GF Securities also insisted that the white power industry structure and stability, Gree air-conditioning market, the United States for more than 60% of the total share of domestic market share, duopoly, the excellent ecological industry, leading enterprises with strong ability to shift the cost,tall classic ugg boots, the future pattern will Hengqiang.
or air-conditioning sub-sectors continued to do great
⊙ correspondent Pan Shengtao ○ edit Zhushao Yong
view from the semi-annual report 2011, Gree, Midea, revenue increased by 60% and 59%, while the United States (microblogging), Suning increased by 20% and 23%, white leading verification corporate earnings growth in revenue primarily from the rapid growth of self-built channels.
GF Securities report said three white point of view from the year 2010 Gree, Midea and Haier's export rates were 17%, 28% and 10%. Among this,Male , 20 kinds of food will eat,christian louboutin black shoes, exports to Europe and America less than 30% of total export revenue, export contribution to company profits in Europe and America contribute to the company exports accounted for 10% profit. In recent years, three white to increase the pace of internationalization, strategic market expansion in developing countries to gradually increase the population accounted for a large number of developing countries' exports will continue to enhance the economic downturn in Europe and America have limited impact on company performance.
In fact, many brokers believe that, before the sharp correction in stock prices provide a long-term buying opportunity. GF Securities believes that negative home appliance industry is expected to fully digest the expectations reflected in the current valuation level is very low, Gree down to 10 times, 13 times the United States, Haier 9 times, highlights the investment value, can be gradually involved in the long layout.
fell after the valuation entered the home appliance sector investment zone. Recently released research report that the number of brokers,Live gold 42 point, home appliance sector as a whole has been at the bottom of the valuation, and valuation of the white plate is second only to financial services, despite the current lack of higher catalyst, but already has investment value.
slowdown in sales growth for the big chains much lower market expectations,louboutin wedding shoes, GF Securities that, in fact, Gree, Midea and other white leading enterprises by large chain sales revenue accounted for about 10% of the company's total revenue . Large chains mainly in the secondary cities, and white power sources of sales growth from three or four markets for more growth, both growth but not directly comparable.
Europe once the economic downturn has increased the market for home appliances export pessimism, but brokers believe that the actual export of the major home appliance business in Europe and America less than 30% of total exports contribution below 10% corporate profits, which do not have to worry too much about.
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Shanghai Securities News (microblogging) reported that the rapid growth in the first half of home air conditioners, mainly due to strong domestic demand for three or four markets and European economic recovery,air max jordan, export growth in other emerging markets. In the second half, home appliance trade and sectoral areas of preferential policies for home appliances is about to expire, but the air conditioning with minimal impact due by preferential policies, domestic air conditioning industry will continue to maintain a high degree of prosperity.
Dongxing Securities recommended to follow the logic of picking two appliances: First,官, choose a high growth of the air conditioning industry, such as Gree, Midea, three flower shares; Second,christian louboutin bridal shoes, select industry leaders , in the fierce competition in the industry to maintain or even increase market share, ability to control costs better than competitors, profitability and stability, such as Hisense Electric, owner of Electric, million and electrical, Supor.
benefit from air conditioning, high-growth industry, Gree Electric Appliance revenue growth driven by beauty white plate in the first half, up 46%, significantly higher growth rate in other sub-sections. Most brokerage firms to determine, in the second half, or air-conditioning sub-sectors will continue to outshine others.
Everbright Securities, according to the data, the current valuation of household electrical appliances sector has dropped to a lower position, the overall dynamic valuation of only 16 times. The white plate is second only to the valuation of financial services,supra vaider shoes, Everbright Securities that have been in the bottom of the home appliances sector as a whole, with investment value.