485 lines
36 KiB
HTML
485 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>家用电器 - 深度行业研究报告</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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color: #E0E0E0;
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overflow-x: hidden;
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}
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/* Deep Space Background */
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.space-bg {
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position: fixed;
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top: 0;
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animation: pulse 15s infinite alternate;
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background: radial-gradient(circle, #4a00e0 0%, #8e2de2 100%);
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background: radial-gradient(circle, #004d7a 0%, #009688 100%);
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animation-delay: -7.5s;
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@keyframes pulse {
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/* Glassmorphism Card Style */
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.glass-card {
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background: rgba(10, 10, 25, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 2rem; /* 极致圆角 */
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transition: all 0.3s ease;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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transform: translateY(-5px);
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border-color: rgba(255, 255, 255, 0.25);
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box-shadow: 0 0 40px rgba(74, 0, 224, 0.2);
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}
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/* Custom Section Titles */
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.section-title {
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font-size: 2.5rem;
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font-weight: 700;
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background: linear-gradient(90deg, #8e2de2, #4a00e0, #00c6ff);
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-webkit-background-clip: text;
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padding-bottom: 0.5rem;
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margin-bottom: 2rem;
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border-bottom: 1px solid rgba(255, 255, 255, 0.2);
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}
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/* Custom Table Style */
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.custom-table th {
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background-color: rgba(255, 255, 255, 0.05);
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color: #a0aec0;
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font-weight: 600;
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.custom-table td, .custom-table th {
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padding: 1rem 1.5rem;
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}
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.custom-table tbody tr:hover {
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background-color: rgba(255, 255, 255, 0.08);
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}
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/* Custom Collapse Style */
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.daisy-collapse {
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background: rgba(10, 10, 25, 0.6);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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</style>
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</head>
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<body class="bg-base-100 min-h-screen">
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<div class="space-bg"></div>
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center my-8 md:my-16">
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<h1 class="text-5xl md:text-7xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-purple-400 via-pink-500 to-red-500 mb-4 animate-pulse">
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家用电器 (Home Appliances)
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</h1>
