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熱點掃描 | 家電股走俏,機構指下半年家電需求改善

uSMART盈立智投8月11日消息,截止發稿,港股三大指數齊漲,恆生指數漲1.4%,報19886.86點,成交額269.78億;國企指數漲1.4%,報6739.93點,成交額89.14億;紅籌指數漲0.76%,報3564.6點,成交額8.41億。

汽車股走高,蔚來漲超6%,小鵬汽車漲3%,北京汽車、比亞迪股份等紛紛走高;

教育股走強,新東方在線漲超5%,新東方漲超3%,天立國際控股、思考樂教育等跟漲;

蘋果概念股走強,丘鈦科技大漲近11%表現最佳,舜宇光學漲超3%,比亞迪電子、富智康集團漲超2%,瑞聲科技漲近2%,據悉,蘋果發佈會日期將會被定在9月13日,而按照蘋果的慣例,這次發佈會之後的iPhone 14系列將會在9月23日上市;

體育板塊走高,特步國際漲近5%,非凡中國、李寧漲超3%,滔搏漲近3%;

家電股走俏,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。

熱門股

創科實業(0669.HK)走強一度漲超10%,現漲11.61%,報97港元,市值1779億港元,公司昨晚公佈業績顯示,2022年上半年實現營業額70.34億美元,同比增10%;股東應佔溢利5.78億美元,同比增10.4%,且超市場預期;每股盈利31.59美仙,每股中期股息12.23美仙。創科實業是全球領先的電動工具、DIY工具及戶外園藝工具公司,該公司上半年旗艦品牌MILWAUKEE業務大幅跑贏市場,銷售額增加25.8%;上半年毛利率達39.1%,爲連續第十四個上半年度錄得增長,公司稱上半年每個地區均錄得穩定的銷售額增長,按當地貨幣計算,澳洲、亞洲錄得23.0%的出色增長,而歐洲則增長14.1%,北美的增長爲10.5%。

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