家电ETF（159996）盘中净流入2000万份，外销+业务扩张大有可为

Core Viewpoint - The home appliance sector is attracting significant investment, with a net inflow of 20 million units into the home appliance ETF (159996), indicating strong market interest in home appliance assets [1] Group 1: Value Attributes - By 2025, the proportion of home appliance holdings in funds is expected to decrease, leading to a decline in valuations [1] - Leading home appliance companies are showing a strong willingness to distribute dividends, resulting in high dividend yields and strong allocation attributes [1] Group 2: Growth Attributes - The reduction of national subsidies in 2026 may temporarily impact domestic sales, but overseas home appliance sales remain robust [1] - Home appliance companies are actively exploring diversified business opportunities, which will support their growth [1]