as of 10:32 on April 18, 2024, the leading home appliance index (980028) of the national securities firm rose 2.03 percent, the constituent shares of Jiuyang rose and stopped, Omar electric appliances rose 5.13 percent, and Huadi shares rose 5.08 percent. The leading home appliance ETF(159730) rose 2.05 percent, hitting 6 consecutive gains. The latest price is 0.95 yuan, the intraday turnover has reached 9.6015 million yuan, the turnover rate is 24.64, the market is active.

The leading home appliance ETF closely tracks the leading home appliance index of the national securities, which reflects the market performance of high-quality listed companies in the home appliance industry on the Shanghai-Shenzhen-North Stock Exchange.

Data show that as of March 29, 2024, the top ten heavyweights in the China Securities Leading Appliance Index (980028) are Midea Group (000333), Gree Electric (000651), Haier Zhijia (600690), Sanhua Zhikong (002050), Stone Technology (688169), Bull Group (603195), Deye Stock (605117), Hisense Appliance (000921), Boss Electric (002508) and Supor (002032), with the top ten heavyweights accounting for 80.78 of the total.

Guotai Junan Research Report pointed out that since the beginning of 2024, the overall growth of online sales of household appliances has been better, with sales of major household appliances such as air conditioners/refrigerators/color TVs + 33%/+ 19%/+ 25% year-on-year. The State Council recently issued the "Action Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in" to encourage home appliances to carry out trade-in actions. After the introduction of the last round of nationwide stimulus policy, the main sales of home appliances into the general new cycle, the national policy landing is expected to form a joint force, better drive the vast market (rural + third-and fourth-tier cities) of the new willingness.

The agency said that the short-cycle dimension, benefiting from the impact of channel replenishment and the recovery of terminal demand in some regions, is expected to perform well in the Q1 performance of export companies under the low base effect. Long-cycle dimension, brand companies through the advantages of product power, manufacturing power and channel layout, the sea space is vast. National policy landing is expected to form a joint force, multi-category, multi-brand layout leading leading enterprises more easily obtain market share.