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家電板塊走強 四川長虹(600839.SH)直線漲停
格隆匯 08-10 13:46
格隆匯8月10日丨家電板塊午後繼續走高,四川長虹直線拉昇漲停,華帝股份、銀河電子漲停,海信家電、聚隆科技漲超8%,老闆電器、浙江美大等大幅跟漲。中銀證券表示,隨着國內疫情基本受控,線下實體活動逐漸恢復正常。從終端數據來看,截止6月,大家電線上渠道零售增速明顯提升,線下渠道下滑幅度持續縮窄。站在當前時點,我們認為疫情對家電行業影響趨弱,前期由於疫情積累的更新需求,以及後續竣工逐步恢復帶來的新增需求,有望使白電和廚電行業景氣度回升。

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