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家用电器中期行业策略报告：寻找内外销市场结构性亮点，AI赋能与国企改革注入增长新动力-20230702-方正证券

行业评级 : 推荐公司信息上市公司总家数 96 总股本(亿股) 1, 118. 46 销售收入(亿元) 7,029. 53 利润总额 (亿元) 528.80 行业平均PE 178. 69 平均股价(元) 22.64 内销：传统大家电品类空调领跑，新兴赛道积极迎合消费分层。1）传统品类：未来地产宽松性政策有望继续加码，楼市或将在政策扶持下稳健发展，进而利好白电、黑电、厨电等具备较强

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