Huafu Securities: What is the logic behind the boom in home appliance exports? How long can I watch it?

The Zhitong Finance App learned that Huafu Securities released a research report saying that with the elimination of durable goods retail inventories, mainly in the US market, there are signs of recovery in US real estate, and the white electricity and tool categories are expected to benefit; at the same time, the Paris Olympics will open in July, which is expected to drive demand for black electricity. From a long-term perspective, categories such as robot vacuum cleaners and televisions have now gained a certain market share overseas with their respective advantages, and white electric faucets are also gradually promoting independent brands to go overseas through the idea of “localization”, which is expected to improve the profitability and certainty of the export business in the long term. Benefit bonus style

Zhitong Finance02:37 ET

CITIC Construction Investment: Has Baidian's long-term pricing logic changed?

Benchmarking overseas, with the transformation of the valuation system of mature consumer goods companies to a PB-ROE framework, there is still room for improvement in the valuation of the home appliance sector.

Zhitong FinanceApr 24 01:56 ET

An overlooked dark horse racetrack

Why the surge?

Gelonghui FinanceApr 23 06:51 ET

League of Nations Securities: A white power leader that looks at export sentiment based on regional fragmentation, continues to focus on steady operation

Domestic sales are resilient, policy-side or flexible under the support of renewal; in the short term, export sales are driven by the recovery in Europe and the US and the boom in emerging markets, or continue to surpass past performance, and the brand's overseas expansion is full of highlights. The focus is on recommending white electric faucets with excellent quality and steady operation.

Zhitong FinanceApr 22 02:32 ET

Zheshang Securities: How do you view the valuation differences between Chinese white electronics giants and overseas leaders?

The Zhitong Finance App learned that Zheshang Securities released a research report saying that the high and stable ROE of white electricity is worth a higher valuation, and the factors that suppress valuation compared to overseas leaders may be resolved in the future. 1) Home appliance companies actively expand their own brands overseas, and future capital expenditure depends on future market share leadership in the local market; 2) Although demand and competition in the air conditioning industry are cyclically disrupted, in the medium to long term, the standard attributes of air conditioners themselves and the bargaining power of leaders in the industrial chain make the industry pattern stable for a long time; 3) Under the economic growth cycle, investors' requirements for certainty increase, and the market moves towards deterministic pricing

Zhitong FinanceApr 22 01:59 ET

Do Haier Smart Home's (SHSE:600690) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. Unfortun

Simply Wall StApr 18 00:53 ET