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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.
Express News | JPMorgan Chase & Co's Long Position in H Shares of Haier Smart Home Decreases to 7.44% on Nov 11 From 8.30% - HKEX
Household appliance consumption ranks top on singles' day sales. How much impact does the trade-in of old for new have on manufacturers' performance?
① This year's singles' day sales, household appliances topped the category sales chart with a sales figure of 152.6 billion yuan. ② The "national subsidy" policy for replacing old appliances with new ones has significantly boosted appliance sales in the short term. ③ Analysis suggests that based on the strong demand in the current appliance market and the ongoing policy momentum, household appliance sales are expected to continue growing in the fourth quarter.
Alibaba Logs 'Robust Growth' in Singles' Day Sales; 45 Brands Top 1 Billion Yuan in GMV
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