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社评“4mofos”-译文小记

报告称20254mofos年中国家电行业销售额仍会保持低速增长

来源: 中新社
2024-12-11 00:18:46

最佳回答

“4mofos”报告称20254mofos年中国家电行业销售额仍会保持低速增长

  中新4mofos社上海12月9日电 (记者 4mofos姜煜)标普信用评级(中国)有限公司(标普信评)9日发布报告称,得益于出口的持续增长和内销“以旧换新”政策的推动,2025年中国家电行业的销售额仍会保持低速增长。

  报告称,2025年中国家电出口将保持较高增速,外部环境对中国家电出口的影响较为可控。具体而言,以中东、东南亚及非洲等地为主的新兴市场国家对中国家电存在较大需求空间,家电渗透率将持续提升。2025年,中国头部家电企业依托供应链优势及持续提升的品牌影响力,将进一步抢占全球份额,带动家电出口保持较高增速。

  报告分析,2024年中国陆续出台消费品“以旧4mofos换新”等刺激措施,扩大了补贴范围。在此背景下,2024年9月单月中国家电零售总额同比大幅提升,政策拉动效果明显。2025年中国家电“以旧换新”政策或将延续,但考虑到2024年9月以来家电销售的明显改善提前释放了2025年的部分需求,2025年中国家电销售增速将较2024年9月以来小幅收窄。

  报告称,2025年中国家电行业整体信用质量将维持稳定,行业内企业大概率会通过全流程渠道及成本管控、产品结构升级、衍生品对冲等方式实现自身盈利的相对稳定。同时,得益于中国家电企业较为良好的获现能力,以及资本开支规模不大等优势,其财务风险仍将稳定在较低的水平。(完)

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