华西证券：3月清洁电器高景气延续国产企业海外品牌势能持续提升

智通财经2025-04-16

智通财经APP获悉，华西证券发布研报称，清洁电器作为成长品类，内销在国补拉动下有望延续高景气，石头、追觅等推出的带机械臂的扫地机器人新品使扫地机从二维清洁迈向三维空间管理，为扫地机形态进化进一步打开想象空间，提高渗透率天花板。海外市场国产扫地机品牌势能持续提升，看好国产品牌出海抢占份额。建议关注扫地机器人龙头公司。华西证券主要观点如下：扫地机：国补拉动下延续量价齐升，石头云鲸份额提升国补拉动下延续...

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华西证券：3月清洁电器高景气延续 国产企业海外品牌势能持续提升

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华西证券：3月清洁电器高景气延续国产企业海外品牌势能持续提升