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Fangzheng Securities: Meiya floor sweeping robot continues the trend of consumer downgrading, while high-end price range domestic brands market share increases.
Amazon's sweeping robot continues the trend of consumer downgrading, and the brand's price reduction is an inevitable strategy in line with end-user demand.
New drying technology has been recognized by the market, Beijing Roborock Technology (688169.SH) dominates various major rankings of singles' day sales.
Beijing Roborock Technology (688169.SH) showed restraint in the third quarter, resulting in fruitful outcomes during the singles' day sales. Due to increased R&D investment and a more proactive marketing strategy (for example, Roborock Washing Machine BU CEO Xie Haojian previously revealed that Roborock's R&D investment in washing machines this year is expected to exceed 0.4 billion yuan), Beijing Roborock Technology's net margin temporarily declined. However, this method of transforming high profit margins into high revenue growth led Beijing Roborock Technology to achieve great success during the singles' day sales. According to the official "November 11 battle report" released by Beijing Roborock Technology, the company achieved the top spot for clean appliance brands and the top spot for washing machine dark horse brands.
Guotou Securities: Q3 home appliance subsidy policy promotes economic improvement, while exports continue to grow rapidly.
Since the end of August, the detailed subsidy rules for the "trade-in old for new" of household appliances have been successively implemented in various provinces and cities, effectively boosting the consumer sentiment for household appliances. With the continuous implementation of the subsidy policy, the domestic sales of household appliances are expected to bottom out and rebound.
Guolian Securities: Domestic appliance sales may be ushering in a turning point. The advantage of "price range + channel" is added.
Driven by the replacement of old for new, domestic appliance sales may be entering a key transition period, with substantial subsidy sales volume and remarkable elasticity in off-peak product categories.
Stone Technology: Report of Beijing Stone Century Technology Co., Ltd. for the third quarter of 2024
Beijing Stone Century Technology Co., Ltd. Report for the Third Quarter of 2024
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