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家用电器板块业绩增长支撑股价走强
2017-08-26 13:10:50 中国经济网
中证网综合报道,据同花顺数据统计,截至昨日,在沪深两市已披露中报的公司中,共有559家上市公司2015年、2016年、2017年连续三年中报营业收入实现同比增长。
从上述559家公司所属行业来看,家用电器、计算机、医药生物、汽车等四大行业2015年、2016年、2017年连续三年中报营业收入实现同比增长公司占行业内已披露今年中报公司家数比例居前均超过40%,分别为:50.00%、44.96%、42.42%、40.23%。
家用电器行业方面,截至昨日,在38家已披露今年中报的家用电器行业上市公司中,有19家公司2015年、2016年、2017年连续三年中报营业收入实现同比增长,占比50%。其中,乐金健康和天际股份2017年中报营业收入同比翻倍,增幅均在100%以上,浙江美大、立霸股份、金莱特、小天鹅A、老板电器、天银机电、美菱电器、奋达科技、德奥通航等公司2017年中报营业收入同比增幅在20%以上。
首创证券表示,大部分公司半年报业绩表现突出,家电行业基本面向好。但近期受汇率上涨带来的汇兑损益负贡献以及铜铝价格快速反弹影响,板块业绩展望边际承压,使行业指数有所回落。造成业绩预期波动的汇兑和原料价格波动都是短期干扰因子,不会改变家电白马股的长期成长逻辑,继续建议增持家电板块。
同样建议增持家电板块的机构还有国泰君安证券,其认为,影响家用电器行业基本面走势的多个因素都已逐步被市场认知和接受,2017年中报盈利环比一季度加速增长已成为共识,行业利润增长的确定性和持续性对估值提升形成了强力支撑,重点推荐:青岛海尔、美的集团、格力电器、三花智控、苏泊尔、老板电器、新宝股份、飞科电器、莱克电气等。
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