家用电器行业家电奥维月度数据点评

一.家电零售与出口月度数据跟踪1.行业终端零售数据2M4家电零售市场表现较弱线上略好于线下2M4线下线上合计销额分别同比下降22.72降88，1-4月线下、线上累计分别同比下降9.75、下降24。4月家电全品类线线计销量分别同比下滑29.46、下降12.30，1-4月线下、线上累计同比分别下降29.34、下降13.12。线下零售市场仍受多地疫情反复原因影响较大。图表1.家电全品类线下线上销额同比增速22年4月别同比下降2，下降5.8%

图表2.家电全品类线下、线上销量同比增速：22年4月别同比下降6、下降30%100%80%60%40%20%0%-20%22.042.05.62.07.82.092.102.112.122.012.022.032.042.052.06.72.08.92.102.112.122.012.022.032.04

60%50%40%30%20%10%0%-10%-20%-30%22.042.052.062.072.082.092.10.1.22.012.022.032.042.052.062.07.82.092.102.112.122.012.022.03.4线下 线上线下 线上线下 线上资料来：奥云网 资料来：奥云网图表.家电全品类线下、线上销额环比增速：22年4月分别下降、下降9%

图表.家电全品类线下线上销量环比增速22年4月分别下降2、下降4%250%200%150%100%50%0%-50%..42.052.06.72.082.092.102.112.122.012.022.032.04.52.062.072.082.092.102.112.122.012.02.32.04

120%100%80%60%40%20%0%-20%-40%20.20.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04线下 线上线下 线上下 资料来：奥云网 资料来：奥云网二.家电终端零售子版块数据跟踪白色家电和彩电白色家电与彩电奥维云网4月数据显示，空调/冰箱/洗衣机/彩电线下渠道零售额分别同比-24.55/-3.40/-8.07/-5.55，均价分别同比上涨+7.48/+16.71/+14.13/+13.38；线上渠道零售额分别同比变化-1.7/-0.6/-9.1/-11.3,均价分别同比变化+6.69/-3.79/+58/-11.28。①空调销售表现空调单4月线下线上销额规模达到22.75亿元47.52亿元同比下降24.55下降1.70，环比3月下降41.87、下降19.33。空调1-4月线下、线上销额规模累计达到86.25亿元、169.48亿元，同比下降19.61、下降1.88价格表现：空调单4月线下、线上均价分别为4109元、3063元，同比上涨7.48、6.69，环比3月上升0.78、下降3.10。分品牌来看，4月美的/格力/海尔线下均价分别为3844元/4627元/4085元，分别同比变化+478元/+28元/-34元；美的/格力/海尔线上均价分别为3028元/3659元/3453元，分别同比上涨157元/125元/369元。品牌份额单4月美的/格力/海尔线下市占分别为25.78/44.35/15.07同比-3.91/+0.61/+3.12t；4月线下3达到85.20%，同比-0.18t，环比3月3.42t。4月美的/格力/海尔线上市占分别为27.59/31.31/12.50同比-8.06/-4.54/+1.15t环比3月-2.82/+3.94/-5.66ct4月线上3达到71.40，同比-2.37t，环比3月-4.54t。1-4月美的/格力/海尔线下累计市占率分别为35.85/33.94/16.12同比-1.31/-2.11/+2.80t美的/格力/海尔线上累计市占率分别为33.97/27.45/13.91，同比+0.10/-1.58/+1.49pt。图表5空调线下销售额规模与同比变化：4月销额规模为5亿元，同比下降%（亿元）

图表6.空调线上销售额规模与同比变化：4月销额规模为2亿元，同比下降0%（亿元）70 200%60 150%50 100%4050%3020 0%10 -50%1.061.061.081.101.122.022.042.062.082.102.12.2.42.062.082.102.122.022.04

250200150100500

150%100%50%0%-50%11.041.061.08.01.122.022.04.62.082.102.12.22.042.062.08.02.122.022.04销额规模 同比销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.空调线下销售均价与同比变化：4月均价为元，同比上涨8%

图表.空调线上销售均价与同比变化：4月均价为元，同比上涨9%（元）4,5004,0003,5003,0002,5002,0001,5001,00050011.041.06.8.01.122.022.042.062.082.102.122.022.04.62.082.102.122.022.04

1,0008006004002000-200-400-600-800-1,000-1,200

（元）4,0003,5003,0002,5002,0001,5001,00050011.061.081.101.122.022.042.062.082.102.12.22.042.06.82.102.122.022.04

8006004002000-200-400-600-800-1,000-1,200均价 同比（右轴）均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.空调线下价格段占比：4月2400-3499元占比达28.93%，8000元以上占比达到20.44%

