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家電股走強 實施擴內需戰略 家電行業需求有望改善
家電股集體走強,其中蘇泊爾漲超7%,小熊電器漲超5%,海信家電漲近5%,石頭科技漲近4%,九陽股份漲近3%,格力電器,美的集團,新寶股份,科沃斯漲超2%。


12月6日召開的中央政治局會議強調,明年經濟工作要穩字當頭、穩中求進。要實施好擴大內需戰略,促進消費持續恢復,積極擴大有效投資,增強發展內生動力;推進保障性住房建設,支持商品房市場更好滿足購房者的合理住房需求,促進房地產業健康發展和良性循環。 國泰君安表示,房地產政策有望持續邊際性寬鬆,監管層“託而不舉”的政策方向不會改變。未來隨着房地產行業合理融資需求進一步得到滿足,剛需性房產需求將得到保障,廚電、白電等地產後週期板塊需求有望改善。此外,大宗商品等原材料價格持續回調,家電板塊利潤率也將提升。
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