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<h2 class="text-2xl md:text-3xl font-light text-gray-300">深度概念分析报告</h2>
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<p class="text-xs text-gray-500 mt-4">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Insight Bento Grid -->
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<section class="mb-16">
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<h2 class="section-title">概念洞察 (Concept Insight)</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 lg:grid-cols-4 gap-6">
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<!-- Concept Event -->
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<div class="glass-card p-6 md:p-8 md:col-span-2 lg:col-span-3">
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<h3 class="text-2xl font-bold mb-4 text-purple-300">概念事件与核心脉络</h3>
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<p class="text-gray-400 mb-4 text-sm">家用电器板块在2024-2025年经历了一轮由政策、出口和技术革新共同驱动的景气周期。其发展脉络清晰，从出口复苏到政策强力驱动，再到产业智能化升级，层层递进。</p>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong>宏观背景与业绩验证 (2024 H1-Q3):</strong> 出口额增速高达<strong class="text-cyan-300">16.1%</strong>，国内零售额稳健复苏，为板块奠定增长基石。</li>
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<li><strong>核心催化剂：政策与市场共振 (2024 H2 - 2025):</strong> “以旧换新”政策效果显著，推动2024年家电零售额突破<strong class="text-cyan-300">1万亿元</strong>大关，创历史新高。资本市场反应热烈，主力资金显著净流入。</li>
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<li><strong>产业升级与未来布局 (2025-2026+):</strong> <strong class="text-cyan-300">2025年被定义为“AIGC家电元年”</strong>。全球首个家电循环经济国际标准及智能家电“L1-L5”分级国标相继发布，预示着一个由标准驱动的、更清晰的更新换代和智能化升级周期即将到来。</li>
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</ul>
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</div>
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<!-- Market Data Visualization -->
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<div class="glass-card p-6 md:col-span-1 lg:col-span-1 row-span-2">
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<h3 class="text-2xl font-bold mb-4 text-purple-300">市场数据可视化</h3>
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<div id="market-size-chart" class="w-full h-52"></div>
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<div id="export-growth-chart" class="w-full h-52 mt-4"></div>
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</div>
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<!-- Core Viewpoint -->
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<div class="glass-card p-6 md:p-8 md:col-span-2 lg:col-span-3">
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<h3 class="text-2xl font-bold mb-4 text-purple-300">核心观点摘要</h3>
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<p class="text-gray-300">家用电器概念正处在一个由“周期性复苏”向“结构性成长”转型的关键阶段。其核心驱动力已从传统的房地产周期，转变为<strong class="text-cyan-300">“国内政策驱动的更新换代”</strong>与<strong class="text-cyan-300">“海外新兴市场拓展”</strong>的双轮驱动格局。未来最大的潜力在于 <strong class="text-pink-400">AI技术赋能下的产品智能化、场景化升级</strong>，这将重塑行业价值链并开启新的增长曲线。</p>
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</div>
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<!-- Core Logic -->
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<div class="glass-card p-6 md:p-8 md:col-span-3 lg:col-span-2">
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<h3 class="text-2xl font-bold mb-4 text-purple-300">核心驱动力与预期差</h3>
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<div class="space-y-3">
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<p><strong><span class="text-cyan-300">1. 政策托底与需求释放:</span></strong> “以旧换新”加速存量市场更新，白电更新需求占比已超70%-80%，行业与房地产关联减弱。</p>
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<p><strong><span class="text-cyan-300">2. 全球比较优势与市场扩张:</span></strong> 出口高增主要来自拉美、中东等新兴市场。龙头企业正从“产品输出”转向“品牌和产能输出”。</p>
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<p><strong><span class="text-cyan-300">3. 技术迭代驱动价值提升:</span></strong> 2025年是“AIGC家电元年”，L1-L5分级标准将终结“伪智能”乱象，驱动产品均价提升。</p>
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<p class="mt-4 pt-4 border-t border-white/10"><strong class="text-pink-400">预期差分析:</strong> 市场可能高估了需求的内生增长动力，而低估了其对政策补贴的依赖。同时，龙头企业对冲原材料成本上涨的能力，可能比市场预期的更强。</p>
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</div>
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</div>
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<!-- Industry Chain -->
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<div class="glass-card p-6 md:p-8 md:col-span-3 lg:col-span-2">
