家电、家居等板块拉升 康盛股份、惠而浦斩获两连板

Group 1 - The home furnishing sector showed significant gains on July 7, with stocks like Songfa Co. and Jiangxin Home rising sharply, indicating a positive market trend [1] - The home appliance sector also experienced an upward movement, with companies such as Kangsheng Co. and Whirlpool hitting the daily limit, reflecting strong investor interest [1] - The release of multiple consumption policies in 2024 aimed at promoting trade-in programs for consumer goods is expected to stimulate demand in the home appliance and automotive sectors [1] Group 2 - Huaxi Securities noted that the domestic white goods industry is entering a mature phase, with the implementation of trade-in policies showing positive effects and leading companies maintaining stable growth and cash flow [2] - According to CICC, the home decoration subsidy policy is projected to have a multiplier effect of 1.17 to 1.75, with significant recovery in orders and sales for leading home furnishing companies in October and November [2] - The expansion of subsidy efforts is likely to enhance the growth trajectory of home furnishing companies, with expectations for rapid recovery in performance by 2025 [2]