Nov 18, 2021 08:59 PM (GMT+8) · EqualOcean
Anxin Securities pointed out that the prosperity of the household appliance industry is gradually coming out of the trough. When various risk factors have been expected, the fundamentals of home appliances are expected to improve marginally in the future, driving the valuation repair. At present, it is suggested to focus on Midea Group, Haier Zhijia and Yitian intelligent, which have continuously improved their management, and the emerging categories leading Hairong cold chain, boss appliances, integrated stove targets, cleaning appliances and small household appliances that benefit from consumption upgrading. For the light industry, the accelerated recovery of domestic furniture retail industry will drive the rapid growth of the income of leading enterprises, and the new furniture orders will be gradually transformed into income, focusing on Minhua holdings, Europa home and Sofia.