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Haitong Securities: Huge potential in the Southeast Asian consumer electronics market, with the rise of Chinese brands.
The Southeast Asian market has a large population base, the economy is still in a rapid development period, and the home appliance market has great development potential, with Chinese brands thriving.
Detailed rules to support multiple regions! Hong Kong stocks' household appliances sector is strengthening again, institutions say that policy effectiveness is expected to be realized from September.
① What changes are expected in the market as the detailed rules of the "old-for-new" policy are implemented in multiple regions? ② The Hong Kong stock market's household appliance sector has once again shown strength. How do institutions view the future market conditions?
Provinces and cities are actively introducing policies to encourage the replacement of old furniture with new ones. Stocks of home appliances are rising collectively, with Haier SmartHome (06690) rising by 4.09%.
Jingu Finance | Home appliance stocks rise collectively, haier smarthome (06690) up 4.09%, tcl electronics (01070) up 3.56%, hisense ha (00921) up 2.19%, skyworth group (00751) up 1.53%, vesync (02148) up 1.02%. On the news front, CICC Securities said that from August to September, various provinces and municipalities have actively introduced policies for the renovation of old homes in the home furnishing sector. Compared to before, the policies introduced by various provinces and municipalities this round are more practical, 1) With regard to the amount, specific provisions have been made, and the subsidy ratio is generally limited to about 15% of the sales price, per unit product.
Hong Kong stocks rose in early trading, with home appliance stocks continuing to rise. Local governments have successively announced the details of the subsidies for replacing old appliances with new ones, and the export volume and value of home appliance
Home appliances stocks continued to rise in early trading. As of the time of publication, Hisense HA (00921) rose by 3.41% to HK$21.2; Haier Smarthome (06690) rose by 3.87% to HK$24.15; Skyworth Group (00751) rose by 1.15% to HK$2.64.
Hong Kong stocks closed (09.11) | The Hang Seng Index fell 0.73%. Lithium mining stocks and pharmaceutical stocks rebounded strongly. Topsports (06110) plummeted 16% after issuing a profit warning.
The market is waiting for the release of the US CPI inflation data for August tonight. Hong Kong's three major stock indexes opened under pressure and fell collectively, with the Hang Seng Index and the H-share Index hitting new lows. The Hang Seng Index rebounded and turned higher in the afternoon, after falling nearly 1% earlier.
Counterpoint Research: The global television shipment reached 56 million units in the second quarter, an increase of 3% year-on-year.
The latest global television tracking report released jointly by Counterpoint Research and DSCC.
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