图表.空调线上价格段占比：4月2400-3499元占比达到48.95%，2399元以下占比达到20.17%100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.044040-9930-4920-4970-9960-99450-999350-499240-499700-999600-999资料来：奥云网 资料来：奥云网图表.空调线下市场份额：4月美的、格力、海尔市分别为8、35、.07%

图表.空调线上市场份额3月美的格力海尔市占别为、11、20%100%90%80%70%60%50%40%30%20%10%20.0120.0220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0220.0320.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04美的 格力美的 格力 海尔 海信 惠而浦 其他美的 格力 海尔 奥克斯 CL资料来：奥云网 资料来：奥云网②冰箱销售表现冰箱单4月线下线上销额规模达到16.74亿元34.16亿元同比下降13.34下降0.66，环比3月下降34.0、环比下降9.80。冰箱1-4月线下、线上销额规模累计达到76.10亿亿元，同比下降15.58、下降1.57。价格表现：冰箱单4月线下、线上均价分别为6308元、2004元，同比上涨16.71、下降3.79，环比3月下降4.35、下降2.48。品牌份额单4月海尔/美的/容声线下市占分别为41.43/9.39/11.76同比+8.77/-12.32/+8.19t，环比3月+1.52/-26.18/+1.11t4月线下3达到62.58同比下降3.24t环比3月下降1.63t。4月海尔/美的/容声线上市占分别为39.78/16.02/11.64%，同比-4.42/+3.62/-5.37t，环比3月-6.29/+6.45/+15.13t3月线上CR3达到67.44同比下降1.94t环比3月下降0.17t4月海尔/美的/容声线下累计市占率分别为40.13/12.04/11.92，同比+2.07/-0.27p/+0.22t；海尔/美的/容声线上累计市占率分别为40.69/17.10/12.01，同比+0.57/+0.07/-0.71t。图表.冰箱线下销售额规模与同比变化：4月销额规为64亿元，同比下降4%（亿元）

图表.冰箱线上销售额规模与同比变化4月销额规模为6亿元，同比下降6%（亿元）35 200%30 150%25 100%2050%1510 0%5 -50%1.041.041.06.81.101.122.022.042.062.082.10.22.022.042.062.082.102.122.02.4

1009080706050403020100

140%120%100%80%60%40%20%0%-20%19.19.0419.0619.0819.1019.1220.0220.0420.0620.0820.1020.1221.0221.0421.0621.0821.1021.1222.0222.04线下销额规模线下销额规模 线下同比销额规模 同比资料来：奥云网 资料来：奥云网图表.冰箱线下销售均价与同比变化4月均价为元，同比上涨1%

图表.冰箱线上销售均价与同比变化：3月均价为元，同比上涨9%（元)7,00）6,0005,0004,0003,0002,0001,000..41.061.081.101.12.22.042.062.082.10.22.022.042.062.08.02.122.022.04

（元）1,2001,0008006004002000-200-400

（元）3,5003,0002,5002,0001,5001,00050011.041.061.081.101.12.22.042.062.082.102.122.022.042.062.082.102.122.02.4

（元

6005004003002001000-100-200-300均价 同比（右轴）均价 同比（右轴）价 资料来：奥云网 资料来：奥云网图表.冰箱线下价格段占比4月10000-19999元占比达到32.61，6000-7999元占比达到18.5%

图表.冰箱线上价格段占比：4月1000-1999元占比达到16.54%，2000-2999元占比达到25.08%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04800-99930-99800-99930-991000199940-9960-99300-999200-999100-99960-9940-99图表.冰箱线下市场份额：4月海尔、美的、容声市别为、.9、.6%

图表.冰箱线上市场份额4月海尔美的容声市占别为、62、14%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04尔 尔 的 声 菱 海尔 美的 容声 美菱 西门子 其他资料来：奥云网 资料来：奥云网③洗衣机销售表现：洗衣机单4月线下、线上销额规模达到10.74亿元、26.04亿元，同比下滑28.07、下滑9.81环比3月下滑39.92下滑23.15洗衣机4月线下线上销额规模累计达到52.98亿元135.35亿元，同比下滑21.78、上升0.31。价格表现：洗衣机单4月线下、线上均价分别为4128元、1647元，同比上涨14.13、上涨5.58，环比3月下滑5.58、上升0.24%品牌份额：单4月，海尔/小天鹅/西门子线下市占分别为42.02/14.96/11.21%，同比+3.92/+0.18/+1.84t环比3月+2.93/-3.32/-0.79ct4月线下3达到68.19同比上升1.99t，环比3月下滑2.06t。4月海尔/小天鹅/美的线上市占分别为42.88/22.58/8.11%，同比+4.97/+2.62p/-4.19t环比3月-1.68/+2.94p/-1.25ct4月线上3达到73.57同比上升3.40t，环比3月上升0.01pt。1-4月海尔/小天鹅/西门子线下累计市占率分别为40.00/17.09/10.75同比+2.56/+2.45/+1.50t；海尔/小天鹅/美的线上累计市占率分别为42.64/21.08/10.09，同比+3.99/+0.25pct/-3.87t。图表.洗衣机线下销售额规模与同比变化：4月销额模为4亿元，同比下滑807%（亿元）

