家用电器板块走强 惠而浦、海信家电涨超7%
格隆汇3月31日丨家用电器板块走强,惠而浦、海信家电涨超7%,苏泊尔、九阳股份、三星新材等涨超3%,小熊电器、美的集团、海尔智家等跟涨。中泰证券称,白电具备必须消费品属性,疫情结束后有望出现补偿性消费,同时短期疫情冲击不改变白电长期的稳定格局;小家电线上销售占比高,疫情冲击较小,同时居民疫情期间宅家将拉动小家电需求。国泰君安家电团队发文称,疫情期间厨房成为“主战场”,不少人在朋友圈展开美食社交的同时,也顺手将面粉和各式各样的破壁机、电饼铛和空气炸锅,推上了和口罩、酒精并列的电商热销王座。二季度随着经济恢复,预计小家电在线上数据继续造好的基础上,线下也将迎来恢复性增长。小家电的一枝独秀,大概率将在二季度升级为行业共振,尤其是厨电。
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