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Haier SmartHome (06690.HK) received a shareholding of 11.5319 million shares from JPMorgan.
According to the latest equity disclosure information from the Stock Exchange of Hong Kong, on July 25, 2024, Haier Smarthome (06690.HK) received an increase in shareholding of 11.5319 million shares at an average price of HKD 24.3254 per share from JPMorgan Chase & Co., involving approximately HKD 0.281 billion. After the increase, the latest number of JPMorgan Chase & Co.'s shares held is 265,622,535, and the shareholding ratio has increased from 8.88% to 9.29%.
Haier Will Not Proceed With Its Tender Offer for All the Shares in Purmo
Brokerage Focus: Citic Securities: Short-term concerns have led to a stock price pullback, providing a better time point for mid-term allocation in home appliances.
Jingu Financial News | Citic Securities stated that the recent price decline caused by short-term concerns has provided a good configuration timing for mid-term allocation of home appliances. The bank believes that the current three short-term concerns about the white goods (air conditioning base, raw material freight, overseas inventory reduction) have caused short-term disturbance to the valuation of the home appliance sector. However, considering that 1) the base issue is not a growth problem, there is still about 20% room for growth in mid-term air-conditioning domestic sales; 2) raw material prices have fallen back without demand support after the sharp increase, and shipping costs have also continued to fall after the peak of grabbing orders; 3) the global competitiveness of China's home appliance industry can support its overseas share to continue to increase, and various leading companies are accelerating after the end of the epidemic.
Hong Kong stocks abnormal movement: Hisense HA (00921) rose more than 4%, leading the home appliances sector. The subsidies for trading in old appliances for new ones have increased, and the high export production of air conditioners has continued to grow
Home appliance stocks are generally up. As of the time of writing, Hisense Ha (00921) rose 4.13%, with a price of 23.95 Hong Kong dollars; Haier Smarthome (06690) rose 3.43%, with a price of 25.6 Hong Kong dollars; Skyworth Group (00751) rose 2.18%, with a price of 2.81 Hong Kong dollars.
Home appliance stocks rose, Hisense Ha (00921) rose 4.35%. It is expected that the policy of replacing old with new by the Zhongjin Index will drive the recovery of large-scale home appliance retail growth in the second half of the year.
Jingwu Finance News | Most of the home appliance stocks rose in early trading: Hisense Ha (00921) rose 4.35%, TCL Electronics (01070) rose 3.01%, Haier Smarthome (06690) rose 2.63%, Skyworth Group (00751) rose 1.82%, and JS Global Life (01691) followed. Recently, the National Development and Reform Commission and the Ministry of Finance issued a notice on "Several Measures to Support Large-Scale Equipment Renewal and Consumer Goods Replacement", which involves "key support for the scrapping of automobiles and individual consumer replacement and renewal of passenger vehicles, home appliance products, and electric bicycles with old-for-new".
Galaxy Securities: The prosperity of the household appliance industry is expected to continue to recover, focusing on three investment themes.
The central government will allocate around 300 billion yuan of special funds for ultra-long-term national bonds to encourage trade-ins for new vehicles.
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