No Data
No Data
Jason Furniture (603816): Diversified category brand layout accelerates channel market transformation.
Overview: Transitioning from single product operations to a comprehensive development of all-category household items, Jason Furniture is a globally renowned home brand providing integrated whole-home solutions. It has leveraged its accumulated strong brand strength, organizational capability, research and design abilities, channel power, and product strength.
Express News | Dongxing Securities: The subsidy policy for replacing old home products with new ones shows initial results.
Ping An Securities Light Industry and Textile Clothing 2025 strategy: Focus on the dual main lines of valuation bottoms in sports and outdoor as well as home furnishings.
The current valuation of the textile Outfits Sector is in a low oscillation period, and the market has fully priced in the pessimistic expectations for downstream; the light industry Sector's valuation is recovering positively, and the valuation is expected to maintain an upward trend.
Sinolink Securities: 25 years old industry preferred expected policy beneficiaries direction. It is recommended to focus on new types of tobacco, etc.
Considering the current complex and changing economic situation both domestically and internationally, relying on relevant policy signals in 2025, preferring the expected policy benefits direction, recommending new tobacco > bicycles = domestic sales of home furnishings, focusing on emerging domestic goods, exports & going abroad, and the papermaking sector.
Express News | Jason Furniture: The shares held by shareholder Jason Group are temporarily frozen.
China Galaxy Securities: "november 11 shopping festival-related" + national subsidies further increased, Q4 home demand is expected to recover.
It is expected that the national subsidy activities will have a positive catalytic effect on the Q4 performance of listed companies.
No Data