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平安证券:家居板块估值修复 行业整体景气向好

Ping An Securities: The valuation repair of the home Sector is optimistic overall in the Industry.

Breakings ·  15:01

Ping An Securities' Research Reports indicate that the home Sector is undergoing valuation repair, and the overall prosperity of the Industry is improving. The overall valuation level of the Industry is slightly high, mainly due to the country's policies that favor the real estate sector driving the upward valuation repair of the home Sector. If the subsidy policy for replacing old furniture with new continues to be implemented, the home Sector is expected to maintain a high level of prosperity, coupled with long-term and short-term investment logic. Leading enterprises in the Industry will fully benefit from the policies, and it is recommended to pay attention to the performance and valuation release rhythm of these leading companies. Leading home enterprises, relying on their own brand advantages and operational management, are expected to gain a broader market share in the gradual release of home subsidy policies, continuously increasing their brand market share. From the perspective of home brands, it is recommended to select leading companies with improved market share and solid performance.

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