红星美凯龙(01528)2025年1月3日早盘大幅下挫,股价一度下跌5.43%,引发市场关注。
对于这次红星美凯龙股价大跌的原因,有分析认为与近期地产市场回暖和政府推出家居消费补贴政策有关。
地产市场数据回暖,预计交易性房产的刚性需求,加上政府实施家居消费补贴政策,将进一步拉动家居消费,对红星美凯龙这类大型家居卖场企业产生一定影响。根据消息,截至今年12月22日,红星美凯龙旗下249家卖场已累计接获61.6万单消费补贴订单,订单额约58.5亿元。预计这些因素,或将影响红星美凯龙未来业绩表现。
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