4月国补下家电行业大爆发

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

4月国补下家电行业大爆发

2025-05-21 15:26:42 来源：雪球小资责任编辑：管理员

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4月消费数据出炉，家电整体4月双线零售规模实现同比增长，环比一季度有所好转。奥维云网监测数据显示,1至4月中国家电线上市场（不含3C）零售额、零售量分别同比增长9.1%和1.2%，线下零售额、零售量分别同比增长14.8%和4.5%，双线市场均实现量额双增。

4月份仍保持线上、线下量额‘双线’双增向上态势，主要原因是受益于各地家电以旧换新、家装厨卫焕新和手机3C数码购新补贴产品和网点持续扩围，国补力度不减，热度持续影响，同时,也是内需市场消费环境持续优化，消费信心不断增强以及消费结构加速升级的显著体现，是多措并举提振消费，一系列政策组合拳取得显著成效的鲜明例证。

自2025年1月1日至12月31日，个人消费者购买电视机(含投影仪)、冰箱(含冰柜)、空调(含中央空调)、洗衣机(含干衣机)、家用灶具(含集成灶)、吸油烟机、电脑、热水器(含壁挂炉)、洗碗机、净水器、微波炉、电饭煲等12类家电产品享受补贴。每名消费者每类产品可补贴1件，空调每人可补贴3件。每件商品补贴不超过2000元。

我们看家电企业一季度业绩表现都不错，看国家公布的四月份数据，家电企业二季度业绩大概率没问题，如果五月份和六月份天气热，那么可能家电龙头企业业绩会是双位数增长。

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4月国补下家电行业大爆发

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