> 数据图表想关注一下3.4 3月冰箱零售海尔系线上/美的系线下份额同比提升2026-5-53.4 3月冰箱零售海尔系线上/美的系线下份额同比提升图表：冰箱分品牌线上/线下零售均价及份额同比变动渠道品牌海尔统帅美的华凌线上容声西门子海信小米美菱海尔卡萨帝美的COLMO容声西门子海信美菱线下指标量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比量份额同比(pct)均价同比20203.3 4%20213.4 13%20220.7 1%-0.4 10%0.1 5%0.9 6%0.0 4%0.3 -3%-0.6 -1%2.9 2%1.1 3%-0.1 8%0.0 3%0.0 12%-0.4 3%0.3 9%-0.1 8%-0.2 15%-0.9 12%-0.3 19%-0.4 4%0.9 14%-0.7 24%0.7 19%0.6 9%-1.2 6%-0.7 17%-0.2 5%-0.2 -1%-1.1 1%1.2-8%0.2 -5%2.1 11%-1.5 6%0.6 10%0.4 12%0.6 13%0.0 13%20231.2 5%0.0 15%0.3 -7%1.2 13%-0.6 4%0.0 8%2.0-25%0.2 21%-1.3 7%0.9 5%1.1 4%-0.5 5%0.2 5%0.3 3%20240.6 2%-0.4 11%3.1 -5%0.9 10%0.8 0%-0.1 -8%-0.1 2%1.9 8%-0.9 -10%0.5 9%0.3 2%0.1 13%0.4 -2%0.8 12%-0.7 7%-0.5 16%-0.5 0%2025-3.1 0%2.1 -7%1.1 -7%1.0 10%0.7 -4%-0.3 11%-0.2 -3%1.1 10%-1.0 1%0.9 -7%0.2 -2%0.9 -10%0.2 -4%0.5 -4%-0.7 -4%-0.5 5%-1.3 -6%26YTD2.7 -3%1.0 21%-0.8 3%2.7 16%-0.7 16%-0.1 17%-0.2 25%-3.4 -4%0.2 -8%0.1 -13%-0.2 -6%3.9 -13%-0.2 5%0.3 -10%-1.2 -2%-0.6 0%0.1 -9%25M03-3.1 3%0.3 -11%3.6 -9%0.1 -2%1.7 -7%-0.1 9%0.0 -5%4.724%-2.0 4%1.4 8%0.3 2%-1.1 1%1.3 -12%0.6 10%-0.4 -4%-0.2 13%-1.8 4%25M04-2.8 8%1.8 -8%2.5 -5%0.8 -5%1.6 -7%-0.4 8%0.1 -5%2.225%-1.8 11%1.8 4%0.1 -3%0.6 -2%0.8 -9%0.9 7%-0.4 -2%-1.0 14%-2.1 -1%25M05-4.3 5%1.4 -12%2.1 -6%0.7 -2%0.6 -5%-0.6 12%0.1 -3%0.733%-0.8 19%-1.7 3%1.5 -2%0.1 -2%0.8 -7%1.0 3%-0.1 -3%-0.1 9%-1.3 1%25M06-2.0 0%1.5 -22%0.5 -8%0.3 -9%0.4 1%-0.9 7%-0.2 8%1.412%-0.9 7%-1.2 -3%0.6 -3%0.4 -5%0.8 -7%1.3 2%-0.4 -4%-0.1 9%-1.1 3%25M07-3.2 -4%2.7 -18%3.5 -22%0.5 0%0.9 -6%-0.3 9%-0.9 18%-0.918%-0.7 9%2.9 -1%0.5 2%1.2 -13%0.1 -5%-0.7 6%-0.3 -4%-0.7 12%-2.4 2%25M08-3.9 4%2.9 -9%0.5 -2%0.7 13%1.0 -1%0.1 22%0.0 -3%-1.422%-0.4 18%0.0 -3%0.6 -2%1.2 -9%0.3 -7%0.5 -1%0.1 -1%-1.1 13%-1.5 -1%25M09-1.8 -3%6.3 -13%-3.5 -2%0.8 20%0.7 -6%0.0 22%0.4 -20%1.04%-0.9 14%1.5 -15%-0.4 -1%1.5 -21%0.0 -3%0.6 -13%-1.1 -9%-0.5 -1%-1.1 -11%25M10-2.2 0%4.6 -11%-1.4 8%2.9 31%-1.3 10%-0.2 13%-0.8 15%-0.1-2%-0.9 -4%0.8 -16%0.4 -4%1.9 -20%-0.5 -2%0.1 -11%-1.4 -5%-0.8 -1%-0.4 -15%25M11-3.2 2%2.3 2%0.7 10%2.7 31%0.7 4%-0.1 11%-0.4 13%-1.2-2%-1.0 -8%1.0 -23%-0.1 -6%3.1 -20%-1.2 5%0.9 -17%-1.6 -5%-1.0 -3%-0.9 -16%25M12-3.9 7%4.6 -4%2.6 5%2.2 31%-0.8 10%0.3 11%-0.6 16%-2.10%0.5 -8%2.0 -20%0.3 -6%3.2 -19%-0.6 3%-0.3 -16%-1.8 -8%-0.9 -1%-1.1 -19%26M0126M0226M031.6 3%2.2 7%0.8 11%2.3 29%-1.4 25%0.2 15%-0.4 40%-4.6-2%-0.1 3%1.0 -9%1.4 -6%3.8 -12%-0.1 7%-0.4 -3%-0.7 -8%-1.0 7%-1.8 -3%3.3 -4%1.1 17%0.1 4%3.2 17%1.0 7%-0.3 21%-0.1 17%-2.92%0.3 -9%1.8 -17%-0.7 -7%3.4 -17%-0.5 4%-0.6 -12%-1.2 -9%-0.7 1%0.7 -10%3.4 -8%-0.3 31%-2.9 -8%2.7 2%-1.3 16%-0.3 15%-0.1 19%-2.6-11%0.4 -16%-1.6 -13%-1.1 -5%4.3 -12%-0.2 5%1.5 -14%-1.5 5%-0.2 -4%1.3 -14%资料来源：奥维云网，国联民生证券研究所（2024年4月起线上监测口径调整，此后不含非零售/To B销售）；海尔系为海尔+统帅+卡萨帝，美的系为美的+华凌+COLMO。证券研究报告18* 请务必阅读最后一页免责声明国联民生证券大消费
