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广发证券:25年政策落地 有望继续提振家电内需
智通财经APP获悉,广发证券发布研报称,2025年以旧换新政策落地,品类扩充、资金规模增加,来年以旧换新规模或大幅增加。回顾2024年以旧换新成果显著,行业量价改善,龙头更为受益,份额环比回升。其中,白电业绩稳健增长,具备稳定ROE及高分红优势,有望 ...
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