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港股
详情
本页面由Tiger Trade Technology Pte. Ltd.提供服务
海信家电
21.740
+0.420
1.97%
手动刷新
成交量:
57.90万
成交额:
1,236.42万
市值:
301.10亿
市盈率:
7.78
高:
21.840
开:
21.320
低:
21.020
收:
21.320
52周最高:
27.360
52周最低:
18.910
股本:
13.85亿
香港流通股本:
4.60亿
量比:
0.81
换手率:
0.13%
股息:
1.40
股息率:
6.42%
每股收益(LYR):
2.793
净资产收益率:
25.83%
总资产收益率:
3.97%
市净率:
1.57
市盈率(LYR):
7.78
市销率:
0.28
数据加载中...
总览
公司
新闻资讯
公告
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家电消费景气有望提振(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2600032477","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2600032477?lang=zh_cn&edition=fundamental","pubTime":"2026-01-02 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|铝代铜技术对空调成本降低有几何?——52W2025周报","url":"https://stock-news.laohu8.com/highlight/detail?id=2595385716","media":"家电谦视角","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2595385716?lang=zh_cn&edition=fundamental","pubTime":"2025-12-30 22:04","pubTimestamp":1767103444,"startTime":"0","endTime":"0","summary":"铜因其可靠性和易导热性在空调原材料中占比较高,铜价上涨对单机成本压力显著提升,铝代铜可显著降低成本。普通空调机型铜成本占比约在26%至33%之间,高端机型的占比可达40%以上。国内市场头部品牌积极储备铝代铜技术,但尚未推出相应的机型尝试。长尾品牌万宝联合京东推出国内首款定位中低端价格带的铝代铜空调,积极响应行业的《空调铝应用自律公约》,有望加速全行业材料换新的进程。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230231107a48adcd8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:36","pubTimestamp":1767101771,"startTime":"0","endTime":"0","summary":"国家2026年大规模设备更新和消费品以旧换新政策发布。老百姓比较关心的家电以旧换新等政策继续施行,但相较去年有一些变化需要注意。一是在保持汽车补贴上限不变的基础上,将定额补贴调整为按车价比例进行补贴;二是家电以旧换新将聚焦为冰箱、空调等6类能效或水效为1级的产品,补贴产品售价的占比调整为15%,单件补贴上限调整为1500元;三是,数码产品购新补贴拓展为数码和智能产品购新补贴,补贴标准保持此前数码产品标准不变。另外,在政策落实方面,将严厉打击骗补套补和“先涨后补”等违法违规行为,明确在全国范围内执行统一的补贴标准。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230214024a48a96ab&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:54","pubTimestamp":1767092095,"startTime":"0","endTime":"0","summary":"备受关注的2026国补,迎来了官方明确答复。财政部明确国补继续公开消息,全国财政工作会议指出,2026年继续实施更加积极的财政政策。财政部此前已明确,2026年将继续发行超长期特别国债,持续支持“国补”落地。西安市商务局在日前新闻发布会上表示,2026年消费品以旧换新国家补贴将继续实施并优化完善,各级各部门筹备工作已全面展开。行业人士认为,2026年的国补政策,以其“优化调整”的明确导向,为家电行业设定了新的航向。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230190600a48a1631&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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2026,这款新品将面向北美市场正式推出。合理推测,智元将在 CES 2026 面向北美市场首次展示其全系列产品线,据称还将发布灵巧手等核心部件的新版本。全球舞台的机器人竞技,尤其人形机器人比拼,将在 CES 2026 迎来前所未有的热力值,尤其是国产机器人厂商的组团出击,雷科技届时也将重点关注。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230181314a489e5c8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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“铝代铜”话题再启","url":"https://stock-news.laohu8.com/highlight/detail?id=2595718688","media":"天风证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2595718688?lang=zh_cn&edition=fundamental","pubTime":"2025-12-30 00:00","pubTimestamp":1767024000,"startTime":"0","endTime":"0","summary":"政策引领+成本催化,驱动行业集体行动截至2025 年12 月,LME 铜价累计上涨约35%,而铜占空调原材料成本约21%,其波动对产业形成成本压力。我们认为短期保持观察,材料替代并非一蹴而就,长期建议关注“铝代铜”在政策和成本催化下的实际落地情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230144637a6e01326&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:48","pubTimestamp":1767001733,"startTime":"0","endTime":"0","summary":"过去,由于缺乏统一标准,智能家电领域一度陷入概念炒作的迷雾。智能家电作为消费升级的重要板块,其市场的规范化、标准化是激发更大潜力的关键前提。为智能家电划分等级这一小步,实则是规范市场、提振消费的一大步。期待在新标准的引领下,智能家电市场能迎来一场深刻的“品质革命”,让科技创新真正惠及千家万户,为扩大内需、推动经济高质量发展注入更强劲的消费动能。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229175033a4859786&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 海信家电 12月29日卖空量成交2.3万股,卖空比例为3.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2595129734","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2595129734?lang=zh_cn&edition=fundamental","pubTime":"2025-12-29 16:30","pubTimestamp":1766997016,"startTime":"0","endTime":"0","summary":"海信家电北京时间12月29日,跌1.35%,卖空量成交2.3万股,较上一交易日减少4.17%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229163149a6dc4672&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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14:30","pubTimestamp":1766989844,"startTime":"0","endTime":"0","summary":"12月29日,据知情人透露,作为RGB-MiniLED技术的开创者和引领者,海信将携全新一代RGB-MiniLED技术和新品亮相CES。届时,海信、三星、索尼、LG等全球显示巨头将齐聚展会,一场围绕RGB-MiniLED技术的全球大战即将上演。RGB-MiniLED赛道的持续升温,激活了显示行业换代及创新热情。这意味着,全球显示产业正在迎来重要拐点,以海信为代表的中国创新力量已经成为这场产业变革的核心驱动力,推动RGB-MiniLED技术加速走向市场主流。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229145139a6dbe672&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:36","pubTimestamp":1766849798,"startTime":"0","endTime":"0","summary":"空调行业争论多年的“铝代铜”有了新进展。“铝代铜”是否会影响空调质量、未来空调的价格会不会因“铝代铜”而下降,是消费者关心的问题。目前,铝多以“铝翅片”结构出现在空调换热器上。而在国内市场,今年12月22日,万宝空调与京东家电联手推出国内首款“铝代铜”空调“冰速侠”,1.5匹的售价为999元,价格较其他同匹数铜管空调下降20%左右。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227233712a6d66902&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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撰写最近,不少家电人士,特别是第三方的研究机构,对于2026年的家电市场走势给出了“妥妥下跌”的预测,认为有没有国补政策,市场和消费规模都会一路下跌!由此,对于2026年度的家电市场,众多厂商当前普遍持不太乐观的态度。所以家电厂商的生意会很难做,好日子基本会消失殆尽。就算家电市场大盘在2026年会继续上涨,甚至强劲增长,这也不代表所有厂商都能过上“好日子”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224210258a6ca7f96&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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