A股異動 | 電梯股表現活躍 上海既有多層住宅加裝電梯可按施工金額40%予以補貼
格隆匯4月20日丨電梯股表現活躍,快意電梯漲停,康力電梯、廣日股份、梅輪電梯逼近漲停。上海市財政局、市房管局根據《關於進一步做好本市既有多層住宅加裝電梯工作的若干意見》,制定了《關於本市既有多層住宅加裝電梯辦理政府補貼資金有關事項的通知》(滬財建〔2020〕28號)。資金補貼的標準為,按照加裝電梯施工金額的40%予以補貼,最高不超過28萬元/台。市與區分擔比例各為50%。招商證券認為,老齡化問題日趨嚴峻,加裝電梯是必然趨勢。全國老樓加裝電梯需求至少200萬部,空間廣闊。依託企穩的住宅需求疊加高基數帶來的高更新需求,行業拐點已在19年確立,老樓加裝電梯打開增長天花板,開啟新一輪景氣週期。
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