家电股走强 海信家电涨5.02% 机构指政策有望促进升级释放及均价兑现

金吾资讯
12 Nov 2024

金吾财讯 | 家电股走强,截至发稿,海信家电(00921)涨5.02%,美的集团(00300)涨3.34%,海尔智家(06690)涨2.71%。消息面上,国联证券发布研报称,2024Q3家电行业公募重仓比例持续提升,其中白电依托“以旧换新”政策与稳健经营优势,增持幅度领跑全行业,北上持股比例环比总体有所下滑,但家电上游的持股比例也有所提升。以旧换新带动下,内销或正迎换挡时刻,补贴销售规模可观,淡季...

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