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Sinolink Securities: 25 years old industry preferred expected policy beneficiaries direction. It is recommended to focus on new types of tobacco, etc.
Considering the current complex and changing economic situation both domestically and internationally, relying on relevant policy signals in 2025, preferring the expected policy benefits direction, recommending new tobacco > bicycles = domestic sales of home furnishings, focusing on emerging domestic goods, exports & going abroad, and the papermaking sector.
Suofeiya Home Collection Co., Ltd.'s (SZSE:002572) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
Guosen Securities: Light industry operations under pressure in Q3, business climate bottoming out, looking forward to trade-in programs to improve domestic demand.
In Q3 2024, the total revenue of listed companies in the home sector decreased by 2.7% year-on-year, net income attributable to parent company shareholders decreased by 23.5% year-on-year, gross margin decreased by 2.5 percentage points to 31.0%, net margin decreased by 2.0 percentage points to 7.4%.
China Galaxy Securities: "november 11 shopping festival-related" + national subsidy increase again, Q4 home demand is expected to recover.
It is expected that the national subsidy activity will have a positive catalytic effect on the Q4 performance of listed companies.
Suofeiya Home Collection's (SZSE:002572) Solid Earnings May Rest On Weak Foundations
Suofeiya Home Collection Co., Ltd. Just Missed EPS By 23%: Here's What Analysts Think Will Happen Next
Market Cool On Suofeiya Home Collection Co., Ltd.'s (SZSE:002572) Revenues
