Appliances 家電股

 

 
 
 
 Expert Commentary
2026-09-10　蘋果公司(Apple Inc.)推出首款iPhone摺機「iPhone Duo」，摺mon供應商係藍思科技(06613)，而南韓三星(Samsung)摺mon供應商，主要係及旗下三星顯示(Samsung Display)及康寧(Corning)，依家Apple加入摺機戰場，三星摺mon慨供應商生意係咪會少左？投資者買Apple產業鏈股，還是直接買返Apple？ 元宇證券證監會持牌人士李偉傑指，三星摺mon慨供應係多左競爭者，同埋藍思科技供應摺mon畀Apple，可能因而受其他手機生產商關注。 Jason續指，依家手機設備商的確面臨生存壓力，但要視乎企業係咪有自身業務或拓展新業務，例如康寧係呢方面做得比較好，因此，投資者不妨多關注相關企業，係咪有新業務可以替代傳統業務，紓緩業務太單一化慨壓力。
 
 Comment
2025-02-12　美１２月ＣＰＩ符合市場預期，美股大漲；聯儲局降息期望升溫。商務部等公布家電以舊換新補貼政策，拉動家電行業景氣度增長，多家機構睇好２０２５年家電行業需求，多家家電企業業績預增。
 
2025-02-12　格力電器在股票市場的表現及其在行業中的地位，對家電行業產生了多方面的影響。家電企業需要在挑戰中抓住機遇，實現可持續發展。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
GOME RETAIL 05-08 13:02 0.03 ▲ 0.03 ▲ ∞%
SKYWORTH GROUP 05-08 13:11 3.21 ▲ 3.21 ▲ ∞%
HISENSE HA 05-08 13:18 35.25 ▲ 35.25 ▲ ∞%
TCL ELECTRONICS 05-08 10:25 5.42 ▲ 5.42 ▲ ∞%
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 Company Rating
Date Broker Company name Rating Target
04-02 CLSA  TCL ELECTRONICS 跑贏大市16
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 Basic Datum
Company name Lot P/E P/B EPS DPS
GOME RETAIL 1000 -0.26 -0.2022 -0.2445 0.0
SKYWORTH GROUP 2000 6.3 0.3242 0.473 0.08
HISENSE HA 1000 7.39 2.1351 2.2801 1.1105
TCL ELECTRONICS 1000 8.32 0.6979 0.3065 0.16
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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