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港股异动 | 海信家电(00921)涨超3%续刷新高 年内股价累涨超七成 消费品以旧换新文件或将出台

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海信家电(00921)涨超3%,高见28.8港元再创上市新高,年内股价已累涨超70%。截至发稿,涨3.23%,报28.75港元,成交额1256.93万港元。

消息面上,国家发改委副主任赵辰昕日前表示,商务部牵头的消费品以旧换新文件已印好,可能未来几天就会正式出台。据财联社消息,该以旧换新文件出台时点或许还会提前,有望本周落地。

信达证券指出,在今年以旧换新、家电回收等多重政策或进一步激发更新需求,空调、冰箱等品类的实际报废率有望得到提升,改善型需求有望同时拉动企业的收入和利润增长。海信家电2023年财报显示,公司去年实现营收856亿,同比增长15.5%;归母净利润28.37亿元,同比增长97.73%。

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