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家居板塊掀起漲停潮!消費回暖刺激需求空間
格隆匯 05-27 17:48

5月27日,A股家居板塊掀起一股強勢的漲停潮截止到收盤,金牌廚櫃、恆林股份、志邦家居、惠達衞浴、大亞聖象、菲林格爾漲停,皮阿諾、麒盛科技、海鷗住工、浙江永強個股紛紛大漲

來源與:Wind

而究及這一漲勢,其原因主要是基於:近來隨着流動性寬鬆顯著,房地產市場發展整體趨於平穩,其中,在全國各地全裝修、精裝修政策頻頻出台所釋放的利好之下,精裝房滲透率進一步加深二手房交易也開始回暖再加上疫情日趨平穩,進入防控常態化,消費明顯復甦(截至5月中旬,全國170餘城市已累計發放消費券共計超過190億元),進而使得家居板塊也受到正面性的刺激。

2019年我國精裝房市場滲透率已快速提升至32%,但與發達國家80%以上的全裝修比例相比,我國精裝房仍具有較大發展空間。”——奧維雲網數據

中信建投證券認為,在全裝修成品房政策不斷推出和市場端持續驅動的背景下,精裝房乃是大勢所趨,房地產後週期的家居輔材行業或迎來新的變革和發展,而B端業務成為企業新的增長點。

中泰證券指出,二季度建議超配家居板塊,內銷訂單環比明顯好轉,部分企業5月單月內銷數據已同比實現正增長;外銷訂單開始陸續恢復發貨,尤其是伴隨着悲觀預期的消化,長線投資窗口進一步打開,基於此,中長期依舊看好精裝修市場的高景氣。建議家居行業關注以下三條投資主線:1.精裝板塊優選規模效應強、格局相對清晰的品類龍頭;2.零售優選好賽道及好格局,免受精裝房影響的子行業;3.精選具備產品和渠道擴張力強的標的。

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