财通证券：家电新兴市场增长快潜力大继续看好出口板块

智通财经2025-12-12

智通财经APP获悉，财通证券发布研报称，当前为国内政策的真空期，终端零售增速仍受到去年以旧换新的基数影响，该行仍然看好以白电龙头为代表的红利属性资产。外销方面，在美国地产数据超预期的带动下，该行认为或将带来美国消费市场需求稳定，且后续有进一步降息预期，则出口链交易的热度可能延续，继续看好如黑电、白电等有代表性的出口板块。财通证券主要观点如下：家电行业情况回顾内销方面，上半年内销在国补带动下增长较好...

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财通证券：家电新兴市场增长快潜力大 继续看好出口板块

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财通证券：家电新兴市场增长快潜力大继续看好出口板块