《大行》汇丰研究料内地家电行业下半年盈利逐步复苏首选美的(00300.HK) 降雅迪(01585.HK)目标价至14元

阿斯达克财经
Jul 17

汇丰研究发表报告指,2026年第二季,家电行业受需求疲弱、成本上升及汇兑损失影响而受压。不过,该行看好行业下半年盈利将逐步复苏,盈利增长压力减轻。首选美的(00300.HK) 及九号公司(689009.SH) 。报告指,2026年第二季,家电行业整体受压,但海外销售表现具韧性。由于基期较高,2026年上半年国内家电零售按年下降7.4%。家电出口(以美元计)上半年按年增长6.1%。此外,随着人民币...

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