Core highlights (2.28-3.4):
Hot spots in the industry this week: ① on the morning of March 5, the fifth session of the 13th National People’s Congress opened in the Great Hall of the people, and Premier Li Keqiang delivered a government work report; ② On March 2, Deloitte released the report “2022 global retail power”; ③ On March 2, Beijing Sunshine consumption big data research institute and the research center of consumer rights and interests protection law of the University of foreign economic relations and trade jointly released the public opinion analysis report on rights protection of live consumption with goods (2021); ④ On March 3, China Electronic Information Industry Development Research Institute released the report on China’s home appliance market in 2021;
Market performance: last week (2022.2.282022.3.4), CS trade retail index rose (0.22%), outperforming Shanghai Stock Index (- 0.11%), Shanghai and Shenzhen 300 index (- 1.68%) and Shenzhen Component Index (- 2.93%). Since the beginning of the year, the industry index has fallen by – 5.05%, outperforming Shanghai Stock Index (- 5.28%), Shanghai and Shenzhen 300 (- 8.99%) and Shenzhen Component Index (- 12.36%). Compared with other industries, the commerce and retail sector ranked ninth in the rise and fall of CITIC’s 30 industry categories last week, up 10 from the previous week.
Electricity supplier and generation operation tiktok: Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) released annual report, in 2021, the company’s performance was good, realized revenue of 4 billion 155 million yuan (YOY-9.67%), and net profit of 411 million yuan (YOY20.99%), continued to rely on Tmall, jomson and other electronic business platform to carry out retail business and brand marketing service of cosmetics business.
Professional chain segment: NYSE: MnSO released its unaudited financial report for the second quarter of fiscal year 2022. In this quarter, the total revenue of NYSE was 2.77 billion yuan, a year-on-year increase of 21%, and the group’s net profit margin was 7.7%, a new high in nearly seven quarters since the outbreak of the epidemic.
Supermarket segment: Anhui Andeli Department Store Co.Ltd(603031) issued a report on major asset purchase and related party transactions (Draft). The company plans to purchase 15% equity of Yajin technology from Ningbo Yafeng through its holding subsidiary Anfu energy by paying cash.
Gold and jewelry sector: DEA shares and Lao Feng Xiang Co.Ltd(600612) released the annual performance express of 2021, and their operations continued to improve. During the reporting period, the revenue increased by 87.57% / 13.87% respectively year-on-year, continuously improving the market coverage and share, and actively expanding the brand influence in the market.
Department stores and comprehensive business sectors: Beijing Cuiwei Tower Co.Ltd(603123) and Maoye Commercial Co.Ltd(600828) released the annual performance express of 2021, of which Beijing Cuiwei Tower Co.Ltd(603123) achieved a total operating revenue of 3.497 billion yuan (yoy-14.55%), a total profit of 179 million yuan (yoy-26.39%), Maoye Commercial Co.Ltd(600828) achieved an operating revenue of 4.186 billion yuan (YoY 13.16%) during the reporting period; The total profit was 605 million yuan (yoy98.19%).
What’s recommended: keeping the logic of the omnichannel configuration intact, the logic of the omnichannel configuration intact, and the recommendation focuses on the retail channel category of rainbow’s department store ( Rainbow Digital Commercial Co.Ltd(002419) . SZ ( Rainbow Digital Commercial Co.Ltd(002419) . SZ), Wangfujing Group Co.Ltd(600859) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\. SZ), Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) ( Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) . SH); As well as the Shanghai Jahwa United Co.Ltd(600315) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Winner Medical Co.Ltd(300888) . SZ), Chongqing Baiya Sanitary Products Co.Ltd(003006) ( Chongqing Baiya Sanitary Products Co.Ltd(003006) . SZ).
Risk warning: the risk of insufficient market confidence; Risk that the progress and effect of transformation are lower than expected.
