On the first anniversary of the end of the e-commerce war on June 18, 2012, a long-planned e-commerce price war culminated yesterday. Industry insiders said that in this year's "6.18" e-commerce war, Tmall, Suning, Amazon, JD, Gome and many other home appliance giants will be determined in this battle, regardless of the victory, with the product Big sales, home appliance manufacturers will undoubtedly become the beneficiaries.
From the market performance point of view, this big battle involving multi-home appliance giants once again activated the home appliance sector. Yesterday, the home appliance sector rose by 1.69%, outperforming the Shanghai Composite Index by 1.55 percentage points. Among the 46 stocks in the sector, 28 stocks rose, including Tianyin Electromechanical (6.38%), Dongfang Electric (6.05%), Gree (5.46%), Omag (4.43%), TCL Group ( 3.95%), Yimi Kang (3.64%), Sunway shares (3.26%), Sichuan Jiuzhou (3.07%) and other stocks all achieved more than 3% gain yesterday.
From the aspect of capital flow, yesterday, there were 9 stocks in the sector to achieve a net inflow of large single funds of more than 1 million yuan. Among them, the three major white electric faucets were especially favored by the market's main funds. Specifically, Gree Electric's net inflow of funds reached 110,017,100 yuan yesterday, ranking first; in addition, Qingdao Haier (285.48 million yuan) and Midea Electric (15.517 million yuan) also received a net inflow of more than 10 million yuan yesterday. However, only the 3 leading stocks yesterday’s net inflow of large single funds reached 154,372,100 yuan.
In terms of performance, among the 20 listed companies that have announced the results of this year's mid-year report, 13 companies expect to achieve year-on-year growth in the first half of this year. Among them, five companies are expected to grow by more than 100% in the first half of this year. They are TCL Group (710%), Huayi Compression (611%), Tongzhou Electronics (148%), and Vantage (137.94%). Hisense Kelon (100%).
Analysts said that although the purchasing power of consumers has been overdrafted before the national energy-saving subsidy, the main business income of household appliances listed companies will still be in the shopping “festival†that is set by the e-commerce group. It has steadily improved and won a good conclusion for the good situation in the first half of the year. In addition, the home appliance sector still has a valuation advantage with a lower average P/E ratio, and it also has certain resilience in the adjustment market. Therefore, the home appliance sector has achieved good market performance in the market. It is worth looking forward to.
Changjiang Securities said that in the context of the market's correction, the major companies in the home appliance industry still have the characteristics of determining performance growth and relatively low valuation, maintaining the industry's “optimistic†rating. In terms of individual stocks, the three major white goods faucets, Gree Electric Appliances, Qingdao Haier and Midea Electric Appliances, which are gradually showing advantages and gradually demonstrated their advantages. Based on the continued optimism of the company's panel business, maintaining the “Recommended†rating for TCL Group, the recent stock price correction provides a good buying opportunity; in addition, based on the long-term optimism for the kitchen appliance industry, it continues to maintain “recommendation†for Boss Electric and Vantage. Rating.
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