家电股强势 TCL电子(01070)涨近9% 机构指国补叠加备货的双重刺激下家电内销景气度有望进一步提升

金吾财讯
24 Mar

金吾财讯 | 家电股强势,TCL电子(01070)涨8.55%,公司去年纯利按年大涨136.6%,收入按年升25.7%;海尔智家(06690)涨3.69%,海信家电(00921)涨3.55%,美的集团(00300)涨2.58%,VESYNC(02148)跟涨0.75%。

消息面上,3月22日上午,“2025全国家电消费季”在上海新国际博览中心AWE2025展会现场启动。该活动由商务部、上海市人民政府主办。据环球网科技综合报道,自2024年消费品以旧换新活动启动以来,成效显著。去年,商务部落实家电以旧换新政策,今年将统筹线上线下开展系列活动。上海自去年9月至今年3月20日,家电家居家装消费金额达186亿元,交易量超1060万单,补贴超28亿元。活动还发布了相关消费趋势白皮书与换新指南。来源:澎湃

太平洋证券报告指出,2025M1家电行业出口金额同比双位数增长(+11%),M2同比持平(-0%)。分板块看,M1白电、清洁电器、厨电小家电、个护按摩小家电相对强势,M2白电表现较好,春节时间节奏或带来需求扰动。分品类看,M1空调、电扇、电咖啡机或茶壶表现更佳,M2空调、微波炉较为优秀。

国金证券表示,以旧换新政策拉动下家电社零维持较好增长,1-2月家电社零总额1537亿元,同比+10.9%,处在高景气区间。参考奥维云网数据,1-2月家电线上市场零售额、零售量分别同比+1.4%/+1.2%;线下市场零售额/零售量分别同比+10.2%/+0.4%,线下拉动效果更为显著。目前多数地区国补政策的衔接仍在陆续落地,进入3月起家电将逐步迎来传统的备货旺季,国补叠加备货的双重刺激下,家电内销景气度有望进一步提升。

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