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Guosen Investment Strategy for the Home Appliance Industry in 2025: Many regions across the country are implementing the home appliance trade-in policy. Bullish on the continuous release of demand for home appliance upgrades.
The old-for-new replacement policy will continue in 2025, expected to sustain the release of demand for home appliance upgrades, driving growth in the home appliance industry.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
A Look At The Fair Value Of Hangzhou Robam Appliances Co., Ltd. (SZSE:002508)
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.
Hangzhou Robam Appliances Co., Ltd.'s (SZSE:002508) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
gtja: Clear stimulus effect with the combination of trade-in for singles' day sales, Q4 home appliances are expected to see a turning point.
According to data from the Ministry of Commerce, in early November, the sales of major home appliances by key monitored retail enterprises increased by 45% year-on-year; as of November 11, 21.608 million consumers purchased 32.719 million units of 8 major categories of home appliances.
Investors in Hangzhou Robam Appliances (SZSE:002508) Have Unfortunately Lost 33% Over the Last Three Years
