智通财经APP获悉，海信家电(00921)午后跌超4%，截至发稿，跌4.4%，报21.75港元，成交额3754.85万港元。
消息面上，海信家电此前发布业绩，前三季度公司实现营业收入705.79亿元，同比增长8.75%；实现归母净利润27.93亿元，同比增长15.13%。第三季度营业收入219.37亿元，同比下滑0.08%；实现归母净利润7.77亿元，同比下滑16.29%。长江证券指出，内需疲弱导致规模增速放缓，毛利率下降导致盈利能力阶段承压。公司积极推动治理机制和供应链等改革优化，积极拓展海外市场和业务延伸以寻求打开新的业务增量。
招商证券则指出，美国当选总统特朗普表示，将对墨西哥和加拿大进入美国的所有产品征收25%关税。此外，将对进口自中国的所有商品加征10%的关税。聚焦于家电行业，我们认为无需过度担忧，行业韧性极强。该行指出，海信家电美国收入比例不到5%，泰国产业园区产能足以覆盖。
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