每經AI快訊，華西華西證券研報指出，證券低基數效應下家電出口有望維持較高增速。建議考慮到海外工具渠道去庫存尾聲，關注國內下游渠道有望進入補庫周期，白電美國降息預期下地產相關需求望迎復蘇，企業國內(nei)相(xiang)(xiang)關(guan)公(gong)(gong)司(si)有(you)望迎來收(shou)入拐點；長期看，華西(xi)戶(hu)外動(dong)力工具鋰電(dian)(dian)化趨勢下(xia)，證(zheng)券相(xiang)(xiang)關(guan)鋰電(dian)(dian)OPE公(gong)(gong)司(si)份額有(you)望持(chi)續提升。建議(yi)(yi)考慮到國內(nei)白電(dian)(dian)行業發展進入相(xiang)(xiang)對成熟階段，關(guan)注國內(nei)格局相(xiang)(xiang)對穩(wen)定(ding)，白電(dian)(dian)相(xiang)(xiang)關(guan)龍(long)頭公(gong)(gong)司(si)增長穩(wen)健、企業現金(jin)流穩(wen)定(ding)，華西(xi)具有(you)長期穩(wen)定(ding)的(de)證(zheng)券分紅(hong)策略，同時(shi)部分標的(de)建議(yi)(yi)估值具有(you)一定(ding)性(xing)比價比，建議(yi)(yi)關(guan)注國內(nei)白電(dian)(dian)企業。