港股异动 | 创维集团(00751)涨超6% 多地鼓励家电等消费品以旧换新 低基数效应下家电出口订单高增
创维集团(00751)涨超6%，截止发稿涨6.17%，报3.27港元，成交额2035万港元。
消息面上，此前商务部等14部门日前联合发布《推动消费品以旧换新行动方案》后，广东、湖南、山东等多地也出台政策鼓励家电等消费品以旧换新，一些消费者的热情已经被点燃，美的集团、海尔智家等企业相继推出相关举措，积极寻求在这一轮家电以旧换新中的机会。与此同时，家电企业也十分关注旧家电的回收，力争做好废旧家电绿色循环利用工作。
国泰君安近期发布研报表示，据海外总署数据，2024年1~2月，家电整体出口销额/销量/同比+20.8%/+38.6%，超过中国整体出口销额增速(+7.1%)，受益于补库和终端需求回暖，低基数效应下家电出口订单高增，相关出口公司也相对受益。短期出口订单景气较好，长期出海趋势确立。短周期维度，受益于渠道补库存和部分地区终端需求回暖影响，低基数效应下出口类公司Q1业绩有望表现优异。
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