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港A兩市家電股走強 國常會力推新一輪家電補貼
格隆匯 11-19 10:35
格隆匯11月19日丨港A兩市家電股走強,港股中,海信家電(0921.HK)、JS環球生活均漲超5%,其中海信家電股價再創歷史新高。A股中,惠而浦漲停,聚隆科技漲超9%,美的集團、海信家電漲超3%。李克強主持召開國務院常務會議,會議指出,實施擴大內需戰略,進一步促進消費。要促進家電傢俱家裝消費,鼓勵地方對淘汰舊家電傢俱併購買綠色智能家電、環保傢俱給予補貼。中金曾發研報指,三季度中國家電市場國內需求基本恢復,三季度中國家電產業出口額同比增長40%,即因海外疫情使得訂單向中國轉移,也因中國企業品牌全球化超預期。在全球化大趨勢下推薦美的集團、石頭科技等。

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