花旗:海尔智家(06690.HK)管理层目标今年销售及纯利同比持平 末季复苏料更明显

智通财经
Sep 28
【花旗:海尔智家(06690.HK)管理层目标今年销售及纯利同比持平 末季复苏料更明显】智通财经APP获悉,花旗发布研报称,海尔智家(06690.HK)旗下美国通用家电(GE Appliances)(GEA)管理层上周于投资者会议上,强调GEA核心竞争优势及长期优先事项。GEA管理层预期,美国业务可通过工厂整合(料于2027至2028年完成)、优化采购及提升生产力,实现利润率恢复。在海尔集团层面,管理层目标是2026年集团销售及纯利(包括关税退款)同比大致持平。该行预期,由于基数显著偏低(2025年第四季销售同比跌7%、净利同比跌39%),2026年第四季复苏将更为明显。

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