What sectors present investment opportunities after the holiday? October brokerage golden stock recommendations have been gradually released. Data shows that as of now, 20 brokerage firms have published their October golden stock lists, with nearly 200 individual stocks receiving recommendations.
From an investment perspective, brokerages' October golden stock allocations demonstrate a clear characteristic of "growth-focused with cyclical as supplementary." Among the selected stocks, there are technology companies in the semiconductor field such as SMIC and Unigroup Guoxin, popular targets in the new energy sector including Sungrow Power Supply and Huayou Cobalt, as well as consumption upgrade companies like Haier Smart Home Co.,Ltd. Notably, Haier Smart Home Co.,Ltd. is the only company in the home appliance industry to receive brokerage recommendations.
The brokerages' favor toward Haier Smart Home Co.,Ltd. is closely tied to its deep commitment to globalization, digitalization, and smart home strategies.
Regarding globalization, Haitong International believes that Haier Smart Home Co.,Ltd. has a clear global layout strategy with obvious localized operational advantages, maintaining rapid growth in emerging markets while continuing to increase market share in mature European and American markets. On September 23, the Haier air conditioning production base located in Chonburi, Thailand, officially commenced operations with an annual planned capacity of 6 million units, covering multiple categories of air conditioning products. This represents the largest air conditioning manufacturing base established by a Chinese brand in Southeast Asia.
In terms of digitalization, Haier Smart Home Co.,Ltd. continues to advance its digital transformation strategy, improving operational efficiency while creating the best user experience throughout the entire process. On September 26, the China Light Industry Information Center released the 2025 Light Industry Digital Transformation "Navigator" case list. Haier Smart Home Co.,Ltd. was selected for its "Smart Fulfillment: AI + Full Supply Chain Optimization" and ranked first in the artificial intelligence empowerment category.
Regarding smart technology, Haier Smart Home Co.,Ltd. steadfastly promotes its smart home strategy. Through the creation of a smart home intelligent interaction engine, Haier Smart Home Co.,Ltd. connects with users on one end and aggregates ecosystems on the other, rapidly transforming user ideas into product solutions with continuous iteration, earning ongoing user recognition. According to GfK China Market Monitor data for the first nine months (weeks 1-38), Haier Smart Home Co.,Ltd. achieved first place in market share across both online and offline channels.
In an uncertain market environment, Haier Smart Home Co.,Ltd., with its strong growth potential and continuous creation of definitive value for users, appears to be the core reason why it is favored by the capital market.