展望2026 年，家电板块具备较高配置价值：今年以来，家电（申万）指数上涨 10%（截至2025 年11 月24 日）。今年家电各子板块表现有所分化，一方面是如家电零部件、小家电、照明板块等积极布局科技相关热门领域而获市场青睐，另一方面是国补高基数导致市场担忧后续景气度，前期受益较多的如白电板块表现平淡。展望2026 年，我们认为家电板块兼具价值和成长属性，主要体现：1）价值属性：2025 年基金...
Source Link展望2026 年，家电板块具备较高配置价值：今年以来，家电（申万）指数上涨 10%（截至2025 年11 月24 日）。今年家电各子板块表现有所分化，一方面是如家电零部件、小家电、照明板块等积极布局科技相关热门领域而获市场青睐，另一方面是国补高基数导致市场担忧后续景气度，前期受益较多的如白电板块表现平淡。展望2026 年，我们认为家电板块兼具价值和成长属性，主要体现：1）价值属性：2025 年基金...
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