食 嘉世咨询 MARKET ANALYSIS 2024 名公司 THE BRIEF MARKET ANALYSIS REPORT ON SMART SPEAKERS 商业合作/内容转载/更多报告 版权归属 上海嘉世营销咨询有限公司 01. 智能音箱 - 智能家居时代超级爆品 ・ 智能音箱,一种无线和智能音频播放设备,使用多种类型的连接来实现附加功能,包括点播歌曲、上网购物,了解天气预报,对智能家居设备进行控制,比如打开窗帘、设置冰箱温度、提前让热水 器升温等。 • 2014年11月,亚马逊首创智能音箱品类,2017年是国内智能音箱爆发元年,互联网巨头、技术公司、传统音箱厂商、内容资源商、创业公司涌入智能音箱赛道。从2012年至今,智能家居出现电 视(智能盒子)、智能路由器、智能音箱三代爆品。 e 语言交日本验 有戸资源落放 □》 ill + 智能家居容制 生活020服务 La X 生活小工具 智能音箱的基本功能 智能音箱的优点 诺萨达日 用户可以通过语音来操控智能音箱,从最基本的语音点歌,到相 对比较复杂的上网购物,语音交互都是智能音箱的核心所在。 有戸袋源播放 智能音箱作为一种播放载体,自然离不开内容的支撑 ...

高盛：美国鲍威尔强调了通货膨胀进程，并指出了FO的通胀和劳动力市场目标的双重风险 ...

Industry Overview - The refrigerator industry is entering a new phase dominated by structural upgrades, with trends such as large capacity, multi-temperature zones, frost-free, inverter, zero-embedded, and smart features becoming key drivers [2] - The industry chain is well-established, with upstream components including raw materials (steel, aluminum, copper, plastics) and core parts (compressors, motors, panels, valves), midstream manufacturers (DDM and home appliance brands), and downstream sales channels (specialty stores, KA e-commerce, engineering channels) [4] Market Performance - Domestic refrigerator sales in 2023 reached 31.15 million units, a slight decline of 2.8% YoY, while sales revenue increased by 6.3% YoY to 104.2 billion yuan, indicating a shift towards higher-value products [6][7] - China is the world's largest refrigerator supplier, exporting to over 220 countries and regions, accounting for nearly one-third of global sales (excluding China) In 2023, exports reached 43.74 million units, a 27.4% YoY increase, with Q4 exports surging 63.53% YoY [8] Product Trends - Refrigerator capacity has become a key purchasing factor, with 400-600L products accounting for 42.9% of the market in 2023, up 5.7% YoY, while sub-300L products declined to 44.8% [11] - Embedded refrigerators are gaining traction, with zero-flush models improving aesthetics and commanding a price premium of around 7,000 yuan compared to the industry average of 3,000 yuan [17][18] - Multi-door refrigerators saw increased market share in 2023, with online and offline sales rising to 41.4% and 65.4% respectively, driven by consumer demand for fresh-keeping, deodorizing, and sterilization features [19] Competitive Landscape - The industry is highly concentrated, with the top 5 players (Haier, Hisense, Midea, Meiling, Siemens) holding 84% of the market share in 2023 [13] - Domestic sales are dominated by Haier and Midea, while export markets are led by Homa, which has maintained its position as China's top refrigerator exporter for 14 consecutive years [13][27] Consumer Insights - Consumers prioritize large capacity, freshness preservation, and energy efficiency, with increasing demand for smart features, high aesthetics, and specialized storage zones for cosmetics and wine [21] - User satisfaction surveys reveal dissatisfaction with energy consumption (lowest score), noise levels, and odor control, indicating areas for improvement [23] Technological Advancements - Refrigerator upgrades focus on internal functional improvements, particularly in compressors, insulation, and sealing, which account for about 60% of total costs [25] - Smart technologies, including 5G, IoT, and cloud computing, are driving the development of intelligent refrigerators with remote monitoring and food management capabilities [31] Challenges and Opportunities - The industry faces challenges such as market saturation, technological innovation pressures, and international trade uncertainties [29] - Opportunities lie in green and energy-efficient technologies, market segmentation, personalized customization, and international market expansion, particularly along the Belt and Road regions [31]

1、功率半导体市场现状 功率半导体分为三天块：小功率、中功率和大功率。小功率主要是二三极管、整流桥等，中功率是全 方位的MOS管，低压MOSFET大功率则包括IGBT单管、IPM和IGBT模块。小功率功率器件的主要应 用市场是消费、工业和汽车，中功率主要应用在工业、汽车和消费，而大功率主要应用在新能源、工 业和消费。 2、小功率功率器件 小功率功率器件的价格在2023年Q3见底，并开始上涨，主要原因是消费领域（尤其是手机行业）需求 激增，导致供不应求。去年小功率功率器件经历了一波普遍涨价，部分元器件统一涨价约10%。 3、中功率功率器件 中功率功率器件价格去年在历史低位，虽然有试探性涨价，但市场订单不足。部分厂家对个别器件和 客户进行小幅涨价，涨幅在5-8%。 4、大功率功率器件 大功率功率器件价格仍处于中高水平，新能源汽车需求超预期，部分时间段价格仍有上涨预期。近期 有传闻称大功率功率器件将再次涨价，但未落实。 5、碳化硅市场动态 碳化硅主要应用在新能源汽车，包括主驱逆变器、OBC、车载充电器、DCDC和充电桩，替代二极 管、MOS管和部分IGBT管。新能源汽车增长迅速，2023年增速35%，预计2024年 ...

高盛：美国每日报告6月FO会议纪要尽管点阵图趋于鹰派,但仍预计9月降息 ...

白色家电 行业简析报告 ...

12 June 2024 | 10:24PM KST South Korea Technology: Key takeaways from Hynix and SEMCO investor meetings | --- | --- | --- | |-------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Economics Sachs Research 12 June 2024 I 2:39PM EDT USA: FOMC Median Projects One Cut in 2024, Revises Long-Run Dot Higher at its June meeting. The median dot in the Summary of Economic Projections now shows 25bp of cuts in 2024, down from 75bp in March. The median dot now shows 100bp of cuts in both 2025 and 2026 (vs. 75bp each in the March projections), keeping the cumulative amount of cuts across 2024-2026 unchanged at 225bp. The median dot for 2026 remained modestly a ...

Goldman Economics Sachs Research US Daily: June FOMC Recap: Sticking with a September Cut Despite a Hawkish Dot Plot (Mericle) The June dot plot delivered a hawkish surprise with a median projection of one Chair Powell emphasized in his press conference that many participants saw it as a very close call and that both options are still plausible outcomes.OThe market-implied probability of a cut by September rose from 59% this morning to a peak of 85% after the soft CPl report and thgn tell to 65% after the F ...

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 BARCLAYS Federal Reserve Commentar UPDATE: June FOMC preview: Eyeing only one cut The focus of the June FOMC meeting will center on the70 statement, SEP, and press conference. We expect the dot plot to show a median of one rate cut in 2024given upward revisions to inflation projections, and manydots indicating two cuts. Powell will likely stress this is not a promise, with the FOMC needing more confidence. 服数据加 UPDATE This publication is an update to 'Federal Reserve Commentary: ...