China Galaxy Securities: Exports continue to exceed expectations. In the first quarter of 2025, Air Conditioner production is active.

Upstream compressor companies are actively preparing production and shortening holidays, while the export side continues to surpass expectations. As the annual report window approaches, with a shift in valuations, high-quality leading symbols have a certain margin of safety.

Zhitong FinanceJan 24 13:53

Guosen Investment Strategy for the Home Appliance Industry in 2025: Many regions across the country are implementing the home appliance trade-in policy. Bullish on the continuous release of demand for home appliance upgrades.

The old-for-new replacement policy will continue in 2025, expected to sustain the release of demand for home appliance upgrades, driving growth in the home appliance industry.

Zhitong FinanceJan 6 17:36

Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.

In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.

cls.cnDec 29, 2024 23:17

Express News | Hangzhou Robam Appliances applies for the trademark of the Food God large model.

BreakingsDec 20, 2024 16:16

Express News | Shenzhen Stock Exchange organized listed companies to conduct roadshows overseas. A-share opportunities are recognized by top institutions in Japan and South Korea. From December 1st to 6th, Shenzhen Stock Exchange organized 8 listed companies including J

BreakingsDec 9, 2024 06:19

Research Reports Digging Up丨Orient: Maintain 'buy' rating on Hangzhou Robam Appliances, with a target price of 31.79 yuan.

Geelong Hui on December 4th | Orient research reports pointed out that in the third quarter of 2024, Hangzhou Robam Appliances (002508.SZ) revenue decreased by 11% year-on-year, with a larger decrease compared to the first half of the year. Looking ahead, since August, the nationwide old-for-new policy for household appliances has been continuously strengthened, driving the recovery of the kitchen appliances industry. According to statistics from Avicloud, in September, the retail sales of cooker hoods/gas stoves/disinfection cabinets/dishwashers/embedded miniature steaming ovens increased by 43%/37%/15%/27%/25% year-on-year, and during the November 11 shopping festival-related, the retail sales increased by 30%/33%/26%/32%/36% year-on-year.

Gelonghui FinanceDec 4, 2024 16:50 · Ratings