Several companies released the main business data from January to February 2022
This week (March 7-march 11), many medical cosmetics, supermarkets and department stores released major business data announcements from January to February; From the disclosure, the overall operation of relevant companies is good. (1) Medical beauty cosmetics: Proya Cosmetics Co.Ltd(603605) double antibody series and Ruby series are sold brightly, and the logic test and multi-channel ability of large single products are prominent Lushang Health Industry Development Co.Ltd(600223) cosmetics revenue increased by 147% year-on-year from January to February, and “hyaluronic acid +” brand Yilian and “micro ecological skin care” brand Dr. yu’er performed well Bloomage Biotechnology Corporation Limited(688363) stable functional skin care products sector grew strongly. (2) Supermarket general merchandise: Wangfujing Group Co.Ltd(600859) the business format of Aolai and shopping center shows an obvious recovery trend Yonghui Superstores Co.Ltd(601933) operation has also improved significantly. From January to February 2022, the total revenue increased by about 3%, the same store increased by about 1.6%, and the operating net profit was about 760 million yuan. From the perspective of reasons, the competitive pressure from new business forms such as community e-commerce has been relatively relieved in the external environment. In terms of internal operation, Yonghui Superstores Co.Ltd(601933) also took the initiative to adopt the strategies of adjusting structure, reducing inventory and ensuring market, and achieved certain results in digital construction and warehouse store business form layout. (3) Gold jewelry: since 2022, the terminal sales of gold jewelry industry have shown a high boom; Benefiting from the needs of the younger generation to “please yourself” and new channels such as e-commerce live broadcasting, the fashion jewelry track of design and selfie online is also booming. In this track, we added Guangdong Chj Industry Co.Ltd(002345) . The company complies with the changing trend of the gold jewelry industry, establishes a differentiated brand image with high-quality and fashionable jewelry on the product side, and the channel side makes efforts to expand the franchise stores at an accelerated speed. It has outstanding advantages in brand differentiation, digital ability and single store model, and is expected to continue to grow at a high speed.
Industry Keywords: LOTGOO, tiktok, buy one by hand, shake 38, melon face mask, etc.
[lotgoo] the cutting-edge retail chain brand “lotgoo” has completed an angel round of financing of tens of millions of yuan.
[tiktok] the promotion of the “voice” live broadcast room has been opened.
[buy a piece with ease] Taobao tmall’s “buy a piece with ease” tool is testing its cross store playing method.
[tiktok 38 tiktok] 38 times “women’s consumption increased by 115.6%.
[melon face mask] Bloomage Biotechnology Corporation Limited(688363) mbeal and qqq jointly launched the “melon face mask”.
Plate Market Review
This week (from March 7 to March 11), the retail trade index closed at 274427 points, down 4.88%, 0.88% lower than the Shanghai Composite Index (down 4.00% this week), ranking 20th among the 31 primary industries. Among the retail segments, the supermarket segment performed better this week, and the commercial property operation segment has the smallest decline since the beginning of 2022. In terms of individual stocks, Baida Group Co.Ltd(600865) (+ 11.9%), Yonghui Superstores Co.Ltd(601933) (+ 7.8%), Ningbo Zhongbai Co.Ltd(600857) (+ 3.9%) rose ahead this week.
Investment suggestion: new key recommendation Guangdong Chj Industry Co.Ltd(002345)
Investment main line 1 (cosmetics): continuous verification of large single product + multi-channel logic, focusing on recommending domestic beauty leaders Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , Lushang Health Industry Development Co.Ltd(600223) , and cosmetics raw materials leaders of beneficiary objects Nanjing Cosmos Chemical Co.Ltd(300856) etc; Investment main line 2 (medical beauty): focus on recommending the leading products of medical beauty Imeik Technology Development Co.Ltd(300896) , the layout of the whole industrial chain Bloomage Biotechnology Corporation Limited(688363) ; Focus on the growth of jewelry brands such as the prosperity of the province and the promotion of the growth rate of gold in the market during the Spring Festival.
Risk tips: macroeconomic risks, repeated epidemics, intensified industry competition, etc.
