家用電器行業(yè)月度報告空調銷量表現(xiàn)不佳，冰洗景氣度有所回升

1、內容目錄1投資建議..................................................................................................................42市場行情回顧.........................................................................................

2、..................42.1市場表現(xiàn).........................................................42.2估值情況.........................................................53行業(yè)數據跟蹤................................................................

3、...........................................73.1空調銷量下滑，外銷降幅擴大...............................................73.2洗衣機產銷數據好轉，外銷表現(xiàn)亮眼.........................................83.3冰箱銷量同比有所回升，外銷同比由負轉正.............................

4、......93.4商品房銷售面積同比下滑幅度收窄，房地產開竣工面積剪刀差擴大...............94行業(yè)新聞.................................................................................................................114.1廣西購買家電以舊換新將可享受補貼..........................

5、..............114.2格力實名舉報奧克斯空調能效造假..........................................114.3七部委聯(lián)合印發(fā)《綠色高效制冷行動方案》的通知............................125重點公司公告及點評.............................................................................

6、..................125.1格力電器（000651）：格力30億收購聞泰科技獲證監(jiān)會核準............................................125.2海爾智家（600690）：青島海爾更名為海爾智家...................................................................125.3美的集團（000333）：吸收合并小天鵝收官

7、，兩者協(xié)同效應可期......................................136風險提示.................................................................................................................13圖表目錄圖23：全國新房開工面積及同比增速..............................