Main line 1: the recovery of offline travel sector is expected
In the short term, the epidemic situation showed a multi-point distribution trend, the pressure of prevention and control increased in some areas, and the offline consumption of catering and tourism remained under pressure. In the future, with the stability of epidemic prevention and control and the relaxation of policies, consumer demand for catering, tourism and tax exemption is expected to be released intensively and rapidly. In the medium and long term, the disturbance of the epidemic is expected to accelerate the liquidation of offline consumer industries and the transformation and upgrading of business forms, and is optimistic about the anti risk ability of industry leaders. It is suggested to pay attention to: [ Btg Hotels (Group) Co.Ltd(600258) ] the epidemic disturbs the short-term performance and continues to open stores in large quantities; [ Shanghai Jin Jiang International Hotels Co.Ltd(600754) ] the medium and high-end layout is accelerated, and the head effect is prominent; [ China Tourism Group Duty Free Corporation Limited(601888) ] Hainan’s tourism has warmed up and its leading position in tax exemption is stable.
Main line: the application of binary universe accelerates the landing
The concept of meta universe began with the American science fiction avalanche in 1992. It is a virtual reality network world, which can map and interact with the real world and open a second life parallel to the display life. At present, the epidemic has triggered the rise of housing economy, and there is a strong demand for the development of new technologies such as extended reality (XR) and digital twins. The underlying technical architecture of yuanuniverse includes network environment, virtual and real interface, data processing, authentication mechanism, content production and other aspects.
Based on the current technological maturity, we believe that the fastest applications are games, virtual human, film and television, cultural tourism, advertising marketing and other industries. Reflected to the investment level, they can be analyzed from the three dimensions of content, operation and channel. It is suggested to pay attention to the construction of [ Hylink Digital Solution Co.Ltd(603825) ] “digital marketing + virtual human + Digital RMB + Forbidden City Education IP” resource enabling yuan universe ecology; [ Genimous Technology Co.Ltd(000676) ] obtain Huawei’s exclusive advertising (game, tool and social industry) authorization, and lay out new retail based on big data and live broadcast platform; [ Bluefocus Intelligent Communications Group Co.Ltd(300058) ] marketing of water testing virtual live studio, [ Mango Excellent Media Co.Ltd(300413) ] IP innovation and derivation based on header content, create commercial ecology such as high-quality VR game products, virtual characters and digital art collections, and layout the meta universe in stages; [ Inmyshow Digital Technology (Group) Co.Ltd(600556) ] deeply cultivate the social marketing of celebrities and test the social products of yuanuniverse; [ Col Digital Publishing Group Co.Ltd(300364) ] rich reserves of high-quality content.
Main line 3: the rise of new consumption
The rise of national tide: on the demand side, generation Z consumers have become the mainstream consumer group. This intergenerational population has a strong sense of national identity, pays attention to the pursuit of personalization, and is willing to pay for the brand value of IP; On the supply side, domestic brands pay more attention to the mining of Chinese preferences, and the products are specially customized for Chinese attributes, which is more in line with the consumption needs of Chinese people; Tiktok Kwai, along with the rise of short video platforms such as jitter, fast hands and so on, the new social media marketing can better show the characteristics of commodities, accurately touch the target user circles, so as to stimulate the potential consumption energy more effectively by centralizing the communication path. It is suggested to pay attention to [ Inmyshow Digital Technology (Group) Co.Ltd(600556) ] the vanguard of deep cultivation of celebrity marketing; [ Beijing Zhidemai Technology Co.Ltd(300785) ] high quality content driven and more efficient enabling marketing services; [ Saturday Co.Ltd(002291) ] the live broadcast e-commerce business matrix is rich.
Cultivating diamonds: under the background of the declining supply of natural diamonds and the reform of the global diamond consumption market, with the improvement of synthetic technology of synthetic diamond single crystal and the obvious improvement of consumers’ awareness and acceptance of cultivated diamonds, the market attention and market demand of cultivated diamonds have increased significantly, becoming one of the emerging choices for global diamond consumption, The penetration rate has increased from 1.9% in 2019 to 6.3% in 2020, ushering in a high growth dividend window. It is suggested to pay attention to [ Henan Liliang Diamond Co.Ltd(301071) ] cultivation of diamond business, accelerate production expansion and have strong performance growth potential; [ Mclon Jewellery Co.Ltd(300945) ] began to develop diamond sales business.
Medical beauty: Medical Beauty: we are firmly optimistic about the high outlook of the medical beauty industry in the medium and long term. It is suggested to focus on upstream medical beauty product companies [ Imeik Technology Development Co.Ltd(300896) , Bloomage Biotechnology Corporation Limited(688363) ], midstream channel companies [ Aoyuan Beauty Valley Technology Co.Ltd(000615) , Lancy Co.Ltd(002612) ]; Beauty makeup: the rise of beauty economy, the continuous expansion of beauty lovers, the increasing diversification of products, the superposition of new media marketing drive, and the continuous realization of new breakthroughs in the growth of the industry. China’s cosmetics industry has maintained growth for many consecutive years. Users have shifted to young groups, the proportion of men has increased, and the track has high growth. It is recommended to pay attention to [ Yunnan Botanee Bio-Technology Group Co.Ltd(300957) ] domestic cosmetics leaders focusing on sensitive muscles, [ Proya Cosmetics Co.Ltd(603605) ] large single products have significant strategic advantages and strong profitability.
