The continuous growth trend may be broken; Oppein Home Group Inc. is expected to downgrade its profit forecast by up to 15% | Interpretations
① Oppein Home Group Inc. expects to achieve a Net income of 2.58 billion to -2.884 billion yuan in 2024, a year-on-year decrease of 5% to 15%, which means that the company's annual Net income growth trend for several consecutive years may be broken; ② Industry insiders expect that the overall Operation efficiency of the home furnishing Industry will face further decline.
Review of the A-share consecutive board leaders in 2024: Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics both achieved 14 consecutive boards, ranking first. Daqian Ecology & Environment Group and three other stocks followed closely with 1
① The 2024 A-share market has officially closed, with a number of stocks experiencing consecutive gains, among which Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics had the most days of consecutive price increases at 14; ② Attached is the ranking of the number of consecutive price increases of A-share listed companies in 2024 (attached table).
Musi Holdings is going overseas! Acquired the Singapore 'peer' for 0.25 billion yuan.
① Mousse Corporation plans to acquire the Singapore company MIPL and its Indonesian factory PTTC for 0.248 billion yuan, aiming to complete the Trade by September 2025 to expand into the Southeast Asian market and increase its overseas market share. ② The overseas Business revenue of Mousse Corporation grew by 49.26% year-on-year in the first half of 2024, with cross-border e-commerce revenue exceeding 26.6 million yuan.
How to mitigate the (delisted) risk? Guangdong Songfa Ceramics plans to inject 8 billion into the global top ten shipyards for self-rescue.
Newborn
Apple is set to launch AI-based smart home products, likely to drive the industry into a whole new growth cycle.
① According to informed sources, Apple is expected to launch AI-based smart home devices as early as March. ② Huajin Securities pointed out that the hardware and software systems in the smart home industry are becoming more mature, and the entire market is expected to enter a new growth cycle driven by AI technology.
Is there a warming trend in consumer home furnishings? Xilinmen responds to the impact of the old-for-new policy | Directly hit the earnings conference
①Since October, the trade-in policy has gradually expanded to the home category; ②The coverage and subsidy level of the policy have significantly increased; ③No direct response to whether there was a significant increase in sales compared to October; ④Raising the price range for Singles' Day items, increasing the proportion of set orders.