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GTJA: It is expected that the demand for home appliances will remain stable as the main theme in 2025.
Looking ahead to 2025, the expectation is that the demand for white goods will remain steady as the main theme. Based on multiple assumptions, an Algo determination has been given: the old-for-new program and national subsidies are sufficient to support stable domestic demand, and there is no need to excessively worry about tariff risks in overseas markets. The incremental growth in Emerging Markets is ample.
SWHY's investment strategy for the home appliance Industry in 2025: Internal and external resonance, prosperity upturn in 2025.
The demand in the home appliance Industry has significantly improved, valuations have rebounded from the bottom, the Sector's valuations have been significantly repaired, and it still offers a high cost-performance ratio for allocation.
Market Chatter: Hong Kong Climbs Back to Top 10 IPO Venues Worldwide With $11 Billion Raised in 2024
Hong Kong stocks are moving differently | Home Appliances stocks rise against the trend as multiple regions announce the continuation of the trade-in policy. Institutions indicate that national subsidies are expected to release upgrade demand.
Home Appliances stocks rose against the trend in the early session. As of the time of writing, HISENSE HA (00921) is up 5.3% at 25.85 HKD; QIDIAN GUOFENG (01280) is up 2.79% at 2.58 HKD; Midea Group Co., Ltd (00300) is up 1.26% at 76.5 HKD;泉峰控股 (02285) is up 0.46% at 17.52 HKD.
Hong Kong stocks movement | Midea Group Co., Ltd (00300) rose more than 3% in the early session, planning to establish a Market Cap management system. The company is expected to continue benefiting from the trade-in policy.
Midea Group Co., Ltd (00300) rose over 3% in the early session. As of the time of writing, it has increased by 2.74%, priced at 74.4 Hong Kong dollars, with a transaction volume of 0.144 billion Hong Kong dollars.
Express News | JPMorgan Chase & Co's Long Position in H-Shares of Midea Group Decreases to 9.02% on Dec 23 From 9.55% - HKEX