东方证券：家电中高端卡位机会显现推荐经营稳健龙头公司

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智通财经APP获悉，东方证券发布研报称，家电企业陆续宣布涨价，将原材料成本向下游传导。龙头企业格局更稳固，产品定位也多为中高端，价格向下游传导也更为顺畅。该行判断定位中高端用户的细分赛道(如3D打印、AI眼镜)存在加速渗透机会。该行推荐经营稳健的龙头公司。主线一：龙头公司经营效率更高，成本上行周期经营更稳健，结合较高股息率可作为稳健配置首选，相关标的：海尔智家(600690.SH，未评级)、...

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东方证券：家电中高端卡位机会显现 推荐经营稳健龙头公司

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东方证券：家电中高端卡位机会显现推荐经营稳健龙头公司