This week’s market:
The social services (Shenwan) sector index rose or fell by – 7.91% in the week, ranking 31 / 31 in the rise and fall of Shenwan industry.
Shanghai Stock Index (- 4.00%), Shenzhen Component Index (- 4.40%), Shanghai and Shenzhen 300 (- 4.22%) and gem index (- 3.03%). Ranking of sub industries: SW tourism and scenic spots (- 2.78%), SW hotel catering (- 3.31%), SW professional services (- 4.24%), SW Education (- 6.88%), SW sports II (- 7.06%).
Top five gainers in social service industry: Beijing Dataway Horizon Co.Ltd(301169) (+ 8.25%), The Great Wall Of Culture Group Holding Co.Ltd.Guangdong(300089) (+ 7.39%), Xi’An Catering Co.Ltd(000721) (+ 4.08%), Tibet Tourism Co.Ltd(600749) (+ 3.59%), Hna Innovation Co.Ltd(600555) (+ 2.84%);
Top five declines in social service industry: Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) (- 18.92%), Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (- 16.53%), Chengdu B-Ray Media Co.Ltd(600880) (- 16.32%), Btg Hotels (Group) Co.Ltd(600258) (- 15.31%), Shanghai Jin Jiang International Hotels Co.Ltd(600754) (- 15.30%).
Industry dynamics
Heilongjiang issued policies to support the development of culture and tourism industry: attracting investment and talents
The number of medium and high-end hotels contracted continued to grow, and each group secretly fought in the second and third tier markets
Yunnan Province issued policies to accelerate the recovery, transformation and upgrading of Tourism under the epidemic situation
Cultural tourism integration accelerates “out of the circle” and “science and technology + cultural tourism” enables Guangdong to build a strong cultural province at a higher level
“Double first-class”, a new engine for high-quality development of Higher Education
Core view:
According to the latest data from the National Health Commission, from 0:00 to 24:00 on March 12, 1807 local confirmed cases and 1315 asymptomatic infections were added in a single day in China. The 3122 cases of positive infection are distributed in 19 provinces of China, and the Mikron mutant is setting off a peak of cases in the country. Judging from the fourth wave of covid-19 epidemic peak that the world is experiencing, the transmission capacity of Omicron is much higher than that of previous generations. Due to the impact of the epidemic, offline travel is under short-term overall pressure. It is recommended to pay attention to the real-time progress of epidemic prevention and control, and select the subdivided leading targets with underestimated value and excellent fundamentals. At the current time point, it is recommended to lay out the cultivation diamond industry with high prosperity, which is good [ North Industries Group Red Arrow Co.Ltd(000519) , Henan Huanghe Whirlwind Co.Ltd(600172) , Henan Liliang Diamond Co.Ltd(301071) ]; Under the epidemic, travel is limited, and the demand for prefabricated vegetables is expected to further boost. It is suggested to pay attention to [ Suzhou Weizhixiang Food Co.Ltd(605089) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Guangzhou Restaurant Group Company Limited(603043) ].
Risk warning: global epidemic control; Regulation of national policies; Industry regulatory risks; The downward pressure on the economy has increased.
