国泰君安维持海信家电“增持”评级 目标价42元

观点网
02 Jan

观点网讯:1月2日,国泰君安发布研报,维持对海信家电的“增持”评级,并将目标价定为42元。研报预计,在四季度国家补贴政策的推动下,海信家电的零售业绩将显著改善,尽管渠道方优先消化库存导致公司出货量增长低于零售端。国泰君安研报进一步指出,尽管中央空调业务受政策拉动幅度较小,面临下滑压力,但预计内销业务将扭转第三季度的下滑趋势,同比增长0%至5%。同时,海外需求保持稳定,预计公司第四季度海外收入将增长...

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