银河证券：23Q1家电板块营收转增成本红利有望持续兑现建议关注三条投资主线

智通财经2023-05-16

智通财经APP获悉，银河证券发布研究报告称，23Q1家电板块营收转增，盈利能力改善。后续来看，随着居民消费信心恢复、地产景气度改善，国内家电消费有望逐步复苏。从盈利能力来看，成本红利有望持续兑现。一季度基金重仓家电板块比例环比小幅提升，但仍处于历史较低位置，提升空间较大。建议关注三条投资主线，一、业绩经营稳健的白电龙头，推荐美的集团(000333.SZ)、格力电器(000651.SH)和海尔智家(...

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银河证券：23Q1家电板块营收转增 成本红利有望持续兑现 建议关注三条投资主线

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银河证券：23Q1家电板块营收转增成本红利有望持续兑现建议关注三条投资主线