银河证券指出,受疫情影响,家电行业一季度业绩下滑明显,随着疫情影响的减弱及促消费政策的逐步落地,被抑制的家电消费有望边际改善。海外疫情蔓延对行业的影响在二季度预计会有所体现,建议关注现金储备充足、抗风险能力较强、业绩确定性强的白电龙头企业美的集团、格力电器和海尔智家。
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