研报掘金丨长江证券:维持海信家电“买入”评级,预计Q3外销收入仍保持较高增长

格隆汇资讯
11 Nov 2024

长江证券研报指出,海信家电(000921.SZ)前三季度公司营业收入同比增长8.75%,其中Q1/Q2/Q3分别同比+20.87%/+6.98%/-0.08%,Q3营收规模出现下滑或主要系报告期内国内家电需求较为疲弱以及其他业务收入降低所致,预计Q3外销收入仍保持较高增长。公司覆盖多家电品类,品牌矩阵体系完善,并积极寻求品牌间协同、供应链优化等以实现效率提升,并以更高效的方式渗透市场实现规模较快...

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