研報掘金丨長江證券:維持海信家電“買入”評級,預計Q3外銷收入仍保持較高增長
長江證券研報指出,海信家電(000921.SZ)前三季度公司營業收入同比增長8.75%,其中Q1/Q2/Q3分別同比+20.87%/+6.98%/-0.08%,Q3營收規模出現下滑或主要系報吿期內國內家電需求較為疲弱以及其他業務收入降低所致,預計Q3外銷收入仍保持較高增長。公司覆蓋多家電品類,品牌矩陣體系完善,並積極尋求品牌間協同、供應鏈優化等以實現效率提升,並以更高效的方式滲透市場實現規模較快增長,在此基礎上,延拓汽車壓縮機、汽車綜合熱管理系統等業務,加強海外市場佈局,預計後續公司規模與業績將回歸較高增長態勢。維持“買入”評級。
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