中信建投:夏季高溫帶動白電景氣向上 掃地機行業競爭迎來邊際改善
中信建投發佈研報稱,家電行業維持高景氣度,看好龍頭企業的配置機會。其中,夏季高溫帶動空調需求高增長,掃地機行業競爭迎來邊際改善,利潤率有望迎來拐點,黑電產品結構升級推動均價提升,並且面板價格開始下行,兩輪車受益國補刺激銷量高增,中大排摩託車內外銷創新高。各板塊龍頭均受益於行業高景氣度,份額和利潤率表現較好,預期Q2和Q3業績穩健,看好龍頭企業的後續業績。
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