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Source: e company This Friday, the three major A-share indexes ended the red market, all up more than 1%.
Among them, the Shanghai Stock Exchange Index closed at 3154.03, rebounding nearly 20% from the low point of 2635.09 before the Spring Festival this year. In this round of A-share rebound, a number of industry sectors performed well, with nonferrous metal sector leading the way with an increase of 36.6%, followed by household appliances sector with an increase of 35.6%, becoming a dark horse that has attracted much attention recently. In addition, defense and military industry, basic chemical industry, communications and other sectors increased by more than 30%.
However, it is worth noting that since May, with the continuous policy stimulus in the property market, the real estate sector has made rapid progress, rising 13.6% in the month, followed by the building materials sector, rising 7.2%, becoming the new main line of the current market.
From a fundamental point of view, it is not surprising that nonferrous metals outperformed all major sectors, and A-shares have already set off many rounds of the "periodic table" market this year.
Since March of this year, the rise of gold price has continued to attract market attention. While gold and silver have kept breaking new historical highs, copper, tungsten, nickel and other non-ferrous commodities have also seen prices soar. For example, taking tungsten, known as "industrial tooth", as an example, the price of tungsten concentrate has exceeded 150000 yuan/ton all the way up this year, up more than 25% from the beginning of the year, reaching a new historical high in nearly 10 years.
With the boom of the industry, the funds are more popular in the non-ferrous metal sector. Wind data shows that since February 6 this year, the precious metals represented by gold and silver have led the Shenwan nonferrous metals industry index, followed by tungsten, molybdenum and cobalt, which have increased by more than 50%, and nickel, copper, lead and zinc, which have increased by more than 40%. In terms of individual stocks, Northern Copper 、 Xiaocheng Technology Two stocks doubled, followed by Jiaozuo Wanfang 、 Shengda Resources 、 Industrial silver tin Equal price rise exceeds 80%.
Compared with the high-profile non-ferrous metal plate, the massive rebound of the household appliance plate is somewhat unexpected, but also reasonable.
Wind data shows that the household appliances sector of Shenwan Industrial Index has risen 35.6% since February 6, among which white appliances, kitchen and bathroom appliances, small appliances, etc. are more prominent, while the small household cleaning electronics sector has risen 65.6%. In terms of individual stocks, TCL Smart Home (Rights protection) Led by 118.13%, Jiuzhou, Sichuan 、 Coworth 、 Martian , Ousheng Electric Appliance, etc. increased by more than 70%.
From the basic point of view, in the first quarter of 2024, the domestic sales of household appliances will continue to repair, the demand of household appliances market will be stable, and the growth of overseas markets will become a highlight. According to the data of the General Administration of Customs, the household appliance industry continued its prosperity in 2023 in the first quarter, with the export amount of 161.49 billion yuan, up 8.58% year on year, and the cumulative export volume increased 20.86% year on year.
In the first quarter of this year, the performance of listed companies was also quite impressive. The single quarter revenue of the three appliance giants Midea, Haier and Gree increased by up to 10% year on year, and their net profits all achieved double-digit year on year growth.
It is worth noting that small household appliances are emerging in various categories. Among the 23 small household appliance listed enterprises, 19 had a year-on-year increase in net profits, and the growth of export sales revenue was the main reason for the better performance of enterprises. as Stone technology The revenue in the first quarter was 1.841 billion yuan, up 58.69% year on year; The net profit was 399 million yuan, up 95.23% year on year.
It is worth noting that the policy side has also helped the household appliance industry in the near future. In April this year, the Action Plan for Promoting the Trade in of Consumer Goods jointly formulated by 14 departments, including the Ministry of Commerce, was released, encouraging conditional places to give subsidies to consumers to purchase green smart appliances. Subsequently, Zhejiang, Guangdong, Hunan and other places released implementation plans for the trade in of consumer goods, which clearly defined consumers' participation in cars The support scope and subsidy details of the trade in of household appliances.
Since May, the pattern of various market sectors has changed, and the real estate sector has again become the focus. Wind data shows that since May, real estate and building materials have led the market, with the real estate service sub sector up 24.39%.
Recently, favorable policies for real estate continued to be issued. Since the middle and late April, the real estate market has begun to rise, and the Hong Kong stock real estate stocks have rebounded significantly. Since April 29, Shimao Group has risen by more than 270%, and China Olympic Park, South China City, Time China Holdings, and Jiazhaoye Group have risen by more than 100%.
Editor in charge: Liu Junyu
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