智通财经APP获悉，家电股逆市走高，截至发稿，TCL电子(01070)涨7.4%，报8.42港元；海信家电(00921)涨5.98%，报28.35港元；海尔智家(06690)涨4.27%，报26.85港元；美的集团(00300)涨2.65%，报77.5港元。
消息面上，3月22日，2025全国家电消费季启动仪式在上海举行。商务部最新数据显示，截至目前，共有2020.8万名消费者购买12大类家电产品2757.2万台，带动销售930.8亿元。2024年8月份至今，消费者购买以旧换新家电产品近9000万台。
国金证券指出，以旧换新政策拉动下家电社零维持较好增长，1-2月家电社零总额1537亿元，同比+10.9%，处在高景气区间。参考奥维云网数据，1-2月家电线上市场零售额、零售量分别同比+1.4%/+1.2%；线下市场零售额/零售量分别同比+10.2%/+0.4%，线下拉动效果更为显著。目前多数地区国补政策的衔接仍在陆续落地，进入3月起家电将逐步迎来传统的备货旺季，国补叠加备货的双重刺激下，家电内销景气度有望进一步提升。
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