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Appl 2022-07-06T12:04 財經茄呢啡 確實是這樣,家電基本上都是跟著大盤亦步亦趨,大盤大漲家電板塊小漲,大盤疲弱家電板塊軟的更厲害。雖然像美的、格力、海爾作為正宗的家電股,雖然被納入「茅指數」,被相信是極具代表性的業績穩定增加股票,但漲幅和活躍度顯然沒有其他類股票那樣股性活躍。
Appl 2022-07-04T12:17 財經茄呢啡 10 點 59 分飛科電器封漲停板。現在價位 87.47,上揚 10.0%。其所屬行業小家電現在下挫。領漲股為飛科電器。該股為小家電,家電概念熱股。
Appl 2022-07-01T12:14 財經茄呢啡 2022年4月22日,國信證券研究員陳偉奇,王兆康公布了對海信家電的研報《家電切入新能源車產業鏈系列二:白電切入車用熱管理,雙龍頭順勢協同》,該研報對海信家電給出「買進」評級。證券之星數據中心依據近三年公布的研報數據計算,該研報作者對此股的利潤預料准確度為50.52%。
Appl 2022-07-01T12:14 財經茄呢啡 智通財經APP獲悉,家電板塊普漲,多子版塊股價表現優異,截止2022年6月30日,全天收盤申萬家電指數上升2.02%。國信證券公布研究報告稱,家電板塊在地產回暖、原材料價位下挫等諸多利好因素的拉動下迎來久違的大漲。受益標的:美的集團、海爾智家、格力電器、火星人、科沃斯、石頭科技。
Appl 2022-06-29T12:06 財經茄呢啡 智通財經APP獲悉,國信證券公布研究報告稱,家電板塊在地產回暖、高溫天氣有望推動空調等銷售復蘇、原材料價錢回軟等諸多利好因素的拉動下迎來久違的大漲,該行將對上述利好因素進行跟蹤,並復盤如今家電公司所處的估值情況。白電推薦:海爾智家、美的集團;廚電推薦:億田智能、火星人;小家電推薦:極米科技、光峰科技、新寶股權、小熊電器、蘇泊爾、九陽股權。
Appl 2022-06-27T12:05 財經茄呢啡 作為家電龍頭,格力一直是A股白馬股的典型代表,不少投資者依靠投資格力賺取了大筆回報。但過去一年半,格力的股價卻跌跌不休,從2020年11月股價高位算起,格力電器股價已經持續陰跌超過一年半,最大挫幅超過50%。
Appl 2022-06-27T12:05 財經茄呢啡 考慮到原材料價錢大幅下挫以及地產逐漸恢復的心理修復階段,認為家電行業前期被壓制的估值在現階段有望取得修復,基本面的復蘇預估也隨著持續的宏觀政策出台有所增加,家電板塊有望修復,前期反彈落後其他個股的白電和廚電存在補漲機會。
Appl 2022-06-24T12:00 財經茄呢啡 ETF ( 159730 ) 開盤上攻,漲超 3%。成分股中,老板電器、格力電器漲超 8%,火星人、海信家電漲超 6%,美的集團、澳柯瑪、億田智能、小熊電器、北鼎股權等個股紛紛跟漲。截止發稿,龍頭家電 ETF ( 159730 ) 成交額超 1000 萬,換手率超 27%,交投活躍,勢頭強勁。
Appl 2022-06-24T12:00 財經茄呢啡 家電股全線走強,JS環球生活漲5.63%,海信家電漲5.44%,海爾智家漲4.73%,TCL電子漲0.83%。
Appl 2022-06-24T12:00 財經茄呢啡 A股家電板塊持續拉升,格力電器大漲8%,德昌股權、盾安環境漲停,長虹華意、老板電器、海信家電等漲幅居前。
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