华泰证券：四季度关注家电板块两个机会

Core Viewpoint - The report from Huatai Securities indicates a positive outlook for the home appliance retail sector in the fourth quarter of 2024, driven by the "trade-in" program, which is expected to enhance domestic sales and gradually improve shipment performance [1] Group 1: Domestic Sales - The home appliance retail sector is anticipated to recover actively due to the trade-in program [1] - Domestic sales are expected to gradually optimize as the retail environment improves [1] Group 2: Export Performance - Export growth is expected to be relatively mild due to weakened overseas replenishment demand [1] - The logic of increasing global market share for Chinese home appliance companies remains unchanged [1]