Tiger Brokers

家电股盘初走高 TCL电子(01070)领涨4.08% 上半年我国家电出口累计总额已超千亿元人民币

金吾财讯
Jul 17

金吾财讯 | 港股家电股盘初走高，TCL电子(01070)涨4.08%，海信家电(00921)涨1.50%，美的集团(00300)涨1.25%，海尔智家(06690)涨0.38%。消息面上，近日海关总署披露，上半年我国空调、电扇、冰箱等“清凉”家电合计出口额已达1079.1亿元人民币，且在出口家电中，自主品牌已经占到四分之一，自主品牌家电出口增长了21.2%，其中，自主品牌的电视、冰箱、洗衣机出口都保持了两位数增长。国泰海通证券新近研究指，家电行业Q2业绩预计整体好于Q1表现。1白电：Q2内销收入端有基数压力，盈利端铜、铝、塑料原材料上涨无法完全传导，其中618期间空调线上均价同比下滑较多，预计Q2二三线白电品牌有盈利压力，龙头品牌表现相对稳健。Q2外销表现好于内销，其中欧洲高温天气催化空调供不应求，拉动欧洲需求。往Q3、Q4看，内销基数压力逐步减少。2黑电：Q2内销较弱但价增驱动有望延续，外销迎世界杯促销旺季，预计表现好于内销。成本端看，面板价格趋缓但存储芯片价格带来压力。3清洁：Q2内销超预期但主要系以价换量驱动，根据奥维云网数据显示，W20-W25(2026/5/11-2026/6/21)618期间，扫地机总体销售额+7%，其中线上/线下销售额分别+7%/-4%，均价各-5%/-7%;外销，PrimeDay期间石头科技扫地机欧洲、北美销量分别同比+24%、+30%，表现较好。

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