摩根士丹利-中国家电业十月份行情报告

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收藏 2010-11-24

Strong Aircon and Fridge Growth, Anti-Seasonality Soft Washer and TV

• Aircon growth strong in October
• Refrigerator trended up anti-seasonality
• Washer export tottered
• TV low growth in September:
• Rural subsidy sales sustain momentum, water heaters take share

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11.24 Strong Aircon and Fridge Growth Anti Seasonality Soft Washer and TV.pdf

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arthistory4

2010-11-24 22:42:27

November 24, 2010
Morgan Stanley Asia Limited +
Carol Wang
Carol.Jihong.Wang@morganstanley.com
+86 21 2326 0026
Morgan Stanley Taiwan Limited
Frank A.Y. Wang
Frank.Ay.Wang@morganstanley.com
+886 2 2730 2869
China Home Appliances Chartbook
Strong Aircon and Fridge Growth, Anti-Seasonality
Soft Washer and TV

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