“华西研究”小程序全面升级！专业研值，一镜到底！华西家电细分板块业绩前瞻：1）白电国补助力内销增长，外销受关税及库存影响承压。8-9月内销的排产受高基数的影响有所下滑，8月空调/冰箱/洗衣机排产量同比-11.9%/-6.1%/+0.6%，9月空调/冰箱/洗衣机排产量同比-6.3%/-2.1%/-1.2%。外销方面根据海关数据，7月空调/冰箱/洗衣机出口额分别同比-16.3%/+1.5%/+...
Source Link“华西研究”小程序全面升级！专业研值，一镜到底！华西家电细分板块业绩前瞻：1）白电国补助力内销增长，外销受关税及库存影响承压。8-9月内销的排产受高基数的影响有所下滑，8月空调/冰箱/洗衣机排产量同比-11.9%/-6.1%/+0.6%，9月空调/冰箱/洗衣机排产量同比-6.3%/-2.1%/-1.2%。外销方面根据海关数据，7月空调/冰箱/洗衣机出口额分别同比-16.3%/+1.5%/+...
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