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.
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.
Cailian Venture Capital Platform | In September, the pace of investment and financing in the capital markets slowed down. Midea Group Co., Ltd. achieved an "A+H" listing......
①In September 2024, there were 36 disclosed financing events in the domestic consumer sector, a year-on-year decrease of 52.6%; according to the disclosed investment and financing amounts, the cumulative financing amount in the consumer sector in April was 2.746 billion yuan, a decrease of 18.3%. ② From a data perspective, both the quantity and amount of investment and financing in September remain at a low level, with the market investment enthusiasm tending towards rationality.
Zhende Medical: Isolation protection product gross margin decreased by more than 6 percentage points. Slow progress in the development of artificial leather has been questioned. | Directly impacting earnings conference
At the zhende medical earnings conference, the company's research and development issues have attracted investors' attention. The company's CFO, Jin Haiping, introduced that the gross margin of the company's isolation and protective equipment in the first half of the year decreased by 6.07 percentage points compared to the same period last year. The company's secretary, Ji Baohai, said that the United States' further increase in tariffs on masks and other products has no impact on the company.
The threat of additional tariffs looms high, intco medical technology's stock price drops by 20%, What are the prospects for its North American layout?
①Today, Intco Medical Technology's stock fell 20 centimeters in the intraday trading session. An employee from the securities department of Intco Medical Technology stated, 'This is because the United States announced the impact of increasing tariffs on some Chinese commodities under Section 301.' ②The employee said that the proportion of the U.S. market in the company's revenue is about 35%, which may pose challenges to the company's performance in the short term. However, the overall potential of the U.S. market is still significant, and the company still plans to increase its efforts to expand into the North American market.
Meituan's 'eight-fold discount' still achieves the largest IPO in the Hong Kong stock market in the past three years.
Successfully launched towards the Hong Kong Stock Exchange.
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