如何快速了解一个行业18 空调与手机零件估值逻辑

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This episode is 15 minutes long.

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This episode was published on June 27, 2026.

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同一套估值逻辑套不同行业=倾家荡产。本期手术室对比：空调行业——1990年渗透率<1%，2000年价格战清场（奥克斯白皮书：1880元空调净利52元），渠道为王（格力美的下沉vs海尔扁平化失败），成熟期现金流逻辑；手机零件——2007年iPhone电容屏80-120倍PE，量升价跌+创新递减=估值腰斩，成熟期无新入口则塌陷。算力芯片/AI大模型现在像空调还是手机零件？

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如何快速了解一个行业18 空调与手机零件估值逻辑

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