This week’s market:
The social services (Shenwan) sector index rose or fell by + 9.47% this week, ranking No. 1 in the rise and fall of Shenwan industry.
China Securities Composite Index (+ 1.63%), Shenzhen Composite Index (+ 1.47%), Shanghai and Shenzhen 300 (+ 3.14%) and gem index (- 0.34%).
The top five gainers of social service industry: Beijing Fengshangshiji Culture Media Co.Ltd(300860) (+ 50.23%), Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) (+ 17.52%), China Tourism Group Duty Free Corporation Limited(601888) (+ 12.56%), Jiangsu Tianmu Lake Tourism Co.Ltd(603136) (+ 6.69%), Shanghai Jin Jiang International Hotels Co.Ltd(600754) (+ 6.59%);
The top five declines in the social service industry: * ST Haichuang (- 3.25%), * ST Shengya (- 2.73%), * ST tengbang (- 2.69%), Jinlv B-Shares (- 1.71%), Caissa Tosun Development Co.Ltd(000796) (- 0.95%).
Industry news trends:
2021 accommodation consumption report released: the total scale of national accommodation facilities decreased by 26.5% year-on-year
Yuan universe real estate speculation fever: some people hoard 100 sets first, and a piece of land is more expensive than Beijing villas
The price of spices and ingredients has increased, and the catering boss can’t sleep again!
Brewing beer midfield battle: 2450 entrepreneurs in one year
When the tide of flow theory ebbed, beauty brands began to work hard
Core view:
The central economic work conference clearly put forward that the main tone of 2022 is stability, and all work next year should serve steady growth and stable society. According to statistics, there are about 400 million middle-income groups in China. This group is still expanding rapidly. The needs of Chinese consumers are becoming more and more personalized and diversified, and they are more and more keen on high-quality and new scientific and technological products, which will bring more opportunities for the development of China’s high-end consumer brands and pay close attention to the three major markets in the social service sector
thread:
1) The recovery of catering tourism. In the medium and long term, the disturbance of the epidemic is expected to promote the accelerated clearing of catering, tourism and hotel industries and the transformation and upgrading of business formats, and is optimistic about the anti risk ability of industry leaders.
2) The future of the meta universe has come. All kinds of capital accelerated the promotion of yuanuniverse business. Based on the current technological maturity, we believe that the fastest landing applications are games, virtual people, film and television and other industries, which can be analyzed from three dimensions: content, operation and channel.
3) The rise of new consumption. a. The rise of national tide: domestic brands pay more attention to the mining of Chinese preferences, and new social media marketing uses decentralized communication path to more efficiently stimulate potential consumption vitality; b. Cultivating diamonds: the market attention and market demand of cultivating diamonds have increased significantly, ushering in a high growth dividend window period; c. Medical beauty: we are firmly optimistic about the medium and long-term high outlook of the industry.
Risk warning: global epidemic control; Regulation of national policies; Industry regulatory risk; The downward pressure on the economy has increased.
