Analysis of Strong Performance of Xueqi Electric (001387): Driving Factors and Market Prospects

This analysis is based on tushare_strong_pool data. Xueqi Electric (001387) has recently performed strongly and entered the strong stock pool. Driving factors include intelligent upgrading of the household appliance industry, growth in commercial cold chain demand, and the company’s extension of the industrial chain through acquisitions. The current stock price has broken through the annual line, indicating optimistic market expectations, but attention should be paid to the risk of capital outflows in the industry.

Xueqi Electric (001387) is a household appliance enterprise focusing on large-capacity refrigerators and commercial cold chain equipment [0]. Recently, the company has performed strongly due to multiple factors:

1. Industry Trends
   : The household appliance industry is facing intelligent upgrading and policy benefits from trade-in programs, and the growth in commercial cold chain demand has become a new driving force [0].
2. Company Strategy
   : From 2024 to 2025, the company extended its upstream industrial chain by acquiring Wuliang Intelligence and Shengbang Electric, forming an upstream-downstream linkage effect [0].
3. Stock Price Performance
   : In November 2025, the company’s stock price broke through the annual line [7] and hit the daily limit [3], with a daily increase of 10.04% [0].

However, attention should be paid to capital outflows at the industry level: as of November 13, 2025, the household appliance sector had a capital outflow of 876 million yuan [6], and Xueqi Electric had a net sell-off of 2.0651 million yuan by main funds on November 24 [1].

Cross-domain correlations show that the company’s industrial chain integration strategy (acquiring upstream enterprises) and the industry’s intelligent upgrading trend have formed a synergistic effect, enhancing market confidence. In addition, the growth in commercial cold chain demand provides a new growth point for the company, complementing its traditional refrigerator business.

:

• Industry capital outflows may affect short-term stock price performance [6];
• Short-term net sell-off by main funds requires attention to subsequent capital trends [1].

:

• Policy benefits (trade-in programs, intelligent upgrading) bring growth space for the industry [0];
• Growth in commercial cold chain demand provides opportunities for the company to expand its business [0];
• Industrial chain integration enhances the company’s competitiveness [0].

: Opportunities have medium- to long-term potential, while risks are mainly short-term fluctuations.

Xueqi Electric (001387) has recently performed strongly, mainly due to industry trends and company strategy. Although there are short-term capital outflow risks, the medium- to long-term prospects are supported by industry policies and demand growth. Investors should pay attention to the company’s subsequent performance disclosures and changes in industry capital flows.