近日,笔者翻阅家电行业主要企业财报,高速发展面临较大考验。2024年海信家电营收增速滑至近五年最低;创维、TCL财报中利润下降为共性特征。需求疲软、原材料成本高企、房地产关联业务拖累——这三重压力迫使行业需构筑竞争新优势。在此背景下,家电企业纷纷主动调整应对地产与海外市场变局,加速撕掉“硬件制造商”标签,向“智慧生活服务商”的战略转身。例如为应对地产与业务毛利下滑对利润构成影响,海信家电收购日本...
Source LinkDisclaimer: 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.