截至2026年1月29日 09:59，中证家居家电指数(931241)强势上涨1.02%，成分股太力科技上涨5.49%，尚品宅配上涨4.22%，匠心家居上涨3.48%，顾家 家居，华瓷股份等个股跟涨。家居家电ETF(515730)上涨1.14%。 券商普遍认为，2026年家电板块基本面预期边际向上，国补续期支撑内需，海外降息与贸易摩擦缓和利好出口，板块估值处于历史低位，兼具稳健增 长与高分红特性，配置价值凸显。 政策持续加力提振消费，内需景气提升、外需韧性充足、智能化潜力大三重逻辑提振家居家电行业。全市场首只家居家电ETF（515730）跟踪中证家 居家电指数，成分股囊括美的集团、格力电器、顾家家居、三花智控、海尔智家等龙头企业，覆盖多消费场景，投资"智慧生活生态"。 注：家居家电ETF（515730）成立日期为2025/11/14，早于同类产品，家居家电ETF同类指追踪中证家居家电指数的所有ETF基金。 基金有风险，投资需谨慎。本文所包含的分析基于各种假设，不同假设可能导致分析结果出现重大不同。在任何情况下，本文中的信息或所表述的意 见并不构成对任何人的投资建议。 以上内容与数据，与有连云立场无关，不构成投 ...

Core Viewpoint - The Shenzhen Municipal Market Supervision Administration and four other departments have issued the "Shenzhen Three-Year Action Plan for Optimizing the Consumption Environment (2026-2028)", focusing on promoting home consumption and enhancing the smart home industry ecosystem [1] Group 1: Smart Home Industry Development - The plan emphasizes the development of a smart home consumption experience center and the construction of a "big home" ecosystem [1] - It encourages smart home companies to accelerate the adaptation of domestic operating systems and chips, promoting the integration of various products such as furniture, televisions, audio-visual entertainment, locks, kitchenware, lighting, vacuum robots, and fitness equipment with AI [1] - The initiative aims to create "flagship products" in the smart home sector [1] Group 2: Home Renovation and Consumer Activities - The plan promotes the "renewal" of home decoration products and includes activities such as home consumption seasons, home textile consumption festivals, and home decoration consumption festivals to stimulate consumer spending [1] - It encourages renovations of old houses, partial modifications, and home adaptations for the elderly [1] Group 3: Integration and Display - The plan advocates for the deep integration of "open-source Harmony + whole-house intelligence" and the establishment of smart home display areas [1] - The goal is to create a human-centered smart living space [1]