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港A家電股逆勢上漲:海信、格力電器漲超5%
格隆匯1月5日丨家用電器股逆勢走強,其中,A股金萊特漲停,石頭科技漲超7%,海信家電、萊克電氣、格力電器漲超5%,海爾智家漲超4%,飛科電器、小熊電器、美的集團、九陽股份漲超3%,老闆電器、蘇泊爾和科沃斯漲超2%;港股海信家電漲4%,創維集團、海爾智家均處於上漲中。信達證券最新發布的2022年家用電器行業年度策略報吿稱,家電行業具備“消費+製造”雙重屬性,產業面臨價值重估,2022年強烈看好板塊性投資機會。光大證券最新行業週報稱,盈利回升+估值回落,板塊配置價值上升,看好家電板塊春季躁動,彈性取決於寬信用幅度。光大證券稱,12月家電指數跑贏大盤5.6個點,成為全年首個有明顯超額回報的月份,這與此前高層工作會議重新聚焦“穩增長”密不可分,上週央行四季度貨幣政策執行報吿首次提出“發揮好貨幣政策工具的總量和結構雙重功能,更加主動有為,加大對實體經濟的支持力度”。在此背景下市場對寬貨幣的判斷趨於一致,但是對能否傳導至寬信用(尤其是地產鏈的寬信用)仍有疑慮,而這可能是22年初地產鏈相關板塊能否明顯走強的關鍵變量。

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