This week’s view
At present, except Xi’an, the epidemic situation has been basically controlled, and catering and tourism consumption are expected to be strongly boosted during the new year’s Day holiday. In terms of education, relevant companies represented by Dalian My Gym Education Technology Co.Ltd(002621) are gradually stripping K12 business. At the same time, the revised draft of the vocational education law is again submitted for deliberation, requiring vocational school students to enjoy equal opportunities with ordinary school students at the same level in terms of enrollment, employment and career development. It is suggested to pay close attention to the subdivision track where K12 business transformation of education enterprises is in place and the layout of vocational education is better.
Market performance
The trading day of this week is 5 days. This week, the CSI 300 rose by 0.39% and the industry rose by 4.88%.
Key company dynamics
Chengdu B-Ray Media Co.Ltd(600880) : Chengdu B-Ray Media Co.Ltd(600880) announced that Beijing roaming Valley Information Technology Co., Ltd., a wholly-owned subsidiary of the company, was publicly listed on the southwest United equity exchange on September 6, 2021 to increase capital and shares, and plans to introduce a strategic investor to raise monetary funds of no less than 30 million yuan. The listing deadline is December 30, 2021. On December 30, 2021, roaming Valley received the solicitation letter of southwest United equity exchange on intended investment qualification issued by Southwest stock exchange. After review and confirmation, the capital increase and share expansion solicited a qualified intended investor, namely Shanghai magic power information technology Co., Ltd. Shanghai magic power information technology Co., Ltd. wholly controls Shanghai BiliBili Animation Co., Ltd.
Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) : Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) issued an announcement on the company and its subsidiaries receiving government subsidies. From January 1, 2021 to the disclosure date of this announcement, the company and its subsidiaries have received various government subsidies totaling RMB 3390330.90 in the form of monetary funds, and have actually received relevant subsidies. The above government subsidies are expected to affect the total pre tax profit of the company in 2021 by 3390330.90 yuan.
Risk statement
Covid-19 epidemic situation is repeated or worsened; The tightening of China’s winter epidemic prevention policy.
