政策促进内需，具身智能加速，关注可选消费

每日经济新闻2025-05-07

2025Q1家电板块受益于国补和出口前置实现双位数增长，现金流趋势向好。收入端，美的集团一季度收入增速领先行业；业绩端，受益于白电龙头综合费用率优化、数字化变革等因素带动，美的集团、海尔智家、格力电器、海信家电等龙头企业一季度归母净利润同比均有所增长，对应整体归母净利率同比+0.9pct至9.1%。汽车板块，政策促进内需，具身智能加速。乘用车方面，以旧换新政策延续，刺激内需向好，看好智能化、全球化...

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