$三花智控(0205_老虎社区_美港股上老虎

微量德丰
2025-06-20

$三花智控(02050)$长期看制冷业务方面，家电在国内已经去地产化，出口仍然有长期性，新能源车短空长多，必然会有加速出清，剩余几家寡头来优化竞争格局，另外，三花还有市占率提升的逻辑，还有就是机器人的增长是确定性的，三花的步子比拓普更快，确定性更高，看多三花

# 业绩预告利好！大家三花赚到钱了吗？

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