智通财经APP获悉，家电股今日回暖，截至发稿，海信家电(00921)涨5.7%，报26.9港元；海尔智家(06690)涨5.41%，报26.3港元；美的集团(00300)涨3.24%，报73.3港元；JS环球生活(01691)涨2.41%，报1.7港元。
消息面上，国务院新闻办公室将于2025年3月17日(星期一)下午3时举行新闻发布会，商务部、中国人民银行、市场监管总局有关负责人介绍提振消费有关情况，并答记者问。此外，25年政府工作任务强调提消费、全方位扩内需，安排3000亿特别国债支持消费品以旧换新。
华泰证券指出，2024年以旧换新政策已带动部分家电企业经营改善，2025年补贴加码下龙头公司或延续积极表现。已披露业绩预告的家电企业中，如石头科技通过细分市场精准定位，享受品类渗透红利，24Q4收入同比增长65.9%；海信视像高端产品占比提升，受益于政策红利，24Q4归母净利润实现同比47.5%以上增长。
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