智通财经APP获悉，赛特新材(688398.SH)盘中涨超6%，截至收盘，涨4.51%，报27.35元，成交额1.65亿元。
消息面上，家用冰箱能耗等级新国标已于2025年5月发布，将于2026年6月执行。东北证券指出，2025版新国标将全面替代2015版标准，对综合电耗要求大幅提升，其中能效一级综合电耗要求下降约40%，同时新增了容积利用率要求。参考2015版标准实施效果，预计2025版一级能耗冰箱也将成为主流。
该行指出，赛特是业内极少数具备生产链一体化优势的企业，对主要构件及核心生产环节深度掌控，能够快速响应市场需求，且产品性能与成本控制领先。赛特VIP业务规模显著领先国内外同业，在全球主要区域市场均具备较强优势，与三星、LG、海尔、美的等知名企业建立了稳定的合作关系。看好后续行业强催化下我国冰箱消费市场VIP渗透率提升。
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