长江证券研报指出,2019年以来,海尔智家盈利水平已逐步进入改善通道。展望后续,内销端,卡萨帝在国内高端市场已具备领先优势,有望带动公司产品结构持续优化;外销端,公司对海外业务进行组织变革,并对低效产能采取优化措施,为经营与生产效率提升奠定基础。在此基础上,公司积极利用AI工具深化数字变革,数字库存与数字营销自上线以来已取得初步成效。基于此,认为公司业绩弹性潜力较大,同时在国补助力与新兴市场渗透率...
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