研报掘金丨太平洋:海信家电全球化布局持续推进,维持“买入”评级

格隆汇
Jun 18, 2025

格隆汇6月18日|太平洋证券研报指出,多联机稳定领先+传统大电差异化竞争,海信家电全球化布局持续推进。行业端,伴随国内新一轮“以旧换新”政策催化,出口链恢复性增长叠加关税政策放松,白电需求有望持续复苏;乘新能源汽车发展东风,上游压缩机等零部件行业有望增长。公司端,央空板块持续巩固多联机领先优势,传统大电通过差异化竞争策略实现中高端布局的不断深化;三电并表后在新能源热管理业务方面积极拓展,未来有望...

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