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家用電器板塊走強 惠而浦、海信家電漲超7%
格隆匯 03-31 10:33
格隆匯3月31日丨家用電器板塊走強,惠而浦、海信家電漲超7%,蘇泊爾、九陽股份、三星新材等漲超3%,小熊電器、美的集團、海爾智家等跟漲。中泰證券稱,白電具備必須消費品屬性,疫情結束後有望出現補償性消費,同時短期疫情衝擊不改變白電長期的穩定格局;小家電線上銷售佔比高,疫情衝擊較小,同時居民疫情期間宅家將拉動小家電需求。國泰君安家電團隊發文稱,疫情期間廚房成為“主戰場”,不少人在朋友圈展開美食社交的同時,也順手將麪粉和各式各樣的破壁機、電餅鐺和空氣炸鍋,推上了和口罩、酒精並列的電商熱銷王座。二季度隨着經濟恢復,預計小家電在線上數據繼續造好的基礎上,線下也將迎來恢復性增長。小家電的一枝獨秀,大概率將在二季度升級為行業共振,尤其是廚電。
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