高盛报告指,中国冷气机市场仍在多方面具吸引力:市场高度整合及领导者有较高盈利率、供需平衡及领导者盈利核心策略。小米(01810.HK)与行业领导者的竞争,与行业价值链到供应链、制造至分销网络的整体效率相关。该行料竞争将强化行业效率及潜在的盈利池缩小。该行预期美的(00300.HK)为最具韧性的生产商,利用其全球领先生产优势及持续改善分销效率作为杠杆,有潜力增加市占。格力(000651.SZ)盈利料...
Source Link高盛报告指,中国冷气机市场仍在多方面具吸引力:市场高度整合及领导者有较高盈利率、供需平衡及领导者盈利核心策略。小米(01810.HK)与行业领导者的竞争,与行业价值链到供应链、制造至分销网络的整体效率相关。该行料竞争将强化行业效率及潜在的盈利池缩小。该行预期美的(00300.HK)为最具韧性的生产商,利用其全球领先生产优势及持续改善分销效率作为杠杆,有潜力增加市占。格力(000651.SZ)盈利料...
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