外部因素导致2020年居民人均可支配收入增速放缓，但仍保持上升趋势，加之消费结构的调整，居民在小家电领域的消费能力非常可观，社会零售品及出口总额双增长，国内外消费情绪的快速恢复对个护品类而言是极大的利好条件。

补偿式出游需求强劲，旅游、消费集中释放，催生新热点。内需循环下，春节压抑的“情感红利”，刺激国内旅游业复苏与发展。旅游需求将得以快速释放，催生多形态热点。全国共计接待国内游客2.3亿人次，同比增长119.7%；实现国内旅游收入1132.3亿元，同比增长138.1%。

线下IH电饭煲大促份额小幅度提升，电饭煲价格段分层有所提升，低价产品仍是线上销售主旋律，线下销售以中高端机型为主。大促活动效应没有明显特征，电压力锅产品结构升级明显。线上高端份额，有所提升，线上销售仍以老机型为主。

4月彩电线上市场均价持续回调，中小尺寸涨幅领先大尺寸，超大屏成为运营新重点，80+产品进入线上热销榜单。冰箱对开进入增长瓶颈，法式和十字份额价格双增长，TOP机型中海尔占据绝对优势，大容积产品席位过半。冷柜多品类行业均价同比上升，唯商用冷冻柜价格持续下行，双温柜表现强劲，线上市场需求增大。

在今年“五一”出游的人群当中，90后占比超过50%，成为绝对的主力，其中95后占比达到23%。不仅如此，与2019年同期相比，95-00年出生人群的出游增速达到1.85倍，00后增速达到2.5倍。00后成为出游增速最快、活力最高的人群。文化和旅游部数据中心测算显示，2021年“五一”假期，全国国内旅游出游2.3亿人次，同比增长119.7%，按可比口径恢复至疫前同期的103.2%；实现国内旅游收入1132.3亿元，同比增长138.1%，按可比口径恢复至疫前同期的77.0%。

2021年开年家电市场外部环境确定性稳健向好，但五一市场零售情况不达预期，五一家电市场销售遇冷的五个主要原因：五一假期出游忙、冷空气侵袭多低降雨、消费增长主要为文化娱乐消费、消费者换新需求不足、“6.18”大促吸虹购买需求。

20年疫情消费低迷，21年开年家电市场外部环境稳健向好，人均消费支出同比增长，但对家电行业的拉动力有限。传统品类笑话，健康、烹饪、懒人、清洁类引领行业。低收入家庭受疫情的不利影响更为严重，财富两级分化加剧。

4月彩电线下市场均价5083元，同比增长31.3%，75+大屏成为主推产品。冰箱行业增长以法式和十字为主，细分市场价格持续提升，TOP机型中万元以上产品占据半数。冷柜多品类产品均价同比上涨，成本因素下，价格涨幅将呈长期态势，其中海尔稳居第一，TOP10机型占6席，持续领跑。

健康、懒人、烹饪、舒适品类暴增，传统大家电遇冷下滑。规模呈现阶梯状上升趋势，洗地机已成为清洁电器重要品类。品类创新拉动清洁电器开启二次增长通道，中国硬地面居住环境决定了国人强烈的拖地需求，现有地面清洁产品体验差，无法完美满足消费者的需求。

21年Q1净水市场加速恢复，五一市场表现不尽人意。低端份额萎缩，产品向中高端行进。600G以上大通量产品渗透率进一步提升。线下品牌集中度相对更高，线上top品牌占位出现波动。专业电商份额优势明显，线下“其他渠道”重要性提升，预计618促销期，线上市场稳步恢复数。

Global Vacuum Cleaner market is foreseeing positive outlook over the last decade. The market appears to be progressing gradually and expected to grow at a 3.82% CAGR during the forecasted period. The Vacuum Cleaner market is fostered by growing urbanization across the globe which has led to increased requirements for appliances that are characterized with time saving and ease of home cleaning. The global demand is increasing especially from the residential segment due to its high efficiency and effectiveness in cleaning purpose of the garage space. Almost 82% of the population is living in urban areas of the North America. Latin America & Caribbean has 80% urbanized population whereas, in Europe, 73% of people are leaving in urban areas. Asia Pacific region dominated in terms of population density and includes 53% of world's urban population.

Medical devices used in the healthcare industries are increasingly connected to hospital network, internet, and other devices to provide features that increase the ability of healthcare organization to treat patients. This same features also increase the risk of various unauthorized access and cyber-attacks to critical data of the hospitals. Thus, healthcare organizations are using medical device security system to reduce the risk of cyber-attacks and to enhance the security of medical devices, which drives the growth of the market.

