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Appl 2024-03-29T12:02 財經茄呢啡 ETF方面,龍頭家電ETF震蕩走高,上揚超1%,成交額近千萬,換手率26.83%,交投活躍。成分股超8成上揚,石頭科技、海信家電漲幅近5%;澳柯瑪、萬和電氣漲超2%;德業股權、億田智能、長虹美菱、小熊電器等個股跟漲,漲幅均超1%。
Appl 2024-03-27T11:59 財經茄呢啡 在眾多家電股中,伍禮賢睇好海信家電發展前景,因其為內地家電龍頭企業之一,核心銷售產品包括空調、雪櫃及洗衣機,預測較容易受惠方案中的政策。但另一方面,依據海信家電去年中期業績數據,其海外市場的收入占比約為37%,屬於一個不小的比例,而這部分未必能受惠類似國策。
Appl 2024-03-27T11:59 財經茄呢啡 造家電容易,但要敲打產品價值、成為消費者長期信任的品牌卻不簡單。在佛山3000余家家電生產及配套企業中,有一家小家電企業,從800㎡的普通小工廠發展到目前58萬㎡左右的數智制造基地,以創意小家電第一股的姿態,成為深受年輕人喜愛的小家電品牌。他是酸奶機品類的開創者,也首次創立了創意小家電+互聯網的商業模式,在競爭強烈的小家電行業成為了獨樹一幟的風向標。
Appl 2024-03-27T11:59 財經茄呢啡 家電板塊逆勢領漲,毅昌科技、長虹美菱、美的集團、富信科技、海信家電等多股上升。家電ETF漲0.8%。連續5日淨流入額超1.7億元。
Appl 2024-03-22T12:01 財經茄呢啡 家電股中可留意海爾智家,該公司是家電龍頭企業,其冰箱、洗衣機競爭力極強,市占率長期第一,而且大幅領先第二名的企業,其空調市占率亦居於行業第三。據專門研究家電市場的奧維雲網數據顯示,以零售額計,去年海爾智家冰箱線上市占率高達40.3%,線下亦達39.1%;洗衣機線上市占率為39.8%,線下為37.7%。
Appl 2024-03-22T12:01 財經茄呢啡 03月21日,海信家電獲深股通賣入62.74萬股,最新持股量為5927.31萬股,占公司A股總股本的6.38%。
Appl 2024-03-22T12:01 財經茄呢啡 3月22日,巨靈財經數據顯示,北向資產21日賣入海信家電預料1718.78萬元,累計持股5927.31萬股,總計持有市值16.13億元,占流通股比例6.57%。
Appl 2024-03-18T12:14 財經茄呢啡 53【高端家電行業維持高提升,萬億規模市場空間,這類股被機構追捧】3月13日,國務院發布了《有幫帶動大規模設備更新和消費品以舊換新行動方案》,明確要實施消費品以舊換新行動,其中包括了家電與家裝產品。對此,國家發展改革委類似負責人介紹,2023年底民用汽車保有量達到3.36億輛,冰箱、洗衣機、空調等家電保有量超過30億台,汽車、家電更新換代也將創造萬億規模的市場空間。
Appl 2024-03-15T11:58 財經茄呢啡 3月15日,巨靈財經數據顯示,北向資產14日拋售海信家電預測1522.67萬元,累計持股5902.28萬股,總計持有市值16.91億元,占流通股比例6.54%。
Appl 2024-03-13T12:12 財經茄呢啡 03月12日,海信家電獲深股通賣入219.35萬股,最新持股量為5938.03萬股,占公司A股總股本的6.40%。
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