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Beijing Roborock Technology (688169): Short-term revenue affected by revenue recognition, adopting a more aggressive strategy.
The company disclosed its third-quarter report: In the first three quarters of 2024, the company achieved revenue of 7.007 billion yuan, an increase of 23.17% year-on-year, and achieved a net income attributable to the parent company of 1.472 billion yuan, an increase of 8.22% year-on-year, achieving non-net income attributable to the parent company.
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.
Beijing Roborock Technology (688169): Short-term performance under pressure, waiting for profitabilty to recover.
Investment Update: Beijing Roborock Technology released its Q3 financial report for 2024. In Q3, the company achieved revenue of 2.59 billion yuan, a year-on-year increase of 11.9%, net income attributable to the parent company of 0.35 billion yuan, a year-on-year decrease of 43.4%, and non-GAAP net income attributable to the parent company of 3 billion yuan.
Guolian Securities: Domestic sales of household appliances may be entering a crucial moment of shifting gears, with the advantage of 'price bands + channels'.
Driven by the "trade-in old for new" policy, domestic appliance sales may be entering a crucial moment, with significant subsidy sales scale and prominent elasticity of off-season categories.
Beijing Roborock Technology (688169): Multiple factors influencing current profits, expected improvement in the fourth quarter.
Investment highlights: beijing roborock technology released the third quarter report of 2024: in the first three quarters of 2024, the company achieved revenue of 7.007 billion yuan, a year-on-year increase of +23.17%, and achieved a net income attributable to the parent company of 1.472 billion yuan, a year-on-year increase of +8.22%.
Express News | The latest research route map of institutions has been released, with Shenzhen Mindray Bio-Medical Electronics receiving the most attention.
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