大行評級|花旗:預計今年以舊換新計劃可能增至3000億元 維持對海爾智家、美的和格力“買入”評級
花旗發表報吿指,國務院於2月10日召開會議,討論刺激消費的措施。該行中國經濟團隊預計,今年以舊換新計劃可能增加一倍至3000億元(相對於2024年7月至12月的1500億元補貼),相信新一輪的補貼最早可能會在3月兩會時公佈。花旗認為,這些後續的補貼應該是政府在1月8日公佈的第一批以舊換新補貼的補充。預期可能在3月公佈的新以舊換新補貼將支持主要家電企業於今年第二季的銷售增長,並進一步紓緩投資者對家電企業於今年第一季後銷售增長放緩的憂慮。該行維持對海爾智家、美的集團和格力電器的“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.