2024年中期投资策略丨可选消费：从中国品牌到世界品牌尴尬！沈腾新片《逆鳞》票房不佳，马丽发错宣传文案改都不改
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;">2024年，全球格局变迁背景下，我国家电品牌出海踏上高质量发展之路。如何把握家电品牌出海背景下的的投资机遇？近期，开源证券可选消费团队发布2024年中期投资策略<strong style="color: blue;">《从中国品牌到世界品牌》</strong>，展望2024年下半年，开源证券可选消费团队认为中国品牌具备走向世界的基础：</p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;">（1）中国具备全球供应链优势：长期代工经验积累，全球主要家电轻纺生产/出口国。（2）中国工程师红利正逐步取代人口红利，成为出口企业的重要竞争力。（3）具备打造品牌的能力，中国品牌出海需要个性化和本土化。</p>
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<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;">风险提示：贸易摩擦风险、原材料价格大幅波动、汇率波动风险。</p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;">本文源自券商研报精选</p>
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