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

1、內(nèi)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(shù)據(jù)跟蹤................................................................

3、...........................................73.1空調(diào)銷量下滑，外銷降幅擴(kuò)大...............................................73.2洗衣機(jī)產(chǎn)銷數(shù)據(jù)好轉(zhuǎn)，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(fù)轉(zhuǎn)正.............................

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

5、..............114.2格力實(shí)名舉報(bào)奧克斯空調(diào)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(diǎn)公司公告及點(diǎn)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(zhǔn)............................................125.2海爾智家（600690）：青島海爾更名為海爾智家...................................................................125.3美的集團(tuán)（000333）：吸收合并小天鵝收官

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