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Huatai Securities: Focus on Leading Defensive Stocks, AI+ Growth, and Second-Curve Elasticity in the Home Appliance Sector
2025-11-13 /
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Author：小编
In the third quarter of 2025, the home appliance sector experienced weakened domestic demand and structural differentiation, driven by both valuation and growth factors. It is recommended to focus on three main investment themes: First, from a defensive perspective, pay attention to leading white goods companies with stable profitability, resistance to economic cycles, stable dividends, and reasonable valuations; second, focus on AI+ growth companies with first-mover advantages in the smart home appliance sector; third, look for companies that leverage technological advantages to successfully expand into areas such as automotive thermal management, offering broad growth potential.
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