Appliance Industry: Industry Confidence In The Golden Period Of Development - Lcd Panel, Appliances

2010, the Real Estate

2010, the Real Estate

Sell

Down on

Home Appliances

Demand limited.

2010 real estate market are worried about regulation will affect the demand for home appliances. In fact, the real estate driven demand-led urban new home appliance market is over. (1) in 2009, the rural market in the "countryside" policy stimulated the rapid growth will continue for the next 2-3 years heavy volume. (2) urban renewal market will "

TM to

"Policies to promote the next round is activated. And then consider the needs of real estate on the home appliances lagged effect of 3-6 months, and affordable housing alternatives on the role of commercial housing. We believe that the 2010 regulation on the appliance demand for real estate limited impact.

raw material prices without excessive worry about the industry profitability weakened.

Market prices for raw materials in general and

LCD panel

Price volatility on the profitability of the industry in 2010 has concerned the impact.

We believe that raw material prices are factors that weaken the industry profit, but not dominant factor in the market without excessive fear. (1) Since 2006

White

Ability to pass cost pressures the industry is not weak, to mention the price of raw materials far from the highest point in 2008. (2)

Black

As a consumer

Electronic

Products, to LCD

Panel

Upstream of the core components represented by short-term price fluctuations can not change the long-term prices continued to decline.

confidence, household appliances in the golden period of development.

2010, domestic appliance market will grow 30%; export sales occurred in the tail end of 2009, mainly exports more than 50% at high growth over 2010, export or with expected performance.

The next 2-3 years is the home appliance industry golden period of development. First of all, good collection of multi-industry, including the policy focus on stimulating, high-growth market, a comprehensive industrial upgrading, industrial restructuring; Second, the industry profit growth over the last restrict the "price competition" and "channel conflict" has been easing since 2006 , into the sound development of the industry to maintain the stability margin is large probability events.

The next 2-3 years, that is, high growth industry, the stage of profitability, but also nurture the industry with world-class competitive business period.

take shelter in market sentiment, choose the occasion and, for the time being to "overweight" rating.

1 month, market sentiment bearish white power blocks strong, white leading Shenfutiaozheng. Home appliances market has always been a lack of confidence in the plate, only true, solid, the data set can only avoidance of doubt, to establish market confidence. In this case, investors can be avoided on the market sentiment for the time being, especially not to adjust the appliance has the greater adjusted risk of small cap stocks. White counterparts in 2010 leading the current stock price-earnings ratio is 14-17 times the downside is limited, and will have obvious defensive. Opportunities for industry as a whole come to be concentrated than-expected quarterly household appliances enterprises, or the countryside sale, renewal data clearly-than-expected sales. Temporarily cut the industry rating, avoid market sentiment.

by: gaga

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