家电板块大幅拉升，爱仕达、科沃斯涨停，石头科技等走高

Core Viewpoint - The home appliance sector experienced significant gains on the stock market, with several companies reaching their daily limit up, indicating strong investor confidence and market performance [1] Group 1: Market Performance - Companies such as Skyworth Digital, Aishida, Sanhua Intelligent Control, and Ecovacs reached their daily limit up, while Beiyikang, Roborock, and Sichuan Changhong saw increases of over 5% [1] - According to the Ministry of Commerce, the sales revenue of key monitored retail enterprises for home appliances and communication equipment grew by over 10% year-on-year during the first four days of the Spring Festival holiday [1] Group 2: Industry Outlook - Institutions suggest that under the continuation of favorable policies, leading companies are expected to benefit first due to their stronger brand power, diversified product offerings, and high-quality products that meet energy efficiency standards [1] - Guosen Securities indicates that the positive effects of last year's fourth-quarter policies are expected to sustain steady growth in domestic home appliance sales through 2025, with small appliances showing potential elasticity due to category expansion [1] - Although external sales may face tariff disruptions, China's home appliance industry maintains an irreplaceable leading advantage globally, with expected stable growth in exports driven by demand in emerging markets [1] Group 3: Profitability - Despite high raw material prices, the industry is anticipated to maintain a steady upward trend in profit margins through structural growth and internal operational efficiency improvements [1]