> 数据图表谁知道3.5 3月洗衣机内/外销量分别同比-6%/+7%，内销CR2持续提升2026-5-53.5 3月洗衣机内/外销量分别同比-6%/+7%，内销CR2持续提升图表：洗衣机内外销出货规模及增速600内销量（万台）内销量YOY（右）5004003002001000图表：主要洗衣机公司出货量增速及内外销份额同比变动外销量（万台）外销量YOY（右）60%202020212022202320242025 26YTD 25M03 25M04 25M05 25M06 25M07 25M08 25M09 25M10 25M11 25M12 26M01 26M02 26M0340%> 总销量增速海尔 -1% 12% -1%6%5%9%4%6%14% 17% 15% 15%5%8%-1%2%-1%0%4%5%美的 -4%6%-9% 10% 13%5%0%13%2%11%6%3%4%5%3%5%0%0%-5%5%惠而浦 -2%8% -24% 18% -25% -27% -40% -31% -5% -25% -19% -13% -46% -25% -44% -40% -58% -57% -71% -25%博世 -11% 4% -24% 0%3%-2%-2%5%19% -3% -20% -2%2% -10% -11% 3%-6% 13% -2%-4%20%0%-20%40M3260M3280M3201M3221M3220M4240M4260M4280M4201M4221M4220M5240M5260M5280M5201M5221M5220M62> 内销份额同比(pct)图表：洗衣机内销出货量份额走势60%海尔美的惠而浦博世50%40%30%20%10%0%40M3260M3280M3201M3221M3220M4240M4260M4280M4201M4221M4220M5240M5260M5280M5201M5221M5220M62资料来源：产业在线，国联民生证券研究所海尔0.4-0.13.8-0.2-1.21.82.3-1.6-0.62.02.53.61.43.61.81.31.81.92.12.7美的 -1.1-0.40.4-0.90.90.91.32.30.5-0.32.12.31.11.12.71.62.41.01.41.7惠而浦 0.0-0.4-1.20.1-1.6-1.7-2.1-0.7-1.3-2.0-2.4-1.9-1.9-2.1-2.0-2.5-2.8-2.1-2.1-2.2博世 -0.2-0.1-0.5-0.4-0.10.00.10.20.3-0.2-0.30.00.2-0.3-0.20.00.00.00.10.1> 外销份额同比(pct)海尔0.74.50.4-3.9-1.60.40.10.02.41.03.81.1-0.9-1.00.4-1.9-2.2-0.7-0.11.1美的0.71.0-0.9-1.4-0.1-1.0-3.1-0.4-4.70.3-0.3-3.7-1.4-0.61.5-0.5-1.3-1.5-7.30.8惠而浦 0.00.9-0.30.1-1.1-0.1-0.2-1.50.60.20.80.5-0.90.4-0.7-0.3-1.4-0.5-2.90.9博世 -0.30.1-0.20.1-0.1-0.1-0.1-0.3-0.1-0.3-0.5-0.2-0.2-0.10.00.1-0.10.2-0.2-0.1证券研究报告22* 请务必阅读最后一页免责声明国联民生证券大消费
