This week’s view
In the cosmetics sector, we recommend Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Bloomage Biotechnology Corporation Limited(688363) , Shanghai Jahwa United Co.Ltd(600315) and Proya Cosmetics Co.Ltd(603605) with strong brand strength and strong R & D and marketing strength. In addition, on June 10, 2021, the National Health Commission and other eight ministries and commissions jointly issued the work plan for the special rectification of illegal medical and beauty services, and decided to jointly carry out the special rectification of illegal medical and beauty services from June to December 2021. As the special rectification is coming to an end, it will help alleviate the pessimism of the capital market towards the medical and beauty sector, We recommend Imeik Technology Development Co.Ltd(300896) which has strong R & D strength and gradual expansion of product matrix, and Lancy Co.Ltd(002612) and Huahan plastic surgery, which have rapid expansion of offline stores and pay attention to medical risk control. It is suggested to pay attention to Yonghe medical, the leading enterprise of planting, breeding and hair fixation, which is currently undergoing chain expansion nationwide.
Market performance
This week, the retail trade (CITIC) index closed at 3958.36, up 3.92% and down 3.29% since the beginning of the year. The performance of the sector outperformed the CSI 300 in one week. Over the same period, the CSI 300 index closed at 4601.40, up 0.82% and down 6.86% since the beginning of the year. From the perspective of branches, Sihuan Pharmaceutical (8.78%) ranked first in tracking the growth of individual stocks this week, and Yunnan Botanee Bio-Technology Group Co.Ltd(300957) (- 9.68%) ranked first in decline.
Company announcement
[ Lushang Health Industry Development Co.Ltd(600223) : briefing on the operation of real estate projects in the fourth quarter of 2021]
[ Lancy Co.Ltd(002612) : indicative announcement on the release of 2021 annual performance forecast by overseas holding subsidiaries]
Risk tips
The epidemic situation is repeated, the consumer demand is lower than expected, and the industry competition is intensified.
