量来看，科技家电热度延续，投影、清洁电 器、按摩小电表现不俗，厨房小电、大家电部分品牌亦表现亮眼。

新能源：能源局再次通知“能并尽并”，产业链“开工率博弈”近尾声，年 底抢装仍可期；继续坚定看好板块四季度机会，积极配臵各环节龙头，优选 利润兑现确定性高的环节/公司。