This week’s market:
The social services (Shenwan) sector index rose or fell by + 0.13% in the week, ranking 17th in the rise and fall of Shenwan industry.
Shanghai Composite Index (- 0.39%), Shenzhen Component Index (- 1.06%), Shanghai and Shenzhen 300 (- 0.67%) and gem (- 4.00%).
The top five gainers of social service industry: Chengdu B-Ray Media Co.Ltd(600880) (+ 34.31%), Yunnan Tourism Co.Ltd(002059) (+ 22.22%), Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (+ 9.89%), Dongguan Kingsun Optoelectronic Co.Ltd(002638) (+ 9.52%), Shanghai Jin Jiang International Hotels Co.Ltd(600754) (+ 5.78%);
The top five declines in social service industry: Shanghai Lisheng Racing Co.Ltd(002858) (- 18.54%), The Great Wall Of Culture Group Holding Co.Ltd.Guangdong(300089) (- 16.04%), Beijing Dataway Horizon Co.Ltd(301169) (- 11.80%), Kaiyuan Education Technology Group Co.Ltd(300338) (- 11.52%) and Dark Horse Technology Group Co.Ltd(300688) (- 10.77%).
Industry news trends:
The epidemic situation in Xi’an is grim, and civil aviation has been hit hard again
More and more “slow” fast food, how to occupy the kitchen of young people?
Since 11, beauty giants have started a new round of “card grabbing war”
The inner roll of coffee in the future, starting from low carbon?
What are the implications of the expansion worries of Haidilao and Starbucks for the hotel industry?
Core view:
Topic 1: the future of the meta universe has come. At present, the epidemic has triggered the rise of the housing economy, Extended reality There is a strong demand for the development of new technologies such as (XR) and digital twin. The underlying technical architecture of metauniverse includes network environment, virtual and real interface, data processing, authentication mechanism and content production. Various capitals accelerate the promotion of metauniverse business. With the current technological maturity, we believe that the fastest applications are games, virtual people, film and television and other industries.
Topic 2: the rise of new consumption. ① Online consumption: on the demand side, generation Z consumers have become the mainstream consumer group, focusing on the pursuit of personalization and willing to pay for the brand value of IP; On the supply side, domestic brands pay more attention to the mining of Chinese preferences, and the products are specially customized for Chinese attributes, which is more in line with the consumption needs of Chinese people. ② Medical beauty: Medical Beauty: we are firmly optimistic about the medium and long-term high outlook of the medical beauty industry; Beauty makeup: with the rise of beauty economy, the beauty loving population continues to expand, the products become more diversified, superimposed with the drive of new media marketing, and the growth of the industry continues to achieve new breakthroughs. ③ Gold jewelry: the rise of national self-confidence drives the revitalization of Guochao brand. Chinese jewelry companies show new brand vitality in the traditional consumption track through product innovation, new media marketing and supply chain optimization and upgrading.
Risk warning: global epidemic control; Regulation of national policies; Industry regulatory risk; The downward pressure on the economy has increased.