图表.洗衣机线上销售额规模与同比变化4月销额规为4亿元，同比下降1%（亿元）30 100%80%2560%20 40%20%150%10 -20%-40%5-60%1.041.041.061.081.101.122.022.042.06.82.102.122.02.42.062.082.102.122.022.04

1009080706050403020100

80%70%60%50%40%30%20%10%0%-10%11.041.061.081.101.122.022.042.062.08.02.122.022.04.62.082.102.122.022.04销额规模 同比销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.洗衣机线下销售均价与同比变化：4月均价为8元，同上涨%

图表.洗衣机线上销售均价与同比变化：4月均价为7元，同比上涨%5,0004,5004,0003,5003,0002,5002,0001,5001,00050011.041.061.081.101.12.22.042.06.82.102.122.022.042.062.082.102.122.02.4

7006005004003002001000-100-200

（元）2,0001,8001,6001,4001,2001,00080060040020011.041.061.081.101.122.02.42.062.082.10.22.022.042.062.082.102.122.022.04

（元

350300250200150100500-50-100-150-200均价 同比（右轴）均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.洗衣机线下价格段占比4月6000-9999元占比达到35.63，4000-4999元占比达到13.0%

图表.洗衣机线上价格段占比4月999元以下占比达到18.92%，1500-1999元占比达到14.08%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04400-400-999300-999200-99960-9950-9920-9910-9910-49400-999300-999资料来：奥云网 资料来：奥云网图表.洗衣机线下市场份额：4月海尔、小天鹅、西子市占分别为2、.6、21%

图表.洗衣机线上市场份额4月海尔小天鹅美的占分别为、.8%、1%100%90%80%70%60%50%40%30%20%10%20.0220.0320.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%19.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0919.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04尔 尔 小天鹅 的 下 子 海尔 小天鹅 美的 西门子 松下 其他资料来：奥云网 资料来：奥云网④彩电销售表现彩电单4月线下线上销额规模达到13.57亿元30.65亿元同比下滑25.50下滑11.33，环比3月下滑24.18、下滑6.33。彩电4月线下、线上销额规模累计达到67.19亿元、168.97亿元，同比下滑23.61、下滑12.38。价格表现：彩电单4月线下、线上均价分别为5763元、2415元，同比上涨13.38、下降11.28，环比3月下降3.08、下滑0.62。品牌份额单4月海/创维/TCL线下市占分别为27.60/18.45/14.17同比+4.43p/-0.47/-1.20t，环比3月+0.76/+0.71/+1.38t4月线下CR3达到60.22同比上升2.76t环比3月上升0.20t。4月小米/海信/TCL线上市占分别为14.23/18.43/12.57%，同比-3.22t/+4.43/+2.87t，环比3月-0.64/+0.37/+0.07t；4月线上CR3达到45.97，同比上升4.73t，环比3月上升0.54t。1-4月海信/创维/TCL线下累计市占率分别为26.82/17.63/13.99同比+2.05/+0.21/-2.31t小米/海信/TCL线上累计市占率分别为15.37/18.28/11.53，同比-2.83/+2.89/-0.04t。图表.彩电线下销售额规模与同比变化：4月销额规为37亿元，同比下滑0%（亿元）

图表.彩电线上销售额规模与同比变化4月销额规模为5亿元，同比下降.%（亿元）40 140%35 120%100%30 80%25 60%40%20 20%15 0%10 -20%-40%5 -60%1.041.041.061.081.101.122.022.042.062.08.02.122.022.04.62.082.102.122.022.04

120100806040200

60%50%40%30%20%10%0%-10%-20%11.041.061.08.01.122.022.04.62.082.102.12.22.042.062.08.02.122.022.04销额规模 同比销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.彩电线下销售均价与同比变化4月均价为元，同比上涨8%

图表.彩电线上销售均价与同比变化：4月均价为元，同比下降8%（元）7,0006,0005,0004,0003,0002,0001,0001.0411.041.06.81.101.122.02.42.062.082.102.122.022.042.062.082.102.12.22.04

