《大行》大和降海尔智家(06690.HK)目标价至27元 评级“买入”

阿斯达克财经
May 08, 2025

大和发表研究报告指,海尔智家(06690.HK) 管理层确认其今年的指引,销售增长为高单位数,盈利增长双位数。而公司正按计划达到强劲的次季及第三季的国内销售增长,管理层亦称,关税影响可控,指平均售价上升及供应链本土化为关键缓解剂。该行认为,整体而言,次季及第三季的展望令人安心,关税对公司影响较该行原预期小。据该行的调查,投资者对内地今年第四季及之后的需求仍然持审慎的态度,主要因为以旧换新政策的高...

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