国家发改委及财政部联合宣布以旧换新补贴政策所涵盖的家电产品种类从8种扩大至12种，新增微波炉、净水器、洗碗机和电饭煲，并将冷气机补贴额度由1部增加至3部，最高补贴额可达6,000元人民币。高盛预期，新措施对家电消费需求将产生积极影响，投资者亦反应正面，认为该等措施的公布较市场预期早，投资者此前普遍预期在三月初的“两会”之前不会出台任何具体措施。
随着措施公布和预拨资金到位，高盛相信以旧换新措施很有可能在2025年顺利推出，不会出现停滞，除了此前看好的龙头白电及厨房电器企业美的集团(00300.HK) 、海尔(06690.HK) 、格力(000651.SZ)
及老板电器(002508.SZ) 外，亦偏好海信家电(00921.HK) 及苏泊尔(002032.SZ) ，全数给予“买入”评级。高盛给予美的、海尔及海信目标价分别为89元、32元及37元。(gc/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-08 16:25。) (A股报价延迟最少十五分钟。)
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