家电行业月度动态跟踪：需求、成本、汇率担忧下，行业继续破浪前行

⚫ ⚫ ⚫ ⚫ ⚫      ⚫ ⚫ ⚫ 13.55 21.21 总出口纺织织物箱包服装鞋靴家具及其零件玩具手机家用电器音视频设备及其零件灯具&照明2025-115.900.92-19.52-10.42-17.73-8.67-25.85-12.37-5.695.66-21.942025-10-1.10-9.10-25.70-15.90-20.90-12.60-31.00-16.50-13.604.30-31.002025-098.306.40-12.30-8.00-13.200.40-28.00-1.70-9.608.00-16.702025-084.301.50-14.90-10.00-17.10-3.20-20.90-18.90-6.604.20-17.002025-077.100.60-9.90-0.50-7.603.00-3.20-21.80-3.807.60-5.502025-065.80-1.60-7.001.10-4.000.608.40-8.80-9.007.801.302025-054.60-1.90-10.003.00-5.50-9.40-0.60-22.80-8.800.60-7.202025-048.003.40-8.50-0.500.30-7.20-5.90-20.90-2.7012.60-2.302025-0312.2016.50-1.609.3010.008.206.409.4012.9013.0024.302025-02-3.10-25.30-37.50-28.40-37.80-29.40-26.4010.700.10-6.30-40.602025-015.9012.50-8.807.60-6.20-7.20-1.70-12.8010.902.90-9.202024-1210.6717.40-6.906.60-0.603.20-2.80-15.8014.105.504.002024-116.589.60-3.004.30-1.90-2.604.90-0.3010.202.90-2.802024-1012.6416.101.508.10-1.103.104.10-0.4023.206.605.002024-092.33-2.20-12.10-5.10-12.80-9.70-6.10-4.905.20-2.00-10.502024-088.605.00-9.30-2.00-4.90-4.00-8.0017.1012.302.60-6.802024-076.934.00-11.10-3.60-4.70-5.00-3.605.7017.405.70-5.902024-068.426.70-1.70-0.60-4.707.00-0.402.7018.7011.40-0.202024-057.368.102.501.60-10.5018.10-2.308.1019.6012.302.502024-041.26-2.40-7.60-3.90-14.908.70-3.907.7013.900.50-4.502024-03-7.71-16.80-19.60-17.60-26.80-5.20-15.702.10-0.60-7.60-24.202024-026.2422.6052.5031.9047.2057.6030.70-10.4024.5015.2087.002024-017.6711.5010.403.200.5025.908.50-22.8018.3012.108.902023-122.153.509.201.90-8.2019.10-2.80-0.3017.407.908.902023-110.69-0.50-1.10-2.80-18.108.10-12.9054.6013.40-0.50-1.302023-10-6.61-5.00-11.50-8.70-20.30-5.80-14.6021.809.50-6.30-12.702023-09-6.85-2.90-7.80-7.90-16.00-2.10-13.00-7.1014.100.30-8.402023-08-8.55-5.60-6.00-11.90-20.70-4.00-12.70-20.6012.80-3.90-5.202023-07-14.26-17.20-9.10-18.00-23.30-13.00-23.802.20-2.60-14.40-8.602023-06-12.38-13.80-3.00-13.90-20.30-12.70-24.50-23.304.60-13.80-8.102023-05-7.56-14.102.40-12.20-9.30-14.40-22.20-25.001.00-10.20-2.402023-047.114.1038.6014.3014.100.601.40-12.702.60-1.108.702023-0310.849.5092.8032.3032.9014.4033.10-31.9012.2022.6039.902023-02-2.87-14.40-7.40-21.60-26.30-24.90-13.90-11.60-16.20-4.00-34.30 OECD消费者信心指数中国消费者信心指数美国消费者信心指数欧盟消费者信心指数日本消费者信心指数韩国消费者信心指数2025-1253.302025-1151.00-13.6037.50112.402025-1098.4695.5053.60-13.5035.80109.802025-0998.5598.6055.10-14.3035.30110.102025-0898.6394.7058.20-14.8034.90111.402025-0798.6296.2061.70-14.4033.70110.802025-0698.5196.9060.70-14.8034.50108.702025-0598.3195.9052.20-14.5032.80101.802025-0498.2296.1052.20-15.9031.2093.802025-0398.3994.6057.00-13.9034.1093.402025-0298.6894.6064.70-12.9034.8095.202025-0198.9494.4071.70-13.2035.1091.202024-1299.0992.7074.00-13.2035.9088.202024-1199.1693.0071.80-12.3036.20100.702024-1099.1593.1070.50-11.4036.10101.802024-0999.0892.0070.10-11.8037.00100.002024-0899.0091.5067.90-12.1036.80100.802024-0798.9792.0066.40-12.0036.90103.702024-0698.9993.0068.20-12.6036.70100.902024-0