Group 1 - Hong Kong home appliance stocks experienced a collective rise, with TCL Electronics up 4%, Midea Group up 3.8%, Hisense Home Appliances up 3.5%, Haier Smart Home up 2.5%, Skyworth Group up 2%, and JS Global Life up 1% [1] - JD.com reported strong sales data for the Double 11 shopping festival, with 3C digital products, major appliances, and small appliances leading online sales in their respective categories. Daily necessities saw a year-on-year growth rate of 36%, while the apparel category experienced a 30% year-on-year growth [1] - CITIC Construction Investment's outlook for the home appliance sector in 2026 indicates that the sector may underperform the CSI 300 index in 2025 due to tariff increases, fluctuations in trade-in policies, and high base expectations in the second half of the year. However, from a long-term perspective, the competitiveness of companies will ultimately return to the essence of product innovation and efficiency advantages [1] Group 2 - The investment strategy highlights two main growth sources: international expansion and the benefits of transformation [1]
家电股普涨 TCL电子涨4% 家用电器双11销量亮眼