美的集团20240709

Summary of Conference Call Notes Industry Overview - The focus is on the white goods industry, specifically highlighting the leading companies within this sector [1]. Core Insights and Arguments - The company maintains a positive outlook on the leading players in the white goods market despite current market concerns regarding industry prosperity [1]. - The valuation of the three leading companies in the white goods sector is considered relatively low, which supports the optimistic view [1]. - The performance of these leading companies is described as stable, reinforcing the belief in their potential for growth [1]. Additional Important Content - There is an acknowledgment of existing market worries about the overall health of the industry, yet the company believes that the fundamentals of the leading firms remain strong [1].