Household appliances: look for high-quality targets in the performance period around three main lines.
1. Stable growth: steady performance, obvious anti volatility, and growth leaders. Recommended Midea Group Co.Ltd(000333) , Haier Smart Home Co.Ltd(600690) , Hangzhou Robam Appliances Co.Ltd(002508) , Zhejiang Supor Co.Ltd(002032) .
2 high growth: income growth is bright. Recommend Ecovacs Robotics Co.Ltd(603486) , Chengdu Xgimi Technology Co.Ltd(688696) , Marssenger Kitchenware Co.Ltd(300894) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) .
3. Flexible growth: new opportunities for greater industrial chain. Recommend Ningbo Dechang Electrical Machinery Made Co.Ltd(605555) , pay attention to Zhejiang Dun’An Artificial Environment Co.Ltd(002011) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) .
Beauty: terminal demand continues, new channel dividends break out, and the oversold is being repaired.
1. Deterministic growth: high barrier leader. Recommended Imeik Technology Development Co.Ltd(300896) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , Bloomage Biotechnology Corporation Limited(688363) .
2. Repair of undervalued value: the subdivision leader of oversold rebound. Recommended Henan Liliang Diamond Co.Ltd(301071) .
Risk warning: the risk that the performance is lower than expected due to the core assumptions, the impact of epidemic situation, and the impact of raw materials / shipping / exchange rate fluctuations