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<h3 class="text-2xl font-bold mb-4 text-purple-300">产业链与核心公司</h3>
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<div class="space-y-3">
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<p><strong><span class="text-gray-400">上游:</span></strong> 原材料(铜、钢)及核心零部件(压缩机-长虹华意; 控制器-视源股份)。</p>
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<p><strong><span class="text-gray-400">中游 (品牌商):</span></strong></p>
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<ul class="list-disc list-inside ml-4 text-sm">
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<li><strong>综合巨头:</strong> 美的集团、海尔智家、格力电器。</li>
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<li><strong>黑电:</strong> 海信视像、TCL。</li>
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<li><strong>厨电:</strong> 老板电器、华帝股份。</li>
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<li><strong>小家电:</strong> 科沃斯、石头科技 (清洁电器); 小熊电器 (厨房小电)。</li>
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</ul>
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<p><strong><span class="text-gray-400">下游:</span></strong> 线上(天猫、京东)与线下渠道。</p>
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<p class="mt-4 pt-4 border-t border-white/10"><strong class="text-pink-400">核心玩家对比:</strong> 美的是全球化龙头；海尔是高端化典范；格力是国内空调霸主；科沃斯/石头是技术创新冠军；小米是模式创新的颠覆者。</p>
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</div>
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</div>
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<!-- Risks & Catalysts -->
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<div class="glass-card p-6 md:col-span-3 lg:col-span-4 grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-2xl font-bold mb-4 text-purple-300">关键催化剂</h3>
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<ul class="space-y-2 list-disc list-inside">
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<li><strong>近期 (3-6个月):</strong> 2025年财报验证政策持续性；AIGC家电新品发布；“以旧换新”政策细则出台。</li>
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<li><strong>长期:</strong> 2026年起标准化驱动更新周期；从单品智能到全屋智能生态演进；全球化深度布局。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-2xl font-bold mb-4 text-red-400">潜在风险与挑战</h3>
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<ul class="space-y-2 list-disc list-inside">
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<li><strong>技术风险:</strong> AIGC应用存在“噱头化”风险，技术瓶颈与成本挑战并存。</li>
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<li><strong>商业化风险:</strong> 对“以旧换新”政策依赖性高；消费降级与产品高端化趋势存在矛盾。</li>
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<li><strong>政策与竞争风险:</strong> 海外贸易壁垒；国内市场时有价格战，侵蚀利润。</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<!-- Data Sections: News, Roadshows, Reports -->
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<section class="mb-16" x-data="{ activeTab: 'news' }">
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<h2 class="section-title">多源情报汇总 (Multi-Source Intelligence)</h2>
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<div role="tablist" class="tabs tabs-boxed tabs-lg bg-black/30 border border-white/10 mb-6">
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'news' }" @click.prevent="activeTab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'roadshow' }" @click.prevent="activeTab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'report' }" @click.prevent="activeTab = 'report'">研报精粹</a>
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</div>
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<!-- News Content -->
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<div x-show="activeTab === 'news'" class="space-y-4">
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<div class="collapse daisy-collapse collapse-arrow">
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<input type="radio" name="news-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium">一、 市场与资本动态</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
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<li><strong>板块整体表现：</strong>家用电器板块在2024-07-31, 2025-07-14, 2024-07-26多次走强，深康佳A、雪祺电气、科沃斯等涨停。</li>
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<li><strong>主力资金净流入：</strong>2024年11月21日，主力资金净流入家用电器板块，四川长虹单日获净流入48.39亿元。11月14日，和而泰获净流入25.26亿元。</li>
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<li><strong>主力资金净流出：</strong>2024年11月5日，主力资金净流出家用电器板块。</li>
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</ul>
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</div>
