研报掘金丨东北证券:海信家电成长空间可期,首予“买入”评级

格隆汇
03 Dec 2024

东北证券研报指出,海信家电(000921.SZ)先后通过收购科龙电器、约克中国和日本三电,与日立合资等方式,实现了家电行业的多元化布局。公司股权混改后,引入更多市场决策机制,有利于公司提升经营效率。传统三白存量竞争,公司有望从三个方向稳增长。其中体育赛事赋能,通过赞助欧洲杯和世界杯顶级赛事,海信在海外品牌知名度不断提升,通过打造国际品牌,加快海外渠道出口。此外,由于国内新能源汽车产业发展迅速,依托...

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