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家电股普跌 海尔智家(06690)下跌2.76% 机构指主要家电品类4月线上销售持续承压

金吾财讯
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金吾财讯 | 港股家电股普跌，截至发稿，JS环球生活(01691)跌1.89%，海尔智家(06690)跌2.76%，海信家电(00921)跌2.28%，TCL电子(01070)跌1.78%，创维集团(00751)跌1.47%。消息面上，国金证券研究指出，2026年4月，主要家电品类线上销售延续承压，白电表现弱于黑电。根据久谦数据，空调、冰箱、洗衣机、电视4月线上销售额同比分别下降34%、22%、27%、5%，其中空调受降幅最大，冰箱、洗衣机亦受到需求偏弱和高基数拖累；电视降幅相对较小，表现具备一定韧性。从累计销售额维度看，年初至今空调、冰箱、洗衣机线上销售额同比分别下降30%、8%、12%，电视同比增长2%。该机构预计，白色家电、黑色家电、扫地机领域将持续承压，厨卫电器有望底部企稳。该机构提到，内销方面，龙头品牌凭借一体化优势、强大的行业定价权及深厚的蓄水池有望实现稳健的增长。外销方面，美国进入降息周期，地产对家电的拉动效果有望增强，欧洲消费有望保持缓慢修复的态势，新兴市场在渗透率提升、人口红利逻辑下需求延续性较强，我国企业在研产销系统本土化建设逐步完善，OBM出海空间广阔，推荐TCL电子、海信视像、美的集团、海尔智家。

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