CICC pointed out that the valuation of the home appliance sector was drastically revised in 2021-2023. As the home appliance sector realizes the growth of “de-real estate”, the valuation of the home appliance sector has been repaired since 2024, and high-quality leaders in the sector are worth investing in.
中金：2024年以来家电板块估值修复，板块优质龙头值得投资
CICC: The valuation of the home appliance sector has been repaired since 2024, and high-quality sector leaders are worth investing in
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