Injection molding machine is a mechanical equipment, which performs injection molding process. This process is used for mass production of injection molded plastic parts. In this report, various types of plastic injection molding machines have been considered. With the help of this machine’s injection molded plastic, parts such as buckets, chairs, kitchenware, footwear, automotive parts, and others, could be manufactured with high precision and negligible wastage. The global injection molding machine market is segmented based on machine type, solution, clamping force, pressure type, application, and region. Based on machine type, the market is divided into electric, hybrid, and hydraulic. Based on solution, the market is bifurcated into new sales and aftermarket. Based on application, the market is divided into automotive, packaging, electronics, healthcare, consumer goods, toy making, building and construction, home appliances, and others. Based on pressure type, the market is divided into low pressure, and high pressure. Based on clamping force, the market is divided into less than 200 tons force, 200 to 500 tons force, and more than 500 tons force.

This chapter of the report includes insights on industry dynamics, trends, upcoming technologies, recent developments, and market analysis of applications for the smart lighting system, including residential, industrial, commercial, outdoor, and automotive. The following info-graph gives the complete coverage of the applications where smart lighting is used.

Plastic extrusion machine is a mechanical equipment, which performs plastic extrusion process. This process is used for mass production of extruded plastic parts such as piping/tubing, weather stripping, deck railings, wire insulation, fencing, plastic films and sheeting, and thermoplastic coatings with high precision and negligible wastage. Plastic extrusion can be achieved with an innumerable type of materials, including nylon, ABS, rigid and flexible PVC, elastomers, and others. Based on the type of material used, the extruded plastic product can be either rigid, semi-rigid or flexible, and may have any number of interesting properties. The global plastic extrusion machine market is segmented based on machine type, solution, process type, application, and region. Based on machine type, the market is divided into twin-screw and single screw. Based on solution, the market is bifurcated into new sales and aftermarket. Based on process type, the market is divided into blown film extrusion, sheet/film extrusion, tubing extrusion, and others. Based on application, the market is divided into building & construction, medical, transportation, consumer goods, and others.

电化学储能需求由来已久，但尚未大规模推广，我们从第一性原理出发，结合储能实际运行条件，探究储能项目经济性及推广节奏。我们认为当前储能项目经济性尚不能支撑其大规模推广，受益于储能对于电网消纳和电网容量的系统性价值，新能源强制配储有望贡献年内的储能刚性需求。从话语权看，电池成本占比高，性能对于对储能收益率影响较大，强制配储阶段电池话语权更高，随着经济性满足要求，经济模式更为多元，系统价值有望逐步显现。建议关注电池、系统和海外渠道环节，推荐宁德时代和亿纬锂能。

21年全球电动车销量确定性大年，1H销量奠定高增基础，2H环比持续向上，全年同比增75%+。21年国内新车型MY放量，ID4交付，造车新势力再上台阶，带动toc端销量持续高增，Q1销量超50万辆，且Q2预计超60万辆，全年销量上修至240-260万辆，同比60%+。欧洲21年碳排放考核进一步趋严，补贴力度基本持续，预计销量200万辆+，同比增长约57%，同时纯电动化平台车型密集推出，2H增长质量将提升。美国市场政策有望超预期，基数低爆发力极大，特斯拉MY上量带来持续增长，同时其他车企在美放量，保守预计销量可达55-60万辆，同比+70%。因此，我们预计21年全球电动车销量超530万辆，同比增长75%+，电动化趋势明确，且22年预计全球仍可维持30-40%高增。

销量保持高位，供给瓶颈显现。碳中和带来光伏发展正周期，各环节迎来扩产潮。抽水蓄能价格机制浮出水面，万亿市场空间有望开启。新能源汽车方面，强烈推荐量利齐升的六氟环节（天赐、 多氟多、天际），电解液环节建议关注新宙邦，正极建议容百科技、 德方纳米以及中伟股份，隔膜建议关注恩捷股份和星源材质，负极领 域建议关注璞泰来，锂电池环节建议关注亿纬锂能、宁德时代、国轩 高科。

海外电池企业 Q1 收入分化，lg、三星环比持续向上，全年 lg 及 sk 实 现高增长。LG 化学：营业利润率大幅提高，业绩超预期。三星 SDI：受季节影响环比下滑，全年高增可期。SKI：产能扩张提速，21 年目标翻番。松下：21 财年扭亏为盈，产能规划升级。

本次原材料涨价周期与 16~18 年类似，影响可以借鉴。大多企业毛利率或将受冲击，但需求旺盛下可削弱成本压力。精细化管理思维下提升效率、降低成本是有效应对手段。原材料涨价周期中，龙头竞争优势更加明显。