智通财经APP获悉，家电股早盘逆市走高，截至发稿，海信家电(00921)涨5.3%，报25.85港元；奇点国峰(01280)涨2.79%，报2.58港元；美的集团(00300)涨1.26%，报76.5港元；泉峰控股(02285)涨0.46%，报17.52港元。
消息面上，湖南省商务厅发布2025年消费品以旧换新活动公告称，汽车、家电等消费品以旧换新补贴暂按现有标准执行；上海市商务委宣布，2025年将继续开展汽车、家电、家居和电动自行车以旧换新活动；河北消费品以旧换新政策将跨年度接续实施。
中泰证券发布研报称，展望2025年家电，内销以家电补贴为核心变量。国补有望带来更新需求的释放，结构上行的均价提升，及保有量的加速提升。该行指出，外销出海仍是中长期逻辑、关税仅是短期扰动。
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