海尔智家-600690-公司深度研究:高端领航,全球纵横

国金证券
14 Jul

海尔智家 :高端化战略引领者与全球化运营标杆。公司前瞻布局"高端化+全球化"战略,20余年持续深耕已确立全球家电龙头地位。高端化:1)产品+品牌+渠道构筑坚实壁垒。卡萨帝擅长挖掘高端用户消费痛点,引领高端家电产品创新,品牌上注重高端社群营销,打造七星级服务提高用户粘性,渠道上兼具广度与深度,连续八年稳居高端家电市场份额第一,24Q4卡萨帝收入同比+30%以上。2)套系化+场景化打开增长空间。21年...

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