午后兩市(shi)震蕩(dang)回升(sheng)，家用電(dian)器(qi)(qi)板(ban)塊相(xiang)關個股表現出(chu)色，截(jie)至(zhi)發(fa)稿時，板(ban)塊平均上漲(zhang)3.39%。個股方(fang)面，海信(xin)電(dian)器(qi)(qi)、四川長虹漲(zhang)停，蘇泊爾、海信(xin)科龍漲(zhang)超(chao)7%。

消息面上(shang)，人民(min)幣貶值(zhi)預期強烈。今(jin)日人民(min)幣兌美(mei)(mei)元(yuan)中(zhong)間價連續第二天遭調(diao)降(jiang)，調(diao)貶35個基(ji)點(dian)報6.1370。而銀行間外(wai)匯市場上(shang)人民(min)幣兌美(mei)(mei)元(yuan)即期匯率開盤報6.2525，貶值(zhi)60個基(ji)點(dian)。

業內(nei)人士預計，2015年人民(min)幣匯率最大貶值(zhi)幅度或將達5%左右。我國外貿型(xing)行(xing)業中，占據(ju)重要地位的(de)家電業有望直接受益于人民(min)幣貶值(zhi)。

除此之外，2014 年下半年以(yi)來,以(yi)原油、銅(tong)等為代(dai)表的大宗原材料(liao)價格(ge)持續大幅下跌,給中國家電(dian)制造業成本端釋放了不少(shao)壓力。

家電龍(long)頭(tou)企業,特(te)別(bie)是白電龍(long)頭(tou),由于擁(yong)有終(zhong)(zhong)端定價(jia)權,終(zhong)(zhong)端價(jia)格不(bu)受成(cheng)本下降(jiang)(jiang)影響,不(bu)降(jiang)(jiang)反升,充分(fen)受益(yi)成(cheng)本下降(jiang)(jiang)帶(dai)來的利潤水(shui)平提升。

對于家電(dian)(dian)(dian)(dian)行業(ye)2015年的投資(zi)機會，銀(yin)河證券(quan)日前發布研報稱(cheng)，盡管家電(dian)(dian)(dian)(dian)龍(long)頭(tou)前期股(gu)價有所上漲,但(dan)目前估值水平仍處在(zai)A 股(gu)中較低位置。預計(ji)2015年家電(dian)(dian)(dian)(dian)行業(ye)競爭(zheng)加劇,家電(dian)(dian)(dian)(dian)龍(long)頭(tou)手(shou)握充足現金,競爭(zheng)力強,優勢擴大(da)(da),份額還將(jiang)(jiang)提升(sheng)。同時,銅、石油等大(da)(da)宗原材料(liao)價格持續大(da)(da)幅(fu)下跌,家電(dian)(dian)(dian)(dian)龍(long)頭(tou)擁(yong)有行業(ye)定價權,利潤增長(chang)還將(jiang)(jiang)超越收入增長(chang)。建議關注:藍籌白電(dian)(dian)(dian)(dian)龍(long)頭(tou):格力(國(guo)企改(gai)革預期)、美的(智能(neng)家居、互聯網)、海爾(資(zi)產(chan)整合、智能(neng)家居);配(pei)件龍(long)頭(tou),受益能(neng)效等級提升(sheng)等政策紅利:三(san)花股(gu)份、天銀(yin)機電(dian)(dian)(dian)(dian);廚(chu)電(dian)(dian)(dian)(dian)龍(long)頭(tou):老板電(dian)(dian)(dian)(dian)器、華帝(di)股(gu)份。