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Industry special comment: in February 10, 2022, the Kwai Kong electric supplier released the “2022 Spring Festival consumption trend insight report”, which disclosed the following data: from January 1, 2022 to February 3rd, the total volume of orders for urban residents from three to below was 84% over the same period last year, and GMV grew 121% over the same period last year. Top5 categories were Kwai boots (orders exceeding 200 million). Food and beverage (orders exceeding 140 million / Gmv increased by 70% year-on-year), beauty personal care (orders exceeding 83.77 million / Gmv doubled), jewelry clocks (orders exceeding 23.45 million / Gmv increased by 68%) and mobile digital. According to official disclosure, the 2022 Kwai GMV electricity supplier’s target is about 900 billion yuan, corresponding to the growth rate of 40%+. We believe Kwai Kwai’s low speed city GMV growth rate is much faster than the annual target growth during the Spring Festival, indicating that the fast growth of GMV is expected to exceed the expected level. (Note: the data are year-on-year in the lunar calendar)
Tiktok tiktok Kwai App, according to the latest version of the latest version of the Kwai Fu, shows that the top column of the fast hand is more than the “Winter Olympics” and “discovery” column compared with the App. The column at the bottom is more than “long video” column, which corresponds to the Winter Olympic Games content, the short video content of double waterfall and the short play with more than 10 minutes duration. The fastest way to develop user growth is to dismantle the fastest user growth strategy. The first step is to get Kwai La through the Spring Festival red envelope interactive activities. The second step is to retain new customers through the Winter Olympic Games. The third step is to achieve further user stickiness and longer usage through the rich short videos and short plays. We believe that the red Kwai new customers, the Winter Olympics retained, the short drama added long, fast user growth strategy at this stage clear steps, clear logic, DAU growth is expected to exceed market expectations.
Market review of this week: this week, the commerce and retail sector closed at 4070.39 points, up 3.92%, outperforming Shanghai and Shenzhen 300 (up 0.82% this week) by 3.10 percentage points. The sector ranks 14th among 29 primary industries. Among the segments, general retail rose 3.41%, trade rose 3.33%, franchise chain rose 7.01%, e-commerce and services rose 0.16%, and professional market operation rose 4.50%. The companies with the top five stock gains were Beijing Cuiwei Tower Co.Ltd(603123) (39.13%), Beijing Kingee Culture Development Co.Ltd(002721) (23.26%), * Jiangsu Hongtu High Technology Co.Ltd(600122) (18.95%), Shenzhen Hemei Group Co.Ltd(002356) (15.65%), Xinjiang Winka Times Department Store Co.Ltd(603101) (11.42%); The top five companies whose stocks fell were Anhui Andeli Department Store Co.Ltd(603031) (- 7.47%), Shenyang Cuihua Gold And Silver Jewelry Co.Ltd(002731) (- 6.51%), St Xiahua (- 6.33%), St Tianshou (- 6.09%) and Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) (- 4.37%).
Important industry news of the week:
[Internet] released the Spring Festival data report: 80 Kwai New Year’s Eve red envelopes, the maximum amount of 6666 yuan.
[Internet] jd.com released the consumption observation during the 2022 Spring Festival holiday, and the turnover during the Spring Festival increased by more than 50% year-on-year
Announcements of key companies:
[JD group] on February 3, JD announced that Liu qiangdong, chairman of the board of directors of the company, would donate 62376600 class B common shares to a third-party fund for charitable purposes.
