2025年白电行业资金面研究专题:牛市思维看白电(附下载)

报告研究所
Aug 08

当前怎么看白电估值估值是影响白电股价的重要因素白电是牛长熊短的赛道,中长期收益持续跑赢大市。2015.07.31-2025.07.31十年维度,美的集团、格力电器、海尔智家累计涨幅高达343%、 234%、178%,而同期沪深300、上证指数累计涨幅则为-2%、+7%。白电中长期有超额收益。估值是影响白电股价的重要因素。过去10年白电龙头业绩总体保持稳健增长,而估值的变化影响了股价的波动。我们认为...

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