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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
