SKYWORTH GROUP (00751) surged over 28% in late trading session. As of press time, the stock rose 26.12% to HK$4.78, with trading volume reaching HK$432 million.

On the news front, SKYWORTH GROUP's stock jumped over 34% with heavy volume in late trading on September 8, sparking market speculation about potential privatization. On the same day, SKYWORTH GROUP clarified that there are currently no privatization plans.

Notably, SKYWORTH GROUP achieved revenue of RMB 36.264 billion in the first half of the year, representing a 20.3% year-over-year increase. Among this, new energy business revenue reached RMB 13.801 billion, surging nearly 54% year-over-year and accounting for 38% of the group's total revenue. Skyworth Solar has emerged as SKYWORTH GROUP's second growth curve.

Market analysis indicates that the consumer goods trade-in program will continue to advance steadily in the second half of 2025, with government subsidy funds expected to continue, and subsequent subsidy fund utilization may be more prudent, with full-year demand expected to maintain steady release. From the current perspective, expectations for domestic demand stimulation in the home appliance industry are rising. The sector's exposure to the US market may not be high, and leading companies have ample room for structural upgrades and global capacity deployment. Combined with high-quality operations and high dividend yields of industry leaders, investment value in the home appliance sector deserves active attention.