港股概念追踪|金融政策支持以旧换新机构看好家电板块估值提升（附概念股）_老虎社区_美港股上老虎

港股概念追踪|金融政策支持以旧换新机构看好家电板块估值提升（附概念股）

智通财经2024-11-21

相关数据显示，以旧换新政策出台8个月，8类家电产品品种同比增长79%。今年以来，在一系列政策推动下，金融支持消费品以旧换新不断提速。家电以旧换新、汽车消费等场景，是金融支持发力的重点。中国银河证券研报指出，家电行业国资控股主板上市公司数量达14家，贡献行业14%的营业收入，其中不乏有具备一定竞争力和规模效应的中大型企业，其业务布局的拓展、经营质效的优化、全球竞争力的提升对于对家电行业稳定、健康、可...

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