The leading home appliance ETF (159730) fluttering, Ao Koma's word daily limit

In the afternoon, the leading appliance ETF (159730) fluctuated and flooded, up exceeding 0.3%. Among the ingredients stocks, the word Aohma rose to the daily limit, Hisense home appliances rose more than 7%, Huadi and Hai Li shares rose more than 3%, and Tianyin Electromechanical and Jiuyang shares rose more than 2%. The turnover of the leading appliance ETF (159730) exceeds 10 million, the turnover rate exceeds 40%, the traffic is active, and the momentum is strong.

On the news, according to Ovi Cloud Network, data in the 27th week of 2022 (2022/06/27-2022/07/03) shows that the online sales of domestic home appliances markets are+31.28%year-on-year, online sales year-on-year+6.44%year-on-year+6.44%year-on-year Essence White Electric: Most categories of omni -channel sales have increased, and the growth rate of drying machines remains leading; under factors such as high temperature weather, air -conditioning sales have maintained an increase; kitchen power: online performance is better than offline, integrated stoves, dishwashers, and dishwasher machines. Maintain the omni -channel quantity; kitchen small power: Most categories of sales are deserted, the electric steamer keeps high prosperity, and the omni -channel quantity is rising; environmental health appliances: Most categories are generally performed, and the online and offline sales of the floor -to -floor robot, the electric heating line and offline sales The year -on -year increase.

Dongguan Securities maintains a recommendation rating of the home appliance industry. The price of raw materials such as copper and aluminum steel has continued to decline, and the price of copper prices has recently declined rapidly. Copper materials in raw materials are expected to be the first to benefit. The cost pressure of white power -related companies such as washing machines and refrigerators. Essence At present, the PE valuation of the white electric sector is still lower than the average value of the past year, and the valuation is relatively reasonable. The cost performance is higher than the other electronic sectors; the price of raw materials is superimposed. Industry turning point.

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