港股异动 | 美的集团(00300)涨超8%续刷新高 较招股价累涨近四成 与家得宝深化战略合作

智通财经
Sep 25, 2024

智通财经APP获悉,美的集团(00300)涨超8%刷新上市新高,盘中高见75.8港元,较招股价54.8港元已涨超38%。截至发稿,涨7.98%,报75.75港元,成交额1.21亿港元。

消息面上,据美的集团消息,近日,美的集团副总裁兼智能家居事业群总裁王建国在泰国工厂会见了家得宝高级执行副总裁Ann-Marie Campbell及其团队。双方就智能制造、可持续发展以及美国、加拿大、墨西哥市场战略合作等议题进行了深入讨论,并在专业渠道和线上业务多品类合作方面达成共识。

花旗研报指出,将美的集团纳入未来90天短期上升名单,料公司将更受益于内地政府在9至12月实施的“以旧换新”政策。首予美的集团“买入”评级,憧憬在中央推动消费品“以旧换新”政策的加快实施,家电将成为下半年最能受惠的消费行业,预期集团下半年销售增长亦将加快,看好其盈利能见度较高。给予目标价90.08港元。

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