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</div>
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<div class="collapse daisy-collapse collapse-arrow">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium">二、 宏观经济与销售数据</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
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<li><strong>出口数据：</strong>2024年前三季度家电出口增长15.5%；前10个月增长16.1%，表现强劲。</li>
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<li><strong>零售数据：</strong>2024年限额以上单位家电零售额突破万亿元大关，同比增长12.3%，创历史新高。“以旧换新”政策效果显著，2025年5月零售额同比增长53.0%。</li>
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</ul>
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</div>
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</div>
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<div class="collapse daisy-collapse collapse-arrow">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium">三、 政策与标准法规</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
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<li><strong>安全与再生标准：</strong>修订版《家用电器安全使用年限和再生利用通则》将于2026年1月1日实施，构建产品全链条管理。</li>
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<li><strong>循环经济国际标准：</strong>我国牵头制定全球首项家用电器循环经济领域安全国际标准，于2025年6月20日发布。</li>
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<li><strong>智能家电国家标准：</strong>将于2026年5月1日实施，首次给“智能”划定L1至L5五个等级，旨在消除“伪智能”。</li>
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</ul>
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</div>
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</div>
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<div class="collapse daisy-collapse collapse-arrow">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium">四、 企业动态与投资布局</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
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<li><strong>小米：</strong>成立小米智能电器（武汉）有限公司，注册资本4.5亿；增资小米智能技术有限公司至25.06亿元，加速家电布局。</li>
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<li><strong>格力电器：</strong>在揭阳、浙江、上海、南昌等多地密集成立数字科技公司，深化渠道下沉和数字化转型。</li>
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<li><strong>美的集团：</strong>成立美的（佛山高明）电器零售有限公司及美的（宁波）电子商务有限公司，强化零售与电商渠道。</li>
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<li><strong>技术趋势：</strong>据韩媒报道，三星正推动在家用电器中安装高通AI芯片，以跟上AI时代。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Roadshow Content -->
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<div x-show="activeTab === 'roadshow'" class="space-y-4">
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<div class="collapse daisy-collapse collapse-arrow">
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<input type="radio" name="roadshow-accordion" checked="checked"/>
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<div class="collapse-title text-xl font-medium">核心观点汇总</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
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<li><strong>需求结构转变：</strong>白电更新需求占比已超70%-80%（空调、冰箱），与房地产关联性显著降低，行业进入“后地产周期”。</li>
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<li><strong>政策影响：</strong>“以旧换新”政策效果显著，但对空调销量的实际额外增量可能仅为2-3%，更多体现在撬动结构升级和需求集中释放。</li>
|
||
<li><strong>消费趋势：</strong>短期消费理性化，低价带（如2100元以下空调）份额提升；同时高端化、套系化趋势明显，如大容量冰箱、洗干套装。</li>
|
||
<li><strong>出口格局：</strong>外销增长强劲，新兴市场（拉美、中东、东南亚）成为主要增量来源，增速超10%。龙头企业通过海外建厂（墨西哥、泰国）规避关税风险。</li>
|
||
<li><strong>成本对冲：</strong>龙头企业可通过供应链垂直整合、规模议价和产品提价有效对冲原材料（如铜价）上涨压力。</li>
|
||
<li><strong>技术创新：</strong>AI大模型赋能家电（节能、个性化）成为新趋势，扫地机器人等细分品类技术迭代是核心增长点。</li>
|
||
<li><strong>投资主线：</strong>关注业绩确定性强的白电龙头（美的、海尔、格力）、出口高增企业、以及技术驱动的成长性标的（科沃斯、石头科技）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Report Content -->
|
||
<div x-show="activeTab === 'report'" class="space-y-4">
|
||
<div class="collapse daisy-collapse collapse-arrow">
|
||
<input type="radio" name="report-accordion" checked="checked"/>
|
||
<div class="collapse-title text-xl font-medium">市场规模与预测</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
|
||
<li><strong>2023年市场规模：</strong>国内市场销售规模7736亿元（+1.7%），出口规模6174亿元（+9.9%）。</li>
|
||
<li><strong>2024年市场规模：</strong>国内零售额9027亿元（+5.9%），其中Q4在政策刺激下增长23.8%。</li>
|
||
<li><strong>2025年市场预测：</strong>预计国内零售额达9155亿元，同比增长1.4%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse daisy-collapse collapse-arrow">
|
||
<input type="radio" name="report-accordion"/>
|
||
<div class="collapse-title text-xl font-medium">细分品类趋势</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
|
||
<li><strong>冰箱：</strong>大容积（400L+）、多门结构、嵌入式设计（零嵌/平嵌）成主流。保鲜技术进入“后保鲜时代”（真空、分子、控氧）。</li>
