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凭借着多年来稳健的业绩增长,家电行业被市场认为是防御性板块的代表,在居民消费水平不断提升的背景下,家电行业整体业绩也维持稳定增长,相关概念股也迎来布局时间窗。今年以来,家用电器指数表现强势,以17.79%的累计涨幅摘得上半年涨幅榜冠军。券商人士认为,近期家电板块相对走势依然强劲,但更多是防御价值的体现,交易上体现为抱团效应。展望后市,家电依然是消费板块估值最低的,业绩稳定性、可持续性较高,优势显著。
With steady growth in performance over the years, the home appliance industry is regarded as a defensive sector by the market. Against the background of rising consumer spending, the overall performance of the household appliance industry also maintained steady growth. Relevant stocks also welcomed the layout of the window of time. This year, the household appliances index strong performance, with 17.79% of the cumulative gains or gains in the first half list champion. Brokers believe that the relative trend of the household appliances sector is still strong, but more is the embodiment of defensive value, reflected in the transaction Baotuan effect. Looking to the market outlook, home appliances is still the lowest valuation of consumer segments, performance stability, high sustainability, significant advantages.