China Galaxy Securities released a research report saying that with the gradual strengthening of domestic demand expansion and consumption promotion policies in the future, domestic demand for home appliances is expected to be supported. Combined with the gradual elimination of overseas inventories, the trend of improving exports is expected to continue, the boom in the home appliance industry is expected to continue to recover, and the current sector valuation still has a margin of safety. It is recommended to focus on three main investment lines: 1. White electric faucets, which are expected to benefit from improved domestic and foreign sales, recommend Midea Group (000333.SZ) and Haier Smart Home (600690.SH); 2. Kitchen appliances that are expected to benefit from optimized industry patterns, recommend Boss Electric Appliances (002508.SZ); 3. To actively promote channel expansion and accelerate the launch of new products, we recommend Stone Technology (688169.SH).