家电龙头中报业绩分化

证券市场周刊
Sep 08

凭借着多品牌协同以及国补等带来的利好,2025年上半年海尔智家和美的集团都取得了超市场预期的增长。受空调市场需求和价格影响,卖方分析师认为格力电器增长不及预期,但未来有望企稳。8月29日发布2025年上半年业绩后下一个交易日,海尔智家(600690.SH)一度上涨4.4%。随后美的集团(000333.SZ)也发布半年报,市场同样积极回应。两家公司都交出了超市场预期的半年报,收入和净利润均加速增长。...

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