家电行业周报：估值洼地龙头业绩确定性强

湘财证券12-01

核心要点：板块持续跑输大盘，在市场风格切换时有望受益年初至今家电行业涨幅较低，仅为+7.82%，在31 个申万一级行业中仅仅排名第21 名，未能跑赢同期沪深300 指数（+15.04%）。板块内部来看，年初以来的主要上涨来自家电零部件子行业，空调（+0.15%）、冰洗（-3.98%）等子行业基本停滞不前。而板块内部部分龙头公司市场份额稳步提升，现金流良好，竞争优势地位稳固。本年以来市场对消费板块...

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家电行业周报：估值洼地 龙头业绩确定性强

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家电行业周报：估值洼地龙头业绩确定性强