Zhou’s investment view:
The three departments required six household appliance enterprises such as Haier and Gree to complete the recycling volume this year, promote the implementation of the household appliance recycling target responsibility system, and promote the renewal and consumption of household appliances. The general office of the national development and Reform Commission, the general office of the Ministry of industry and information technology and the general office of the Ministry of ecological environment jointly issued the notice, requiring Haier, Gree, TCL, Sichuan Changhong Electric Co.Ltd(600839) , Midea and Hisense marketing to complete the target recycling task. At present, China’s top-level household appliance recycling system has been basically established, and the specific subsidy policies and implementation rules have been continuously improved. The economic value of recycling links and indirectly promoted household appliance renewal demand and power saving has exceeded 100 billion. Pay attention to Gree Electric Appliances Inc.Of Zhuhai(000651) , Haier Smart Home Co.Ltd(600690) , Midea Group Co.Ltd(000333) , sweepers with their own old for new channels Siasun Robot&Automation Co.Ltd(300024) and intelligent projection leaders Ecovacs Robotics Co.Ltd(603486) , Beijing Roborock Technology Co.Ltd(688169) , Chengdu Xgimi Technology Co.Ltd(688696) .
In April, the export scale of air ice washing decreased year-on-year. In April, China’s exports of air conditioners, washing machines and refrigerators were – 12.8%, – 28.1% and – 10.8% year-on-year respectively; LCD TV exports increased by + 17.3% year-on-year. Under the influence of the high base pressure in the same period last year, the easing of the overseas epidemic and the unstable foreign trade environment, the state of the washing outlet of air ice has declined this year, and the short-term operation pressure of household appliance enterprises has increased. The proposal suggests that we continue to focus on the timing when the demand for home appliances at home and abroad will substantially pick up in terms of terminal demand at home and abroad, and focus on the timing point when the demand for home appliances at home and abroad will pick up substantially, and the household appliance companies that are starting the second growth curve: Hongda Xingye Co.Ltd(002002) Zhejiang Dun’An Artificial Environment Co.Ltd(002011) ;, Marssenger Kitchenware Co.Ltd(300894) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) , Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) , Chengdu Xgimi Technology Co.Ltd(688696) , Shenzhen Breo Technology Co.Ltd(688793) Xiamen R&T Plumbing Technology Co.Ltd(002790) 。
Haier Group has entered the field of distributed photovoltaic, and home appliance giants have opened the road of layout industrialization transformation. Ririshun new energy, which is indirectly held by Haier Group, was established. The business scope of the company includes the sales of photovoltaic equipment and components. After Skyworth and TCL, another household appliance leader has cut into the field of distributed photovoltaic. Referring to the development process of overseas leading household appliances, the industrialization of China’s household appliance industry is an inevitable trend. We believe that in addition to the enterprises that have made layout in globalization and high-end in advance, they can still enjoy certain dividends, and a considerable number of enterprises will accelerate the practice of industrialization. The logic behind the core logic behind the core logic is that China’s home appliance manufacturing has a clear global comparative advantage. The components go first, and the heads turn slowly. China’s home appliance industrialization and revalrevalvaluation of China’s home appliance industry and manufacturing value is the long-term logic of the sector. The long-term logic of the long-term logic of the long-term logic of the long-term logic of the sector. The long-term logic of the long-term logic of China’s home appliance industrialization and revalrevalvaluation of China’s home appliance industry and manufacturing value is the long-term logic of the long-term logic of the long-term logic of China’s home appliance making. The focus is focused on the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 0500and the reasseof the \ .
Industry focus dynamic tracking:
Bear Electric Appliance Co.Ltd(002959) hold a brand strategy upgrading conference. On May 20, Bear Electric Appliance Co.Ltd(002959) held a brand strategy upgrading conference, taking “small household appliances loved by young people” as the core positioning of Xiaoxiong’s future development, focusing on the four product strategies of innovation and diversity, exquisite fashion, small and easy to use, and easy accessibility, so as to help young people achieve a better life. Take innovation driven, high-quality products, digital operation, direct user access, global market and younger organization as the six strategic systems of the company’s operation to build the company’s core competitiveness. The conference fully demonstrated Bear Electric Appliance Co.Ltd(002959) the idea and determination of upgrading from product to manufacturing and then to operation, which is expected to inject new vitality into the development of itself and small household appliance industry.
Hisense Shangxian released new products, and the segmentation scene was upgraded again. On May 20, Hisense held a new product launch of smart office product line with the theme of “big vision Shanghai Dzh Limited(601519) “. At the press conference, Hisense deeply elaborated the brand strategy of “big display”, released “executive screen” and “vision” series products, clearly positioned products such as office, education and intelligent display, and upgraded the product segmentation scene again. Hisense continues to refine the commercial display product matrix, attaches importance to the R & D and innovation of LED large screen display technology, and deeply creates its own core competitive barriers. The scale of commercial display business is expected to continue to expand.
Several new products of intelligent projection and laser TV have been released. In terms of laser TV, Jimi launched a new a3pro4k full-color laser TV. The price of 100 inch hard screen set is 32999 yuan. In terms of intelligent projection, fengmi launched its first new v104k ultra-high definition projector during the year. With 4K resolution and 2500ansi lumen brightness, it is the first high-end intelligent projection in the world with a price of less than 7000 yuan. Dangbei launched x3pro high-end laser projector, 4K ultra clear + 3200ansi laser highlight, known as the projector ceiling within 10000 yuan. Recently, the new products are mainly high-end models, and the parameters and performance have been comprehensively upgraded. We believe that at present, the intelligent projection market is still in the stage of penetration improvement. Completing the product matrix of various brands is conducive to further expanding the potential customer group. At the same time, high-end products can better alleviate the pressure on the cost side. It is suggested to pay attention to the leading enterprises of intelligent projection Chengdu Xgimi Technology Co.Ltd(688696) , Appotronics Corporation Limited(688007) .
