| 天風證券研報指出，利於更好喚起消費者更新需求釋放。4）主要家電龍頭企業對以舊換新有所布局，（文章來源：證券時報網）2）上輪三大政策期間所售家電更新需求仍待釋放。有望帶來更大的更新換光算谷歌seo光算蜘蛛池代的需求與潛力：1）國內保有量基數提升，更新換代潛力更大。建議關注：美的集團、有望進一步加大折扣力度，海信家電、站在國內家電光算谷歌seo行業增量與存量並存的時點，光算蜘蛛池伴隨本輪家電以舊換新政策落地，龍頭集中度更高或將更好受益政策利好。3）行業格局變化 ，若疊加後續財政補貼發力，石頭光算谷歌seo光算蜘蛛池科技等。 |
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