摩根士丹利:格力股份_风险回报最新情况
摩根·2025-05-12 01:48
更多资料加入知识星球:水木调研纪要 关注公众号:水木Alpha May 6, 2025 02:13 AM GMT Gree Electric Appliances Inc of Zhuhai | Asia Pacific Risk Reward Update What's Changed Updated Components EPS Investment Thesis Bull Base Bear Scenarios Risk Reward for Gree Electric Appliances Inc of Zhuhai (000651.SZ) has been updated Reason for change We slightly cut our 2025-26 revenue by 2-3% given gradual fading trade-in effect amid macro uncertainties, but lift our earnings estimates by 5-6% given better margin trend as shown in 1Q25. We also ...