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Appl 2023-02-17T12:34 財經茄呢啡 02月16日,海信家電被深股通賣出38.18萬股,最新持股量為4888.2萬股,占公司A股總股本的5.41%。
Appl 2023-02-17T12:34 財經茄呢啡 小家電板塊異動拉升:小家電板塊異動拉升,小熊電器漲超5%,利仁科技、飛科電器、北鼎股權、比依股權等跟漲。
Appl 2023-02-15T12:19 財經茄呢啡 今天(2月14日),家電板塊大幅走強,多只概念股的股價迎來異動拉升。截至收盤,浙江美大、飛科電器、帥豐電器三股均封板漲停,同一時間,家電連接器次新股珠城科技獲20CM長陽漲停,且刷新歷史新高。此外,北鼎股權、秀強股權、東方電熱等股也漲幅居前。
Appl 2023-02-10T12:30 財經茄呢啡 海信家電公布公告,於2023年2月9日該公司斥資人民幣387.38萬元回購22.81萬股A股,回購價錢為每股人民幣16.92-17.00元。
Appl 2023-02-10T12:30 財經茄呢啡 02月09日,海信家電被深股通賣出102萬股,最新持股量為5153.6萬股,占公司A股總股本的5.71%。
Appl 2023-02-08T11:58 財經茄呢啡 家電龍頭股普遍盤子大,不利於二級市場的炒作。在股票市場,像國家隊這樣的機構投資者,資產雄厚、實力強大,但他們都是價值投資者,在乎的是長期投資,而不是短期炒作。而家電龍頭股普遍盤子比較大,像美的集團流通盤68億股,格力電器流通盤56億股,海爾智家流通盤63億股,行業龍頭這樣大的盤子不是游資能炒得動的。行業龍頭炒不動,其他小市值上市公司只能是個股行情,很難推動整個家電行業板塊起漲。
Appl 2023-02-08T11:58 財經茄呢啡 02月07日,海信家電被深股通拋售74.4萬股,最新持股量為5211.18萬股,占公司A股總股本的5.77%。
Appl 2023-02-06T12:21 財經茄呢啡 海信家電(SZ 000921,收盤價:17.11元)2月1日晚間公布公告稱,截至2023年1月31日,公司透過股權回購專用證券賬戶以集中競價交易方式回購公司股權約206萬股,占公司如今總股本0.15%,最高成交價為17元/股,最低成交價為16.66元/股,成交總金額約3464萬元。
Appl 2023-02-06T12:21 財經茄呢啡 格隆匯2月3日亅海信家電公告,2月3日耗資1124萬元回購66.64萬股A股,每股價位為16.98-16.72元。
Appl 2023-02-06T12:21 財經茄呢啡 2022年12月下旬以來,北向資產持續流入A股,推動市場上漲,點燃家電等核心藍籌行情。在宏觀經濟「東升西降」的背景下,海外資產湧入中國。配置型和交易型外資均傾向消費、藍籌品種,且如今外資持倉仍有上漲空間。如今家電行業公募基金重倉配置比例僅為1.4%,保持2021Q3以來的低位水平,以公募為代表的國內資產有足夠的配置空間。如今家電行業各板塊仍處於估值較低區間,吸引力較高,2023年估值有望持續修復。
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