金吾财讯 | 海尔智家(06690)午后走强，截至发稿，涨4.82%，报23.9港元，成交额4.33亿港元。消息面上，国联民生证券表示，海尔智家2025Q1高基数下业绩超预期，国内收入盈利均展望积极，海外盈利或迎来趋势性上行，中期或受益产能/供应格局重塑。短期，国内基数转低，内销预计持续好转；同时，国内数字营销变革推动费用下降，海外降息周期中财务费用率有望改善，海外利润率拐点值得重视。大和表示，海尔智家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。该行重申对公司的评级“买入”，并称近期股价回调提供了一个良好入市机会。
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