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Is Gree Electric Appliances, Inc. of Zhuhai's (SZSE:000651) Stock's Recent Performance A Reflection Of Its Financial Health?
swhy: The old-for-new policy is expected to last at least until 2025, with a focus on the marginal pull effect in categories such as white goods and clean appliances.
According to the calculations, this round of policies is expected to last at least until 2025, with a sales growth effect of more than 15%.
Guotou Securities: The overseas market for home appliances in the Middle East is vast, and the demand for large appliances has significant potential.
The Middle East has a large population, strong economic development vitality, and a hot and dry climate, indicating significant potential for demand in major household appliances, with especially wide demand for air conditioners.
China Merchants: Trump's plan to impose tariffs should not cause excessive concern in the household appliance industry. The USA is more dependent on China.
Black electronics tcl electronics expanded their capacity to nearly 10 million units in the Vietnamese factory after 2019, enough to cover the demand in North America.
Guosen: In December, the production of white goods increased by over 20%, and the effectiveness of the home appliance replacement program is significant.
The production growth rate of white goods in December continues to improve, with both domestic and export markets remaining prosperous; significant results have been achieved in the exchange of old for new, and the policy is expected to continue in 2025.
Guolian Securities: Domestic air conditioner shipments in October saw a significant increase, while exports are also on the rise.
In October, the domestic sales of household air conditioners increased significantly, entering the peak season for deliveries in the new cooling year; the channel's inventory depletion has ended, sales are improving, and restocking flexibility is anticipated.
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