海信家电(00921)今日盘中出现大涨,涨幅逾5%,引发市场广泛关注。分析指出,主要得益于国家发改委和财政部发布新的扩围实施消费品以旧换新政策,为家电行业带来利好。
根据此前公布的新政策,国家将支持家电产品以旧换新的范围从原来的8类扩大到12类,新增微波炉、净水器、洗碗机、电饭煲等4类产品。此外,购买1级能效或水效标准家电产品的补贴比例由15%提高到20%,空调类产品可最高补贴3件。这将直接刺激家电产品的换新需求,助推家电行业增长。
海信家电作为国内知名家电企业,业务范围涵盖冰箱、电视、空调、洗衣机等重点家电品类。新政策的实施将显著提振海信家电的产品销售,推升公司业绩表现,因此股价出现大幅上涨。分析人士称,这一政策利好预期使得投资者对该股抱有较高预期。
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