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National subsidies activated the "May Day" digital home appliance consumption boom. Manufacturers: "This year's May Day store traffic has doubled!"
① The exchange of old for new has ignited consumer spending during the "May Day" holiday, with significant increases in customer traffic at many stores. ② In the home appliance sector, the trends of large screens, embedded appliances, and Asia Vets consumerism have become prominent; the participation of Huawei and Apple phones, which rarely took part in activities before, has reached unprecedented levels in this year's national subsidies. ③ Analysts believe that in the future, the release of policy bonuses and advancing consumer demand will drive further sales growth in high-end home appliances, health products, and smart categories.
Hisense Kicks Off 'Own the Moment' Campaign as Official Partner of the FIFA Club World Cup 2025
Results: Hisense Home Appliances Group Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
HISENSE HA (00921.HK) will release its Earnings Reports on April 28.
$HISENSE HA(00921.HK)$ will release its Earnings Reports on April 28, and investors are advised to pay attention. Futubull reminds: 1. There are no strict regulations regarding the accounting year division for companies listed on the Hong Kong and US stock markets; it is entirely decided by the enterprises themselves, so each earnings report period can act as the company's annual report deadline without following the natural year as the fiscal year. 2. Generally, the company will hold an earnings report meeting on or around the earnings report release date, during which the management will discuss the latest quarterly earnings report data and operation conditions, and communicate with investors, Analysts, media, etc.
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[Brokerage Focus] CITIC SEC stated that the overall impact of tariffs on home appliance companies is manageable.
Jinwu Financial News | CITIC SEC stated that the increase in tariffs by the USA has led home appliance companies to actively respond by expanding production capacity overseas. Recently, the USA has imposed additional tariffs on China, attracting attention from the Capital Markets. The bank believes that major home appliance companies have taken corresponding measures to respond: in the short term, exporting companies have stockpiled products overseas in advance to reduce the impact on performance; from a medium- to long-term perspective, major companies have actively expanded production capacities in Southeast Asia and Mexico to mitigate tariff impacts. It should be noted that Emerging Markets such as the Middle East and Latin America are also beginning to grow, which helps to mitigate the impact of fluctuations in US Orders on domestic companies. The bank pointed out that the USA's continuous increase in tariffs is affecting home appliance companies.
