"Launch girl's needle, Valentine's Day commemorative blind box!" fried Valentine's Day concept, is it reliable?
Recently, a number of enterprises have received suggestions from investors to "open their brains". Even companies whose main business is the pharmaceutical industry and laser equipment have been yelled to rub the heat of Valentine's day.
yell at listed companies and "cross-border" rub traffic
With Valentine's Day approaching, many companies have received requests from investors to launch holiday related products.
Investors of Huadong Medicine Co.Ltd(000963) suggested that the company launch girls' needles on Valentine's day, while investors of Wuhan Golden Laser Co.Ltd(300220) suggested that the company launch Valentine's Day commemorative blind boxes.
The above two enterprises are not directly related to the "Valentine's Day" concept . from the introduction of Huadong Medicine Co.Ltd(000963) , their main business is mainly in the pharmaceutical industry, while Wuhan Golden Laser Co.Ltd(300220) is only in the business intelligence application sector. The main products are IP trendy games and blind boxes.
Enterprises receiving similar suggestions are far more than that. Chinese time-honored brands China Quanjude(Group) Co.Ltd(002186) , whose main businesses are red dates, freeze-dried products Haoxiangni Health Food Co.Ltd(002582) , and solid beverage companies Xiangpiaopiao Food Co.Ltd(603711) , have all been suggested by investors on Valentine's day.
According to the reporter's verification, China Quanjude(Group) Co.Ltd(002186) launched a romantic double meal on Valentine's day in order to set off the festive atmosphere under the suggestion of investors to "launch couple packages, candlelight roast duck and other projects".
This wave of shouting seems sudden, but the reporter found that this may be related to the popularity of Valentine's Day related industries.
Take the flowers commonly used as gifts on Valentine's day as an example. Recently, the price of roses was revealed to have hit a 20-year high.
According to reports, even if the output of flowers is low and the price rises sharply this year, its order volume remains high. tianyancha data show that the market scale of flower related enterprises has exceeded 100 billion.
Wang Qian, head of the flower industry of hungry Yao, also confirmed that during Valentine's day, the overall order of hungry Yao will increase by more than 300% year-on-year. In addition to roses, orders for carnations, tulips and other flowers also increased significantly.
It is reported that in Wanfu flower Industrial Park in Sansheng Township, Chengdu, the cost of flowers has increased from 2-3 yuan per flower in previous years to 6 yuan this year. The purchase price of rose light is twice that of last year. The price of popular flowers in Yunnan is also expected to be more than twice that of last year.
Driven by the atmosphere of Valentine's day, investors frequently suggest listed companies to improve their performance.
Valentine's Day concept stocks, do you like it or not?
During Valentine's day, Jiayuan technology was jokingly called Valentine's Day concept stock by investors because the securities abbreviation contained the word "Jiayuan".
At the same time, investors in Mclon Jewellery Co.Ltd(300945) , DEA shares and Huatian Hotel Group Co.Ltd(000428) stocks, which are mainly engaged in jewelry, also expressed concern about whether Valentine's day can improve the company's performance. among the above-mentioned stocks, investors expect the company to usher in a rising market on February 14.
In this regard, the reporter checked the trend of the above-mentioned stocks. As of the closing of the afternoon, Huatian Hotel Group Co.Ltd(000428) share price increased by 10.07%, and the share prices of other related enterprises also rose slightly on the same day.
However, insiders pointed out that Valentine's day has a limited impact on the secondary market.
According to statistics, in previous years, the rise of "concept stocks" related to Valentine's Day was not obvious. According to the data, the growth of concept stocks in jewelry, hotel and other industries was not high from February 14, 2018 to 2020.
Jewelry stocks closed at more than 32 {00000} in 2020, and the stock prices of other jewelry stocks fell by only 26.00000} in one month. However, February 14, 2021 is during the closing period of the Spring Festival, so it will not be counted.
Chen Chuanglian, Professor of Finance and doctoral advisor of Jinan University, said in an interview with the Beijing Business Daily that although Valentine's day will stimulate the consumption of jewelry, hotels, catering and flower markets to a certain extent, companies in these industries will also adopt relevant sales stimulus policies specifically for Valentine's day, but in the long run, The impact of Valentine's Day is a temporary shock, not a permanent shock.
During the Valentine's day, some insurance companies took the opportunity to launch "love insurance" and "marriage insurance" in the name of love protection. At present, with the increasingly rational consumption concept of consumers and the increasingly perfect market supervision, they gradually disappeared.
"The valuation of the company is still determined by the long-term and stable profitability, future development trend and P / E ratio of the industry to which the company belongs. The final determinant of the stock price also depends on the sustainable profitability of the company. Therefore, the impact of Valentine's day on hotel and jewelry concept stocks on that day or a few days before and after is relatively limited and can be basically ignored." Chen Chuanglian said in an interview.
