首席消费官
2022-07-20
【原料降价叠加高温影响 机构看好家电行业景气度回升】7月20日电,近来全国多地持续高温,家电尤其是空调的销售数据呈现明显好转迹象。高温“催热”销售数据的同时,家电行业上游大宗原材料价格近期持续下降。多位业内人士认为,白电和厨电行业企业的业绩有望进一步修复,行业景气度有望回升。从投资角度看,家电行业中的低估值龙头以及高景气细分领域更受青睐。(财联社)
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