【券商聚焦】国泰君安维持海信家电(00921)“增持”评级指公司出口业务高增业绩改善超预期

金吾资讯05-06

金吾财讯 | 国泰君安发布研报指，海信家电(00921)24Q1实现收入234.86亿元，同比增长20.87%，实现归母净利润9.81亿元，同比增长59.48%。公司收入端增长相对超预期，出口端海外渠道补库趋势下增长显著，该行预计出口业务增长好于内销。公司23Q1冰冷板块因海外去库存导致收入基数相对较低，当前补库阶段弹性增长明显。该行指，2024Q1公司毛利率改善0.5pcts，该行预计主要来自：...

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【券商聚焦】国泰君安维持海信家电(00921)“增持”评级 指公司出口业务高增 业绩改善超预期

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【券商聚焦】国泰君安维持海信家电(00921)“增持”评级指公司出口业务高增业绩改善超预期