Midea Group Co Ltd._ Research Tactical Idea

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 January 8, 2025 08:22 AM GMT Midea Group Co Ltd. | Asia Pacific Research Tactical Idea We believe the share price will rise relative to the country index over the next 45 days. NDRC announced details about the 2025 consumer goods trade-in program with wider coverage scope and an increase in the number of subsidized air conditioning (AC) units. The policy details are slightly better than expected, in particular for AC. Leading home appliance names like Midea should ben ...