Leading home appliance ETF (159730) rose more than 2%, Cobos rose more than 7%

In the afternoon, the leading appliance ETF (159730) opened the market and rose over 2%. Among the ingredients stocks, Cobos rose more than 7%, Mars and German shares rose more than 6%. Hisense home appliances, boss electrical appliances, Yitian Smart, and Lake Electric rose more than 4%. As of press time, the turnover of the leading appliance ETF (159730) exceeded 13 million, the turnover rate exceeded 28%, the traffic was active, and the momentum was strong.

On the news, from January to May 2022, the average price of the air-conditioning industry rose up to 6%. Comprehensive costs declined and superimposed on product price, and the profit improvement of the home appliance industry is expected to increase. In terms of demand, real estate recovery+hot summer, air -conditioning demand is expected to recover further. Real estate policies are densely released and positive signals. In May 2022, the national real estate sales area increased by 26%month -on -month, which is expected to drive further recovery of home appliance demand.

China Merchants Securities said that the domestic epidemic recovery of consumption demand was released in 2022, the consumer policy promoted the simultaneous efforts of the consumer policy, the price of raw materials fell, the export of export was still tough, and the home appliance sector ushered in the layout. In the second half of the year, the decline in the price of raw materials in the second half of the year, and the steady growth has driven real estate sales data to recover, and there are valuations and performance Davis double -clicking opportunities. The overall kitchen appliances are affected by the epidemic, and the steady growth effort+cost decline is coming.

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