Industry hot spots this week: ① on November 30, the Bureau of statistics released the operation of China’s purchasing manager index in November 2021; ② On December 2, the Ministry of Commerce released the development of service trade from January to October 2021; ③ On November 25, CCFA’s 2020 Research Report on supply chain of Chinese retail enterprises was officially released.
Market performance: last week (2021.11.29-2021.12.03), CS trade retail index fell (- 0.22%), outperforming Shanghai Stock Index (1.22%), Shanghai and Shenzhen 300 index (0.84%) and Shenzhen Component Index (0.78%). Since the beginning of the year, the industry index has increased by 0.27%, outperforming Shanghai and Shenzhen 300 (- 5.95%), outperforming Shanghai Stock Index (3.87%) and Shenzhen Component Index (2.91%). Compared with other industries, the commerce and retail sector ranked 24th in the 30 industry categories of CITIC last week, down 15 from the previous week.
E-commerce and agent operation sector: Xiamen Jihong Technology Co.Ltd(002803) issued a suggestive announcement on the proposed change of the company’s controlling stake, and some war reports were released on the “black five” Shopping Festival of Amazon China in 2021.
Supermarket sector: xinduhua issued a suggestive announcement on changes in shareholders’ equity and Yonghui Superstores Co.Ltd(601933) returned part of the raised funds in advance.
Gold and jewelry sector: Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) adjust the stock option exercise price of the first phase partner option incentive plan, Leysen Jewelry Inc(603900) issue a prompt announcement on the change of shareholders’ equity and the change of actual controller.
Department stores and comprehensive business segments: Beijing Urban-Rural Commercial (Group) Co.Ltd(600861) issued an internal restructuring announcement, Fujian Dongbai (Group) Co.Ltd(600693) issued a suggestive announcement that the controlling shareholder increased the holding of 4% of the company’s shares, Beijing Cuiwei Tower Co.Ltd(603123) increased the subscribed capital of Rongzhi Cuiwei blue sky fund, and issued an announcement on the listing and circulation of non-public offering of restricted shares.
Other chain sectors: Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) wholly owned subsidiary plans to participate in judicial auction to bid for real estate, China Tourism Group Duty Free Corporation Limited(601888) issued an announcement to suspend the issuance and listing of overseas listed foreign shares (H shares) on the main board of the Hong Kong stock exchange.
Cosmetics sector: the website of the State Drug Administration issued an announcement announcing the children’s cosmetics logo “xiaojindun”, which is used to mark on the display of children’s cosmetics sales packaging, Shanghai Jahwa United Co.Ltd(600315) released the progress of share repurchase through centralized bidding transaction, Proya Cosmetics Co.Ltd(603605) issued an announcement on the public issuance of convertible corporate bonds, which can provide more funds for the company and improve liquidity.
Gehu section: Chongqing Baiya Sanitary Products Co.Ltd(003006) release the summary of 2021 stock option and restricted stock incentive plan (Draft), and Winner Medical Co.Ltd(300888) release the progress announcement of repurchasing the company’s shares.
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.
