太平洋6月18日发布海信家电(000921.SZ,最新价:27.18元)深度报告。主要观点:1)基本盘业务:多联机稳定领先+传统大电差异化竞争,全球化布局持续推进;2)新兴业务:收购三电进军新能源热管理领域,产品力+客户优势助力增长。风险提示:宏观经济与政策风险、市场竞争加剧、原材料价格上涨、关税政策变动、并购整合不及预期等风险。文章来源:每日经济新闻原标题:太平洋发布海信家电深度报告:央空+传统...
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