【 银河证券:家电龙头估值有望提升】银河证券指出,空调内销保持增长,行业对2Q25出货预期乐观,虽然线上竞争加剧,但小米带来的竞争压力趋缓,空调出口未来很快会下滑,但更需关注企业海外生产基地。基于稳健的基本面,叠加对新技术、新趋势的拥抱,家电龙头估值有望提升。

金融界
Yesterday
银河证券指出,空调内销保持增长,行业对2Q25出货预期乐观,虽然线上竞争加剧,但小米带来的竞争压力趋缓,空调出口未来很快会下滑,但更需关注企业海外生产基地。基于稳健的基本面,叠加对新技术、新趋势的拥抱,家电龙头估值有望提升。

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