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Appl 2023-03-08T12:26 財經茄呢啡 從2022年的四季度開始,到2023年的2月份結束,對於不少家電企業,以及眾多家電經銷商來說,或許感受並不深刻和直觀。那就是,過去幾年中國家電產業的一股主要的規模化生力軍——海外出口業務,正在遭遇「前所未有」的經營壓力,大量從事家電出口貿易的企業和商家們,已經提前行動,謀求將「出口貿易轉向內外貿一體化發展」。
Appl 2023-03-08T12:26 財經茄呢啡 三大指數走勢分化,滬指沖高下挫小幅上升。截止發稿時間(13:39),龍頭家電指數跌1.21%,龍頭家電ETF縮量調整,成分股中,德業股權漲幅近3.5%,新寶股權微漲,億田智能、東方電熱、老板電器等跌幅靠前。
Appl 2023-03-03T12:42 財經茄呢啡 03月02日,海信家電被深股通賣出99.96萬股,最新持股量為4777.24萬股,占公司A股總股本的5.29%。
Appl 2023-02-27T12:58 財經茄呢啡 海信家電此前混改與管理層調整已落地,2023年1月提出股份激勵目標,後續經營改善值得期待。預估海信家電2025年歸母淨盈利在悲觀/中性/樂觀情景下為19/23/29億。
Appl 2023-02-24T12:30 財經茄呢啡 家電板塊強勢反彈,石頭科技漲超4.4%,小熊電器、極米科技、科沃斯等多股上升。家電ETF漲幅超過0.8%,成交額超3000萬元。
Appl 2023-02-24T12:30 財經茄呢啡 02月23日,海信家電獲深股通吸納23.44萬股,最新持股量為4421.7萬股,占公司A股總股本的4.90%。
Appl 2023-02-22T12:22 財經茄呢啡 獲外資出售80.66萬股,占流通盤0.09%。截至如今,陸股通持有海信家電4648.88萬股,占流通股5.15%,累計持股成本9.47元,持股利潤95.54%。
Appl 2023-02-20T12:42 財經茄呢啡 家電板塊強勢反彈,億田智能漲超8.2%,老板電器、四川長虹、九陽股權等多股上升。家電ETF漲幅超過2.5%,成交額超3700萬元。
Appl 2023-02-17T12:34 財經茄呢啡 白電板塊占家電整體重倉市值的比例為51%,環比+1.1PCT,且重倉個股依然集中在少數龍頭標的。其中,2022年Q4海爾智家基金重倉市值達77.2億元,行業最高。
Appl 2023-02-17T12:34 財經茄呢啡 獲外資出售38.18萬股,占流通盤0.04%。截至現在,陸股通持有海信家電4888.2萬股,占流通股5.41%,累計持股成本9.89元,持股利潤76.82%。
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