海信家电（00921）今日盘中大跌6.5%，引发市场关注。截至发稿，该股报22.62港元，成交额1.03亿港元。
消息面上，海信家电发布的三季度业绩报告显示，公司单季实现收入221.9亿元，同比小幅增长1.16%；但归属于母公司股东的净利润为7.4亿元，同比下降5.4%。华泰证券分析认为，业绩承压主要受到中央空调表现偏弱及外销波动的影响。
兴业证券指出，2025年第三季度海信家电各品类表现分化，内销相对稳健，但外销短期承压。数据显示，7-8月海信系多联机外销额同比下降3.1%，第三季度海信系家用空调外销量同比下降19.8%，7-8月海信冰箱外销量同比下降7.6%。分析师认为，公司整体内销表现稳健，白色家电好于中央空调，但外销市场面临短期压力，这可能是导致股价下跌的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.