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HSBC-中国家电业:家庭舒适正变得越来越智能-2020.12-59页

# 家电 # 智能家庭 # 投行报告 大小:2.46M | 页数:59 | 上架时间:2020-12-10 | 语言:英文

HSBC-中国家电业:家庭舒适正变得越来越智能-2020.12-59页.pdf

HSBC-中国家电业:家庭舒适正变得越来越智能-2020.12-59页.pdf

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类型: 行研

上传者: ghq.sjz

撰写机构: HSBC

出版日期: 2020-12-09

摘要:

Two giants, same challenge. The two companies covered in this report need little introduction.From humble origins, Gree and Midea have both grown into global giants. And both are also much-loved by the many overseas investors who have come to appreciate their reliable stream of revenue, profits and dividend payouts. But they face the same challenge – the market for air conditioners, fridges and washing machines is becoming increasingly saturated. These products, once considered luxuries, are now standard in almost every household. This report looks at what is going to drive future growth and which company is best positioned to tackle the challenges ahead.

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