智通财经APP获悉,国信证券发布研报称,当前白电板块估值处于历史低位,内外销短期承压但中长期韧性充足。内销在空调渗透率提升和龙头份额集中下仍有空间,外销随关税影响减弱、海外降息及产能出海布局,有望逐季复苏。2026年基数压力缓解后有望回归稳健增长,龙头公司凭借份额提升与品牌出海具备更强增长动能。国信证券主要观点如下:白电当前位置通过复盘家电下乡期间家电的股价表现,该行发现,家电相对收益有望在销量...
Source Link智通财经APP获悉,国信证券发布研报称,当前白电板块估值处于历史低位,内外销短期承压但中长期韧性充足。内销在空调渗透率提升和龙头份额集中下仍有空间,外销随关税影响减弱、海外降息及产能出海布局,有望逐季复苏。2026年基数压力缓解后有望回归稳健增长,龙头公司凭借份额提升与品牌出海具备更强增长动能。国信证券主要观点如下:白电当前位置通过复盘家电下乡期间家电的股价表现,该行发现,家电相对收益有望在销量...
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