|
||
<li><strong>洗衣机：</strong>洗干套装销售同比增长35.6%，大容量（10kg+）趋势明显。</li>
|
||
<li><strong>空调：</strong>2023年零售额增长7.5%，成为市场主要拉动力。新风空调、厨房空调开辟细分市场。</li>
|
||
<li><strong>热水器：</strong>进入“健康阶段”，大容量、恒温、水质净化成核心卖点。</li>
|
||
<li><strong>清洁电器：</strong>逆市增长24.4%，机器人产品换代，洗地机低价放量。</li>
|
||
<li><strong>彩电：</strong>MiniLED与大尺寸保持高增长，AI软件提升交互性成为关键。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse daisy-collapse collapse-arrow">
|
||
<input type="radio" name="report-accordion"/>
|
||
<div class="collapse-title text-xl font-medium">技术创新与政策影响</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-gray-300">
|
||
<li><strong>AI技术：</strong>2025年成为“AIGC家电元年”，AI将重构研发、供应链、营销、销售和售后全产业链。</li>
|
||
<li><strong>政策影响：</strong>“以旧换新”政策效果显著，目标到2027年废旧家电回收量较2023年增长30%。回收处理率提升至37.17%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="mb-16">
|
||
<h2 class="section-title">个股异动深度解析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-bold text-lg text-green-400">大洋电机 (002249) <span class="text-sm font-normal text-gray-400">2025-08-13</span></h4>
|
||
<p class="text-sm mt-2 text-gray-300"><strong>核心驱动:</strong> 获批3亿元100%贴息贷款用于“高效节能家用电机扩产”，叠加披露“三代人形机器人关节电机样机完成”，政策与产业催化共振，次日涨停。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-bold text-lg text-green-400">斯菱股份 (301550) <span class="text-sm font-normal text-gray-400">2025-07-14</span></h4>
|
||
<p class="text-sm mt-2 text-gray-300"><strong>核心驱动:</strong> 受益于家用电器板块整体走高，以及龙头科沃斯业绩超预期的溢出效应。同时融资资金连续流入，技术面呈多头共振。.</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-bold text-lg text-green-400">同洲电子 (002052) <span class="text-sm font-normal text-gray-400">2025-07-14</span></h4>
|
||
<p class="text-sm mt-2 text-gray-300"><strong>核心驱动:</strong> 发布半年度业绩预告，预计净利润1.9亿-2.2亿元，实现扭亏为盈。高功率电源产品持续放量，业务转型见成效。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-bold text-lg text-green-400">和而泰 (002402) <span class="text-sm font-normal text-gray-400">2025-08-14</span></h4>
|
||
<p class="text-sm mt-2 text-gray-300"><strong>核心驱动:</strong> 上半年业绩超预期，归母净利同比大增79%。汽车电子业务（+73.7%）和子公司铖昌科技（净利+333%）表现亮眼。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-bold text-lg text-green-400">恒帅股份 (300969) <span class="text-sm font-normal text-gray-400">2025-07-14</span></h4>
|
||
<p class="text-sm mt-2 text-gray-300"><strong>核心驱动:</strong> 切入人形机器人电机赛道，技术卡位特斯拉等头部供应链，市场预期单机价值量2.8万元，打开巨大市值重估空间。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-bold text-lg text-red-400">上海亚虹 (603159) <span class="text-sm font-normal text-gray-400">2025-10-31</span></h4>
|
||
<p class="text-sm mt-2 text-gray-300"><strong>核心驱动:</strong> 房地产高质量发展新政出台，市场预期将提振家电需求，从而利好上游家电零部件供应商（上海亚虹），为典型的“预期博弈”行情。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section>
|
||
<h2 class="section-title">核心标的与产业链图谱</h2>
|
||
<div class="overflow-x-auto glass-card p-2">
|
||
<table class="table w-full custom-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>细分领域/标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 综合 -->
|
||
<tr class="bg-black/20"><td colspan="4" class="font-bold text-lg text-purple-300">综合性巨头</td></tr>
|
||
<tr><td>美的集团</td><td><a href="https://valuefrontier.cn/company?scode=000333" target="_blank" class="link link-hover text-cyan-400">000333</a></td><td>全球化布局龙头，外销占比高，业务多元化抗风险能力强</td><td>综合</td></tr>
|
||
<tr><td>海尔智家</td><td><a href="https://valuefrontier.cn/company?scode=600690" target="_blank" class="link link-hover text-cyan-400">600690</a></td><td>高端化与全球品牌运营典范，智慧家庭场景化解决方案领先</td><td>综合, 白色家电, 冰箱冷柜</td></tr>
|
||
<tr><td>格力电器</td><td><a href="https://valuefrontier.cn/company?scode=000651" target="_blank" class="link link-hover text-cyan-400">000651</a></td><td>国内空调绝对霸主，高分红价值属性，渠道改革潜力大</td><td>综合</td></tr>
|
||
<tr><td>海信家电</td><td><a href="https://valuefrontier.cn/company?scode=000921" target="_blank" class="link link-hover text-cyan-400">000921</a></td><td>黑白电协同发展，全球化布局完善</td><td>综合</td></tr>
|
||
<!-- 黑电 -->
|
||
<tr class="bg-black/20"><td colspan="4" class="font-bold text-lg text-purple-300">电视机 (黑电)</td></tr>
|
||
<tr><td>海信视像</td><td><a href="https://valuefrontier.cn/company?scode=600060" target="_blank" class="link link-hover text-cyan-400">600060</a></td><td>全球显示技术领导者，激光电视、ULED技术领先</td><td>电视机</td></tr>
|
||
<tr><td>四川长虹</td><td><a href="https://valuefrontier.cn/company?scode=600839" target="_blank" class="link link-hover text-cyan-400">600839</a></td><td>老牌家电巨头，获主力资金重点关注，业务多元化</td><td>电视机</td></tr>
|
||
<tr><td>兆驰股份</td><td><a href="https://valuefrontier.cn/company?scode=002429" target="_blank" class="link link-hover text-cyan-400">002429</a></td><td>LED全产业链布局，电视ODM业务规模领先</td><td>电视机</td></tr>
