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家電股港A兩地全線大跌!格力美的價格戰背後:空調行業高庫存
格隆匯 11-11 13:22
格隆匯11月11日丨今日A股市場三大指數紛紛下跌超1%,從行業表現看,家電股領跌。其中,小熊電器和海信家電跌幅超5%領跌,康盛股份、創維數字、奧馬電器、美的集團和格力電器均跌超4%。港股市場的家電股亦同樣大跌,其中,海信家電跌超4%,海爾電器跌近4%。11月9日晚,格力電器官方微博發佈《關於“11.11”讓利30億元打擊低質偽劣產品的公告》,聲稱拿出精品機型和最優價格回饋消費者,總讓利金額高達30億元。隨後,美的的“雙11”促銷價格表也被傳出,促銷產品品類相對格力要多、促銷價格更低。有家電行業分析人士指出,格力電器宣佈降價對空調行業來説是大事,此次格力與美的促銷的價格降幅也是前所未有。其背後的原因包括國內空調市場整體不佳、行業存庫高企等。有數據顯示,2018年9月至2019年8月整個家用空調行業的庫存高達4862萬套。
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