港股异动丨家电股拉升,创维集团大涨超10%,国庆以旧换新数据催化

中金财经
Oct 08
  港股家电股拉升上涨,尤其是创维集团大涨超10%表现十分抢眼,美的集团涨3%,海尔智家涨2.54%,海信家电涨1.6%,JS环球生活涨近1%。   消息面上,国庆假期家电以旧换新数据构成催化。商务部数据显示,10月1日至6日,家电以旧换新284.8万台,带动销售额123.4亿元。以旧换新政策在国庆假期的集中释放,为家电板块提供了短期的数据验证。   另外,房贷贴息政策落地为家电内需预期提供了支撑。9月29日三部门联合推出首套房贷款贴息政策,年化1%、单户上限100万元,5年财政总补贴达530亿元。招商证券指出,这一政策有助于缓解市场对国补退坡后内需持续承压的担忧,低线城市受益更为明显。          

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