Gate.io, February 11th message, Galaxy Securities research report said that the national subsidy policy will continue in 2025, helping the performance recovery of the home lider industry. It is expected that the national subsidy funds will be gradually distributed to localities after the two sessions, and it is recommended to continue to pay attention to the progress and marginal changes in the implementation of the national subsidy policy in 2025 compared to 2024. It is expected that in 2025, the national subsidy policy will: 1) The subsidy amount is expected to increase; 2) The subsidy intensity will be strengthened: the highest discount rate for home kitchen and bathroom subsidies is expected to reach 30%; 3) The application and subsidy restrictions will be more stringent: local subsidies can only be obtained and used locally. From the performance perspective, the national subsidy in 2024 has a significant catalytic effect on the company's performance, but it is expected to be reflected in the first quarter of 2025 due to factors such as order cycle, and the full-year performance of 2024 is temporarily under pressure. Optimistic about the sustained recovery of the company's performance in 2025.
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Galaksi Menkul Değerler: 2025 yılında devlet teşvik politikası devam ediyor, ev liderleri iş performansını destekliyor
Gate.io, February 11th message, Galaxy Securities research report said that the national subsidy policy will continue in 2025, helping the performance recovery of the home lider industry. It is expected that the national subsidy funds will be gradually distributed to localities after the two sessions, and it is recommended to continue to pay attention to the progress and marginal changes in the implementation of the national subsidy policy in 2025 compared to 2024. It is expected that in 2025, the national subsidy policy will: 1) The subsidy amount is expected to increase; 2) The subsidy intensity will be strengthened: the highest discount rate for home kitchen and bathroom subsidies is expected to reach 30%; 3) The application and subsidy restrictions will be more stringent: local subsidies can only be obtained and used locally. From the performance perspective, the national subsidy in 2024 has a significant catalytic effect on the company's performance, but it is expected to be reflected in the first quarter of 2025 due to factors such as order cycle, and the full-year performance of 2024 is temporarily under pressure. Optimistic about the sustained recovery of the company's performance in 2025.