20231231_京东_2023中国高端家电行业市场报告：坚韧中升级前行_21页.pdf
GfK 2 2023 P3-7 P8-12 2023 P13-20WUDWxOrMoNmNrPnOnQqPpO7N9RaQtRrRmOnRiNrRqReRrQoO7NrQnQxNqNnMuOnMuM GfK 32024 Source:Real GDP growth annual%change IMF Data Mapper 3.5%2.1%4.1%3.3%5.6%7.2%3.0%3.0%2.1%2.3%0.7%2.0%6.3%5.0%2.9%1.5%2.3%1.2%3.4%6.3%4.2%&2022 2023(Forecast)2024(Forecast)IMF GDP(in%change)GfK 4 GfK CE includes Multifunctional Technical Devices and SDA includes Personal Diagnostics%/B2C 2023 1-9 IT-10.5%-0.4%-10.4%-3.7%9%21%44%8%1%14%2%-9.9%+9.8%-2.8%5860(-4.7%)()YTD 2023 GfK 5 GfK Consumer Life 20232023 0%10%20%30%40%2022 0%10%20%30%40%GfK 62023 GfK 4.1%34.4%2.9%2.1%5.4%-7.7%8.3%3.2%2.4%-6.1%-10.7%12.7%28.3%2.4%TCG IT 2023E vs.2022 2023E vs.2019GfK GfK 72023+2023 1-10 GfK 2023 1-10 2023 1-10*2023 1-10-50.0-40.0-30.0-20.0-10.00.010.020.030.040.050.060.070.080.00 5,000 10,000 15,000 20,000 25,000 30,000 35,000 GfK 8MDA9 GfK 18.117.419.528.327.926.523.423.125.127.425.226.32018 2019 2020 2021 2022 2023/1/10MDA9 900 vs.Value USD%GfK 92023 GfK 14.213.315.718.215.57.314.411.716.218.217.78.314.411.316.818.719.08.50102030401 1 1 6 8 5%2021 2022 2023(1-10)GfK GfK 1063462535511671 12018 2023 GfK Consumer Life 20232023%GfK 113530272624 2019 2023 GfK Consumer Life 2023 GfK 12“”GfK 132023 GfK 14“”GfK*=60cm&23 1-10+212%+258%GfK 15 GfK%18.50%2022 6 27.50%2023 6 1.2 1.4 2+/2023 2.5 5.7()10%GfK 16 GfK GfK Consumer Life Global 202343372725202115133930282522221815 2021 2023%#16/43 8 vs#20/43 5 vs GfK 17 GfK%14%16%27%2021 2022 2023 1-10+%73%79%83%2021 2022 2023 1-10 10%53%65%75%2021 2022 2023 1-10 GfK 18 GfK GfK GfK Consumer Life Global 2023#5/43#10/43#33/43#29/43 4 vs#40/43#31/43 9 vs 3310911221 1-1022 1-1023 1-104K+1,1046259823 1-1022 1-1021 1-10&3 2100 GfK 19:Smeg GfK 20 Thank you marketing-GfK
