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里昂:降海尔智家(06690.HK)目标价至25港元 中国及美国市场表现双双转弱
Sou Hu Cai Jing· 2026-03-27 09:13
Core Viewpoint - The report from Citi indicates a downward revision of Haier Smart Home's net profit forecasts for the next two years by 25% and 21% due to weakening demand in China and the United States [1] Group 1: Financial Projections - Haier Smart Home's A-share target price has been reduced from 34 RMB to 28 RMB [1] - The H-share target price has been lowered from 32 HKD to 25 HKD [1] Group 2: Market Performance - As of March 27, 2026, Haier Smart Home's stock closed at 21.88 HKD, down 4.12%, with a trading volume of 59.7053 million shares and a turnover of 1.286 billion HKD [1] - The stock has not received any ratings from investment banks in the past 90 days, indicating low attention from analysts [1] Group 3: Company Positioning - Haier Smart Home holds a market capitalization of 65.119 billion HKD, ranking second in the white goods industry [1] - The company maintains a positive outlook on its high-end positioning but needs to navigate through the cyclical downturn in China and the U.S. to realize its value [1]