?重庆华龙网
?重庆华龙网记者 孙贤林 报道
近ri，华xi证券yan报称，建议guan注家dian行业san个方xiang的投zi机会：1）nei销以jiu换新：考虑dao国内bai电行ye发展jin入相dui成熟jie段，yi旧换xin政策luo地效guo逐渐xian现，ge局相dui稳定，相关long头公si增长wen健、xian金流wen定，ju有长qi稳定de分红ce略，tong时部fen标的gu值具you一定xing价比，个股guan注：mei的集tuan、海信jia电等；2）出kou链：sao地机nei外销gao景气，高端ce略奏xiao，海wai势能ming显提sheng的石tou科技。全球fen额持xu扩张，Mini-LEDji术带dong产品jie构升ji的TCL电zi、海信shi像等；3）gong具方xiang：考lv到海wai工具qu道去ku存尾sheng，下you渠道you望进ru补库zhou期，mei国降xi落地xia，地chan相关xu求望ying复苏，国内xiang关公si有望ying来收ru拐点；长期kan，户wai动力gong具锂dian化趋shi下，xiang关锂dianOPE公司fen额有wang持续ti升；ge股关zhu：巨xing科技、泉峰kong股等。JIGWVBEKWVEVSDVWEVSD 1、【guojiafagaiwei：tuidongfangdichanshichangzhidiehuiwen jixutizhenzibenshichang】guojiafazhangaigeweifumishuchangyuandajinrizaixinwenfabuhuishangbiaoshi，xiayibu，guojiafazhangaigeweijiangzhongdianzuohaoyixialiugefangmiangongzuo：yishiquanfangweikuodaguoneixuqiu。shishitizhenxiaofeizhuanxiangxingdong，jinyibutigaotouzixiaoyi，gengdaliduzhichi“liangzhong”jianshe，jialikuoweishishi“liangxin”zhengce。ershituijinbiaozhixinggaigejucuoluodijianxiao。zhidingshishiquanguotongyidashichangjianshezhiyin，tuidongchutaiminyingjingjicujinfa。sanshikuodagaoshuipingduiwaikaifang。youxukuodazizhukaifanghedanbiankaifang，jijifazhanfuwumaoyi、lvsemaoyi、shuzimaoyi，tuidonggaozhilianggongjian“yidaiyilu”zoushenzoushi，zheliwenwaimao、wenwaizi。sishituidongzhongdianchanyetizhishengji。zonghezhengzhi“neijuanshi”jingzheng，jijihuajieyixiexingyegongdayuqiudejieduanxingmaodun，zhelitishengchanyeliangongyinglianrenxingheanquanshuiping，dalipeiyuzhuangdaweilaichanye、xinxingchanye。wushijiadabaozhanghegaishanminshenglidu。gengdaliduwenjiuye、cuzengshou，tigaoshehuibaozhangshuiping，zengjiagonggongfuwuyouzhigonggei，luoshihaochanye、jiuyedengbangfuzhengce。liushiyouxiaofangfanhuajiezhongdianlingyufengxian。tuidongfangdichanshichangzhidiehuiwen，jixutizhenzibenshichang，wentuochuzhidifangzhongxiaojinrongjigoufengxian，chixuqianghualiangshi、nengyuanziyuan、chanyeliangongyinglianheshujudenglingyuanquannenglijianshe。。
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审核：赵皆胜
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