中泰证券11月03日发布研报称,给予海信家电(000921.SZ,最新价:28.03元)买入评级。评级理由主要包括:1)公司披露24Q3业绩;2)业务拆分:外销好于内销,央空去库拖累业绩;3)央空:Q3去库存导致内需下滑;4)冰洗:内需和央空类似,618囤货去库影响出货;5)家空:去库幅度较冰洗更显著,出货下滑更大;6)三电:收入小个位数下滑,盈利能力显著改善。风险提示:地产竣工风险,空调增长不及...
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