With good performance, the home appliance sector has become a safe haven for many funds when the market fell. Among them, the capital of North China favored home appliance stocks, and the accumulated market value was nearly 80 billion yuan. The market analysis pointed out that the performance of home appliances was positive. Industry confidence is keeping improving.
Industry industry report performance pre-happiness rate over 60% Shenzhen market leader
Wind statistics show that as of July 10, a total of 32 companies in the home appliance industry disclosed the 2018 mid-term results forecast. According to the type of performance forecast, 4 pre-increased, 12 slightly increased, 4 continued to increase, 1 The family turned losses, a total of 32 companies reported a pre-happiness performance, accounting for up to 66%.
From the perspective of the largest change in the net profit of the interim report, 14 Shenzhen City Appliances Company expects the net profit of the first half of this year to increase by 30% or more. Among them, Skyworth Digital expects net profit of the first half of this year to be about 145 million to 175 million yuan. The increase of 166.52% to 221.66%, temporarily for the 'pre-increasing king' in the home appliance company. In addition, Omar Electric, Zhongke New Materials, Aojiahua and other companies reported the largest increase in the performance of more than 50%.
From the perspective of the largest change in the net profit of the interim report, 14 Shenzhen City Appliances Company expects the net profit of the first half of this year to increase by 30% or more. Among them, Skyworth Digital expects net profit of the first half of this year to be about 145 million to 175 million yuan. The increase of 166.52% to 221.66%, temporarily for the 'pre-increasing king' in the home appliance company. In addition, Omar Electric, Zhongke New Materials, Aojiahua and other companies reported the largest increase in the performance of more than 50%.
It is worth noting that recently, home appliance faucets are still increasing the operation of industrial capital. Among them, the US group disclosed that it plans to buy back shares at no more than 4 billion yuan; Gree Electric Appliances (000651, shares it) re-launched Haili shares (600619, shares it) Continue to promote the integration of upstream industry chain. Lin Yuyu, an analyst of Guosheng Securities' home appliance industry, pointed out that the industrial capital trends of the above-mentioned home appliance leaders show the industry's good judgment on the development of the home appliance industry and clear information on the valuation of enterprises.
North Capital Funding Appliances
Since February this year, A-shares have suffered consecutive declines. As a representative of A-shares' resilience, home appliance stocks have won a lot of funds. Among them, Beishang Capital has continued to increase the position of related home appliance stocks.
Data show that as of July 9, Beishang Capital has held a total of 35 home appliance stocks, holding a market value of 79.295 billion yuan, holding the stock market value ranked second in the Shen Wan 28 industry, second only to the food and beverage industry.
In terms of individual stocks, since February, the number of North China funds has increased to 127 million shares of the US group. The cumulative shareholdings accounted for 12.12% of the circulating A shares, an increase of 1.77 percentage points from the end of January. In addition, the North Bank funds are also controlled by Sanhua. Vantage shares (002035, shares it), TCL Group and other stocks also increased more than 10 million shares.
Lin Yuyu pointed out that some of the home appliances white horses have obvious advantages in configuration value and capital preference. In the weak market, the downside risks of home appliances are limited, and the certainty of performance and future stability have advantages. At present, the home appliance sector has better defensiveness.
Lin Yuyu pointed out that some of the home appliances white horses have obvious advantages in configuration value and capital preference. In the weak market, the downside risks of home appliances are limited, and the certainty of performance and future stability have advantages. At present, the home appliance sector has better defensiveness.
Guotai Junan's latest research report pointed out that the performance is determined, the valuation is cheap, so that the household appliance leader still shows strong anti-fall properties. From a fundamental point of view, the white-light industry trend is good in the first half of the year, the high-period performance of the mid-year report is in line with expectations, and the air-conditioning is better than the air-conditioning. It is expected that the demand for ice washing will be stable. Looking ahead, the third- and fourth-line real estate may have a negative impact on the sales of home appliances. However, in recent years, the leading-edge layout of the high-end strategy has promoted the industry's upgrading trend, and the high-end will drive the leader into a new round. Quality growth cycle, continue to be optimistic about home appliance faucet. At present, the price-performance advantage of home appliance faucet is once again highlighted. It is recommended that investors pay attention to white light faucets with stable fundamentals and strong performance certainty. In addition, they can also look for investment opportunities in high-profile industries.