This week’s market:
The social services (Shenwan) sector index rose or fell by – 0.33% in the week, ranking 23rd among the rise and fall of Shenwan industry.
Shanghai Stock Index (+ 0.80%), Shenzhen Component Index (+ 1.78%), Shanghai and Shenzhen 300 (+ 1.08%) and gem index (+ 2.93%).
Ranking of sub industries: SW sports II (+ 5.58%), SW professional services (+ 4.10%), SW Education (+ 1.61%), SW hotel catering (- 2.09%), SW tourism and scenic spots (- 2.97%).
The top five gainers of social service industry: Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (+ 61.09%), Xi’An Qujiang Cultural Tourism Co.Ltd(600706) (+ 41.51%), Dalian My Gym Education Technology Co.Ltd(002621) (+ 34.02%), Caissa Tosun Development Co.Ltd(000796) (+ 27.98%), Huatian Hotel Group Co.Ltd(000428) (+ 26.75%);
The top five declines in social service industry: Shenzhen Anche Technologies Co.Ltd(300572) (- 13.41%), Jiangsu Jinling Sports Equipment Co.Ltd(300651) (- 12.75%), Wuhan Ddmc Culture & Sports Co.Ltd(600136) (- 11.58%), Beijing Fengshangshiji Culture Media Co.Ltd(300860) (- 10.34%), Shanghai Lisheng Racing Co.Ltd(002858) (- 9.91%).
Core view: Catering & Tourism: the frequent introduction of favorable policies is expected to accelerate the recovery of the industry. On the afternoon of February 18, the national development and Reform Commission and other 14 departments jointly issued several policies on promoting the recovery and development of difficult industries in the service industry (hereinafter referred to as the “notice”). In accordance with the decision-making and deployment of the CPC Central Committee and the State Council, in order to help difficult industries in the service industry tide over difficulties and resume development, on the basis of implementing the policies and measures already issued and with the consent of the State Council, Put forward policies and measures to help enterprises to rescue, including inclusive rescue support policies for service industry, and rescue support policies for catering industry, retail industry, tourism industry, highway, waterway and railway transportation industry, civil aviation industry, etc. This time, the industry policy support has been significantly improved, and there are many kinds of rescue tools, involving finance and taxation, finance, administrative supervision and other aspects, so as to solve the plight of enterprises from the root, so as to stabilize the basic market of the industry.
Sports: according to the data, China has achieved the goal of “driving 300 million people to participate in ice and snow sports”. The number of participants in ice and snow sports in China has reached 346 million, and the resident participation rate has reached 24.56%. There are 654 standard ice rinks and 803 indoor and outdoor ski resorts in China. According to the relevant survey data of the Ministry of culture and tourism, the number of ice and snow leisure tourists in the snow season from 2020 to 2021 reached 230 million, and the income of ice and snow leisure tourism exceeded 390 billion yuan. With the success of the Winter Olympics and Gu Ailing’s super star IP influence, ice and snow sports have become a fashionable lifestyle of the people. With the increasingly mature ice and snow industry chain, it is expected to promote the new development of ice and snow tourism and drive the trend of national fitness.
Risk warning: global epidemic control; Regulation of national policies; Regulatory industry risks; The downward pressure on the economy has increased.
