奥维云网7月线上清洁电器数据简评：扫地机持续增长，洗地机均价再下探

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the home appliance industry [4]. Core Insights - In July, the online retail sales of cleaning appliances continued to grow, with robotic vacuum sales increasing by 8% year-on-year and floor washing machines seeing a significant price drop, leading to a 30% increase in sales volume [6][12]. - The report highlights that the brand Yunji performed exceptionally well, with sales growth of 222.97% year-on-year, while other brands like Ecovacs faced challenges [6][12]. - The strategy of "more features at no extra cost" and continuous cost reduction is expected to be crucial for market competition in the second half of the year [6][12]. Summary by Sections 1. July 2024 Online Cleaning Appliance Performance - Traditional e-commerce retail sales for cleaning appliances in July showed a year-on-year increase of 7.07% in sales value and 16.81% in sales volume [7]. - Ecovacs experienced a decline in sales value and volume, while brands like Yunji and Chasing achieved significant growth [7][10]. 2. July 2024 Robotic Vacuum Performance - In July, traditional e-commerce sales for robotic vacuums increased by 7.77% in value and 5.69% in volume year-on-year [10]. - Ecovacs' market share decreased, while Stone's share slightly increased, and Yunji's share saw a notable rise [10]. 3. July 2024 Floor Washing Machine Performance - Traditional e-commerce sales for floor washing machines increased by 7.42% in value and 30.74% in volume year-on-year [12]. - The average price of floor washing machines dropped below 2000 yuan, with leading brands adjusting their pricing strategies [12][14].