biggamelottery| The home sector rose, with Yazheng Home and Aili Home rising daily, and Meixin Technology rising

Securities Times online newsBiggamelotteryThe home plate rose in intraday trading on the 14th. As of press time, Yazhen Home (603389) and Eli Home rose by the daily limit, Meixin Technology rose by more than 7%, Hals (002615), Zhejiang Zhengte rose by more than 6%, and Shandong Huapeng (603021) rose more than 5%.

In terms of the industry, from the end of April to early May, housing purchase restrictions were adjusted in many places, housing purchase restrictions were completely abolished in Hangzhou, Xi'an, Chengdu, and other places, and housing purchase restrictions were optimized in Beijing, Tianjin, Shenzhen, and other places, helping to lower the threshold for housing purchases. stimulate the release of potential demand; in addition, Shanghai, Shenzhen and other places encourage commercial housing to "trade in the old for new", which is conducive to the smooth flow of the primary and second-hand chain and the release of demand.

Debang Securities pointed out that from the perspective of the whole plate, although there is still pressure on the performance of some enterprises in the sector, the bottom of the real estate policy is already there, and the valuation is also at the bottom of history.BiggamelotteryThe value of the long-term layout is prominent, and in terms of the target, it is currently recommended to lay out multiple main lines:

1) although the fundamentals of some household enterprises are still weak, the long-term competitiveness of leading enterprises has been constructed. the long-term layout value is prominent: pay attention to European Home (603833), Sofia (002572), Zhibang Home (603801); 2) the export prosperity of software enterprises continues, domestic sales recover steadily, pay attention to Gu Home (603816), Minhua Holdings, Mousse shares and so on. (3) the intelligent track with high magnanimity: pay attention to the high growth of the independent brand of the intelligent toilet (002790), the good wife of the intelligent drying bibcock (603848), etc.; 4) those with good performance expectations and low valuation in the second quarter: pay attention to the hot sale of mattress packages, the fast-growing mousse shares of V6, and Xi Linmen (603008), which continues to make efforts in the sinking market.

Proofread: Li Lingfeng