> 数据图表你知道3.8 3月烟机/集成灶线上零售量分别同比-30%/-20%2026-5-53.8 3月烟机/集成灶线上零售量分别同比-30%/-20%烟机线下零售量YOY集成灶线下零售量YOY烟机线上零售量YOY集成灶线上零售量YOY图表：烟机及集成灶线上/线下零售量增速140%120%100%80%60%40%20%0%-20%-40%-60%-80%图表：烟机及集成灶线上/线下零售均价同比50%烟机线上均价YOY烟机线下均价YOY集成灶线上均价YOY集成灶线下均价YOY40%30%20%10%0%-10%-20%-30%12022202320242025202DTY6220M4230M4240M4250M4260M4270M4280M4290M4201M4211M4221M4210M5220M5230M5240M5250M5260M5270M5280M5290M5201M5211M5221M5210M6220M6230M6212022202320242025202DTY6220M4230M4240M4250M4260M4270M4280M4290M4201M4211M4221M4210M5220M5230M5240M5250M5260M5270M5280M5290M5201M5211M5221M5210M6220M6230M62图表：烟机/集成灶主要品牌线上零售额份额走势30%35%美大火星人亿田帅丰25%20%15%10%5%0%老板方太华帝美的30%25%20%15%10%5%0%020222024202DTY6220M4240M4260M4280M4201M4221M4220M5240M5260M5280M5201M5221M5220M62020222024202DTY6220M4240M4260M4280M4201M4221M4220M5240M5260M5280M5201M5221M5220M62资料来源：奥维云网，国联民生证券研究所图表：烟机/集成灶主要品牌线上零售量增速及均价同比品类 品牌20212022指标20232024202526YTD 25M11 25M12 26M01 26M02 26M03烟机集成灶老板方太华帝美的美大火星人亿田帅丰线上零售量YOY线上零售均价YOY线上零售量YOY-1%13%-8%线上零售均价YOY7%线上零售量YOY线上零售均价YOY44%-1%-2%3%-4%-1%24%-6%线上零售量YOY-33%-12%线上零售均价YOY线上零售量YOY17%32%线上零售均价YOY3%线上零售量YOY线上零售均价YOY43%12%线上零售量YOY102%线上零售均价YOY线上零售量YOY线上零售均价YOY13%42%22%0%13%-8%4%5%21%3%-5%4%12%-1%-3%-3%1%1%13%0%42%1%72%3%31%5%1%23%39%7%43%9%21%17%31%18%-70% -35%-38%12%28%1%-13%-11%-3%-2%-15% -38%-32%-34%7%-8%4%-5%5%-6%-34%-7%-38%-12%-7%-57%-15%--17%-6%-60%-26%---37%20%-45%20%-29%12%-27%18%-24%10%-30%19%-7%27%-23%31%-52% -49%17%16%-53% -55%15%15%-30% -46% -28% -15% -28% -44%23%-8%6%-55%11%-29%-6%-66%-27%--16%-6%-14%-38%2%-28%-5%-70%-26%--28%61%6%62%-1%12%-6%-29%-20%--7%30%-10%50%0%5%-3%11%--4%-61% -36%-4%-7%-65% -67%-20% -30%----证券研究报告27* 请务必阅读最后一页免责声明国联民生证券大消费
