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中信建投:家电行业仍系消费领域中的优质资产 建议关注修复反弹行情

Citic Construction Investment: the home appliance industry is still a high-quality asset in the consumer sector. It is suggested to pay attention to repair the rebound market.

新浪財經 ·  Nov 21, 2021 16:02
Citic Construction Investment and Research News believes that since the Spring Festival in 2021, the home appliance sector has suffered a major pullback, and the current consumer sector is gradually regaining the attention of investors. The home appliance industry is still a high-quality asset in the consumer sector, and investors are advised to pay attention to repairing the rebound. From a general point of view, it is proposed to lay out the home appliance plate companies with two main lines in 2022: one is to attach importance to the growth target of the rapid increase in the permeability of new categories in the home appliance plate, recommending Covos, Stone Technology and Yi Tian Intelligence, Ji Mi Technology; the second is to select undervalued, marginal upward targets Midea, Haier Smart Home, Su Boer, Xinbao shares.

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