港股异动|家具板块再度走强敏华控股涨逾5%
格隆汇7月23日丨家具板块延续近段时间强势,再度上涨,板块中PACIFIC LEGEND(8547.HK)涨16.67%、敏华控股(1999.HK)涨5.29%,壹家壹品(8101.HK)、设计都会(1545.HK)涨超2%。
德邦证券指,6月家具社零数据有所改善,6月家具类社零数据同比增长8.3%,环比增加2.2个百分点。全国规模以上建材家居卖场6月销售额为858.4亿元,同比上涨12.97%。目前家居行业的标的整体估值水平处于历史低位,市场对四季度竣工回暖和交房提速带来家居公司业绩修复的预期较高。成品家居板块竞争格局相对较优,今年原材料价格整体下行,建议关注组织经营管理持续调整、估值处于低位的顾家家居等股票,及港股敏华控股。
山西证券认为,6月家具零售额增速攀升,文化办公用品零售表现好于去年同期。结合近期数据,房地产市场的小阳春并未能持续,5月开始出现降温。但前期的地产边际改善仍有望支撑下半年家具行业企稳回升。
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