国内市场：消费者健康意识成常态，健康功能已经成为消费者购买家电产品的重要指标。《2020 年中国健康家电白皮书》显示，92%的消费者在选购家电时会特别关注健康功能，其中31.6%的消费者关注空气的杀菌健康功能。

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 ........................................................................................................................................................................ 7

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

2.4 彩电 ............................................................................................................................................................................. 9

3. 原材料价格走势 ............................................................................................................................................................ 10

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

5. 投资建议 ........................................................................................................................................................................ 13

6. 风险提示 ........................................................................................................................................................................ 13