家电ETF（159996）昨日净流入超0.6亿元，制冰机赛道成长性引关注

Group 1 - The core viewpoint of the article highlights the rapid growth of the global home ice maker market, with the market size expanding from 4.92 billion in 2019 to 7.49 billion in 2024, representing a compound annual growth rate (CAGR) of 8.8% [1] - North America and Europe continue to contribute significantly to the market's core growth, while the domestic market in China is projected to grow from 0.5 billion in 2019 to 0.81 billion in 2024, accounting for 10.8% of the global market [1] - Factors such as the penetration of coffee culture, changes in the lifestyle of younger consumers, and new scenarios like outdoor camping are expected to drive the demand for ice makers, transitioning them from an introductory phase to a potential "explosive" product [1] Group 2 - The domestic small appliance brands are actively entering the market, leading to a fragmented market structure, where leading companies are likely to continue achieving growth through product implementation and brand recognition [1] - The high-temperature weather is expected to catalyze short-term demand for ice makers, while the normalization of high summer temperatures will likely enhance consumer preference for ice makers, indicating sustained industry demand growth [1] - The home appliance ETF (159996) tracks the home appliance index (930697), which includes publicly listed companies involved in the manufacturing and sales of appliances like air conditioners, refrigerators, and washing machines, reflecting the overall performance of the home appliance industry [2]