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Hong Kong stock concept tracking: 300 billion national debt funds support equipment updates and consumer goods trade-ins. Leading companies in the household appliance sector benefit. (Attached concept shares)
The household appliances industry has clearly benefited from policies, and institutions are focusing on companies with high proportions of domestic sales and white goods.
China International Capital Corporation: Short-term adjustments and long-term comparative advantages help improve the valuation of the home appliance sector.
The global market has broad space, and the domestic appliance leader is globally leading in efficiency, research and development, online channels, and governance mechanisms. The global growth of China's home appliances comes from the increase of existing market share, the market growth driven by the introduction of China's technological innovation products in Europe and America, and the increase in penetration rate of entry-level home appliances in emerging markets.
Hong Kong stock concept tracking | The market is overemphasizing the policy risks faced by the outbound market in the short term. CICC believes that home appliances need not be overly concerned (with a list of concept stocks).
The systematic valuation of home appliance dividend assets is essentially improved by trade cash flow, long-term risk-free interest rate declines, and ROE profit improvement.
Haitong Sec: Mid-to-high-end manufacturing has strong resilience, and the home appliance, autos and machinery industries may perform relatively steadily.
ZhITong Finance APP learned that Haitong Securities released research reports stating that under the disturbance of Sino-US trade relations, home appliances, autos, and machinery may perform relatively steadily thanks to their supply advantages and demand hedging.
Dinghui invested in CDH successfully profitably reduced its share holdings of JS Global Life (01691) by 50.178 million shares in Fenggao
The Zhitong Finance App learned that, according to documents disclosed by the Hong Kong Stock Exchange on May 30, Easy Home Limited sold 50.178,000 shares of JS Global Life (01691) at an average price of HK$1.46 per share on May 28, worth approximately HK$73.2599 million. According to the latest public information, this huge order was sold by Easy Home Limited controlled by CDH (Dinghui Investment), an important shareholder of JS Global. This time, Dinghui can be said to have accurately reduced its holdings and reduced its shareholding ratio to 4.7%. Zhitong Finance
[Broker Focus] Cathay Pacific Junan says continued relaxation of real estate policies is expected to boost the performance and valuation of the home appliance sector
Jinwu Financial News | Guotai Junan said that since April 30, several core cities have relaxed housing purchase restrictions, and it is expected that the rest of the regions will follow suit at an accelerated pace. In the home appliance sector, sales in some categories are strongly correlated with real estate sales and completion data, and continued relaxation of real estate policies is expected to drive up the performance and valuation of the home appliance sector. Looking ahead to 2024, the bank expects the valuation of the kitchen appliance sector to continue to rise as accounts receivable risks generated by the real estate side are gradually resolved, and driven by consumer stimulus policies such as trade-in. According to the bank, although the overall completion growth rate has slowed down, it has put a certain amount of pressure on subsequent sales of home appliances,
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