事件：海外需求延续景气，关注出口链个股。海外需求延续景气，近一个季度左右美国就业数据及地产数据均保持上行趋势。我们认为，出口链优质个股有望迎来估值修复。核心看点：海外线上品牌基础坚实，突出产品力支撑拓品类。公司定位全球厨具品牌商，已在主要市场的线上厨具细分领域确立领先地位(2023年美国第二，西欧第三，日本第三等)，2022/2023/2024Q1分别录得净利润同比+242.9%/118.0%/...
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