中信证券:家电板块建议关注经营稳健标的

智通财经
Sep 10
中信证券研报认为,受关税影响,2025年二季度家电板块收入增速放缓。企业积极推动降本增效,盈利能力稳健。分板块看,小家电、上游、白电和黑电板块表现较好,主要因国补拉动需求,龙头份额提升;厨电和照明板块仍然承压,主要因地产负面影响。展望后续,关税对外销影响降低,建议关注经营稳健标的。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10