家电板块2025Q2业绩前瞻:黑白电龙头引领 小家电格局改善

国泰海通证券
Jul 09, 2025

本报告导读:国补刺激Q2 销售,收入端延续正增长。竞争格局改善带动小家电板块盈利修复,大家电龙头引领竞争助力行业份额集中,增持。投资要点:投资建议:建议把握两条主线:1)小家电竞争格局改善带来盈利弹性:扫地机器人行业具备高成长性,低渗透率之下长期仍有渗透空间,短期追觅增长动能趋缓,行业竞争趋缓,头部双雄预计盈利有所改善。厨小电板块经历了2 年低迷承压阶段,逐步开始回归增长,618 行业规模增速超过...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10