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家電板塊走強 業績企穩回升 景氣度持續回暖
格隆匯 05-20 09:59
格隆匯5月20日丨家電板塊走強,老闆電器逼近漲停,美的集團、浙江美達、小熊電器漲超3%、海爾智家漲近3%,石頭科技、格力電器、海信家電等跟漲。內需逐漸復甦,業績逐季改善,2021年一季度白色家電板塊實現營業收入1949.67億元,同比大幅增加43.58%,較2019年一季度增加82.81%。自去年二季度起白電行業淨利潤環比改善顯著,2020年整體實現小幅增加,受去年疫情低基數影響,2021年一季度大幅增加,但與2019年同期比依舊有所下降。渤海證券表示,從估值來看,截止到4月底,家電行業整體估值是22倍(PE-TTM,剔除負值),相較於滬深300的估值溢價率為157%。雖然家電估值和行情均有所波動,但行業景氣度持續回暖的趨勢沒有改變。

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