中信建投：国内家电制造能力外溢开辟海外成长新曲线_老虎社区_美港股上老虎

中信建投：国内家电制造能力外溢开辟海外成长新曲线

智通财经02-25

智通财经APP获悉，中信建投发布研报称，家电零部件企业向汽车与机器人等赛道跨界拓展，系具有高确定性的成长主线。转型成功核心依托三大底层逻辑：一是热管理、电机等底层技术可跨场景复用;二是长期的精密制造与规模化交付能力直接适配新兴领域的量产需求;三是客户资源重叠加速了新供应链的导入。随着高毛利新兴业务收入占比持续提升，相关企业正向科技硬件供应商转变，有望实质性带动整体盈利水平与估值中枢的上修。中信建投...

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