港股异动 | 海信家电(00921)跌超5%领跌家电股湖北发布以旧换新细则机构称短期担忧影响板块估值

智通财经08-14 15:55

智通财经APP获悉，家电股今日普跌，截至发稿，海信家电(00921)跌4.68%，报21.4港元；海尔智家(06690)跌2.1%，报23.3港元；VESYNC(02148)跌1.52%，报3.88港元。

国泰君安指出，湖北省积极响应中央号召，率先发布新一轮家电以旧换新细则，在此前基础上提高补贴力度，有望对当地社零形成托举作用。该行指出，预计 2024 年以旧换新政策以及补贴力度的超预期加码有望进一步托举当地零售表现，尤其在下半年湖北家电零售基数偏低的情况下，增速进一步提升。

中信证券此前表示，当下白电三点短期担忧(空调基数、原材料海运费、海外补库回落)，对家电板块估值短期有所扰动。但考虑到基数问题并不是增长问题，中期空调内销量还有约20%增长空间；原材料暴涨后在无需求支持下回落，海运费在抢单高峰后也持续回落；中国家电产业全球竞争力能支撑其海外份额持续提升、若北美提高关税，中长期或倒逼产能出海加速。短期担忧造成的股价回调为家电中期配置提供了比较好的配置时点。

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