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.

cls.cnNov 18 19:13 ET

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.

cls.cnNov 13 10:09 ET

Driven by the subsidy for trading in old appliances, the home appliance industry is expected to show strong growth in Q3! november 11 shopping festival-related has become a new starting point for explosive performance.

①Under the consumer goods trade-in policy, the retail sales of household appliances and audio-visual equipment for households of quota-exceeding units increased by 20.5% in September, a significant acceleration of 17.1 percentage points compared to August, with smart home appliances growing at over 30%. ②On the other hand, the real "peak season" for appliance subsidies lies in the november 11 shopping festival-related brought by e-commerce platforms.

cls.cnOct 21 10:46 ET

Stimulating appliance sales with trade-in programs, the "volume and price rise together"! Goldman Sachs: Q4 shipments may continue to increase

Goldman Sachs pointed out that in September, the retail sales of household appliances increased by more than 20% year-on-year, with offline average selling prices increasing by 5-17% year-on-year, showing a situation of "rising volume and price." With Singles' Day sales approaching, it is expected that the household appliance industry will experience further growth in Q4.

wallstreetcnOct 21 09:10 ET

Trending Industry Today: HISENSE HA Leads Losses In Home Appliances Stocks

Moomoo NewsOct 8 03:40 ET

How to Capitalize on the Ongoing Bull Market for Chinese Stocks

Noah JohnsonOct 1 03:32 ET