里昂：降海尔智家(06690)目标价至25港元中国及美国市场表现双双转弱_老虎社区_美港股上老虎

里昂：降海尔智家(06690)目标价至25港元中国及美国市场表现双双转弱

智通财经网03-27

智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，...

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三一玄机
·03-31
成本上升没发转嫁给消费者，这波企业也只能自己扛了
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嘟另
·03-31
中美两大市场都转弱，家电企业其实都差不多受影响
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 16:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1420363.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420363.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20260327/20260327160416_15625.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"600690":"海尔智家","06690":"海尔智家"},"source_url":"http://www.zhitongcaijing.com/content/detail/1420363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2622846205","content_text":"智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。期内，中国市场收入同比跌15%，主要因以旧换新政策令需求提前于前几季释放；美国销售大致持平，但由于市场疲弱，公司未能将成本上升(包括关税)转嫁消费者，导致利润率显著下跌。","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":548539252199704,"gmtCreate":1774944290803,"gmtModify":1774944293503,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"htmlText":"中美两大市场都转弱，家电企业其实都差不多受影响","listText":"中美两大市场都转弱，家电企业其实都差不多受影响","text":"中美两大市场都转弱，家电企业其实都差不多受影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548539252199704","repostId":2622846205,"repostType":2,"repost":{"id":"2622846205","kind":"highlight","pubTimestamp":1774598631,"share":"https://www.laohu8.com/m/news/2622846205?lang=zh_CN&edition=full","pubTime":"2026-03-27 16:03","market":"sh","language":"zh","title":"里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2622846205","media":"智通财经网","summary":"海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。","content":"<html><body><div> <p>智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将<a href=\"https://laohu8.com/S/600690\">海尔智家</a>(06690)今明两年净利润预测下调25%及21%，<a href=\"https://laohu8.com/S/06690\">海尔智家</a>(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。</p><p>海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。期内，中国市场收入同比跌15%，主要因以旧换新政策令需求提前于前几季释放；美国销售大致持平，但由于市场疲弱，公司未能将成本上升(包括关税)转嫁消费者，导致利润率显著下跌。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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