The performance of the household electrical appliance industry is beautiful, and the four quarter household appliance fund holding continues to be attractive, and the industry researchers are optimistic about the industry’s annual report. Up to now, the home appliance industry has 50 companies to announce the 2017 performance forecast, accounting for 71.4% of the total number of enterprises (70).
Specifically, the disclosure of company’s performance prediction, 28 companies’ revenue increased, accounting for about 56% of the total number,the companies that the revenue reduced is around 22 companies, accounting for about 44% of the total number.
Home appliance industry, white electricity, industry leader, beauty, GREE
According to statistics, expected in 2017, white on behalf of the United States, GREE and Haier’s net profit year-on-year growth of 17.94%, 35.84% and 37.32%; and Vatti, on behalf of the boss kitchen electric net profit year-on-year growth of 34.32%, 51.12% and 46.66%; black represents TCL, Hisense net profit respectively year-on-year growth of 68.2% and -36.87%; on behalf of small household electrical appliances FLYCO, SUPOR, Joyoung performance shares were up 37.16%, 21.08%, 4.8%.
In the company that has announced the performance notice, most of the company’s performance is in line with market expectations. There are 3 performance and super market consensus expectations, and the 10 performance is lower than the market consensus expectations. The performance of the leading standards of all the sub industries is generally good, and it is suggested that the leading standards should be continuously paid attention to.
According to the data show that the fourth quarter of household shareholding ratio of 7.65%, beyond the home appliance sector market capitalization accounted for 3.36%, proportion of overweight was 4.29%; from the four quarter awkwardness positions accounted for changes in the situation, GREE, Midea Group, Qingdao Haier respectively increased 0.66, 0.56 and 0.40 percentage points.
The growth of white electricity industry is more definite
The sales volume of color TV in 2018 is expected to increase by 3.1% to 48 million 980 thousand units, and the sales area has increased by 9.4% to 34 million 540 thousand square meters over the same period. Black electricity is concerned about Hisense electric appliances. The company expects that the sales volume of the sports events will be increased by 3% or so, and the revenue will increase by more than 10%. Toshiba’s black power business is expected to turn a deficit in 2018. White electricity continues to push home appliance faucets. GREE, Qingdao Haier and the American group; small household appliances pay attention to SUPOR and LAK electric.
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