金吾财讯 | 红星美凯龙(01528)临近午盘股价拉升，午后维持高位，截至发稿，报2.01港元，涨16.76%，成交额4554.73万港元。消息面上，建发股份、红星美凯龙同时与华住集团达成战略合作，三方将充分发挥各自的产业优势、资源优势，在供应链服务、商业项目资源协同等方面展开深度合作。华西证券表示，公司Q3收入继续承压，主要系受总体经济环境波动影响，商场出租率阶段性下滑，公司为支持商户持续运营，稳商留商优惠增加，且其他业务板块项目数量减少，进度放缓。今年国家及各地的“以旧换新”政策密集出台，并于9月推出15%-20%“国补”刺激，广受消费者关注，根据观察者网，美凯龙积极响应国家号召，于10月13日到11月11日期间在近20个省市223家商场全面接入政府平台，大规模推动家电家居“以旧换新”。政策推出较早的上海已初见成效，随着国补覆盖范围逐步完善，Q4家居换新需求有望得到进一步催化。该行维持“增持”评级。
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