Home appliances plate 22 intraday higher, as of press time, Skyline shares, Deye shares, Star Shuai, Kangsheng shares, such as the limit, Chunlan shares close to the limit, Rainbow Group, Yitian Intelligence and so on are strong.

For the home appliance sector, Bohai Securities pointed out that since the beginning of the year, due to the influence of rising raw material prices and lower-than-expected terminal sales, the valuation of the home appliance industry has continued to adjust, and raw material prices have gradually stabilized in the third quarter. Shipping prices have also been adjusted, and enterprise cost-side pressure is expected to improve.

Open source securities said that raw material prices continued to fall, leading enterprises through product structure optimization to the downstream transmission of cost-side pressure, taking into account the time difference in raw material procurement, production and sales, companies are expected to usher in an upward profit inflection point. It is recommended to pay attention to the subdivision leader stone technology, extreme rice technology, easy, Martians, JS Global Lifestyle Company Limited, Kovos, as well as Xinbao shares, white power leaders Haier Smart Home, Midea and Gree Electric Appliances, which are located in the low permeability and high growth track. In addition, Subor, which has excellent product expansion capacity and accelerated channel change, is recommended.