海信家电(00921)今日盘中大涨5.02%,引领家电股集体走强。消息面上,近期国家发布的"以旧换新"补贴细则陆续落地,为家电消费市场带来利好。
业内机构分析人士认为,家电"以旧换新"补贴政策有望有效提振家电行业景气度。随着补贴政策持续发力,内销消费将迎来触底回升的契机。同时,第三季度我国家电出口同比增长10.4%,外需保持较高景气水平,为行业带来增长动力。
此外,机构普遍看好家电行业长期发展前景,认为龙头企业有望凭借品牌、渠道和成本等优势大获全胜。国联证券指出,白电龙头依托"以旧换新"政策和稳健经营优势,市场份额有望进一步提升,政策有望促进家电升级换代,均价或迎来兑现。
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