智通财经1月2日讯（编辑 胡家荣）2026年首个交易日，港股市场迎来"开门红"。三大指数全日震荡上行，其中恒生科技指数表现尤为亮眼，涨幅超4%。 截至收盘，恒生指数涨2.76%，报26338.47点；科技指数涨4%，报5736.44点；国企指数涨2.86%，报9168.99点。 注：恒生指数的表现 注：恒生科技指数的表现 事实上，2026年港股开年首日的强势表现，既是对2025年结构性牛市的延续，也预示着新一年投资主线的清晰轮廓——以半导体、AI、智能硬件为代表的 硬科技，与以家电、汽车为代表的政策驱动型消费，有望成为贯穿全年的两大核心赛道。 今日市场 从行业表现看，半导体、互联网科技、家电、汽车及商业航天相关个股成为当日领涨主力。 半导体板块股崛起 并购+国产化双轮驱动 截至收盘，华虹半导体(01347.HK)涨9.42%、中芯国际(00981.HK)涨5.11%、晶门半导体(02878.HK)涨3.53%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ◆ | | --- | --- | --- | --- | --- | | 01347 | 表可未营体 | 81.300 | +7.000 | ...

Group 1 - Home appliance stocks have risen across the board, with significant increases in companies such as Skyworth Group (up 10.45% to HKD 5.18), Midea Group (up 5% to HKD 89.2), Haier Smart Home (up 4.2% to HKD 25.3), and Hisense Home Appliances (up 2.33% to HKD 23.72) [1] - The National Development and Reform Commission and the Ministry of Finance announced a new policy on December 30, 2026, regarding large-scale equipment updates and the replacement of consumer goods [1] - Dongfang Securities anticipates that domestic sales pressure will improve in the first quarter of 2026 as national subsidy funds become available, and that the industry will gradually enter a post-subsidy era [1] - Guotou Securities forecasts that the continuation of the old-for-new policy will support domestic appliance consumption, benefiting companies with advantages in R&D, distribution, and branding [1] - The easing of the US-China trade conflict is expected to reduce tariff pressures, allowing home appliance companies to gradually release global production capacity and continue to gain incremental contributions from emerging markets [1]

Group 1 - The Hong Kong home appliance stocks experienced a significant increase, with major companies showing notable gains [1] - Skyworth Group (00751.HK) rose by 10.45%, reaching HKD 5.18 [1] - Midea Group (00300.HK) increased by 5%, trading at HKD 89.2 [1] - Haier Smart Home (06690.HK) saw a rise of 4.2%, priced at HKD 25.3 [1] - Hisense Home Appliances (00921.HK) grew by 2.33%, with a price of HKD 23.72 [1]

Group 1 - Home appliance stocks experienced a significant increase, with Skyworth Group rising by 10.45% to HKD 5.18, Midea Group increasing by 5% to HKD 89.2, Haier Smart Home up by 4.2% to HKD 25.3, and Hisense Home Appliances gaining 2.33% to HKD 23.72 [1] - The National Development and Reform Commission and the Ministry of Finance jointly issued a notice on December 30 regarding the implementation of large-scale equipment updates and the replacement of consumer goods by 2026, which is expected to positively impact the home appliance sector [1] - Dongfang Securities anticipates that the domestic sales pressure will improve in the first quarter of 2026 as national subsidy funds become available, and the industry will gradually enter a post-subsidy era [1] - Guotou Securities forecasts that the home appliance replacement policy will continue into 2026, with optimized support scope, subsidy standards, and implementation mechanisms, benefiting companies with R&D, channel, and brand advantages [1] - The easing of the US-China trade conflict is expected to reduce tariff pressures, allowing home appliance companies to gradually release global production capacity, with emerging markets contributing to incremental growth [1]

Group 1 - Home appliance stocks experienced a significant rise, with Skyworth Group increasing by 10.45% to HKD 5.18, Midea Group rising by 5% to HKD 89.2, Haier Smart Home up by 4.2% to HKD 25.3, and Hisense Home Appliances gaining 2.33% to HKD 23.72 [1] - The National Development and Reform Commission and the Ministry of Finance jointly issued a notice on December 30 regarding the implementation of large-scale equipment updates and the old-for-new policy for consumer goods in 2026 [1] - Dongfang Securities anticipates that the domestic sales pressure will improve in the first quarter of 2026 with the arrival of national subsidy funds, and the industry will gradually enter a post-subsidy era [1] - Guotou Securities forecasts that the old-for-new policy for home appliances will continue in 2026, with optimized support scope, subsidy standards, and implementation mechanisms, leading to steady domestic home appliance consumption [1] - Companies with advantages in research and development, distribution, and branding in both white goods and black goods sectors are expected to benefit more from the new policy [1] - The easing of the China-U.S. trade conflict is expected to reduce tariff pressures, and home appliance companies are gradually releasing global production capacity, with emerging markets contributing incremental growth [1]

