智通财经APP获悉，家电股跌幅居前，截至发稿，海信家电(00921)跌6.27%，报23.9港元；海尔智家(06690)跌5.82%，报23.45港元；创维集团(00751)跌0.34%，报2.91港元。
消息面上，美东时间4月2日，特朗普宣布“对等关税”，幅度超出市场预期。据海关总署发布的数据，1月、2月我国家电出口额(人民币口径)同比分别增长12.3%、1.2%，1-2月累计增长7.6%。市场人士表示，美国关税或影响此前表现亮眼的家电出口增速。
值得注意的是，据第一财经报道，今年政府工作报告提出，国家将安排3000亿元超长期特别国债资金用于支持消费品以旧换新补贴。相比去年，业界预计今年家电以旧换新更大的潜力在三四线市场。记者采访了解到，部分中小家电经销商垫资兑现的压力成为以旧换新补贴政策在三四线市场落地的主要堵点之一。
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