（元）2,0001,5001,0005000-500-1,000

3,5003,0002,5002,0001,5001,00050011.041.061.081.101.122.022.042.062.082.102.12.22.042.062.082.102.122.02.4

（元）1,2001,0008006004002000-200-400-600均价 同比（右轴）均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.彩电线下价格段占比4月6000-9999元占比达到24.48%，10000-19999元占比达到29.2%

图表.彩电线上价格段占比：4月2000-2999元占比达到21.27%，3000-3999元占比达到17.11%100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04400-400-999300-999200-99910001999600-999300-999200-999100-999600-999400-999资料来：奥云网 资料来：奥云网图表.彩电线下市场份额：4月海信、创维、TCL市分别为0、45、.17%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

图表.彩电线上市场份额4月小米海信TCL市占别为、18.43、12.57%100%90%80%70%60%50%40%30%20%10%20.0220.0320.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04信 信 维 CL 尼 三星 海信 小米 CL 创维 长虹 其他资料来：奥云网 资料来：奥云网厨房大电厨房大电：奥维云网4月数据显示，油烟机/燃气灶/集成灶/燃气热水器/洗碗机线下渠道零售额分别同比变化-30.42/-26.01/-15.39/-34.93/+7.12，均价分别同比上涨7.18/5.53/7.86/0.06/9.10；线上渠道零售额分别同比变化-0.27/+1.16/+8.49/-8.36/+2.71%，均价分别同比变化+11.45/+153/+7.86/+6.19/+5.2。①油烟机销售表现油烟机单4月线下线上销额规模达到3.10亿元8.18亿元同比下降30.42下降0.27，环比3月下滑39.68下滑11.69油烟机4月线下线上销额规模累计达到13.22亿元31.47亿元，同比下滑22.66、上升3.31。价格表现：油烟机单4月线下、线上均价分别为3942元、1577元，同比上升7.18、上升11.45，环比3月下滑5.33、下滑1.25。品牌份额单4月老/方太/华帝线下市占分别为32.75/28.88/7.39同+0.72p+3.01/-0.43t，环比3月-1.44/-1.37/-0.29t4月线下CR3达到69.02，同比上升3.30t环比3月下降1.82t。4月老板/方太/美的线上市占分别为20.74/19.9/10.05%，同比-1.06/+0.57/-2.82pt，环比3月-2.94/-0.05/+1.36t；4月线上3达到52.20，同比下降1.09t，环比3月下滑0.78t。1-4月老板/方太/华帝线下累计市占率分别为31.9/28.72/6.90同比+1.44/+2.44/-1.90t老板/方太/美的线上累计市占率分别为20.64/18.59/9.57，同比-0.85/+0.0p/-4.05t。图表.油烟机线下销售额规模与同比变化：4月销额模为0亿元，同比下降2%（亿元）

图表.油烟机线上销售额规模与同比变化4月销额规为8亿元，同比下降0%（亿元）8 150% 257100% 2065 50% 154 103 0%2 5-50%1 01.041.061.041.061.08.01.122.022.042.062.082.102.122.022.042.06.82.102.122.02.4

100%80%60%40%20%0%-20%11.061.081.101.122.022.042.06.82.102.12.22.042.062.082.102.122.022.04销额规模 同比 销额规模销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.油烟机线下销售均价与同比变化：4月均价为2元，同上升%

图表.油烟机线上销售均价与同比变化：4月均价为7元，同比上升5%4,5004,0003,5003,0002,5002,0001,5001,00050011.041.061.081.10.22.022.042.062.082.102.122.022.042.062.082.102.122.02.4

8006004002000-200-400-600

（元）1,8001,6001,4001,2001,00080060040020019.19.0819.1019.1220.0220.0420.0620.0820.1020.1221.0221.0421.0621.0821.1021.1222.0222.04

4003002001000-100-200-300-400-500均价 同比（右轴）均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.油烟机线下价格段占比4月5000-5999元占比达到25.95，6000元以上占比达到21.2%

图表.油烟机线上价格段占比：4月2000-2999元占比达到36.34，1000-1999元占比达到32.1%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04400-400-499300-999200-999500-999450-999-100-999200-999300-999400-999500-999资料来：奥云网 资料来：奥云网图表.油烟机线下市场份额：4月老板、方太、华帝占分别为、.8%、79%

