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迎抄底時刻?家電股集體走強,格力和美的均漲超3%
格隆匯1月7日丨近日家電股相比於其他板塊表現明顯強勢,今日股價再度集體上漲。其中,新寶股份、北鼎股份、蘇泊爾、小熊電器、浙江美大和火星人均漲超4%,格力電器、石頭科技、老闆電器、九陽股份和美的集團均漲超3%。我國是全球最大的小家電生產和出口國,其中,小熊電器、九陽股份為內銷企業,以國內市場為主。海外業務佔比較高的有蘇泊爾、新寶股份、北鼎股份。北鼎股份有接近一半的訂單來自海外代工業務,新寶股份約有三分之二的收入來自海外代工。業內分析人士稱,股價已經觸底的家電企業有望在2022年迎來複蘇。首先,有海外代工訂單的企業有望獲益於海外產能轉移帶來的需求回升,需求和盈利能力方面都有望改善。而以內銷為主的家電2022年需要關注的是能否順利提價,修復盈利能力是他們2022年面臨的考驗。

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