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家电市场展望：原材料价格影响或将凸显后续家电展望，自下而上寻找具备差异化增长潜力个股从目前时点往后看，家电内销景气度回升，但汇率及原材料涨价仍将带来更多压力，海外收入或受到海外企业产能恢复影响，仍需自下而上发掘个股机会，在竞争策略、多元化发展、精益化管理、原材料备货能力上更为突出的企业相对表现或更为领先。短
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