本周各大指数呈现出震荡向上的走势。其中上证综指、深证成指、创业板和沪深300 指数涨跌幅分别为-2.77%、1.29%、1.87%和1.21%。本周表现较好的行业是采掘和有色。SW 家电板块下滑3.35%，跑输沪深300 指数4.56 个百分点。本周家用电器行业个股表现涨跌不一，上涨幅度前五的分别是毅昌股份、*ST 中新、ST 同洲、盾安环境和万和电气。上涨幅度后五的分别是小熊电器、惠而浦、新宝股份、美的集团、依米康。

1. 市场行情回顾 .............................................................................................................................................................. 4
1.1 本周家电板块跑赢沪深300 指数 ·························································································································· 4
1.2 本周板块个股表现 ·················································································································································· 4
2. 行业及公司动态回顾.................................................................................................................................................... 5
2.1 奇精机械:2021 年半年度报告 ······························································································································· 5
2.2 禾盛新材:2021 年半年度报告 ······························································································································· 5
2.3 长虹美菱:2021 年半年度报告 ······························································································································· 5
2.4 日出东方:2021 年半年度报告 ······························································································································· 5
2.5 亿田智能:2021 年半年度报告 ······························································································································· 5
2.6 华翔股份:2021 年半年度报告 ······························································································································· 6
2.7 金海高科:2021 年半年度报告 ······························································································································· 6
2.8 银河电子:2021 年半年度报告 ······························································································································· 6
2.9 惠而浦:2021 年半年度报告 ··································································································································· 6
3. 行业数据跟踪 ............................................................................................................................................................... 7
4. 本周观点....................................................................................................................................................................... 9
5. 风险提示....................................................................................................................................................................... 9