港股異動 | 傢俱板塊大漲,券商指繼續看好板塊估值修復機會
格隆匯12月28日丨傢俱板塊大漲,齊家控股、敏華控股、易緯集團漲4%,順城、舍圖控股漲超3%。東吳證券指,傢俱板塊前期估值主要受地產悲觀預期壓制,地產政策邊際放鬆下繼續看好傢俱板塊估值修復機會。短期看,傢俱下鄉政策有望推動農村地區傢俱滲透率提升及消費升級,促進行業穩健增長。中長期看,我國傢俱行業發展仍處於早期,人均消費額、更換頻率、市場集中度均有較大提升空間。

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