|
||
<tr><td>深康佳A</td><td></td><td>国企背景，彩电业务转型升级</td><td>电视机</td></tr>
|
||
<!-- 白电 -->
|
||
<tr class="bg-black/20"><td colspan="4" class="font-bold text-lg text-purple-300">白色家电</td></tr>
|
||
<tr><td>长虹美菱</td><td><a href="https://valuefrontier.cn/company?scode=000521" target="_blank" class="link link-hover text-cyan-400">000521</a></td><td>冰箱业务突出，M鲜生系列产品创新能力强</td><td>白色家电, 冰箱冷柜</td></tr>
|
||
<tr><td>雪祺电气</td><td><a href="https://valuefrontier.cn/company?scode=001387" target="_blank" class="link link-hover text-cyan-400">001387</a></td><td>大容积冰箱ODM龙头，受益于出口高景气</td><td>白色家电, 冰箱冷柜</td></tr>
|
||
<tr><td>奥马电器</td><td></td><td>冰箱出口龙头，市场份额领先</td><td>白色家电, 冰箱冷柜</td></tr>
|
||
<tr><td>惠而浦</td><td><a href="https://valuefrontier.cn/company?scode=600983" target="_blank" class="link link-hover text-cyan-400">600983</a></td><td>格兰仕入主，协同效应显现，冰洗业务改善</td><td>白色家电, 冰箱冷柜, 洗衣机</td></tr>
|
||
<!-- 厨卫电器 -->
|
||
<tr class="bg-black/20"><td colspan="4" class="font-bold text-lg text-purple-300">厨卫电器</td></tr>
|
||
<tr><td>老板电器</td><td><a href="https://valuefrontier.cn/company?scode=002508" target="_blank" class="link link-hover text-cyan-400">002508</a></td><td>高端厨电领导者，受益于消费升级和精装房市场</td><td>厨卫电器, 集成灶, 热水器, 浴霸</td></tr>
|
||
<tr><td>华帝股份</td><td><a href="https://valuefrontier.cn/company?scode=002035" target="_blank" class="link link-hover text-cyan-400">002035</a></td><td>厨电知名品牌，渠道改革与产品创新并行</td><td>厨卫电器, 集成灶, 热水器, 浴霸</td></tr>
|
||
<tr><td>火星人</td><td><a href="https://valuefrontier.cn/company?scode=300894" target="_blank" class="link link-hover text-cyan-400">300894</a></td><td>集成灶行业龙头，线上渠道优势明显</td><td>厨卫电器, 集成灶, 热水器, 浴霸</td></tr>
|
||
<!-- 小家电 -->
|
||
<tr class="bg-black/20"><td colspan="4" class="font-bold text-lg text-purple-300">小家电</td></tr>
|
||
<tr><td>科沃斯</td><td><a href="https://valuefrontier.cn/company?scode=603486" target="_blank" class="link link-hover text-cyan-400">603486</a></td><td>全球扫地机器人龙头，技术创新与品牌全球化领先</td><td>小家电, 清洁</td></tr>
|
||
<tr><td>石头科技</td><td><a href="https://valuefrontier.cn/company?scode=688169" target="_blank" class="link link-hover text-cyan-400">688169</a></td><td>扫地机技术创新引领者，海外市场高增长</td><td>小家电, 清洁</td></tr>
|
||
<tr><td>小熊电器</td><td><a href="https://valuefrontier.cn/company?scode=002959" target="_blank" class="link link-hover text-cyan-400">002959</a></td><td>创意小家电龙头，线上渠道和多品类战略优势</td><td>小家电, 厨房</td></tr>
|
||
<tr><td>九阳股份</td><td><a href="https://valuefrontier.cn/company?scode=002242" target="_blank" class="link link-hover text-cyan-400">002242</a></td><td>厨房小家电专家，豆浆机、破壁机市场领导者</td><td>小家电, 厨房</td></tr>
|
||
<tr><td>新宝股份</td><td><a href="https://valuefrontier.cn/company?scode=002705" target="_blank" class="link link-hover text-cyan-400">002705</a></td><td>全球小家电ODM龙头，出口业务强劲</td><td>小家电, 厨房</td></tr>
|
||
<!-- 零部件 -->
|
||
<tr class="bg-black/20"><td colspan="4" class="font-bold text-lg text-purple-300">核心零部件</td></tr>
|
||
<tr><td>长虹华意</td><td><a href="https://valuefrontier.cn/company?scode=000404" target="_blank" class="link link-hover text-cyan-400">000404</a></td><td>全球最大的冰箱压缩机制造商</td><td>白色家电, 冰箱冷柜</td></tr>
|
||
<tr><td>禾盛新材</td><td><a href="https://valuefrontier.cn/company?scode=002290" target="_blank" class="link link-hover text-cyan-400">002290</a></td><td>家电用复合材料(PCM/VCM)龙头企业</td><td>白色家电, 零部件</td></tr>
|
||
<tr><td>海立股份</td><td><a href="https://valuefrontier.cn/company?scode=600619" target="_blank" class="link link-hover text-cyan-400">600619</a></td><td>空调压缩机行业领先企业</td><td>白色家电, 空调</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
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|
||
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|
||
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|
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var marketSizeOption = {
|
||
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|
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|
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|
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|
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marketSizeChart.setOption(marketSizeOption);
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// Export Growth Chart
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|
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|
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</body>
|
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</html> |