家电板块盘中回调，家电ETF（159996）跌超0.5%，机构表示消费或为全年投资主线之一

Group 1 - The U.S. will modify the tariffs imposed on Chinese goods as per Executive Order No. 14257, suspending the initial 24% tariff for 90 days while retaining a 10% tariff [1] - China will reciprocate with corresponding adjustments to its tariffs following the U.S. changes, indicating a potential easing of trade tensions [1] - The recent tariff adjustments are expected to lead to a surge in exports to the U.S. during the 90-day exemption period, resulting in a significant increase in shipping prices [1] Group 2 - The home appliance sector in China is projected to maintain steady growth in domestic sales, supported by government subsidies, while export sales may face challenges due to tariff disruptions [1] - Leading home appliance companies are diversifying their production capacities globally, which helps mitigate risks and maintain strong competitiveness in the global market [1] - The outlook for the home appliance industry remains stable for 2024 and Q1 2025, with expectations of valuation recovery in exports as tariff uncertainties stabilize [1]