美的集团-重庆冷水机工厂调研要点：磁悬浮冷水机是核心产品，数据中心为未来增长动力；给予 “买入” 评级

We reiterate our Buy rating Midea which we see as among our top picks within the white goods space due to its leading position in domestic HVAC/appliances market, market share gain potential in overseas HVAC/appliances market, fast-growing 2B business as the mid/long growth driver, as well as market-leading shareholder return. On Dec 19, we visited Midea's lighthouse chiller factory and operation center in Chongqing, meeting with company management which included the General Manager of Intelligent Building ...