天风证券11月01日发布研报称,给予海信家电(000921.SZ,最新价:28元)买入评级。评级理由主要包括:1)预计外销保持高增,静待Q4政策带动内需好转;2)内外销收入占比变化影响整体毛利率水平;3)销售费用率同比下降。风险提示:宏观经济尤其房地产市场波动风险;市场竞争风险;外销进展不及预期;原材料价格大幅波动风险;汇率变动风险;三电整合进度不及预期风险;员工持股计划实际落地不及预期的风险。 ...
Source Link天风证券11月01日发布研报称,给予海信家电(000921.SZ,最新价:28元)买入评级。评级理由主要包括:1)预计外销保持高增,静待Q4政策带动内需好转;2)内外销收入占比变化影响整体毛利率水平;3)销售费用率同比下降。风险提示:宏观经济尤其房地产市场波动风险;市场竞争风险;外销进展不及预期;原材料价格大幅波动风险;汇率变动风险;三电整合进度不及预期风险;员工持股计划实际落地不及预期的风险。 ...
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