白电海外部分地区需求旺盛,有望缓解高基数压力。若考虑到产能转移和高基数扰动,6 月白电出口我们预计实际上符合预期,接下来白电出口将进入高基数区间,或有库存周期的扰动,普遍增速预期不高。不过海外有些利好信息值得关注,一是欧洲受高温催化,旺季空调需求高涨并有渠道断货情况发生,比如新闻报道称德国斯图加特一家连锁电器卖场多款空调机型贴出了“售罄”标签,美的PortaSplit 空调在德国和法国都已售罄、...
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