图表.油烟机线上市场份额4月老板方太美的市分别为4、19、1.05%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0919.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%19.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.040%19.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04板 板 太 的 帝 子 其他老板 方太 美的 华帝 海尔 其他资料来：奥云网 资料来：奥云网②燃气灶销售表现燃气灶单4月线下线上销额规模达到1.61亿元4.74亿元同比下降26.01上升1.16，环比3月下滑38.61、下滑11.47。燃气灶4月线下、线上销额规模累计达到7.38亿元、19.3亿元，同比下滑18.87、上升0.24。价格表现燃气灶单4月线下线上均价分别为1888元851元同比上涨5.53、上涨11.53比3月下滑4.69、下滑0.47。品牌份额单4月老/方太/华帝线下市占分别为29.59/26.74/9.25同-1.20ct/+.55/+0.47t，环比3月-2.21/-1.78/+1.25t4月线下3达到65.58同比下降0.18t环比3月下滑2.74t。4月老板/方太/华帝线上市占分别为20.91/16.75/13.67，同比+1.15/+1.59/+2.30t，环比3月-3.34/+0.14/+1.8t；4月线上CR3达到51.33，同比上升5.04,环比3月下滑1.42t。1-4月老板/方太/华帝线下累计市占率分别为28.38/26.01/9.10同比+0.58p+.12/+0.01t老板/方太/美的线上累计市占率分别为19.23/15.03/8.63，同比+0.54/+0.56/+0.10t。图表.燃气灶线下销售额规模与同比变化：4月销额模为1亿元，同比下降1%（亿元）

图表.燃气灶线上销售额规模与同比变化3月销额规为4亿元，同比上升1%（亿元）4 120%4 100%80%360%3 40%2 20%2 0%-20%1-40%1 -60%1.041.061.041.06.81.101.122.02.42.062.082.102.122.022.042.062.082.102.12.22.04

14 70%12 60%50%10 40%8 30%20%6 10%4 0%-10%2 -20%1.081.081.101.122.022.042.062.082.102.122.022.042.062.082.10.22.022.04销额规模 同比 销额规模销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.燃气灶线下销售均价与同比变化：4月均价为8元，同上涨%

图表.燃气灶线上销售均价与同比变化4月均价为1元，同比上涨1.3%（元）2,5002,0001,5001,0005001.041.041.061.081.10.22.022.042.062.082.102.122.022.042.062.08.02.122.022.04

（元

4003002001000-100-200

（元）1,00090080070060050040030020010022.042.062.082.102.12

（元

200150100500-50-100-150-2002.2.022.042.06.8.02.122.022.04均价 同比（右轴） 均价均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.燃气灶线下价格段占比4月3000元以上占比到28.46，2500-2999元占比达到15.6%

图表.燃气灶线上价格段占比：4月500-999元占比达到26.65%，499元以下占比达到12.97%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0520.0620.0720.0820.0920.1020.1120.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.121.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.121.1121.1222.0122.0222.0322.04170-170-999150-6991000-14992500-2999200-499-50-99100-299130-499150-699170-999资料来：奥云网 资料来：奥云网图表.燃气灶线下市场份额：4月老板、方太、华帝占分别为、.4%、95%

图表.燃气灶线上市场份额4月老板方太华帝市分别为1、1.75、67%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04老板 方太老板 方太 华帝 美的 海尔 其他老板 方太 美的 苏泊尔 华帝 其他资料来：奥云网 资料来：奥云网③集成灶销售表现集成灶单4月线下线上销额规模达到948万元4.15亿元同比下降15.39增长8.49，环比3月上升41.59/下降8.21集成灶4月线下线上销额规模累计达到7733.49万元12.78亿元，同比增长7.06、上升18.19。价格表现：集成灶单4月线下、线上均价分别为9981元、7755元，同比上涨7.86、上涨17.86，环比3月下降3.56、下降3.68。品牌份额：单4月，美的/火星人/美大线下市占分别为7.33/23.87/16.54%，同比-9.60/+5.29-0.75t，环比3月-0.59/+0.09/+1.32t；4月线下3达到48.53，同比下降47比3降0.30t。4月火星人/亿田/帅丰线上市占分别为20.48/7.89/7.70，同比-2.24/-3.38/+4.77t，环比3月+0.12/-7.20t/-1.44t4月线上3达到38.83同比下降5.25t环比3月下降4.46t。1-4月火星人/美大/美的线下累计市占率分别为24.78/1.47/7.75，同比+5.01/-3.22/-8.49t；火星人/亿田/森歌线上累计市占率分别为21.49/13.45/7.81，同比-0.23/+4.58/+3.20t。图表.集成灶线下销售额规模与同比变化：4月销额模为8万元，同比下降.39%（万元）

图表.集成灶线上销售额规模与同比变化4月销额规为5亿元，同比增长8%（万元）4,0003,5003,0002,5002,0001,5001,0005000

300%250%200%150%100%50%0%11.041.061.081.101.122.022.04.62.082.102.122.022.04.62.082.102.122.02.4

