Jinwu News | Haier Smarthome (06690) is showing strong volatility, with a 3.06% increase as of the time of writing, reaching HK$23.6, with a turnover of HK$0.197 billion.
On the news front, Guolian Securities believes that household appliances have both high odds and high win rates, with the core logic being: 1) Domestic sales have policies, and the current round of 'trade-in for new' policy may fundamentally solve the 'money' problem, and the scale and subsidy intensity exceed the 'home appliances to the countryside' policy. The policy is still being implemented, and some provinces have started to promote it. It is expected to be fully implemented by the end of August or September, and the bank believes that there will be more positive feedback from the terminal at that time; 2) Overseas sales are likely to surpass the central value, with strong emerging markets, weak recovery in Europe and America, low inventory, and entering an interest rate reduction cycle. 3) The valuation is still in the historical bottom range, and usually under the conditions of 'not high valuation + certain performance', entering the later stage will have a good market.