内需企稳，品牌份额提升，中金：维持海尔智家“跑赢行业”评级

同花顺09-21

9月21日，中金公司（601995）研报指出，海尔智家（600690）(600690.SH)内需企稳，品牌份额提升。据AVC数据，26年1-8月海尔系空调（884113）/冰箱/洗衣机线上份额分别同比+1/+5/+3%，份额稳步提升；线下份额分别同比持平/+1%/持平，在国补退坡、卡萨帝零售承压背景下，仍实现线下份额巩固。预计H2公司整体内销有望同比企稳改善；随着渠道健康化，卡萨帝也有望实现出货端...

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