中国银河证券研报称,从业绩端看,2024年国补对家居板块公司业绩有显著催化作用,但受订单周期等因素影响预计集中反映在2025第一季度,2024全年业绩暂时性承压。看好2025年龙头公司业绩持续性修复。
本文源自:金融界AI电报
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