The E Fund Consumer Industry Quarterly Report is out! Xiao Nan: Increase allocation in essential goods and high-growth segments.

Zhitong Finance APP learned that recently, the fourth quarter report of E-Fund's Consumer Industry managed by Xiao Nan and Wang Yuanchun has been disclosed.

Zhitong Finance03:27 ET

Home Appliances stocks started strong, HAIER SMARTHOME (06690) rose by 4.31%. Institutions anticipate that this year may become the year with the highest intensity of subsidies for Consumer products.

Jinwu Finance News | Home Appliances stocks are strong at the beginning of trading. As of the time of writing, Quan Feng Holdings (02285) is up 8.56%, HAIER SMARTHOME (06690) is up 4.31%, Midea Group Co., Ltd (00300) is up 3.59%, and HISENSE HA (00921) is up 2.21%. On the news front, on January 15, the General Office of the Ministry of Commerce and three other departments issued a notice regarding the implementation of the home appliance replacement program for 2025. The notice clarified the range of home appliances eligible for subsidies and the specific subsidy amounts. Among them, personal Consumers who purchase refrigerators, Washing Machines, Televisions, and other 12 types of home appliance products that meet level 2 or higher energy efficiency or water efficiency standards will receive subsidies.

Jingu Financial NewsJan 19 20:41 ET

The three major Hong Kong stock indices all strengthened, with the Autos and Home Appliances benefiting from market bullish support.

① Recently, the Hong Kong stock market has continued to rebound. Has the situation of Short Sell improved? ② After the official implementation of the home appliance subsidy policy, how do Institutions view the future performance of the home appliance Industry?

cls.cnJan 16 03:47 ET

Hong Kong stocks are experiencing fluctuations | Home Appliances stocks rose broadly in the morning as the Ministry of Commerce issued relevant notices for the old-for-new home appliances policy, and the Consumer potential is expected to continue to be re

Home Appliances stocks rose across the board in the morning session. As of the time of reporting, TCL ELECTRONICS (01070) increased by 6.88%, priced at 6.21 HKD; HISENSE HA (00921) rose by 3%, priced at 27.5 HKD; HAIER SMARTHOME (06690) increased by 1.42%, priced at 25 HKD.

Zhitong FinanceJan 15 21:38 ET

Hong Kong stock Concept tracking | The old-for-new home appliances policy continues, and retail for home appliances is expected to see both volume and price rise in 2025 (including Concept stocks).

HAITONG INT'L believes that retail sales in the home appliance sector are expected to experience both volume and price increases in 2025. The leading companies' domestic sales income is likely to achieve steady growth, with the average selling price of home appliances significantly increasing due to the trade-in program, and profit margins for home appliance companies are anticipated to improve.

Zhitong FinanceJan 15 18:36 ET

Midea Group Co., Ltd (00300.HK) received a Shareholding of 1.3544 million shares from JPMorgan.

On January 16, according to the latest equity disclosure information from the Hong Kong Stock Exchange, on January 10, 2025, Midea Group Co., Ltd (00300.HK) was increased by JPMORGANCHASECO with a purchase of 1.3544 million shares at an average price of 77.9128 Hong Kong dollars per share, involving approximately 0.106 billion Hong Kong dollars. After the shareholding, JPMORGANCHASECO's latest holding of shares amounts to 32,899,603 shares, with the holding ratio increasing from 4.84% to 5.05%.

Gelonghui FinanceJan 15 18:03 ET