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?
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.
Right For Malaysia's Energy Transition To Include Nuclear
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