【海尔智家】欧洲空调份额数一数二,长期受益全欧气候变暖——动态跟踪报告(洪吉然

光大证券研究
24 Jul

报告摘要事件:7月1日欧洲中期天气预报中心发布报告,表示欧洲大部分地区正经历大范围的高温天气,今年6月或成为欧洲有记录以来最热6月之一,气候变化让热浪发生得更频繁、更强烈,影响范围也更广。点评:欧洲 空调 普及率远低于中美日根据欧睿数据,24年西欧/东欧/中国/美国/日本家庭空调普及率分别为33%/36%/97%/92%/96%,其中分体式空调普及率英国/法国/德国仅为0.7%/7%/0.7%。...

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