Retail business data in November: the growth rate of commodity retail slowed down, and cosmetics benefited from the large promotion of accelerated growth month on month
In November, the total retail sales of social consumer goods was 4.1 trillion yuan, a year-on-year increase of 3.9%, with a month on month growth rate of – 1.0pct. High frequency optional consumers continued to recover, including clothing, hats, shoes, knitwear and textiles, with a year-on-year increase of – 0.5%, a month-on-month increase of + 2.8pct, and cosmetics, which benefited from the double Eleventh National Congress, with a year-on-year increase of 8.2% and a month-on-month increase of + 1.0pct.
India’s diamond cultivation data in November: penetration rate continues to increase
According to giepc data, in November 2021, India’s imports of cultivated diamond blanks amounted to US $85 million, a year-on-year increase of + 37.1% and a month on month increase of – 17.5%, The import penetration rate was 7.6% (YoY + 2.3pct, mom + 0.6pct); the export volume of cultivated diamond bare diamonds was 86 million US dollars, yoy + 24.4%, Mom – 41.3%, and the export penetration rate was 6.2% (YoY + 2.2pct, mom + 0.8pct). In November, the import and export volume of cultivated diamonds in India decreased or was affected by over regulation (Diwali festival is the biggest festival in India, with a 5-day holiday). It maintained a high growth year-on-year and its penetration rate continued to increase.
Yunnan Botanee Bio-Technology Group Co.Ltd(300957) : with the inclusion of “1 + 2” core index and Shenzhen Stock connect, tmall continued to make efforts and highlighted its investment value
Recently, the company was also included in the list of Shenzhen composite index, gem index and Shenzhen 100 components, highlighting its fundamental strength and recognition. The logic of large single products, multi brands and multi-channel continues to be verified. The company’s Gmv record (Amoy data) of about RMB 1.8 billion on Taobao in November, and the price of large single product special cream is controlled by the double 12th Shopping Festival. At the same time, the marketing continues to make efforts. From December 12 to December 14, the Gmv of tmall double 12th Shopping Festival reaches RMB 111 million / + 96% (Amoy data), and the brand advantage appears again.
Cosmetics regulation issued a new announcement: it will help the regular development of the market for a long time
This week, the official website of the State Drug Administration released an article on whitening cosmetics and whitening agents, which shows that relevant departments are preparing to draft a list of cosmetic whitening agents. It is expected that the release of the list will have a further impact on the definition of Chinese whitening cosmetics, In addition, the State Drug Administration issued the announcement of the State Drug Administration on further clarifying the transitional management of original special-purpose cosmetics and other related matters on December 17. Recently, the regulatory authorities issued a series of announcements aimed at standardizing the quality and safety of cosmetics registration and filing management work permit products. In the long run, the policy will help eliminate unqualified enterprises, and leading enterprises are expected to further expand their market share.
This week’s view
In November, the zero data of the cosmetics agency grew steadily, Yunnan Botanee Bio-Technology Group Co.Ltd(300957) double 12 continued to make efforts. The introduction of the new regulatory announcement on cosmetics is conducive to ensuring product quality and helping leading enterprises to increase market share in the long run, Focus on recommending domestic cosmetics related companies ( Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Bloomage Biotechnology Corporation Limited(688363) , Proya Cosmetics Co.Ltd(603605) , Shanghai Jahwa United Co.Ltd(600315) ); India’s diamond cultivation data penetration in November continued to improve, which was good for China’s upstream industry, and continued to recommend Chinese industrial chain related companies ( Henan Liliang Diamond Co.Ltd(301071) ).
Risk statement
Macroeconomic fluctuation risk; Risk of repeated epidemic impact
