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基数效应导致2014年前五个月家电内销同比出现下降,2014年下半年基数效应消失,但家电内销仍然疲软。我们认为,2015年家电行业内需仍然低迷,而人民币处于弱势有利于海外需求温和恢复,整体行业景气度处在低位。此外,2015年原材料价格处于低点,家电企业成本将出现下降。家电消费继续升级,国家标准的提高继续推动家电行业向节能环保方向发展,智能
The base effect led to a year-on-year decrease in the domestic sales of home appliances in the first five months of 2014 and the disappearance of base effects in the second half of 2014, but the domestic sales of home appliances remained weak. In our opinion, domestic demand in the home appliance industry will remain sluggish in 2015, while the weakness of the renminbi is conducive to the moderate recovery of overseas demand and the overall industry sentiment is at a low level. In addition, the raw material prices in 2015 at a low point, appliance business costs will decline. Consumer appliances continue to upgrade, the improvement of national standards continue to promote the appliance industry to the direction of energy saving and environmental protection, intelligent