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[Broker Focus] Cathay Pacific Junan says continued relaxation of real estate policies is expected to boost the performance and valuation of the home appliance sector
Jinwu Financial News | Guotai Junan said that since April 30, several core cities have relaxed housing purchase restrictions, and it is expected that the rest of the regions will follow suit at an accelerated pace. In the home appliance sector, sales in some categories are strongly correlated with real estate sales and completion data, and continued relaxation of real estate policies is expected to drive up the performance and valuation of the home appliance sector. Looking ahead to 2024, the bank expects the valuation of the kitchen appliance sector to continue to rise as accounts receivable risks generated by the real estate side are gradually resolved, and driven by consumer stimulus policies such as trade-in. According to the bank, although the overall completion growth rate has slowed down, it has put a certain amount of pressure on subsequent sales of home appliances,
Haier Smart Home Updates Employee Stock Plan
Haier Smart Home (06690): Cancellation of a total of 3917.61.64 million A-share options completed
Haier Smart Home (06690) issued an announcement. On April 29, 2024, Haier Smart Home Co., Ltd. held the...
Changes in Hong Kong stocks | Hisense Home Appliances (00921) rose more than 4%, leading the way home appliance stocks saw a surge in home appliance exports in April, and traded in for two-wheel drives
The Zhitong Finance App learned that home appliance stocks generally rose. As of press release, Hisense Home Appliances (00921) rose 4.24% to HK$36.9; TCL Electronics (01070) rose 4% to HK$5.72; and Haier Smart Home (06690) rose 2.79% to HK$29.5. According to the news, looking at the home appliance industry, in April, China's air conditioning exports increased 15.56% and 7.48% year on year, respectively. The export volume of refrigerators (including freezers) increased 20.85% and 17.87% year on year, respectively, and the export volume of washing machines (including dryers) increased 16.5 year on year, respectively
Open Source Securities: It is expected that Stone Technology (688169.SH) 618 will perform well, and I am optimistic about the inflection point and profit increase in Q2, the leading two-wheeler company
From a short-term perspective, demand for two-wheelers suppressed by national inspection and rain and snow in the early stages is expected to be gradually released in 2024Q2. The superimposed product structure will continue to be upgraded, and we are optimistic about the inflection point of the 2024Q2 leading revenue and profit increase.
Societe Generale Securities: There is plenty of room for growth in the overseas home appliance market, and domestic home appliance companies continue to grow their own overseas brands
Currently, the total scale of the world's major household appliances categories exceeds 600 billion US dollars. The overall overseas growth rate is faster than domestic, and the industry space is vast.
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