A股異動 | 家電股普漲 券商看好家電各細分行業龍頭三季報業績表現
格隆匯10月22日丨家電股普漲,海爾智家漲4.77%,九陽股份漲近4%,美的集團漲3.54%。中原證券研報指出,今年三季度,受到國內部分地區汛情及疫情的影響,疊加2020年同期高基數的因素,家電行業利潤端整體水平較今年上半年明顯回落。同時,在原材料價格與匯率和海運成本持續波動上漲的影響下,行業內部分企業成本端壓力逐增,在溢價能力受限的情況下,其業績或出現負增長局面。相較而言,家電各細分行業內龍頭,憑藉產業鏈規模和渠道銷售優勢,仍在此諸多不利外因下享有較高的抗壓抗風險能力,企業盈利水平與業績穩增或得以充分保障。因此,看好各細分行業龍頭今年三季報中的業績表現。

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