白电:7月以旧换新补贴第三批资金如期下达,政策节奏有望延续,内需有支撑;中美贸易谈判推进中,中长期来看龙头北美敞口或有限,龙头海外产能布局领先,应对经验充分,后续风险或可控,龙头新兴市场及OBM拓展持续贡献增量。白电龙头近两个财季报表质量优异,表现稳健,高质量高股息,经营支撑较强,投资价值值得重视,持续推荐美的集团、格力电器、海尔智家。两轮车:2025年国补落地加速,龙头公司年初至今出货表现较优;...
Source Link白电:7月以旧换新补贴第三批资金如期下达,政策节奏有望延续,内需有支撑;中美贸易谈判推进中,中长期来看龙头北美敞口或有限,龙头海外产能布局领先,应对经验充分,后续风险或可控,龙头新兴市场及OBM拓展持续贡献增量。白电龙头近两个财季报表质量优异,表现稳健,高质量高股息,经营支撑较强,投资价值值得重视,持续推荐美的集团、格力电器、海尔智家。两轮车:2025年国补落地加速,龙头公司年初至今出货表现较优;...
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