600690 Haier Smart Home
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Haier Smart Home News
GTJA: It is expected that the demand for home appliances will remain stable as the main theme in 2025.
Looking ahead to 2025, the expectation is that the demand for white goods will remain steady as the main theme. Based on multiple assumptions, an Algo determination has been given: the old-for-new program and national subsidies are sufficient to support stable domestic demand, and there is no need to excessively worry about tariff risks in overseas markets. The incremental growth in Emerging Markets is ample.
SWHY's investment strategy for the home appliance Industry in 2025: Internal and external resonance, prosperity upturn in 2025.
The demand in the home appliance Industry has significantly improved, valuations have rebounded from the bottom, the Sector's valuations have been significantly repaired, and it still offers a high cost-performance ratio for allocation.
Is Now The Time To Put Haier Smart Home (SHSE:600690) On Your Watchlist?
Pacific Securities 2025 home appliance strategy: policy support + export blue ocean, focus on opportunities in AI+ and WeChat mini stores.
The thematic investment opportunities brought by AI+ and "WeChat Stores" are noteworthy, and it's worth paying special attention to home appliance brands and companies that strategically layout AI+ and operate their own WeChat stores.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Haier Smart Home Passes Key Resolution at EGM
Here's What To Make Of Haier Smart Home's (SHSE:600690) Decelerating Rates Of Return
In 2024, Hong Kong stocks: The Hang Seng Index reached a new high in nearly four years, and the net Inflow of southbound funds exceeded 700 billion.
① How does the overall trend of the Hong Kong stock market perform in 2024? ② What role does southbound capital play in the Hong Kong stock market in 2024? ③ What is the perspective of Institutions for 2025?
[Brokerage Focus] SWHY anticipates that the domestic sales prosperity of home appliances will likely benefit and continue over the next 25 years, remaining Bullish on the white goods Industry Chain with both volume and price rising.
Jinwu Finance | SWHY stated that on July 25, 2024, the National Development and Reform Commission and the Ministry of Finance issued the notice on "Several Measures to Support Large-scale Equipment Renewal and Consumer Goods Replacement." The results after the implementation of the replacement policy exceeded expectations; the 2024 Central Economic Work Conference mentioned that efforts will continue to vigorously boost consumer spending and expand domestic demand comprehensively, implementing special actions to stimulate consumption, while also continually increasing support for the real estate sector. The home appliance sector is expected to benefit from the favorable sales environment over the next 25 years. The white goods sector combines "low valuation, high dividend, and stable growth" characteristics, with a high safety margin and significant elasticity in stock prices.
Haier Smart Home Co., Ltd. (SHSE:600690) Shares Could Be 28% Below Their Intrinsic Value Estimate
swhy: The old-for-new policy is expected to last at least until 2025, with a focus on the marginal pull effect in categories such as white goods and clean appliances.
According to the calculations, this round of policies is expected to last at least until 2025, with a sales growth effect of more than 15%.
Guotou Securities: The overseas market for home appliances in the Middle East is vast, and the demand for large appliances has significant potential.
The Middle East has a large population, strong economic development vitality, and a hot and dry climate, indicating significant potential for demand in major household appliances, with especially wide demand for air conditioners.
Haier Smart Home Announces to Complete Acquisition of Kwikot
Guosen: In December, the production of white goods increased by over 20%, and the effectiveness of the home appliance replacement program is significant.
The production growth rate of white goods in December continues to improve, with both domestic and export markets remaining prosperous; significant results have been achieved in the exchange of old for new, and the policy is expected to continue in 2025.
Stocks in Focus: Kalon Biotherapeutics-B (06690) rose more than 3% as SKB264 last-line TNBC was approved, with the first product about to enter the commercialization phase.
Kolonbo Life Sciences-B (06690) rose more than 3%, as of the press time, up 2.97%, closing at 190.6 Hong Kong dollars, with a turnover of 16.7062 million Hong Kong dollars.
Hisense's "female general" is assigned a critical mission to help Jia Shaoqian achieve the dream of 300 billion? | BUG
Wen | Sina Technology, Zhou Wenmeng. The core management team led by Hisense Group Chairman Jia Shaoqian has welcomed a post-80s female general. Recently, Hisense HA announced that Chairman Dai Huizhong will no longer serve as chairman due to reaching retirement age. The board of directors unanimously elected Gao Yuling as the new chairman of the company. According to information, Gao Yuling was born in 1981 and is currently 43 years old. She is the youngest chairman since Hisense HA became publicly listed in 2007 and the only female chairman to date. As one of the five listed companies under Hisense Group, Hisense HA holds a crucial position. According to Hisense HA's financial report, in 2024.
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?
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