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- 2026-03-06 发布于湖南
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ChinaConsumerAppliancesSect
ChinaConsumerAppliancesSector
Outlook2026:Consumersurveyonsubsidiesshowsdivergingdemandacrosscategories
Equities
Equities
China
China
ConsumerElectronics
DomesticdemandpotentiallystabilisingintoH226
Togetherwithconsumersectoroutlook,weupdateourviewsonthehomeappliancessector.OurcautiousstanceonChinasmajorappliancesectorremainsunchangedfor2026,asitentersthepost-subsidydowncycleinH225-27.WeexpectdomesticdemandtoremainsubduedinH126,asthebenefitofsubsidiesfades.Weexpectdomesticaircon(AC)/washi
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