投资要点天时、地利、人和兼备,2024 年小米成为家电黑马小米顺应消费降级,消费者购买家电产品追求性价比:小米产品价格带正好在消费降级的舒适区。小米主打巨省电pro 正好是空调市场扩容最明显的2400 元以下价格带(2400 元以下线上零售量份额提升19 pct)。抓住产品变化,掌握流量密码,让利终端主打和龙头的利率差:1)小米延续此前薄利多销的打法,压缩利润率制造和龙头企业产品的价差(小米空调...
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