家电:从奥克斯看空调行业特征及格局

长江证券股份有...
12 Jun

引言2025 年1 月15 日,奥克斯电气向港交所提交上市申请书。公司曾多次凭借价格策略向行业龙头发起挑战,但在后者积极应对过后,奥克斯多数时间还是保持着重点品牌的身份。然而,奥克斯的经营成果却较为亮眼;除了其本身具备一定竞争力外,也与所处的空调行业大环境紧密相关。基于此,本篇报告我们将以奥克斯作为切入点,深入探讨空调行业的特征与格局,同时剖析奥克斯难以长期在市场中占据较高份额的原因所在。何以承载...

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