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Hong Kong stock concept tracking | The Ministry of Industry and Information Technology issued documents regarding the trillion yuan market scale of smart homes, with broad prospects for industrial development (attached concept stocks).
On November 21, the Ministry of Industry and Information Technology publicly solicited opinions on the "Guidelines for the Construction of the Comprehensive Standardization System for Smart Homes (2024 Edition)" (Draft for Soliciting Opinions).
Hong Kong stocks concept tracking | Financial policy supports trade-ins, institutions are bullish on the valuation increase in the home appliance sector (including concept stocks).
China International Capital Corporation: Valuation of the home appliance sector is expected to improve.
Right For Malaysia's Energy Transition To Include Nuclear
TrendForce: Driven by china's old-for-new subsidy program and holiday promotions, the global television brand shipment volume in the third quarter increased by nearly 10% compared to the previous quarter.
According to the latest survey by TrendForce, in the third quarter of 2024, the global television brand shipment volume reached 52.33 million units, a quarter-on-quarter increase of 9.6% and a year-on-year increase of 0.5%.
Guolian Securities: Domestic air conditioner shipments in October saw a significant increase, while exports are also on the rise.
In October, the domestic sales of household air conditioners increased significantly, entering the peak season for deliveries in the new cooling year; the channel's inventory depletion has ended, sales are improving, and restocking flexibility is anticipated.
Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.
At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.
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