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家电线上回暖叠加以旧换新预期 海尔智家海信视像受益

2026-09-07 12:25:39来源：中财网  


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CFi.CN讯：数据显示，奥维W35周度数据中，传统大家电线上销售明显改善：冰箱、空调、洗衣机销量由负转正，分别增长11%、10%、9%，仅彩电承压。清洁电器则同步走弱，扫地机器人和洗地机线上销量均转为双位数下滑。原材料方面，铝、塑料、原油价格环比显著上涨，铜价高位持稳，成本压力短期上行。

近期机构研报指出，行业呈现结构性机会——线上渠道修复 产品结构升级驱动龙头盈利弹性。研报认为，海尔智家、海信视像凭借线下渠道韧性与高端化布局，在成本上行周期中更易通过提价和产品组合优化对冲压力。研报指出，视源股份、海信视像因显示产业链景气上行获增持评级；石头科技、科沃斯等虽短期承压，但H2随以旧换新政策落地及旺季备货，盈利有望逐季改善。研报强调，板块全年节奏前低后高，Q2起修复信号渐明。

关键词： 商业频道 快讯

责任编辑：hnmd003

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