家电周报:海尔泰国春武里空调工业园正式投产 海信泰国智能制造工业园开工

申万宏源研究
Sep 27, 2025

本期投资提示:本周家电板块跑输沪深300 指数。本周申万家用电器板块指数下跌0.7%,同期沪深300 指数上涨1.1%。重点公司方面,海信视像(12.7%)、海信家电(7.2%)、比依股份(3.6%)领涨,光峰科技(-8.7%)、亿田智能(-6.9%)、荣泰健康(-5.2%)领跌。行业动态:1)海尔泰国春武里空调工业园正式投产。9 月23 日,海尔泰国春武里空调工业园正式投产,该工业园年规划产能...

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