Recently, China Galaxy Securities released a research report maintaining its ‘Recommended’ rating for Midea Group (000333.SZ). The report highlights that Midea, as a leading player in China’s home appliance industry, continues to demonstrate strong competitiveness through its diversified business portfolio, global operations, and smart manufacturing capabilities. In recent years, the company has not only maintained its dominance in traditional white goods but has also accelerated expansion into emerging areas such as robotics and automation (e.g., KUKA), new energy, and smart home ecosystems, establishing a multi-engine growth model.Galaxy Securities notes that Midea possesses excellent cost control and supply chain management efficiency, enabling it to sustain stable profitability despite volatile raw material prices and heightened external uncertainties. Moreover, the company’s deepening international presence has steadily increased its overseas revenue share, reflecting the success of its globalization strategy. With domestic consumption gradually recovering and an ongoing shift toward premium, intelligent product offerings, Midea is well-positioned to further enhance its market share and brand value.Taking into account its long-term growth potential, earnings stability, and reasonable valuation, Galaxy Securities maintains its ‘Recommended’ rating and suggests investors pay close attention to Midea’s long-term value in technological transformation and global expansion.
近日，银河证券发布研报，维持对美的集团（000333.SZ）的“推荐”评级。报告指出，美的集团作为中国家电行业的龙头企业，在多元化布局、全球化运营以及智能制造方面持续展现出强劲竞争力。近年来，公司不仅在传统白电领域保持领先地位，还在机器人与自动化系统（如库卡）、新能源及智能家居等新兴赛道加速拓展，构建起多引擎增长格局。银河证券认为，美的集团具备优秀的成本控制能力与供应链管理效率，在原材料价格波动和外部环境不确定性加大的背景下，仍能维持稳健的盈利能力。此外，公司在海外市场持续深耕，海外收入占比稳步提升，全球化战略成效显著。随着国内消费逐步复苏以及高端化、智能化产品结构优化，美的有望进一步提升市场份额与品牌溢价。综合考虑其长期成长性、盈利稳定性及估值水平，银河证券维持对美的集团的“推荐”评级，建议投资者关注其在科技转型与全球扩张中的长期价值。
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