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Market Chatter: Chianese TV Makers Tapping Into DeepSeek AI
Is Weakness In Hisense Home Appliances Group Co., Ltd. (SZSE:000921) Stock A Sign That The Market Could Be Wrong Given Its Strong Financial Prospects?
China Securities Co.,Ltd.: The valuation of the home appliance Sector is being systematically raised, with changes in pricing power seen from the perspective of funding.
Incremental capital is more focused on characteristics such as high dividends, low valuations, and strong moats in the home appliance sector, and the longer holding period exceeds previous expectations. The injection of long-term capital is expected to help raise the valuation of the home appliance sector systematically.
Hong Kong stock Concept tracking | Subsidies for trade-ins extend to certain Small Appliances categories, and the export prosperity of Small Appliances categories continues (with associated concept stocks).
The Small Appliances Sector has experienced sufficient adjustments, and it is expected that the domestic sales outlook and fundamentals within the Industry will likely reverse by 2025.
Galaxy Securities: The policy signals from local two sessions are positive and are expected to boost demand for non-ferrous metals.
Galaxy Securities stated that accelerated investment in Infrastructure, the continued trade-in of consumer goods, and the stabilization of the Real Estate market will drive an increase in demand for Copper, Aluminum, and other Nonferrous Metals, supporting the rise in prices of Nonferrous Metals Commodities.
[Brokerage Focus] CITIC SEC expects that the domestic sales outlook and fundamentals of the Small Appliances Sector will likely reverse this year.
Jinwu Finance News | CITIC SEC's Research Report indicates that in 2024, the Large Cap of the Small Appliances Industry experienced a year of pressure on domestic sales followed by stabilization, while external sales continued to show steady growth. However, players within the industry generally faced performance pressure due to pricing challenges. Looking ahead to 2025, the National Development and Reform Commission's "increased support for the expansion" of subsidies for replacing old products will apply to certain Small Appliances categories; the demand from Emerging Markets is expected to maintain strong growth. Considering that the Small Appliances Sector has sufficiently corrected, it is anticipated that domestic sales expectations and fundamentals within the industry may reverse in 2025, while external sales will likely continue to be strong, and the larger white goods companies may exhibit more resilience. Additionally, the recent WeChat "gift giving" trend serves as a catalyst.
