招商证券：国补加速净水器行业渗透关注小米集团-W生态链高弹性

智通财经网2025-07-30

智通财经APP获悉，招商证券发布研报称，基于居民追求健康意识觉醒、产品技术功能迭代，净水器行业持续增长，其中内销国补加速渗透、功能升级带动均价提升、国产品牌逐步取代外资，海外需求旺盛且高购买力。云米科技(VIOT.US)重组后聚焦净水器扭亏为盈，深度绑定小米集团-W(01810)量价齐升，自主品牌内销主打矿物质建立用户心智、外销拓展北美东南亚增长可期。招商证券主要观点如下：水健康意识提升，全球...

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招商证券：国补加速净水器行业渗透 关注小米集团-W生态链高弹性

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招商证券：国补加速净水器行业渗透关注小米集团-W生态链高弹性