4,0003,5003,0002,5002,0001,5001,0005000

300%250%200%150%100%50%0%11.041.061.081.101.122.022.04.62.082.102.122.022.04.62.082.102.122.02.4销额规模 同比销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.集成灶线下销售均价与同比变化：4月均价为1元，同比上涨%

图表.集成灶线上销售均价与同比变化4月均价为75元，同比上涨6%12,00010,0008,0006,0004,0002,0001.0411.041.061.081.101.122.022.042.062.082.102.122.022.042.062.082.102.122.022.04

（元）2,0001,5001,0005000-500-1,000-1,500-2,000

（元）9,0008,0007,0006,0005,0004,0003,0002,0001,00011.081.101.122.022.042.062.082.102.122.022.042.062.082.102.12.22.04

（元）3,0002,5002,0001,5001,0005000-500-1,000-1,500-2,000均价 同比（右轴） 均价均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.集成灶线下价格段占比：4月10000元以上占比达到60.7%，6000-6999元占比达到8.8%

图表.集成灶线上价格段占比4月10000元以上占比到44.28，4999元以下占比达到10.2%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04700-700-999600-999500-999900-999800-999700-999600-999500-999900-999800-999资料来：奥云网 资料来：奥云网图表59.集成灶线下市场份额：4月美的、火星人、美市占分别为、2.87、.4%

图表.集成灶线上市场份额4月火星人亿田帅丰占分别为、7.89%、7.0%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%19.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.040%19.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04大 大 的 人 康 欧 火星人 田 大 的 森歌 资料来：奥云网 资料来：奥云网④燃气热水器销售表现：燃气热水器单4月线下、线上销额规模达到2.25亿元、5.75亿元，同比下降34.93、下降8.36，环比3月下降39.91、下降23.73。燃气热水器4月线下、线上销额规模累计达到10.37亿元、26.48亿元，同比下滑30.17、下滑5.09。价格表现燃气热水器单4月线下线上均价分别为45元1766元同比上涨0.06上涨6.19，环比3月下降1.27、上升2.38。品牌份额：单4月，..史密斯/万和/林内线下市占分别为16.60/11.26/8.61%，同比-2.84/+2.33/-2.64t环比3月+0.16t/+0.64/-0.34pt4月线下3达到38.39同比下降1.63pt，环比3月上升1.22t。4月美的/海尔/林内线上市占分别为14.85/21.61/9.74%，同比-3.67/+4.25/-1.48t环比3月+0.42/+0.59/+0.38pt4月线上3达到47.73同比下滑0.46t，环比3月下降0.70pt。1-4月.O.史密斯/林内/万和线下累计市占率分别为15.72/8.10/11.54同比-1.67p/-2.43t/+1.33t；美的/海尔/万和线上累计市占率分别为15.68/21.24/11.92，同比-3.72/+3.03/-1.53t。图表.燃气热水器线下销售额规模与同比变化：4月额规模为5亿元，同比下降%（亿元）

图表.燃气热水器线上销售额规模与同比变化4月销规模为5亿元，下降8%（亿元）7 120% 206 100% 1880% 165 60% 144 40% 1220% 103 0% 82 -20% 64-40%41 -60% 21.0411.041.061.08.01.122.022.042.062.082.102.122.022.042.06.82.102.122.02.4

140%120%100%80%60%40%20%0%-20%20.20.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04） ） 销额规模（亿元） 同比资料来：奥云网 资料来：奥云网图表.燃气热水器线下销售均价与同比变化：4月均为5元，同比上涨6%

图表.燃气热水器线上销售均价与同比变化4月均价为6元，同比上涨%（元）4,0003,5003,0002,5002,0001,5001,0005001.041.041.06.81.101.122.022.04.62.082.102.122.02.42.062.082.102.122.022.04

（元

6005004003002001000-100-200-300-400-500

（元）2,0001,8001,6001,4001,2001,00080060040020011.051.07.91.112.012.032.052.072.092.11.12.032.052.072.092.112.012.03

（元

4003002001000-100-200-300均价 同比（右轴） 均价均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.燃气热水器线下价格段占比4月5000元以上占比达到35.57%,400-4999元以上占比达到15.66%

图表.燃气热水器线上价格段占比：4月1499元以下比达到31.91，3500-4999元占比达到13.3%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04300-300-499250-999200-499400-999350-999250-999200-499150-999350-999300-499资料来：奥云网 资料来：奥云网图表.燃气热水器线下市场份额：4月A.O.史密斯、内、万和市占分别为、.6、61%

