海尔智家:北方空调加速普及 海尔智家尤为受益

光大证券
19 Jul

事件:据中国新闻周刊援引京东集团数据, 7 月7 日-7 月13 日东北地区空调销量大幅增长,辽宁省/吉林省/黑龙江省空调成交额同比增长10/25/6 倍。点评:海尔-北方空调龙头(东北第一+华北第二):25 年上半年海尔系空调(含统帅、卡萨帝)线下零售量市占率16%,整体位列市场第三,其中海尔系空调在东北/华北/西北的线下市占率分别达到37%/24%/21%,海尔在北方地区很强势。相比两家南方...

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