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Haitong sec: The development momentum of cross-border e-commerce is strong, and the export scale of furniture and home products is promising.
Based on the increase in disposable income in developed countries and the convenience of online shopping, furniture and home furnishing products are expected to become the fastest-growing category in the global B2C e-commerce market.
Investors are concerned about the foreign trade risks, ue furniture management is optimistic about the Q4 recovery of the usa home market | Directly hitting the earnings conference
1. The home furnishing industry once sparked a trend of setting up factories overseas, with investors feeling concerned about the risks of foreign trade; 2. The home furnishing market in the USA is rebounding, and the company is optimistic about the fourth-quarter performance.
UE Furniture (SHSE:603600) Is Posting Solid Earnings, But It Is Not All Good News
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ue furniture (603600.SH): From the company's plans, height-adjustable desks are expected to become the company's third largest category in the next 5 years.
Gelonghui October 28th | ue furniture (603600.SH) investor relations activity record table shows that the lifting desk is a new product category launched by the company in recent years around "sitting health". The company's lifting desk products adhere to differentiated positioning, continuously developing home and esports style lifting desks. The product's advantages are reflected in exquisite details, quiet lifting, stable without shaking, convenient operation and installation, providing consumers with excellent user experience. In terms of production and manufacturing, a large number of automated production equipment and high-precision design requirements are adopted to ensure product stability and consistency in quality. From the company's plan, the lifting desk will develop in the next 5 years.
Ue furniture (603600.SH): Currently, the demand for furniture in the usa terminal remains stable and shows a trend of marginal improvement.
On October 28, according to the investor relations activity records of ue furniture (603600.SH), overall, the current demand for furniture in the usa remains stable and shows a marginal improvement trend. It is worth paying attention to the following aspects: (1) The expected interest rate cut in the usa may boost the consumption of durable goods such as furniture. (2) According to the relevant data officially released by the usa, since the second and third quarters of this year, the overall retail sales of furniture in the usa have shown a marginal improvement trend. (3) Recent quarterly reports disclosed by some furniture companies listed in the usa show an increase in their order volume, which is expected to improve in the fourth quarter.
Investors Don't See Light At End Of UE Furniture Co., Ltd.'s (SHSE:603600) Tunnel
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