西锐(02507)再涨超8%，美国将先进空中交通列为国家战略，西锐美国市场深耕多年。 创维集团(00751)再涨近10%，创维光伏意大利10MW分布式光伏电站项目正式签约。 理想汽车-W(02015)涨超5%，累计交付量突破150万，据报公司产品线将调整。 壁仞科技(06082)首挂上市，早盘高开82.14%，午盘涨72%。公司聚焦自研GPGPU芯片及智能算力解决 方案。 智通财经APP获悉，2026开年股市第一天，港股恒生指数涨2.18%，涨559点，报26189点；恒生科技指 数涨3.38%；港股早盘成交768亿港元。 蓝箭航天科创板IPO获受理，商业航天领域资本化进程提速。商业航天板块大涨，金风科技（02208） 涨超17%；亚太卫星（01045）涨超32%；航天控股（00031）涨超18%；中航科工（02357）涨4%。 华虹半导体(01347)拉升逾10%，拟斥资82.7亿元人民币收购华力微电子股权。 机器人概念继续走高。近期产业链交流频繁，市场预热特斯拉Optimus发包。力劲科技(00558)涨超6%； 三花智控(02050)涨6.37%；德昌电机控股(00179)涨4.1%。 百度集团-SW( ...

1月2日， 再涨超7%，截至发稿，涨7.46%，报5.04港元，成交额1553.65万港元。 消息面上，近日，创维光伏海外市场再传佳音——位于意大利阿布鲁佐奥克拉的10MW分布式光伏电站项目正式签约，标志着该项目进入实质性建设阶段。 除此之外，创维光伏已在欧洲市场取得积极进展，包括在法国波尔多成功签约10MW光伏项目，逐步构建起覆盖欧洲重点区域的清洁能源网络。 值得注意的是，2026年家电以旧换新政策近日出台。国投证券指出，2026年补贴政策聚焦白电、彩电等品类，补贴资金重点投向高能效产品，且强调支持线 下实体零售。该行认为，新政策有望推动家电行业向着高端化、智能化、绿色化升级，带动产品结构优化，具有研发、渠道和品牌优势的大家电企业将更受 益于补贴政策。 编辑/KOKO ...

（文章来源：每日经济新闻） 每经AI快讯，创维集团(00751.HK)再涨近8%，截至发稿，涨7.68%，报5.05港元，成交额1044.26万港 元。 ...

Group 1 - The 2026 appliance replacement policy will provide subsidies for consumers purchasing energy-efficient home appliances, with a subsidy of 15% of the product price, capped at 1,500 yuan per item [1] - The first batch of subsidies for the 2026 policy amounts to 62.5 billion yuan, which is lower than the 2025 plan, and the eligible appliance categories are fewer [1] - Citigroup believes the new policy will boost consumer sentiment despite the limited overall impact on e-commerce platforms due to high baseline effects and smaller subsidy scale [1] Group 2 - The 2026 policy is expected to stimulate domestic appliance sales and improve product structure, benefiting companies with R&D, channel, and brand advantages in the white and black goods sectors [2] - The easing of US-China trade tensions may reduce tariff pressures, allowing home appliance companies to gradually release global production capacity and gain incremental contributions from emerging markets [2] - The new policy is anticipated to drive the home appliance industry towards high-end, intelligent, and green upgrades, favoring large appliance companies with competitive advantages [2] Group 3 - Related Hong Kong-listed companies in the home appliance industry include Midea Group, Haier Smart Home, Hisense Home Appliances, TCL Electronics, Skyworth Group, and Xiaomi Group [3]

Group 1 - The Chinese government has announced a new policy for 2026 to support the replacement of old appliances and consumer goods, providing a subsidy of 15% of the product price for eligible energy-efficient appliances, with a maximum subsidy of 1,500 yuan per item [1][2] - The first batch of funding for this policy amounts to 62.5 billion yuan, aimed at stimulating consumer sentiment despite a smaller subsidy scale compared to 2025 [1][2] - The policy is expected to benefit e-commerce platforms, although the overall impact may be limited due to high baseline effects and reduced subsidy amounts [1][2] Group 2 - The 2026 policy focuses on high-efficiency products, with a narrower scope and lower subsidy rates compared to 2025, which aligns with market expectations and is anticipated to improve domestic appliance sales [2] - Companies with advantages in research, distribution, and branding in the white and black goods sectors are expected to benefit more from the new policy [2] - The policy is likely to drive the home appliance industry towards higher-end, smart, and green upgrades, optimizing product structures [2] Group 3 - Relevant Hong Kong-listed companies in the home appliance supply chain include Midea Group, Haier Smart Home, Hisense Home Appliances, TCL Electronics, Skyworth Group, and Xiaomi Group [3]