[Changjiang Home Appliances - Direct Highlights] Recommend Holding Low-Valuation Leaders with High Certainty

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### [Changjiang Home Appliances - Direct Highlights] Recommend Holding Low-Valuation Leaders with High Certainty

Time: 2026-07-29 23:32:52

Content: [Changjiang Home Appliances - Direct Highlights] Recommend holding low-valuation leaders with high certainty. Amid increased market volatility, it is recommended to focus on leaders in the home appliance sector with low valuations, high certainty of dividends, and structural high growth:

1) Based on certain growth and dividend yield, we select leaders with dividend yield above 4.5% and relatively low valuations, prioritizing white goods leaders with the highest earnings certainty and increased dividends and buybacks: Midea Group, Haier Smart Home, Gree Electric Appliances; also watch two-wheeler leaders with potential earnings inflection: Aima Technology and Yadea Holdings; …