智通财经APP获悉，家电股早盘普涨，截至发稿，海信家电(00921)涨4.82%，报26.1港元；美的集团(00300)涨3.83%，报74.5港元；海尔智家(00669)涨2.53%，报28.35港元；TCL电子(01070)涨2.52%，报5.29港元。
消息面上，在国补和双十一平台补贴下，双十一期间家电市场火热。多方统计数据显示，截至11月8日，共有2025.7万名消费者购买8大类家电产品3045.8万台，带动销售1377.9亿元；截至10月30日，在2024年“双十一”全网累计销售额中，家用电器以1324亿元高居榜首，占据15.7%的市场份额。
国信证券指出，24Q3家电上市公司经营景气筑底，收入同比增长0.4%，环比有所放缓，但净利率同比+0.2pct，延续提升趋势。Q4在以旧换新政策带动下内需增长强劲，家电内销有望积极改善；外销随海外降息及通胀减弱有望回归稳健增长。
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