The home appliance ETF (159996) rose nearly 2%, and the premium trading in the market, Yitian Smart rose more than 7%

Yitian intelligent rose more than 7%, and Dangbang Lighting rose more than 6%.The home appliance ETF (159996) rose nearly 2%, and the turnover exceeded 48 million yuan. The premium transaction in the market was over 30 million yuan for two consecutive days.

Guotai Junan Securities believes that the performance of Bai Electric Company's interim reported performance exceeded expectations, Bai Electric has opportunities, and the increase in domestic sales of central air has narrowed year -on -year, and the decline in home -to -air production has expanded year -on -year.Considering the decline in raw material prices and the emotional restoration of real estate gradually recovering, we believe that the early suppressed valuation is expected to be repaired. The recovery of fundamentals is expected to improve with continuous macro policies.White electric opportunity.

- END -