傲基股份(2519.HK):海外家具家居头部品牌 商流物流协同发展

信达证券
23 Feb

事件:聚焦跨境,格局改善。据theloadstar 在2 月13 日报道,美国此前暂停实施的“取消800 美元免税额度”政策将于4 月1 日根据联邦机构的建议进行“复审”。我们认为,关税影响以短期为主,不改国货出海大势;此外,头部精品卖家以海运为主且盈利能力领先,通过调价、重构全球供应链等方式可有效应对,中小跨境卖家或将加速出清,行业格局有望迎来显著改善。核心看点:把握海外线上景气赛道机遇,商流...

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