2024W21家电行业数据周报：线上小家电和扫地机表现较好，铜铝价格环比有所上升

Investment Rating - The report rates the home appliance industry as "Overweight" [1] Core Insights - Online small appliances and robotic vacuum cleaners are performing well, with online sales of refrigerators and washing machines also showing positive trends, with year-on-year increases of +16.13% and +10.25% respectively [3][8] - Copper and aluminum prices have increased on a month-on-month basis, with copper averaging 85,880 RMB/ton and aluminum at 21,100 RMB/ton as of May 22, 2024, reflecting increases of +5.58% and +3.13% respectively [14][16] - The report emphasizes the strong performance of Midea's online refrigerators and suggests focusing on leading companies in the sector, such as Roborock and Ecovacs, as well as other key players like Haier and Midea [21] Summary by Sections 1. Industry Key Data Updates - Online sales of small appliances and robotic vacuum cleaners are strong, with cumulative year-on-year sales growth of +32.80% for robotic vacuum cleaners and +10.56% for health pots [3][8] - Offline sales of dishwashers and robotic vacuum cleaners also show positive trends, with year-on-year increases of +4.38% and +17.53% respectively [3][8] 2. Key Industry News - The report highlights various industry developments, including the integration of 5G and industrial internet applications, and the promotion of domestic consumption in home appliances [20] 3. Investment Recommendations - The report recommends focusing on companies with strong growth potential, including Haier Smart Home (14.9X), Roborock (21.6X), and Midea Group (12.6X), among others [21]