高盛报告,中国耐用消费品,7月26日,共43页目录:Overview: Product mix shifts to the high end 2Slow domestic demand growth; possible further downside risks 5Product mix continues to shift to the high end 10Overseas markets remain weak 13Panel prices to hold at current levels 14Domestic set makers’ competitive landscape 16Comparison among key players 18Valuation: EV/GCI vs. CROCI/WACC as our primary methodology 19Skyworth (0751.HK; Buy): Balanced industry leader merits premium 23Hisense (600060.SS, Neutral): Conservative stance ensures growth 31TCL Multimedia (1070.HK; Neutral): Concerns remain 36
ConsumerDurables_GS.pdf
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