作者:海星来源:锦缎(ID:jinduan006)家电是中国制造业的缩影。过去30多年,家电行业完整经历了技术引进、治理改革、代工贴牌到自主品牌的发展阶段,且伴随着多轮家电下乡、国补政策支持、企业体制改革,从不缺少话题。同时家电的出海史领先于绝大部分产业,更是中国工业品全球化的缩影。随着国内冰洗渗透率触及天花板,空调量增空间也不大,行业本就产能过剩问题将日益凸显。以白电为例,中国绝大部分产能都占到...
Source Link作者:海星来源:锦缎(ID:jinduan006)家电是中国制造业的缩影。过去30多年,家电行业完整经历了技术引进、治理改革、代工贴牌到自主品牌的发展阶段,且伴随着多轮家电下乡、国补政策支持、企业体制改革,从不缺少话题。同时家电的出海史领先于绝大部分产业,更是中国工业品全球化的缩影。随着国内冰洗渗透率触及天花板,空调量增空间也不大,行业本就产能过剩问题将日益凸显。以白电为例,中国绝大部分产能都占到...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.