129828564397187500_113Rules for energy-saving home appliances subsidies introduced h-household appliance stocks shine
Energy-efficient appliances stimulus from rumor to reality at last. Notice to the Ministry of finance, national development and Reform Commission and the Ministry, clear financial subsidies, support for energy-saving air conditioning to promote the use of energy-efficient flat-screen TV and, next month is expected to be published in the trade rules refrigerator water heater. Agencies believe that flat subsidies in line with expectations, but the air conditioning benefits than expected. Appliances shares rose yesterday, flat DragonSkyworth Digital increases in hyper-10%; appliances shares will outperform. Subsidies rules slightly less than expected to the Ministry of finance, the State development and Reform Commission, Ministry of industry and information technology departments jointly issued the day before yesterday on the issuance of Huimin engineering energy-efficient, energy-saving products flat panel TV promotion notice and rules for the implementation of the energy-saving products on the issuance of Huimin engineering energy-efficient room air conditioner promotionDetailed rules for the implementation of notification: take financial subsidies, support to promote the use of high efficiency energy-saving energy-saving flat-screen TV and air conditioning. LCD TV-$ 400 for 100 Yuan/Taiwan/Taiwan, plasma TV for $ 250-400 Yuan/Taiwan/Taiwan, fixed speed air conditioner for $ 180-330 Yuan/Taiwan/Taiwan, speed controllable air condition for $ 240/-400Yuan/Taiwan. Haier Executive Director and General Manager Zhou Yunjie expected, refrigerator and water heater details will be announced next month. Company can benefit per cent-40% the proportion of electrical products, and hope that the end of this year will rise to 60%; its washing machine, model about 40% per cent of the subsidy will be granted. overall, companies benefit from the product higher than the percentage, and make upStick the benefit level is higher. "Energy-saving air conditioning is expected to promote energy-efficient flat-screen TVs and the consumption of about 180 billion yuan. "According to founder securities estimation, policy led flat panel TV sales expected to $ 73.8 billion, subsidies amount to $ 4.95 billion, about pulling air conditioning sales of 106 billion dollars, about subsidies around $ 7.81 billion. At present companies will benefitCash accounting background, most evident contribution of policy benefits to enterprises performance in 13. However, the agencies believe that this subsidy rules slightly below market expectations. EMC Corporation believes that the subsidies aimed at adjustment of product structure, product types of subsidies more focused, reduction in the subsidies, subsidies policies limited stimulating effect on sales. But the category view, TVWill be more wide range of subsidies, subsidies by almost all LED TV range, will be more benefit from this policy. Recommended gree electric appliances, Hisense electrical appliance. In addition
Rift Platinum, although boss appliances are not within the scope of subsidies, but considering its stable growth and valuation full, also recommended. Shenyin wanguo agree air conditioning subsidy was slightly lower than expected, fixed speedHigher percentage subsidy, frequency extension speed slows. Flat-panel TV subsidies in line with expectations, small and medium size high proportion subsidies to ease competition. Gree, Haier Hisense benefit from the effects of this, h-household appliance stocks shine yesterday, Skyworth (0751-HK) increase in the Super 10%, TCL multimedia (1070-HK), Haier (1169-HK) l 6%About zhigao (0449-HK) rises near 4%. A-share home appliances stocks will outperform the market, Hisense electric in black lead, or 5.89%, Sichuan Changhong, Sichuan Jiuzhou subsequently.
White, show strong shares, Zhejiang beauty, open environment, spring stakes, Dunan environment more than 4% per cent. Au inquiry report is expected home appliances is expected to significantly outperform the market index.First quarter of 2012, although home appliances sector fundamentals is very poor, but expect a new round of stimulus policies issued, would facilitate the sales and profitability of industry promotion, plates and dramatically outperform the market index. In addition, after a recent investigation of the Pearl River Delta Air conditioning industry chain, believing that air conditioning industry competition to improve results, air conditioner price promotion will drive the profitability of the industryRose. Gree electric appliances product competitiveness Enterprise Qingdao Haier
TERA Gold, Hisense electrical appliance,. Also concerned benefit from energy-efficient variable-frequency electromagnetic expansion valve for air conditioning drive increased demand for shares of sanhua. Hong Kong stocks continue to recommend Haier, Skyworth Digital, upstream and downstream industry chain in the leading Internet on TV in the early advantage and TCL multimedia is also of concern. Shenyin wanguo recognitionFor, judging from the rules, flat-screen TV benefit is higher than air conditioning, Black electric mixer Hisense electric would benefit, one or two levels in the air conditioning energy efficiency products a higher proportion of beauty of gree electric appliances, electrical appliances, Haier is also expected to benefit from the subsidy. In turn recommended Qingdao Haier, gree electric appliances, beauty and Hisense electric appliances, Hefei Sanyo, CygNET. Galaxy securitiesAlso similar, recommended to benefit from energy-efficient flat panel TV of Hisense electric
SWTOR Credits, TCL; gree, midea, Haier air conditioner leading enterprises; main suppliers spent three shares of domestic electronic expansion valve.
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