600690 Haier Smart Home
- 28.50
- +0.30+1.06%
Haier Smart Home News
Home appliances stocks generally rose. tcl electronics (01070) increased by 4.49%. Institutions pointed out that white goods are the most directly benefited from policy stimulus.
Jinwu Finance | Home appliances stocks generally rise, tcl electronics (01070) up 4.49%, skyworth group (00751) up 2.14%, vesync (02148) up 1.29%, haier smarthome (06690) up 1.15%. gtja stated that by comparing the average sales price of various categories during the subsidy period with the annual cumulative average price before the subsidy, the absolute prices in online channels have been comprehensively increased. Additionally, under the guidance of subsidies for high energy efficiency standards, the average price increase is most evident for categories like color TVs, which previously had a higher proportion of low energy efficiency (this does not involve the impact of panel price fluctuations). October
Express News | Eqs-CMS: Haier Smart Home Co.,Ltd.: Announcement on Publication of Circular on Hong Kong Stock Exchange Regarding the Upcoming Extraordinary General Meeting
gtja: Clear stimulus effect with the combination of trade-in for singles' day sales, Q4 home appliances are expected to see a turning point.
According to data from the Ministry of Commerce, in early November, the sales of major home appliances by key monitored retail enterprises increased by 45% year-on-year; as of November 11, 21.608 million consumers purchased 32.719 million units of 8 major categories of home appliances.
Haier Smart Home Co., Ltd.'s (SHSE:600690) Stock Is Going Strong: Is the Market Following Fundamentals?
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.
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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
Market Chatter: Chinese Online Retailers See Rise in Sales, Shoppers During Singles Day
Hong Kong stocks movement | haier smarthome (06690) rises more than 3% against the trend, achieving the number one position across the internet for the November 11 shopping festival-related for 13 consecutive years.
haier smarthome (06690) rose over 3%, as of the time of writing, an increase of 3.11%, trading at 28.2 Hong Kong dollars, with a transaction volume of 0.148 billion Hong Kong dollars.
HK Stock Connect: Haier Smarthome (06690) rose 3.11% against the market trend, winning the top spot in total online sales of household appliances on the 24th November 11 shopping festival.
Kingwus Finance | Haier Smarthome (06690) strengthened against the market trend, rising by 3.11% as of press time to HK$28.2, with a turnover of HK$94.17 million. In terms of news, Xingtu data shows that during China's 2024 Singles' Day sales, the total sales of household appliances across all online platforms reached 193 billion yuan, accounting for 16.3%, ranking first in the category with a year-on-year growth of 26.5%. The top 5 brands on Tmall are: Haier, Midea, Little Swan, TCL, Xiaomi; the top 5 brands on jd.com are: Haier, Midea, Xiaomi, Little Swan, Gree.
At CN¥28.89, Is Haier Smart Home Co., Ltd. (SHSE:600690) Worth Looking At Closely?
Guolian Securities: Policy catalyzes domestic sales prosperity, kitchen appliances and white goods deserve attention.
Guolian Securities has released research reports stating that this round of subsidies for replacing old with new is comparable to the rural appliances subsidy. Starting from September, the policy implementation has entered the fulfillment phase, with weekly retail growth picking up since late August. Demand has bottomed out and improved, with emerging markets and OBM contributing continued increments; policy bullish on structural upgrades, and domestic average prices are steadily rising.
Market Chatter: Haier Smart Home's Indian Operation Attracts Temasek, GIC, Mubadala
The old-for-new policy continues to stimulate the home appliances sector, with Hisense Ha's H shares rising by more than 4%.
① What are the stimuli of the old-for-new policy for the home appliances industry? ② How do institutions view the performance of home appliance stocks in the future?
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