港股異動丨家電股走高 海信家電、海爾智家均升超5%
港股家電股集體上升,其中,海信家電、海爾智家均升超5%,美的集團升2.6%,TCL電子、創維集團、JS環球生活跟升。消息上,在今年全國兩會上,消費議題再度成為焦點。對於家電家居行業,在《優化消費環境三年行動方案(2025—2027年)》文件中,“加強家電、家居領域質量、標準和品牌建設”,“支持家居產品消費升級”等表述均表明對家居領域的支持。另外,國務院新聞辦公室將於2025年3月17日(星期一)下午3時舉行新聞發佈會,商務部、中國人民銀行、市場監管總局有關負責人介紹提振消費有關情況,並答記者問。東興證券表示,這進一步提高了家居補貼持續的可能性,其中智能家居、家裝廚衞“煥新”預計仍為補貼支持的重點。該行看好今年補貼將重點下發至頭部廠商,助力行業集中度提升。(格隆匯)

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