(以下内容从中国银河《家电行业月度动态跟踪:龙头之争,清洁电器、运动相机市场竞争激烈》研报附件原文摘录)核心观点本月家电板块表现:截至2026年2月26日,本月SW家电指数上涨1.4%。当前家电行业市盈率(TTM,剔除负值)为15.40倍。2025Q4,基金配置家电板块持仓市值占比为2.58%,环比下降0.17pct。为何影石、石头倾向于规模导向:1)影石创新业绩快报,2025年营收98.6亿元,...
Source Link(以下内容从中国银河《家电行业月度动态跟踪:龙头之争,清洁电器、运动相机市场竞争激烈》研报附件原文摘录)核心观点本月家电板块表现:截至2026年2月26日,本月SW家电指数上涨1.4%。当前家电行业市盈率(TTM,剔除负值)为15.40倍。2025Q4,基金配置家电板块持仓市值占比为2.58%,环比下降0.17pct。为何影石、石头倾向于规模导向:1)影石创新业绩快报,2025年营收98.6亿元,...
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.