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Guolian Securities: Domestic appliance sales may be ushering in a turning point. The advantage of "price range + channel" is added.
Driven by the replacement of old for new, domestic appliance sales may be entering a key transition period, with substantial subsidy sales volume and remarkable elasticity in off-peak product categories.
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Guolian: In 2024 Q3, the proportion of heavy holdings in the home appliance sector increased. The leading company in white goods is expected to benefit more from its operation.
The proportion of heavy positions in the household electronics sector in the third quarter of 2024 is ranked as follows: white goods (3.81%), upstream electronics (0.67%), small appliances (0.57%), black appliances (0.22%), lighting (0.12%), and kitchen appliances (0.02%).
Those Who Invested in Yadea Group Holdings (HKG:1585) Five Years Ago Are up 623%
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