图表.燃气热水器上市场份额4月海尔美的林内占分别为、2.61%、9.4%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04A.O.史密斯 A.O.史密斯 万和 美的 林内 万家乐 其他美的 海尔 万和 林内 万家乐 其他资料来：奥云网 资料来：奥云网⑤洗碗机销售表现洗碗机单4月线下线上销额规模达到1.39亿元3.26亿元同比上升7.12上升22.71，环比3月下滑43.29下滑10.99洗碗机4月线下线上销额规模累计达到5.38亿元11.28亿元，同比上升18.71、上升11.40。价格表现：洗碗机单4月线下、线上均价分别为7316元、4238元，同比上升9.10、增长15.82，环比3月下降2.62、上升0.64。品牌份额：单4月，西门子/老板/方太线下市占分别为42.61/22.30/16.86%，同比-4.25/+4.52/+1.99t环比3月-3.26/+5.01/+0.84pt4月线下3达到81.77同比上升2.26t，环比3月上升2.59t。4月西门子/美的/海尔线上市占分别为15.89/23.80/13.23%，同比-11.28/-1.42/+4.30t环比3月-4.74/+2.46/+2.00pt4月线上3达到52.92同比下滑5.17t，环比3月下降0.28pt。1-4月西门子/老板/方太线下累计市占率分别为41.16/20.81/17.15同比-5.65/+6.45/+0.40t门子/美的/海尔线上累计市占率分别为13.72/22.28/13.78，同比-13.64/-1.60/+4.58t。图表.洗碗机线下销售额规模与同比变化：4月销额模为9亿元，同比上升.12%（亿元）

图表.洗碗机线上销售额规模与同比变化4月销额规为6亿元，同比上升2.71%（亿元）3 200% 123 150% 102 100% 82 50% 61 0% 41 -50% 2.41.41.061.081.10.22.022.042.062.082.102.122.022.042.062.08.02.122.022.04

100%80%60%40%20%0%-20%11.051.07.91.112.012.032.052.072.092.112.01.3.52.072.092.112.012.03销额规模 同比销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.洗碗机线下销售均价与同比变化：4月均价为6元，同比上升%

图表.洗碗机线上销售均价与同比变化4月均价为28元，同比增长1.82%（元）8,0007,0006,0005,0004,0003,0002,0001,00011.04.61.081.101.122.022.042.06.82.102.122.022.042.062.08.02.122.022.04

（元）1,0008006004002000-200-400

（元）4,5004,0003,5003,0002,5002,0001,5001,000500..51.071.091.112.012.032.052.07.92.112.012.032.052.072.092.11.12.03

（元

8006004002000-200-400-600均价 同比（右轴）均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.洗碗机线下价格段占比4月6000-7000元占比达到21.03，8000元以上占比达到34.4%

图表.洗碗机线上价格段占比：4月4000-5000元占比达到23.24，5000-6000元占比达到15.6%100%90%80%70%60%50%40%30%20%10%20.0320.0420.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04500-500-0004000-50008000+300-000700-000600-000400-000300-000200-000600-000500-000资料来：奥云网 奥云网图表.洗碗机线下市场份额：4月西门子、老板、方市占分别为1、0、.6%

图表.洗碗机上市场份额4月西门子美的海尔市分别为9、80、23%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04子 子 太 的 板 帝 其他西门子 美的 海尔 方太 松下 其他资料来：奥云网 资料来：奥云网小家电小家电：奥维云网4月数据显示，电饭煲/破壁机/养生壶/料理机/扫地机器人线下渠道零售额分别同比变化-3.18/-3.92/-8.99/-4.60/+94均价分别同比变化+7.46/-40/+7/+0.40/+3.12；2M4线上渠道零售额分别同比变化-6.71/-18/-30.66/-3.1/-4.72%，均价分别同比变化-5.66/-68/+92/+2.79/+307。①电饭煲销售表现电饭煲单4月线下线上销额规模达到0.71亿元3.91亿元同比下滑23.18下滑16.71，环比3月下降21.98、下滑21.22。电饭煲1-4月线下、线上销额规模累计达到4.37亿元、20.73亿元，同比下滑22.42、下滑15.58。价格表现电饭煲单4月线下线上均价分别为605元224元同比上涨7.46上涨5.66环比3月上升1.68、上升2.75。品牌份额：单4月，美的/苏泊尔/九阳线下市占分别为38.84/36.3014.47%，同比-0.80/+0.2p/+2.72t环比3月-3.94/+2.31/+2.07pt4月线下3达到89.61同比上升2.18t，环比3月上升0.44t。4月美的/苏泊尔/九阳线上市占分别为19.17/29.92/12.16%，同比-9.20p+4.45/-1.21t环比4月-10.26/+2.85/+1.23t4月线上CR3达到61.25同比下降-5.96t，环比3月下降5.74pt。1-4月美的/苏泊尔/九阳线下累计市占率分别为40.81/37.00/12.16同比-1.36/+1.72/-0.54t的/苏泊尔/九阳线上累计市占率分别为26.78/30.95/10.20，同比-3.58/+3.18/-0.90t。图表.电饭煲线下销售额规模与同比变化：4月销额模为1亿元，同比下滑3.8%（亿元）

