智通财经APP获悉，家电股延续上涨，截至发稿，美的集团(00300)涨3.51%，报85.5港元；JS环球生活(01691)涨3.03%，报1.36港元；海尔智家(06690)涨1.5%，报20.28港元。
消息面上，热浪席卷欧洲，多地出现破纪录高温，中信证券指出，当地受制于建筑政策、人力成本和用电费用，空调渗透率较低。美的推出PortaSplit移动分体空调，获得欧洲消费者认可，彰显了中国白电的产品竞争力。中国白电出海方兴未艾，海外家电成长空间广阔，建议重点关注。
花旗发表研报称，欧洲极端高温频率上升，成为当地冷气机渗透率进入多年上升周期的结构性驱动因素。目前欧洲的家庭冷气机渗透率仅约20%，远低于美国和日本的约90%。该行在中国家电行业中维持其首选顺序，依次为美的集团、海尔智家及格力电器。
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