家电股活跃 美的集团涨5% 国产空调在欧洲爆单

格隆汇
Jul 02

港股家电股再度活跃上涨,其中, 美的集团涨5%,JS环球生活涨近4%,海尔智家涨1.7%,海信家电涨1.5%,创维集团涨近1%。

消息上,数据显示,欧洲家庭安装空调的占比仅有20%左右。而受欧洲制冷需求集中爆发的影响,国产空调海外订单持续增长,空调企业加班加点生产,赶制出口订单。

花旗发布研报指出,欧洲极端高温频率上升,已成为当地空调渗透率进入多年上升周期的结构性驱动因素。该行在中国家电行业中首选顺序为美的集团、海尔智家、格力电器

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