Industry hot spots this week: ① from December 8 to 10, the central economic work conference was held in Beijing; ② On December 9, the National Bureau of statistics released the national CPI and PPI data in November; ③ On December 10, the Ministry of Commerce issued the guidelines for County commercial construction; ④ Deloitte announced the global luxury power ranking in 2021.
Market performance: last week (2021.12.06-2021.12.10), CS trade retail index rose (0.88%), outperforming Shanghai Stock Index (1.63%), Shanghai and Shenzhen 300 index (3.14%) and Shenzhen Component Index (1.47%). Since the beginning of the year, the industry index has increased by 1.15%, outperforming Shanghai and Shenzhen 300 (- 3.00%), outperforming Shanghai Stock Index (5.57%) and Shenzhen Component Index (4.43%). Compared with other industries, the commerce and retail sector ranked 13th in the 30 industry categories of CITIC last week, up 11 from the previous week.
E-commerce and agent operation sector: Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) shareholders holding more than 5% reduced their holdings to less than 5%; Hangzhou Onechance Tech Corp(300792) complete the repurchase and cancellation of some restricted shares that have been granted but have not been unlocked; Alibaba adjusted its management.
Supermarket sector: Yonghui Superstores Co.Ltd(601933) raise funds to temporarily supplement working capital; New Hua Du Supercenter Co.Ltd(002264) increase the estimated amount of daily connected transactions with Alibaba and grant reserved shares in the pilot plan (phase II) equity incentive plan; Wal Mart closed its stores in batches during the year.
Gold and jewelry sector: Leysen Jewelry Inc(603900) president Shen Dongjun resigned; Prospectus of DEA shares for initial public offering and listing on GEM.
Department store and comprehensive business sector: Wangfujing Group Co.Ltd(600859) issued a report on the issuance of non-public shares for share exchange, absorption and merger of Beijing shoushang Group Co., Ltd. and raising supporting funds and related party transactions, provided deferred payment guarantee for the holding subsidiary Faya commerce and trade, and leased and operated the Golden Street Shopping Center.
Other chain segments: Telling Telecommunication Holding Co.Ltd(000829) the wholly-owned subsidiary listed to transfer the equity of the participating company, and the intended transferee was not collected at the expiration of the listing announcement.
Cosmetics sector: Zanyu Technology Group Co.Ltd(002637) repurchase the company’s shares by means of centralized bidding transaction; Proya Cosmetics Co.Ltd(603605) publish the online winning rate and priority placement results of publicly issued convertible corporate bonds; Syoung Group Co.Ltd(300740) suggestive announcement on the listing and circulation of shares reserved for granting restricted shares in the first and second release periods of the stock option and restricted stock incentive plan in 2019; Liuzhou Liangmianzhen Co.Ltd(600249) received the transaction balance of major asset sale projects.
Gehu sector: Hangzhou Haoyue Personal Care Co.Ltd(605009) repurchase the company’s shares for the first time by means of centralized bidding transaction.
Recommended target: maintain the logic of Omni channel configuration, It is recommended to focus on the retail channel Tianhong Department Store (002419. SZ), Wangfujing Group Co.Ltd(600859) (600859. SH), Yonghui Superstores Co.Ltd(601933) (601933. SH), Jiajiayue Group Co.Ltd(603708) (603708. SH), Chengdu Hongqi Chain Co.Ltd(002697) (002697. SZ), Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) (300755. SZ), Hangzhou Onechance Tech Corp(300792) (300792. SZ), Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) (605136. SH); and the consumer category Shanghai Jahwa United Co.Ltd(600315) (600315. SH), Proya Cosmetics Co.Ltd(603605) (603605. SH), Guangdong Marubi Biotechnology Co.Ltd(603983) (603983. SH) Yunnan Botanee Bio-Technology Group Co.Ltd(300957) （300957.SZ）、 Hangzhou Coco Healthcare Products Co.Ltd(301009) （301009.SZ）、 Hangzhou Haoyue Personal Care Co.Ltd(605009) （605009.SH）、 Winner Medical Co.Ltd(300888) （300888.SZ）、 Chongqing Baiya Sanitary Products Co.Ltd(003006) （003006.SZ）。
Risk warning: the risk of insufficient market confidence; Risk that the progress and effect of transformation are lower than expected.
