7月2日，美的集团涨超4%，报86.15港元，成交额7.61亿港元。
消息面上，近期欧洲持续遭遇高温冲击，西班牙、法国、德国多地气温突破35°C，大量欧洲人在社媒分享空调抢购盛况。其中，美的PortaSplit便携空调在数个线下商场、电商渠道售罄后，价格一度被当地黄牛炒至1999欧元，较官方售价翻1.5倍。据中国证券报，美的集团方面回应称，今年以来，PortaSplit销量已较去年全年实现翻倍，出货量超20万套。
花旗预期，欧洲广泛的热浪将为美的集团带来正面惊喜。同时，该行预期美的2026年集团销售额将录得中至高单位数同比增长，且向股东的现金回报(包括股息和股份回购)预计将达到净利润的100%。该行给予美的集团H股目标价为126.3港元，评级为“买入”。
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