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港A家居股集體上漲 發改委決定實施傢俱家裝下鄉行動
格隆匯12月9日丨家居股集體上漲,其中A股尚品宅配,頂固集創漲13%,美克家居,海鷗住工,惠達衞浴,瑞爾特,恆林股份,金牌櫥櫃漲停;港股敏華控股漲6%,舍圖控股漲5%,皇朝家居漲3%,易緯集團,英馬斯集團漲2%。在12月8日舉行的國務院政策例行吹風會上,國家發改委表示,構建新發展格局,農業農村有潛力和空間,承擔着發掘5億多鄉村居住人口的消費市場、落實擴大內需這個戰略基點的重要任務,將實施農村消費促進行動,鼓勵有條件的地區開展農村家電更新行動,實施傢俱家裝下鄉補貼和新一輪汽車下鄉。上月召開的國常會也提出,促進家電傢俱家裝消費,鼓勵有條件的地區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。另外,首創證券認為,當前海外傢俱需求旺盛,傢俱出口企業海外產能佈局持續完善,驅動外銷業務收入端增長穩健;國內方面,預期明年地產交房數據好轉,有望推動傢俱行業景氣繁榮。

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