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研报掘金丨华创证券:维持海尔智家“强推”评级,后续经营弹性有望释放
Ge Long Hui·2025-07-29 09:04

Group 1 - The core viewpoint of the article highlights that the National Development and Reform Commission has allocated a third batch of national subsidy funds amounting to 69 billion yuan, which is expected to positively impact the air conditioning business of Haier, particularly in northern regions and the European and American markets [1] Group 2 - The report indicates that the recent high-temperature weather in various domestic and international locations is likely to boost the demand for air conditioning products, thereby enhancing Haier's revenue and profit from its air conditioning segment [1]