智通财经APP获悉，家电股涨幅扩大，截至发稿，海信家电(00921)涨8.14%，报26.58港元；美的集团(00300)涨4.6%，报84.05港元；海尔智家(06690)涨3.45%，报20.38港元；JS环球生活(01691)涨2.31%，报1.33港元。
消息面上，消息面上，据欧盟气候监测机构数据显示，西班牙、法国、德国等地最高气温突破40℃，部分地区甚至逼近45℃的历史极值。根据国际能源署的数据，欧洲空调设备的总拥有率仅约为20%。极端的热浪导致空调需求呈现“井喷式”增长。美的PortaSplit空调部分渠道已售罄，相关报道亦 登上热搜。
此外，近日，国家发展改革委会同财政部，向地方下达了今年第三批625亿元超长期特别国债支持消费品以旧换新资金。东吴证券指出，该政策对家电、汽车、消费电子、智能可穿戴及相关零部件企业形成需求支撑。
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