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家電板塊延續強勢 美的集團(000333.SZ)漲超4%再創新高
格隆匯 11-09 09:48
格隆匯11月9日丨家電板塊延續強勢,美的集團漲超4%再創新高,格力電器、海爾智家等家電巨頭紛紛拉漲。日前,《2020年中國家電行業三季度報告》發佈,今年三季度國內家電市場銷售規模為1662.1億元,零售額同比增長率為-4.8%,降幅較上半年進一步收窄。但隨着海外“宅經濟”帶動出口爆單、“雙十一”打折季帶動內銷緊俏,家電板塊下半年走強。國泰基金表示,第一,家電行業競爭格局在不斷優化,行業的質量也在提高。第二,隨着經濟穩步復甦,家電的需求也在正常釋放。第三,“雙11”加大促銷力度,帶來銷量階段性增加。第四,中國已成為全球家電供應基地。

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