A股異動 | 家電股普漲 家電品牌618戰績再創新高
格隆匯6月20日丨家電股普漲,春蘭股份漲6%,美的集團、海信家電漲3%,倍輕鬆漲5%,比依股份、北鼎股份、歐聖電器漲超3%,海爾智家、格力電器漲逾1.5%,蘇泊爾漲1%。拼多多618數據顯示,家電品牌在今年拼多多618的戰績再創新高,全品類銷售規模同比增長103%,實現翻倍增長。京東發佈“618”戰報,截至6月18日晚23:59,618累計下單金額超3793億元再創新高。同比之下,2021年6月1日0時至6月18日24時,消費者累計下單金額超3438億元。廣東本地知名品牌/老字號成交金額同比增長TOP5分別為:美的、華為、格力、維達、華帝。興業證券判斷,隨着物流緩解及線下消費活動復甦,家電行業剛需品種及部分新興品種迎來需求回補。推薦受益618大促、需求韌性好、有基本面支撐且估值安全邊際高的標的。國金證券表示,空調、冰箱等家電傳統銷售旺季即將到來;另外,此輪疫情波及區域物流基本停滯,廚小電、清潔等以線上銷售為主的疫情受益品類需求受到抑制有所延遲,618電商大促將進一步激發潛在需求轉化。618是影響家電企業二季度銷售的關鍵,持續關注各品牌大促表現。


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