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Northbound trend | Northbound net purchase of 2.729 billion yuan, half-year performance exceeds expectations, Ping An Insurance (02318) received an additional domestic fund purchase of nearly 0.3 billion Hong Kong dollars.
On August 23, in the Hong Kong stock market, the net buy volume of Beishui was 2.729 billion Hong Kong dollars, of which the net buy volume of the Hong Kong Stock Connect (Shanghai) was 2.579 billion Hong Kong dollars, and the net buy volume of the Hong Kong Stock Connect (Shenzhen) was 0.15 billion Hong Kong dollars.
Haitong sec: Domestic air conditioner sales are under pressure due to a high base, while exports continue to grow significantly.
The air conditioner's domestic sales experienced a significant decline in June and July due to a high base, but starting from August, the base has decreased, and it is expected that the growth rate of air conditioner's domestic sales will have a noticeable recovery in the future.
China securities co.,ltd.: The penetration rate of commodities exported to emerging markets in our country is significantly low, with great potential for improvement.
The penetration rate of our country's exports to emerging markets is significantly lower than the global penetration rate, with great room for improvement. In July, there is a continued marginal export scramble for Europe and America, and in the long term, the proportion of emerging markets is trending upwards.
SmartCom Hong Kong Stock Analysis | Strong Financial Reports Maintain Steady Rise of Hang Seng Index, Star Flash Concept Rises Strongly.
In comparison, the financial reports of many individual stocks in the Hong Kong stock market are good. Coupled with the expected interest rate cut by the Federal Reserve, the Hang Seng Index rose by 1.44% at the close.
[Hong Kong Stock Connect] Haier Smarthome (06690) rose 3.06%. Institutions expect household appliances to have both high payout ratio and high win rate.
Golden Finance | Haier Smarthome (06690) is strong and fluctuating, as of the drafting, it is up 3.06%, at HKD 23.6, with a turnover of 0.197 billion HKD. On the news front, Guolian Securities believes that home appliances have both high odds and high win rates, and the core logic is: 1) Domestic sales have policies, this round of "trade-in old for new" policy may fundamentally solve the "money" problem, and the scale and subsidy intensity are both higher than the "home appliances going to the countryside" policy, which is still in the phase of implementation, with some provinces already making progress, and it is expected that by the end of August or September, there will be a comprehensive rollout. The bank believes that at that time, there may be a more positive feedback from the end-users; 2) It is highly probable that exports will continue to surpass the domestic market.
Guolian Securities: Q2 washing machines have already undergone stress tests, and it is highly likely that China's home appliance exports will continue to exceed the center in the second half of the year.
The country's household appliance exports under customs supervision increased by 26% year-on-year in 2024Q2, with the US dollar export volume increasing by 17% and the RMB export volume increasing by 20%. It is expected that household appliance exports in the second half of 2024 will likely continue to surpass the central level.
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