Industry hot spots this week: ① on November 15, the National Bureau of statistics released the retail data of social consumer goods in November 2021; ② On the 15th, the Tariff Commission of the State Council issued the tariff adjustment plan for 2022; ③ On the 17th, China Chain Operation Association released the group standard retail digital terminology.
Market performance: last week (2021.12.13-2021.12.17), CS retail trade index fell by 1.14%, outperforming Shanghai Composite Index (- 0.93%), outperforming Shanghai and Shenzhen 300 index (- 1.99%) and Shenzhen Composite Index (- 1.61%). Since the beginning of the year, the industry index has increased by 0.00%, outperforming Shanghai and Shenzhen 300 (- 4.92%), outperforming Shanghai Composite Index (4.59%) and Shenzhen composite index (2.74%). Compared with other industries, the commerce and retail sector ranked 24th in the rise and fall of 30 industry categories last week, down 11 from the previous week.
E-commerce and agent operation sector: Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) shareholders holding more than 5% reduce their holdings to less than 5%, and complete the reduction plan; SF registered on the HKEx in the same city, with a total market value of HK $14.059 billion.
Supermarkets and convenience stores: New Hua Du Supercenter Co.Ltd(002264) completely abandon the retail business; Renrenle Commercial Group Co.Ltd(002336) the implementation of the plan to dispose of Qingdao financial stocks has been completed; The first batch of convenience stores in Beijing subway station will open for trial operation today.
Gold and jewelry sector: Leysen Jewelry Inc(603900) director Chen Chuanming resigned; DEA shares closed up 41.18% on the first day of listing; Guangdong Chj Industry Co.Ltd(002345) some shares of controlling shareholders are in contact with margin trading; Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) it is proposed to repurchase shares of no more than 290 million yuan.
Department store and comprehensive business sector: Wangfujing Group Co.Ltd(600859) holds 5% of the shares, and the former shareholder sancelli Nanjing reduces its shares; Maoye international further sold C.Q.Pharmaceutical Holding Co.Ltd(000950) shares; Rainbow Digital Commercial Co.Ltd(002419) new store opened.
Cosmetics sector: Syoung Group Co.Ltd(300740) director and deputy general manager he Guangwen resigned.
Individual protection sector: Hangzhou Haoyue Personal Care Co.Ltd(605009) shareholders holding more than 5% of shares are reduced to less than 5%; Hangzhou Coco Healthcare Products Co.Ltd(301009) restricted shares are listed.
Recommended target: we continue to maintain the two major themes of “digitization” in the annual strategy of 2021 and “specialization and innovation” under medium and high-end consumption “in the annual strategy of 2022. In combination with the requirements of the central work and economic conference for stability and progress, we focus on recommending high business certainty Manufacturer brands with certain brand influence and channel brands with certain price protection and favorable price ability; In addition, taking into account the recent recurrence of small-scale epidemics in many places, we believe that we still need to pay attention to investment opportunities in basic livelihood industries. It is suggested 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.
