中金：行业景气延续预计1Q24主要家电公司收入/净利润同比+8%/+11%

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中金发布研究报告指出，1Q24空调内销及出口景气双优，带动相关龙头及上游产业链公司业绩同比增长，延续了4Q23行业景气、龙头业绩增长较好的趋势，预计1Q24主要家电公司收入/净利润同比+8%/+11%。相关标的：暖通产业链推荐海信家电A+H(000921.SZ,00921)、海尔智家A+H(600690.SH,06690)、格力电器(000651.SZ)；小家电推荐石头科技(688169.SH)、...

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中金：行业景气延续 预计1Q24主要家电公司收入/净利润同比+8%/+11%

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中金：行业景气延续预计1Q24主要家电公司收入/净利润同比+8%/+11%