智通财经APP获悉,西南证券发布研报称,整体而言,2026年在高基数及需求提前消化的大背景下,家电行业仍将处于恢复期,但也迎来了“国补”和“关税”两大事件影响下的新常态。该行认为中国家电行业作为毫无争议的世界第一,其中,优秀的公司及蕴含的新赛道都仍存长期投资价值。建议关注主线一:逆境方显龙头本色,关注龙头公司高性价比,高分红。主线二:关注出海赛道。主线三:消费升级仍是长久趋势,体验提升+创新品类...
Source Link智通财经APP获悉,西南证券发布研报称,整体而言,2026年在高基数及需求提前消化的大背景下,家电行业仍将处于恢复期,但也迎来了“国补”和“关税”两大事件影响下的新常态。该行认为中国家电行业作为毫无争议的世界第一,其中,优秀的公司及蕴含的新赛道都仍存长期投资价值。建议关注主线一:逆境方显龙头本色,关注龙头公司高性价比,高分红。主线二:关注出海赛道。主线三:消费升级仍是长久趋势,体验提升+创新品类...
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