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Appl 2022-07-27T12:11 財經茄呢啡 07月26日,海信家電獲深股通賣入557.25萬股,最新持股量為9705.32萬股,占公司A股總股本的10.75%。
Appl 2022-07-25T12:18 財經茄呢啡 漢宇集團漲超12%,日豐股權漲超4%,家電ETF漲超1%,成交額超1400萬元。銀河證券相信,5-6月份空調零售端表現較為弱勢,但受高溫天氣驅動,零售端數據已有所改善,後續有望傳導至出貨端。外銷由於海外需求減弱、去年同期高基數影響,面臨一定的回落壓力。近期原材料價錢壓力趨緩,疊加廠商持續對產品進行提價,行業利潤改善預計有望延續。
Appl 2022-07-25T12:18 財經茄呢啡 出口、消費是拉動經濟的三大馬車,5月份在汽車消費在政策的助推下,汽車板產業鏈走出大行情,合力科技、廣東鴻圖、文燦股權等股價上升超3倍。在汽車消費之後,家電消費也傳來消息,商務部會同有關部門研究制定了9條促進綠色智能家電消費的政策措施。即將公布。家電行業有兩只績優潛力股,市盈率不高,位置低,近期在年線附近出現放量,疊加政策促消費和原材料降價這兩大利好因素,值得關注。
Appl 2022-07-25T12:18 財經茄呢啡 7月25日,廚衛家電概念大漲,截至發稿,萬和電氣漲停,火星人、億田智能、帥豐電器、浙江美大等股活躍。
Appl 2022-07-22T12:08 財經茄呢啡 憧憬內地催谷消費,中港家電股今天普漲,當中不排除納入藍籌的海爾智家最新升6%報27.5元;其A股升3.3%。
Appl 2022-07-22T12:08 財經茄呢啡 匯添富明星基金經理胡昕煒管理的匯添富消費行業在二季度加倉了片仔黃、瀘州老窖。同一時間,伊利股權、海爾智家新入前十大重倉股,寧德時代和藥明康德則掉出重倉股名單。他在二季報中指出,適當提升了家電、美容護理等行業的配置,並將繼續在消費結構升級、中國品牌崛起、服務消費爆發等方向進行重點投資。
Appl 2022-07-22T12:08 財經茄呢啡 07月21日,海信家電獲深股通賣入101.71萬股,最新持股量為9185.48萬股,占公司A股總股本的10.17%。
Appl 2022-07-20T12:03 財經茄呢啡 憧憬內地催谷消費,中港家電股今天普漲,當中有可能納入藍籌的海爾智家最新升6%報27.5元;其A股升3.3%。
Appl 2022-07-20T12:03 財經茄呢啡 海信家電集團股權有限公司(「本公司」)於2022年7月19日在香港聯合交易所有限公司披露易網站(WWW.HKEXNEWS.HK)刊登了公告。依據《深圳證券交易所股票上市規則》16.1條關於境內外同步披露的要求,特將公告內容披露如下,供參閱。
Appl 2022-07-18T12:22 財經茄呢啡 國信證券建議關注海爾智家、美的集團、海信家電、格力電器;廚電核心推薦億田智能、火星人、老板電器;新興家電品類核心推薦極米科技、小熊電器、寶股權和光峰科技。
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