17 home appliance companies' performance pre -increase in the first half of the year will welcome the "replace the old new" air outlet

Reporter Jia Li

On July 13, the executive meeting of the State Council demanded multiple measures to expand consumption to determine measures to support green smart home appliances consumption. The meeting pointed out that the potential for the release of green smart home appliances should be accelerated. In the country's home appliances, new and new home appliances will be encouraged to provide funding and policy support for conditions.

"The new policy of changing the new and new home appliances has a substantial point. At present, the rules for the new and home appliances to the countryside in various places are also being formulated. Under a series of policies, home appliance consumption is expected to heat up in the second half of the year and the industry has continued to upgrade." Zhang Jianfeng, Executive Deputy Secretary -General of the Home Electronics Commerce Association, said in an interview with the Securities Daily reporter.

Zhao Meimei, Assistant Assistant and General Manager of Research and Innovation Department of Aowei Cloud Network, told a reporter from the Securities Daily that "the previous round of home appliances went to the countryside, and the stimulus policies such as the old replacement had achieved good results. It has stimulated the release of popular demand, so it is immediate. Now that the policy has passed for more than ten years, green smart home appliances have been introduced to the countryside and the new policy of changing old new policies, which has played a positive role in accelerating the release of rural demand and boosting rural home appliance consumption. "

Earlier in 2008, the Ministry of Finance and other three departments issued the "Notice on Promoting the Local Appliances to the Countryside in the Country" and decided to promote "home appliances to the countryside" nationwide. 14 years later, a large number of household appliances of the last batch of "going to the countryside" were in a "over -service service" state. According to the data of Ovi Cloud Network, about 15%of families need to change new home appliances each year, and the home appliance industry is ushered in the "replacement of the old" air outlet.

Faced with a huge new market for home appliances, various appliance companies actively took action. The relevant person in charge of Changhong Meiling revealed that the company is currently introducing professional old home appliance recycling processing agencies to unite the China Renewable Resources Industry Association to directly recover the old home appliances into a professional recycling processing agency and no longer sell the secondary sales of old appliances.

Relevant sources of Gree Electric also said that starting in July, the company's new round of "replace the old" and "waste air -conditioning recycling" activity was launched, and the recycling price of the old air -conditioning would rise again from last year.

At the same time, the performance of listed companies in the home appliance also recovered. The latest report released by Guoxin Securities shows that although the impact of the epidemic and the overall revenue growth of the home appliance industry has slowed down, it still shows strong toughness. The terminal sales price continues to rise and the scale is relatively stable. It is expected that the income of listed companies in the second quarter of home appliances in the second quarter The overall is still expected to maintain steady growth, and the profit end will improve in price lifting costs. In the channel where the small home appliance industry has returned to growth, emerging home appliances category is still growing.

Oriental Fortune Choice data shows that as of July 14, 26 home appliances listed companies have issued semi -annual report performance trailers, of which 17 are pre -increased. Chunlan shares issued an announcement saying that the net profit attributable to mothers in the first half of the year was 77.4 million yuan -92.5 million yuan, a year-on-year increase of 2100.12%-2529.35%; It was 62 million yuan -72 million yuan, a year-on-year increase of 599.44%-712.26%.

"From the perspective of the performance of listed companies in home appliances, many companies have entered a period of performance improvement, and even significant performance growth has experienced. With the driving of more policies, the home appliance industry will continue to warm up and appear new investment space." China Electronics will appear. "China Electronics Dong Min, deputy secretary general of the video industry association.

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