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地產(chǎn)負(fù)面因素逐步釋放家電行業(yè)逆勢(shì)走強(qiáng)

發(fā)布時(shí)間：2014-11-15 09:49:00 來(lái)源：中國(guó)證券報(bào) 作者：黃璐責(zé)任編輯：馬巾坷

　　家電板塊早盤(pán)逆勢(shì)走強(qiáng)，青島海爾、TCL集團(tuán)均漲逾2%。對(duì)此，長(zhǎng)江證券認(rèn)為，考慮到家電龍頭業(yè)績(jī)?cè)鏊俅_定及前期在地產(chǎn)負(fù)面因素壓制下其估值已大幅回落，預(yù)計(jì)隨著地產(chǎn)風(fēng)險(xiǎn)因素的釋放，及在高股息率背景下龍頭估值修復(fù)及切換預(yù)期強(qiáng)烈，家電龍頭迎來(lái)估值修復(fù)行情。

　　渤海證券認(rèn)為，家電銷(xiāo)售因本周的“雙十一”而起波瀾，格力天貓旗艦店的開(kāi)張表明龍頭對(duì)電商渠道認(rèn)可度提升。第六個(gè)年頭的“雙十一”活動(dòng)預(yù)計(jì)將使得線上早已布局的家電商單日銷(xiāo)量井噴。目前行業(yè)的相對(duì)估值溢價(jià)率緩慢回升。

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