在产品结构升级和原材料价格上涨等因素的影响下，白电龙头企业加速抢占市场份额，行业产品均价稳步回升，建议关注美的集团和海尔智家。

1. 行情回顾..........................................................................................................................................................................5

1.1 行业整体表现.............................................................................................................................................................5

1.2 细分行业市场表现.....................................................................................................................................................5

1.3 资金流向表现.............................................................................................................................................................6

1.4 个股表现.....................................................................................................................................................................6

2. 产销数据..........................................................................................................................................................................7

2.1 空调.............................................................................................................................................................................7

2.2 洗衣机 ........................................................................................................................................................................8

2.3 冰箱.............................................................................................................................................................................9

2.4 彩电........................................................................................................................................................................... 10

3. 原材料价格走势............................................................................................................................................................ 11

4. 行业动态........................................................................................................................................................................ 12

5、公司重要公告........................................................................................................................................................... 14

6. 投资建议........................................................................................................................................................................ 16

7. 风险提示........................................................................................................................................................................ 16