图表.电饭煲线上销售额规模与同比变化3月销额规为1亿元，同比下滑1.71%（亿元）3 100% 1480% 122 60%40% 102 20% 81 0% 6-20% 41 -40%-60% 2.41.41.061.081.101.122.022.042.062.082.102.12.22.042.062.082.102.122.022.04

50%40%30%20%10%0%-10%-20%-30%11.061.081.101.122.022.042.06.82.102.122.022.042.062.082.102.12.22.04模 模 同比销额规模（亿元） 同比资料来：奥云网 资料来：奥云网图表.电饭煲线下销售均价与同比变化4月均价为05元，同比上涨6%

图表.电饭煲线上销售均价与同比变化4月均价为24元，同比上涨.66%7006005004003002001000

（元）

（元）12010080604020011.041.061.081.101.122.022.042.062.08.02.122.022.042.062.082.102.122.022.04

300250200150100500

（元）

403020100-10-20-3011.051.071.091.112.012.03.52.072.092.112.012.032.052.072.092.112.01.3均价 同比（右轴）均价 同比（右轴）均价 同比（右轴）资料来：奥云网 资料来：奥云网图表.电饭煲线下价格段占比4月700-999元占比达到12.51%，1500+元占比达到.39%

图表.电饭煲线上价格段占比4月299元以下占比达到64.17%，300-399元占比达到10.75%100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

100%90%80%70%60%50%40%30%20%10%20.0420.0520.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04- - 9 4049 5069 7099 10-49 - 30-39 40-49 50-69 70-99 100-499 资料来：奥云网 资料来：奥云网图表.电饭煲线下市场份额：4月美的、苏泊尔、九市占分别为4、0、.7%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04

图表.电饭煲上市场份额4月美的苏泊尔九阳市分别为7、92、16%100%90%80%70%60%50%40%30%20%10%19.1019.1119.1019.1119.1220.0120.0220.0320.0420.0520.0620.0720.0820.0920.1020.1120.1221.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.04美的 苏泊尔美的 苏泊尔 九阳 松下 松桥 其他苏泊尔 美的 九阳 小米 松下 其他资料来：奥云网 资料来：奥云网②破壁机销售表现破壁机单4月线下线上销额规模达到0.41亿元2.51亿元同比下滑33.92下滑8.18，环比3月下降21.19、下降6.44。破壁机4月线下、线上销额规模累计达到2.04亿元、10.02亿元，同比下滑38.84、下滑15.78。价格表现破壁机单4月线下线上均价分别为1022元437元同比下降3.400.68环比3月上升0.39、下降2.46。品牌份额：单4月，美的/九阳/苏泊尔线下市占分别为29.04/42.10/27.77%，同比-3.25/+3.84/+2.34t环比3月-5.30/+2.77t/+2.45pt4月线下3达到98.91同比增长2.93t，环比3月下降0.08t。4月九阳/苏泊尔/美的线上市占分别为39.89/15.94/10.87%，同比-5.00/+2.64/-5.16t环比3月+0.37/-5p/-3.11pct4月线上CR3达到66.70同比下降7.52t，环比3月下降3.29pt。1-4月九阳/美的/苏泊尔线下累计市占率分别为37.33/32.98/28.54同比-3.06/+1.86pt/+61t阳/美的/苏泊尔线上累计市占率分别为41.44/12.45/16.57，同比-2.81/-3.21/+2.26t。图表.破壁机线下销售额规模与同比变化4月销额模为1亿元，同比下滑.92%（亿元）

图表.破壁机线上销售额规模与同比变化4月销额规为1亿元，同比下滑8（亿元）2 80%1 60%1 40%1 20%1 0%1 0 0 1.041.041.061.08.01.122.022.042.062.082.102.122.022.042.06.82.102.122.02.4

12 250%10 200%8 150%100%650%4 0%2 -50%1.041.041.061.08.01.122.022.04.62.082.102.122.022.042.062.082.102.122.02.4销额规模 同比销额规模 同比销额规模 同比资料来：奥云网 资料来：奥云网图表.破壁机线下销售均价与同比变化：4