银河证券指出,疫情对家电国内市场的影响已逐步缓解,房地产竣工的回暖也有助于需求反弹,下半年内需将大概率改善。建议关注业绩修复确定性强的白电龙头企业美的集团、格力电器和海尔智家和受益于竣工回暖的厨电龙头老板电器。
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