After the Weiya incident, the new pattern of live e-commerce may open
Recently, the Inspection Bureau of Hangzhou Taxation Bureau interviewed Huang Wei, the network anchor (net name: Weiya) was investigated and punished for suspected tax evasion. According to the regulations, it was confirmed that the tax evasion was 643 million yuan, and the other underpaid taxes were 60 million yuan. Weiya's full platform account was closed as of December 21. The anchor echelon may change, and some people with head and middle waist are expected to get more traffic growth opportunities, so the platform For the redistribution of inter flow, talent may prefer a more accurate recommendation platform with brand product strength as the core, and the beauty head brand with R & D and strong operation ability may benefit for a long time. In the long run, the brand may regain the bargaining power of live broadcasting, develop live broadcasting to standardization, and highlight its operation value.
From the resumption of supply and demand to the deduction of competition pattern, what is the prospect of hair transplantation industry?
Hair loss has become more common, and hair transplantation is the most powerful solution. From 2016 to 2020, the scale of China's hair transplant medical service market increased from 5.8 billion yuan to 13.4 billion yuan, and the scale of medical care and fixation market increased from 2 billion yuan to 5 billion yuan, with a compound growth rate of 23.3% and 25.7% respectively. There are four main participants in China's hair transplant industry, and chain hair transplant institutions are most likely to stand out in the existing competition pattern. The development strategies of China's four leading hair transplant enterprises are relatively close, and Yonghe medical is in the leading position.
The diamond cultivation sector continues to pick up, and continues to be optimistic about the industry prosperity and configuration value
At present, the order fulfillment rate of diamond leaders cultivated by upstream HTHP is only about 10% - 30%, the short-term expansion of hexahedral top press is limited, and the incremental equipment is expected to flow mainly to leading companies; In the middle reaches of India, the import of rough diamonds from October to November was + 9.76% / + 37.1% year-on-year, and the export of bare diamonds was + 80.6% / + 24.4% year-on-year respectively, continuing to maintain a high boom; Xiaobaiguang lightmark, a diamond brand cultivated in the downstream, obtained a pre-A round of financing of 130 million yuan, and the brand publicity and consumer education were promoted rapidly.
This week's view
Focus on recommending domestic cosmetics companies with core product strength and strong brand operation strength ( Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , Bloomage Biotechnology Corporation Limited(688363) , Shanghai Jahwa United Co.Ltd(600315) ); it is recommended to pay attention to Yonghe medical, the leading chain hair transplant leader in technology and brand strength; continue to recommend Henan Liliang Diamond Co.Ltd(301071) , and it is recommended to pay attention to North Industries Group Red Arrow Co.Ltd(000519) , Henan Huanghe Whirlwind Co.Ltd(600172) , Sf Diamond Co.Ltd(300179) , Beijing Worldia Diamond Tools Co.Ltd(688028) and Sinomach Precision Industry Co.Ltd(002046) .
Risk statement
Third party data difference risk, intensified industry and brand competition, industry supervision risk and new product market promotion risk; The demand for hair transplantation is less than expected, medical and health and policy risks, and the industry competition pattern intensifies; The demand for diamond cultivation is lower than expected, and the price of raw materials has risen sharply
