西南证券04月01日发布研报称,给予海信家电(000921.SZ,最新价:29.27元)持有评级。评级理由主要包括:1)核心品类保持稳定,海外持续快速增长;2)冰洗业务海外增长迅速;3)结构变化影响毛利,整体盈利能力稳健;4)央空稳步增长,处于引领地位。风险提示:地产恢复不及预期、原材料价格波动、市场竞争加剧等风险。AI点评:海信家电近一个月获得5份券商研报关注,买入4家。(文章来源:每日经济新闻...
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