今日,海信家电(00921)在盘中大涨5.19%,引起了市场的广泛关注。
市场分析认为,家电行业政策红利已逐渐显现,有望为今年家电公司带来温暖春风。近期,包括国务院总理李强在内的多位政府高层表示,将进一步加大力度支持家电以旧换新政策,拓宽适用范围、优化操作流程。这一系列信号释放了利好预期,有望为行业增长和盈利修复注入更多动能。
此外,以旧换新政策实施以来,市场反应热烈。据统计,2024年11月家电社消零售额达1200亿元,同比增长22.2%,增速已连续3个月保持在20%以上。出口方面,1-11月份家电累计出口金额同比增长14.1%,势头强劲。分析认为,供给端产能增加、海外新兴市场需求旺盛,加上人民币贬值提升出口企业盈利等因素都对出口形成支撑。
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