连续三个月被推荐金股，海尔智家为何屡被看好？

金投网11-07

随着上市公司2025三季报收官，各大券商11月金股名单也相继出炉。其中，业绩超预期的海尔智家，成家电行业获券商推荐最多的企业。而在过去的9月、10月中，海尔智家还成为行业唯一获券商金股推荐的企业。连续三个月被推荐成金股，海尔智家为何屡被券商看好?推荐海尔智家的财通证券家电首席分析师表示：“海尔智家作为全球性家电领军品牌，国内坚持数字化转型、品牌多元化布局，海外积极推进组织提效并优化供应链生产效率，...

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optimistic?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600690":1.5,"06690":1.5},"content_text":"随着上市公司2025三季报收官，各大券商11月金股名单也相继出炉。其中，业绩超预期的海尔智家，成家电行业获券商推荐最多的企业。而在过去的9月、10月中，海尔智家还成为行业唯一获券商金股推荐的企业。连续三个月被推荐成金股，海尔智家为何屡被券商看好?推荐海尔智家的财通证券家电首席分析师表示：“海尔智家作为全球性家电领军品牌，国内坚持数字化转型、品牌多元化布局，海外积极推进组织提效并优化供应链生产效率，有望不断提升全球综合竞争力。”也就是说，海尔智家的增长动能来自国内持续的数字化变革和海外持续深耕本土化。具体来看，在国内，海尔智家近几年来通过研发、制造、营销、物流等全流程数字化变革，实现了企业效率不断提升。其中，在数字研发上，海尔智家通过构建高效的畅销产品孵化平台，大幅提高了型号效率与爆款竞争力，诞生了懒人三筒洗衣机、海尔麦浪冰箱等一系列行业爆品，前三季度其SKU效率提升了15.6%。在数字库存上，海尔智家构建了更敏捷、更高效的运营体系，系统性提升全流程运营效率。尤其是全面统仓TOC后，区县专卖店前三季度已有74%的商品直达用户，这不仅提升了企业的库存周转效率，还让客户轻资产运营、用户服务体验更好。在海外，海尔智家通过做深本土化，持续推进全球供应链的多元均衡布局，实现了业绩持续增长。截止前三季度，海尔智家的海外市场收入同比增长10.5%。分区域来看，海尔智家在北美市场保持稳健运营，欧洲市场份额稳步提升，南亚市场增长超25%，东南亚市场增长超15%，中东非市场增幅更是达到60%以上。在当前复杂多变的全球市场下，海尔智家凭借稳健的业绩表现和清晰的战略路径，展现出穿越周期的经营韧性，这或许就是海尔智家持续被券商看好的原因。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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