高盛报告，中国耐用消费品，7月26日，共43页目录：Overview: Product mix shifts to the high end  2Slow domestic demand growth; possible further downside risks 5Product mix continues to shift to the high end 10Overseas markets remain weak  13Panel prices to hold at current levels  14Domestic set makers’ competitive landscape  16Comparison among key players  18Valuation: EV/GCI vs. CROCI/WACC as our primary methodology 19Skyworth (0751.HK; Buy): Balanced industry leader merits premium 23Hisense (600060.SS, Neutral): Conservative stance ensures growth 31TCL Multimedia (1070.HK; Neutral): Concerns remain 36