中信建投：海外市场增长前景可观出海仍为2024年下半年白电行业主线

每日经济新闻07-16

每经AI快讯，中信建投（601066）研报指出，近年家电出口主要驱动来自新兴市场，欧美从销售占比与增量贡献两个维度重要性均在下降。而新兴市场受益于经济发展与国内品牌份额提升预计仍将在较长时间周期内维持景气态势，美国市场也有望伴随降息周期开启而接力增长。看好中国白电的出海前景，中国企业的产品在全球范围内具有极强的竞争力，目前中国企业在海外的市场份额仍相对较低，海外市场增长前景可观。目前白电龙头的估值...

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中信建投：海外市场增长前景可观 出海仍为2024年下半年白电行业主线

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中信建投：海外市场增长前景可观出海仍为2024年下半年白电行业主线