The countryside began to ebb appliance stock market outlook, the concept of face differentiation - home appliances to the countryside, Gree Electric Appliance - Network Appliance Industry

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Continued to rise in a few weeks, "home appliances to the countryside" concept has finally cooled. Home appliances stocks rose last week, just weeks 2.56% Underperform. Adverse economic slump of a few home appliances stocks, institutional holdings quietly. Home appliances stocks this week will face further differentiation, most stocks continue converting a rebound.





Appliance unit up weak Shock consolidation main stock index last week, but still up 4.62% week gain, Shenzhen Component Index was up 3.61% week gain. However appliances sector has underperformed the broader market edged up only 2% in the week, significantly behind the broader market.
free standing electric oven



industrial meat slicer


Stocks differentiation are obvious. Early rapid decline in stocks last week and come back up, Sichuan hills, up 21.75 percent last week, rose 12.05% Little Swan A, but the initial rate of increase is larger stocks have dropped. Gree Electric Appliances, Sichuan





Chang , After the United States and other electrical appliances to the countryside to benefit stocks rose last week, reveals a great weakness, or have come down Gree heavy volume the week down 6.33%.





Addition, since the Annual Report Published approximation, re-stocks have gained. Amoi ST, ST Xiamen Overseas Chinese and other stocks last week has attracted extra funding blitz, successive daily limit.





Policies favorable loss performance is expected to decline


Involved in the implementation of home appliances to the countryside of China Household Electrical Appliances Association Deputy Secretary-General Xu Dongsheng has revealed 4 new products included in the range of home appliances to the countryside will soon be the implementation of subsidies, that is, "home appliances to the countryside" re-expansion will soon be implemented, this would constitute a long-term for the appliance industry positive. At the same time from the sales data, since the "home appliances to the countryside" policy since the implementation of farmers eager to buy at designated sales outlets specifications and models





TV , Refrigerator (Including freezers), Mobile , Washing machine four broad categories of household electrical appliances, "subsidy appliances" has become the most prosperous of stocking products.





But the industry also pointed out that the appliances to the countryside will be a positive for the industry in the long run, but in the short term effects can not be evident. Home appliance industry to get out of "winter" at least until late 2009.





National Bureau of Statistics recently released data show that the fourth quarter of 2008, the national business climate index in the third quarter and last year were sharply down. Listed companies increase business climate index dropped even more significantly. Shows that the current business situation is not optimistic.





Foreign data also shows this. According to the U.S. Consumer Electronics Association recently released forecast for 2009 global sales of information appliances will be only 4.3% year on year growth, far lower than the 13.7% in 2008. One figure





TV Such sales will be greatly affected. The weakness of global information appliance will also affect the export of domestic appliances.





Listed company's annual report published notice of data added to market concerns. Notice issued performance last week, Gree, expected net profit in 2008 to approximately 19.5 billion yuan, up 50%. However, heavy volume subsequently decreased. "Fund transfer positions of the behavior occurred, mainly because of the 2009





Air conditioning There are differences between the views of sales. "A household electrical appliance industry analysts said.





Data show that China's domestic air-conditioning manufacturing industry profit growth rate decreased significantly, as of November 2008, China's domestic air conditioning industry total sales income of 213.963 billion yuan, up 12.52 percent; to achieve a total profit of 7.339 billion yuan, an increase of 9.09%, the first time since 2008, profit growth below revenue growth. Expected future operating environment will further deteriorate the industry, industry growth will slow down.





Differentiation of long and short game


appliance unit will increase





Appliance industry is far from over good policy, on the one hand, "home appliances to the countryside," enforcement is increasing, household appliances industry, long-term benefit. Minister of Commerce Chen Deming also said recently: "The state will be based on the actual needs of the rural market, adjust 'appliances to the countryside' range of product variety." Description "home appliances to the countryside" in the future there may be further expanded.