You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
國泰君安:湖北率先補貼加碼 託舉家電零售增長

國泰君安研報稱,湖北發佈新一輪以舊換新活動細則方案,對空調(含央空)、電視機、冰箱(冰櫃)、洗衣機(乾衣機)、吸油煙機、燃氣灶(含集成灶)、熱水器、電腦8類家電產品予以換新補貼。本輪以舊換新補貼,補貼力度提升明顯,同時參與相對更為容易,對於消費者吸引力更強。湖北家電零售增速突出,下半年有望進一步提升。預計2024年以舊換新政策以及補貼力度的超預期加碼有望進一步託舉當地零售表現,尤其在下半年湖北家電零售基數偏低的情況下,增速進一步提升。湖北本輪加碼集中補貼發力相對高貨值的大家電產品,預計高能效標準、大家電品類齊全的龍頭公司更為受益。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account