智通财经网·2026-01-21 09:11Group 1 - The core viewpoint of the article is that Midea Group's overseas sales may surprise due to OEM orders, leading to an upgrade in the H-share target price from HKD 90 to HKD 95, with a rating of outperforming the market [1] - The report notes that some Midea distributors have indicated an increase in factory prices, suggesting an upcoming rise in average selling prices across the industry [1] - Historical data has limited usefulness in assessing the relationship between price and sales, especially in the context of rising copper prices, which complicates the situation [1] Group 2 - By 2026, the outlook is expected to differ, with all home appliance companies acknowledging an unclear growth prospect, yet the industry is anticipated to experience a recovery [1]