港股異動 | 家電股走俏 機構指下半年家電需求改善
格隆匯8月11日丨海信家電漲約7%,JS環球生活漲約3%,海爾智家、創維集團、TCL電子均漲超1%。銀河證券指出,展望下半年,家電行業面臨的原材料漲價,海運不暢等外部負面因素逐步減弱,穩增長背景下地產景氣度邊際改善,促消費政策逐步落地、疫情壓制的需求釋放等因素推動家電需求改善。此前,國家商務部等13部門發佈促進綠色智能家電消費若干措施的通知,開展全國家電以舊換新活動,推進綠色智能家電下鄉等。

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