Light industry revitalization plan is expected to help boost household appliance stocks

Wang Bin "Light industry adjustment and revitalization of the planning rules" announced yesterday, the rules put forward 10 policy measures, home appliances, food and light industrial equipment, such as stocks are expected to benefit from. The rules specifically referred to 10 policy measures, including the further expansion of "home appliances to the countryside" to subsidize varieties, to improve the export tax rebate for some light industrial products, to adjust the catalogue of processing trade, to solve the problem of storing and storing agricultural products, to strengthen technological innovation and technical renovation, to strengthen financial support, to　　Encourage merger and reorganization and elimination of backwardness, play the role of trade associations. The release of the rules expanded the industry's benefits, for home appliances, food and paper and other industries to form a certain stimulating role.　　The further expansion of the "home appliances to the countryside" of subsidized varieties, is expected to expand domestic demand, improve household electrical appliances sales, improve the strength of export tax rebate to a certain extent also conducive to the home appliance industry to increase exports. Joint securities pointed out that home appliances to the countryside policy to stimulate rural household appliances demand growth, although the short-term market competition intensifies the pressure, but the rural household appliances brand concentration will be the trend, in the long run, home appliances big brands can obviously benefit from the policy, the industry's valuation level can be improved. Nanjing Securities Strategy analyst Zhou Xu that the revitalization plan is expected to further stimulate the trend of some household appliances stocks, light industry equipment stocks, but because the market has already been expected, so the short-term boost effect than the school a-share market yesterday to rebound, the afternoon market rose sharply, part of the pan-side positive has been shown. The rules of concern in the energy-saving emission reduction industry yesterday better, including too working Tiancheng (600392. SH), Philips Environmental Protection (600526.　　SH) and other stocks rose to the front. One industry personage thinks, including Suning electric appliance (002024. SZ), Gree electrical appliances (000651. SZ) and Yili shares (600887.SH) and other household appliances retail and dairy industry leading stocks are expected to benefit from the revitalization plan, but the recent market has accumulated a large increase, investors still need to pay attention to risk.