EPISODE · Apr 10, 2026 · 12 MIN
家电寒冬下的海尔：业绩新高、股价大跌，拐点何时来？
from AI解研说
家电行业步入存量红海，千亿白马海尔智家却走出业绩与股价背离的极端行情：2025 年营收破 3000 亿、分红比例大幅提升，2026 年 A 股却大跌超 20%，市值跌破 2000 亿。 本期播客深度拆解：四季度利润断崖下滑、铜价成本冲击、国补退潮需求透支、全球化光环褪色、高端化慢回报等核心压力；同时解读高股息价值、铜价回落、品牌年轻化等潜在转机，看清家电龙头的短期波动与长期困局。
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家电寒冬下的海尔：业绩新高、股价大跌，拐点何时来？
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