(以下内容从中国银河《家电行业月度动态跟踪:需求、成本、汇率担忧下,行业继续破浪前行》研报附件原文摘录)核心观点本月家电板块表现:截至2025年12月26日,本月SW家电指数上涨1.81%,收益率位列一级行业17位,表现弱于沪深300指数(+3.72%)。当前家电行业市盈率为15.02倍,低于2010年至今历史平均水平。预计2026大家电补贴继续:1)11月社零同比+1.3%,增速环比-1.6...
Source Link(以下内容从中国银河《家电行业月度动态跟踪:需求、成本、汇率担忧下,行业继续破浪前行》研报附件原文摘录)核心观点本月家电板块表现:截至2025年12月26日,本月SW家电指数上涨1.81%,收益率位列一级行业17位,表现弱于沪深300指数(+3.72%)。当前家电行业市盈率为15.02倍,低于2010年至今历史平均水平。预计2026大家电补贴继续:1)11月社零同比+1.3%,增速环比-1.6...
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