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The old-for-new policy continues to stimulate the home appliances sector, with Hisense Ha's H shares rising by more than 4%.
① What are the stimuli of the old-for-new policy for the home appliances industry? ② How do institutions view the performance of home appliance stocks in the future?
With annual revenue exceeding billions, the unicorn under Haier's umbrella has terminated its IPO.
Since the beginning of this year, under the strict regulatory background, companies terminating IPOs have been numerous. Guolonghui learned that recently, the gem IPO of Rishun Supply Chain Technology Co., Ltd. (referred to as "Rishun") was terminated due to voluntary withdrawal. As a logistics unicorn under Haier Group, Rishun has long had an annual income of over 10 billion, and also made it to the Hurun Global Unicorn List 2023, ranking 374th with a valuation as high as 18.5 billion yuan. Rishun submitted its prospectus in May 2021, went through inquiries, and was scheduled for May 2023, but ultimately ended up empty-handed. Rishun had originally planned to raise 2 billion yuan.
Guotou Securities: Q3 home appliance subsidy policies promote economic improvement, while exports continue to grow rapidly.
Since the end of August, various provinces and cities have successively implemented detailed rules for the 'old for new' subsidy for household appliances, effectively boosting the consumer electronics consumption sentiment. With the continuous efforts of the subsidy policy, the domestic sales outlook for household appliances is expected to bottom out and rebound.
Taobao's november 11 shopping festival-related saw 79 beauty brands exceed 0.1 billion yuan in transactions, with bosideng and UNIQLO both having transaction volumes exceeding 1 billion yuan.
Alibaba Group announced that as of midnight on November 11th, during this year's global November 11 shopping festival, the turnover of the Tmall Double 11 Global Carnival Season exceeded 0.1 billion yuan (RMB) for 79 beauty brands, with multiple international beauty brands experiencing over 100% year-on-year growth in turnover. The Group stated that this year, government subsidies and platform discounts in the Tmall Double 11 festival comprehensively drove sales of home appliances and home furnishings. As of midnight on November 11th, brands such as Haier (06690.HK), Midea (00300.HK), ZUOMI, and Dyson had their turnover exceed 0.1 billion.
Hong Kong stock concept tracking | Shanghai household appliances and home furnishings expand by exchanging old for new, domestic sales of household appliances in the fourth quarter may continue to actively improve (concept stocks attached)
Htsc stated that the home appliance replacement policy is taking the lead, and domestic demand for household appliances is gradually improving in the third quarter of 2024. With the ongoing consolidation of the domestic sales market through the replacement policy, domestic sales of household appliances in the fourth quarter may be able to continue the positive trend of improvement.
Express News | Qingdao Nahai Energy Company under Haier's umbrella has been renamed.
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