里昂发表研究报告指,海尔智家(06690.HK) (600690.SH) 次季的美国零售家电销售降幅较首季小,相信这个市场的最终需求已经开始稳定。考虑到关税不确定的情况下,美国或会持续进口家电,预计海尔智家的本地生产GE品牌将在六个月内,随着库存正常化而获得市场份额。另外,美国金属关税有助于收窄海尔智家本地工厂的效率劣势,而公司扩大美国产能应可长期受惠需求回升。该行预计海尔智家第二季的收入将按年...
Source Link里昂发表研究报告指,海尔智家(06690.HK) (600690.SH) 次季的美国零售家电销售降幅较首季小,相信这个市场的最终需求已经开始稳定。考虑到关税不确定的情况下,美国或会持续进口家电,预计海尔智家的本地生产GE品牌将在六个月内,随着库存正常化而获得市场份额。另外,美国金属关税有助于收窄海尔智家本地工厂的效率劣势,而公司扩大美国产能应可长期受惠需求回升。该行预计海尔智家第二季的收入将按年...
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