研報掘金丨中信建投:維持格力電器“買入”評級,兼具基本面向上+高分紅+低估值等多重優勢
中信建投研報指出,當前位置下,認爲格力電器(000651.SZ)兼具基本面向上+高分紅+低估值等多重優勢。經營方面,國補長期化利好高端空調,24Q4以來格力零售份額顯著提振。同時,公司擬推出晶弘空調進軍下沉市場,有望藉助格力優質品牌賦能打造第二成長曲線。京海互聯近期增持標誌着渠道利益的初步理順,打消市場前期疑慮,彰顯對格力長期發展的堅定信心。鑑於近年市場對高股息與投資者回報關注度日益提升,建議關注低估值下格力的反彈機會。維持“買入”評級。
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