劳氏公司有望受益于老化住房与专业翻新需求增长

环球市场播报05-22

家得宝和劳氏等家装零售商正面临着高利率和低迷住房市场的持续挑战，但华尔街分析师认为，劳氏有望受益于美国住房老化和专业翻新需求的增长。　　美国住房平均屋龄已超过41年，2000年代中期房地产繁荣时期建造的房屋如今也已接近20年大修期。瑞银分析师指出，屋顶更换、暖通空调系统老化等刚需维修无法无限期推迟，这将为家装市场每年带来额外10亿至20亿美元的刚性支出。　　尽管存在结构性需求，劳氏近期业绩仍显...

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