财通家电 |铝代铜技术对空调成本降低有几何?——52W2025周报

家电谦视角
Dec 30, 2025

投资者适当提示本微信号推送的内容仅面向财通证券客户中符合《证券期货投资者适当性管理办法》规定的专业投资者。本微信号建设受限于难以设置访问权限,为避免不当使用所载内容可能带来的风险,若您并非专业投资者,请勿订阅、转载或使用本微信号的信息。核心观点周度研究聚焦:铝代铜技术对空调成本降低有几何?空调成本拆解:铝代铜在成本端将实现大幅降低。铜因其可靠性和易导热性在空调原材料中占比较高,铜价上涨对单机成本...

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