港股异动丨家电股普涨 TCL电子涨超2% AI+5G催生千亿级智能家居市场

中金财经
Nov 06, 2025

  港股家电股普遍上涨,其中,TCL电子海尔智家涨2.2%,美的集团涨2%,JS环球生活涨1.7%,海信家电跟涨。   消息上,广东省人民政府办公厅日前发布关于印发《“粤享暖冬 乐游广东”消费季活动总体方案》的通知。其中提到,活动期间,发放“广东优品购”消费券,对个人消费者购买新能源乘用车或符合国六排放标准燃油乘用车新车,购买电视机、冰箱、空调(含取暖器)、电脑(含显示器)、洗衣机、扫地机器人、家用灶具(含吸油烟机)、热水器等8类家电产品。   有分析指,AI、5G与物联网技术融合,叠加政策扶持与消费需求升级,智能家居行业正迈入规模化发展阶段。结合各权威调研机构给出的数据也显示,全球智能家居市场规模高达千亿美元。(格隆汇)          

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