长江证券研报指出,美的集团把握持续深化全球布局,确定性增长的白电龙头公司现已构建起高中低端全覆盖的海外自主品牌矩阵,且近年持续深化全球本地化运营体系,渠道与生产能力均有显著增强,有望带动公司海外份额实现进一步提升。据我们测算,当全球各地区家电市场完全成熟,行业仅由更新需求驱动时,公司白电产品全球长期稳态年销量较2024年均有翻倍以上的空间,其中外销或成为公司持续增长的主要动力。当前,在公司外销业务...
Source Link长江证券研报指出,美的集团把握持续深化全球布局,确定性增长的白电龙头公司现已构建起高中低端全覆盖的海外自主品牌矩阵,且近年持续深化全球本地化运营体系,渠道与生产能力均有显著增强,有望带动公司海外份额实现进一步提升。据我们测算,当全球各地区家电市场完全成熟,行业仅由更新需求驱动时,公司白电产品全球长期稳态年销量较2024年均有翻倍以上的空间,其中外销或成为公司持续增长的主要动力。当前,在公司外销业务...
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