白色家电Ⅱ行业周报：2024W05黑电、小家电整体表现优秀，白电、厨电稳健增长

Investment Rating - The report does not provide a specific investment rating for the white goods sector, indicating a neutral stance [1]. Core Insights - The overall performance of the black goods and small appliances sectors is excellent, while the white goods and kitchen appliances sectors show steady growth [3][5]. - For the white goods sector, notable growth is observed in offline sales of dryers, refrigerators, washing machines, and air conditioners, with significant online sales growth as well [1][3]. - The black goods sector exhibits strong growth across all channels, with a double-digit increase in average prices year-on-year [3][10]. - The kitchen appliances sector sees rapid growth in gas stoves and range hoods, with dishwashers also experiencing double-digit growth in offline sales [3][11]. - Small appliances, particularly electric steamers and floor cleaning machines, show impressive sales growth, although demand for air fryers remains to be stimulated [5][11]. Summary by Relevant Sections White Goods - Offline sales of dryers are particularly strong, with online sales also showing high growth. Refrigerators have seen significant increases in both offline sales and online sales revenue, with double-digit growth in online sales volume. Washing machines and air conditioners also report robust offline sales growth and steady online sales increases [1][3][9]. - Key brands such as Haier, Midea, and TCL are performing well across various channels, with Haier showing rapid growth in overall sales [1][3]. Black Goods - The black goods sector shows a bright sales growth across all channels, with a notable increase in average prices year-on-year. Brands like Xiaomi and Hisense are leading in sales performance [3][10]. - The report highlights that the average price of black goods has increased significantly, indicating a shift in consumer purchasing behavior towards higher-end products [3][10]. Kitchen Appliances - The gas stove segment is experiencing rapid growth in sales across all channels, while range hoods are seeing strong offline sales growth and stable online sales increases. Dishwashers are also performing well with double-digit growth in offline sales [3][11]. - Brands such as Boss and Midea are noted for their strong sales performance in the kitchen appliance category [11]. Small Appliances - Electric steamers and floor cleaning machines are highlighted for their impressive sales growth, with brands like Midea and LeiKe showing strong performance in online sales [5][11]. - The report notes that while the demand for air fryers is currently subdued, other small appliances are performing well [5][11].