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Hong Kong stock Concept tracking | The number of home appliance products eligible for trade-in subsidies has increased to 12 categories, with a significant boost in home appliance demand (including related stocks).
The number of home appliances eligible for the trade-in subsidy has increased to 12 categories.
Hong Kong stocks are experiencing unusual activity | Home Appliances stocks are performing strongly against the market trend. The National Development and Reform Commission is increasing support for the replacement of old home appliance products, which is
Home Appliances stocks are performing strongly against the market; as of the time of this report, HISENSE HA (00921) is up 3.28%, priced at 26.8 Hong Kong dollars; HAIER SMARTHOME (06690) is up 2.09%, priced at 26.85 Hong Kong dollars; TCL ELECTRONICS (01070) is up 1.13%, priced at 6.28 Hong Kong dollars; Midea Group Co., Ltd (00300) is up 0.26%, priced at 76.85 Hong Kong dollars.
Southwest Securities: Policies support the growth of domestic appliance sales, with a focus on Emerging Markets for exports.
Looking ahead to 2025, the home appliance Industry will be a year to refocus on domestic demand investment opportunities, benefiting high-value individual products, and the market may return to the Consumption Upgrade track, leading to healthier competition; at the same time, it will also be a year full of adjustments and uncertainties for exports.
Guosen Investment Strategy for the Home Appliance Industry in 2025: Many regions across the country are implementing the home appliance trade-in policy. Bullish on the continuous release of demand for home appliance upgrades.
The old-for-new replacement policy will continue in 2025, expected to sustain the release of demand for home appliance upgrades, driving growth in the home appliance industry.
The 200 billion appliance giant has lost momentum.
Lower the expectation of ROI.
GTJA: It is expected that the demand for home appliances will remain stable as the main theme in 2025.
Looking ahead to 2025, the expectation is that the demand for white goods will remain steady as the main theme. Based on multiple assumptions, an Algo determination has been given: the old-for-new program and national subsidies are sufficient to support stable domestic demand, and there is no need to excessively worry about tariff risks in overseas markets. The incremental growth in Emerging Markets is ample.
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