概述:上周家电原材料方面,钢材价格有所转弱,小幅下跌,冷轧和镀锌的市场情绪指数方面震荡偏弱,有色方面,电解铝和电解铜持续高位震荡,电解铝价格上涨0.55%;家电行业方面,在国补政策的有效托举下,家电行业前三季度整体增长态势趋于稳定。随着第四批国补逐渐落地与双11消费拉动,行业增长韧性有望进一步增强。但政策退坡后的市场波动与外部环境的不确定性,也预示着行业正步入结构性分化与高质量发展的新阶段。未来,...
Source Link概述:上周家电原材料方面,钢材价格有所转弱,小幅下跌,冷轧和镀锌的市场情绪指数方面震荡偏弱,有色方面,电解铝和电解铜持续高位震荡,电解铝价格上涨0.55%;家电行业方面,在国补政策的有效托举下,家电行业前三季度整体增长态势趋于稳定。随着第四批国补逐渐落地与双11消费拉动,行业增长韧性有望进一步增强。但政策退坡后的市场波动与外部环境的不确定性,也预示着行业正步入结构性分化与高质量发展的新阶段。未来,...
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