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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?
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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.
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