Investment Highlights:
annual air conditioning to maintain good sales growth: policies to stimulate the domestic appliance industry and foreign markets under the strong recovery under the air conditioning in 2010 domestic sales and exports achieved 36.89% and 53.91% of the good growth in total annual sales volume 94.956 million units, achieving a higher growth rate of more than 35%. From the monthly data, each monthly throughout the year 2010 showed more hot air conditioner market situation, the off-season is also no short sales situation.
Do panic! The main force is still diving? Stuck with the stock is likely to have saved! March the stock market changes are likely to occur? Tug of war hidden behind the movement of funds! rapidly increase the proportion of inverter air conditioners: energy efficiency and low background, the concept of air conditioning energy saving rapid escalation in 2010, of which the major air conditioner inverter air conditioner manufacturers are also strong, driven to become the leading air-conditioning market, including 11 month frequency Air conditioning sales have increased to 23.51% proportion.
Gree, Midea's sales account for half of the country: according to industry data online in 2010, the domestic air conditioner market concentration changed little over 2009, which continues to Gree and beauty more than 50% market share accounted for half of the two was 27.89% market share and 26.05%.
comes against the backdrop of competition between the domestic air-conditioning manufacturers will be increasingly focused on its enterprises.
focus of the company recommended: Gree Electric Appliance (000651)
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