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港股異動 | 海爾智家盤中漲超13%創新高,機構建議繼續關注白電龍頭
uSMART盈立智投 01-04 15:23

uSMART盈立智投1月4日消息,週一港股尾盤,海爾智家進一步擴大漲幅,截至15:19分,盤中漲超13%,股價最高觸及31.95港元,創上市新高。

2020年12月23日,海爾智家正式在港交所掛牌上市,與此同時,海爾電器則撤銷了港交所上市主體地位。

廣發證券發表研報稱,11月空調均價整體攀升,建議繼續關注競爭力突出的白電龍頭:美的集團、海爾智家、格力電器;以及受益消費升級、景氣向上的小家電龍頭:JS環球生活、新寶股份、九陽股份、小熊電器、石頭科技、科沃斯。

長江證券亦發表研報稱,站在當前時點,認爲家電產業擁有四大向上支撐:第一,白電新一輪格局紅利;第二,新興小家電加速普及;第三,海外價值鏈向上突破;第四,龍頭公司治理新起點,若將2017年作爲產業發展過程中的一個階段性高點,那麼這四大向上力量或將使得產業迎來一個更好的3年,走向另一個高峯。估值方面,商業模式優化使得產業週期漸遠,“週期+製造”的估值體系,正逐步向“製造+消費”過渡,中樞有望持續提升。行業春色倍還人,維持“看好”評級,持續推薦格力電器、美的集團及海爾智家,老闆電器、浙江美大及華帝股份;同時推薦海信家電、九陽股份及科沃斯等標的。

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