金吾财讯 | 家电股逆市走高，截至发稿，海尔智家(06690)涨3.11%，美的集团(00300)涨1.97%，TCL电子(01070)涨1.73%，海信家电(00921)跟涨。消息面上，太平洋证券研报指出，以旧换新政策助推“双11”增速改善，有望利好2024年四季度家电板块表现。在家电以旧换新补贴的加持下，2024年“双11”对终端销售的促进作用有所增强，总销额增速也同比改善；这或将利好2024年四季度家电公司的收入业绩表现，其中大家电品类的龙头公司有望率先受益，同时以旧换新补贴政策或将持续促进家电行业四季度终端销售。国投证券发布研报称，受居民消费意愿及地产景气低迷影响，Q3国内家电消费呈现出一定的压力。8月底以来，各省市家电“以旧换新”补贴细则陆续落地，有效提振了家电消费景气，后续随着补贴政策持续发力，家电内销景气有望触底回升。从外销来看，据海关总署数据，Q3我国家电出口额YoY+10.4%，受海外旺盛需求拉动，白电、黑电、小家电外销延续较高景气。
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