12月家电内外销景气持续承压,美国家电需求回归稳健增长(具体报告内容详见国信家电2026年1月19日发布的《国信证券-家电行业周报(26年第3周)-12月家电内外销景气持续承压,美国家电需求回归稳健增长》)核心观点本周研究跟踪与投资思考:12月内外销高基数下,家电表现筑底,大家电国内零售额下降超20%、家电出口额下降8%。2026年在国补政策延续、及外销企稳改善的带动下,家电内外销景气有望修复,...
Source Link12月家电内外销景气持续承压,美国家电需求回归稳健增长(具体报告内容详见国信家电2026年1月19日发布的《国信证券-家电行业周报(26年第3周)-12月家电内外销景气持续承压,美国家电需求回归稳健增长》)核心观点本周研究跟踪与投资思考:12月内外销高基数下,家电表现筑底,大家电国内零售额下降超20%、家电出口额下降8%。2026年在国补政策延续、及外销企稳改善的带动下,家电内外销景气有望修复,...
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