国联民生证券：2026年家电内需盘整、外需底部改善行业总体表现平稳

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智通财经APP获悉，国联民生证券发布策略研报称，春节错期带动1月内销、外销整体平稳增长，国内白电CR2同比提升，扫地机线上石头科技(688169.SH)/科沃斯(603486.SH)份额向上;1~2月累计，据产业在线2月排产推算空调内外销降幅有望收窄，冰洗零售环比25Q4趋势好转，彩电均价涨势稳健。展望后续，两会定调大力提振消费，年内核心品类补贴延续，内销量价有底，同比或逐季改善;外销关税、利率...

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国联民生证券：2026年家电内需盘整、外需底部改善 行业总体表现平稳

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国联民生证券：2026年家电内需盘整、外需底部改善行业总体表现平稳