This week’s market:
The social services (Shenwan) sector index rose or fell by + 4.88% in the week, ranking No. 1 in the rise and fall of Shenwan industry.
Shanghai Composite Index (+ 0.60%), Shenzhen Component Index (+ 1.00%), Shanghai and Shenzhen 300 (+ 0.39%) and gem index (+ 0.78%).
The top five gainers in social service industry: Borui communication (+ 37.04%), St culture (+ 16.75%), St West City (+ 13.91%), Shenzhen Anche Technologies Co.Ltd(300572) (+ 13.46%) and Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) (+ 13.19%);
The top five declines in social service industry: Emtek (Shenzhen) Co.Ltd(300938) (- 5.07%), Bozhi Education (- 5.06%), Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (- 2.57%), Shanghai Lisheng Racing Co.Ltd(002858) (- 2.30%) and Suzhou Electrical Apparatus Science Academy Co.Ltd(300215) (- 1.67%).
Industry news trends:
In 2021, China’s tourism will forge ahead
Under the meta universe boom, is the NFT in the fashion circle the new wealth password?
In 2021, coffee was lost to tea
“Artificial diamond” industry broke out, and Henan enterprises accounted for half of the country
Three days later, the cosmetics industry entered the naked era
Core view:
Main line 1: the recovery of catering tourism. In the medium and long term, the disturbance of the epidemic is expected to promote the accelerated clearing of catering, tourism and hotel industries and the transformation and upgrading of business formats, and is optimistic about the anti risk ability of industry leaders. The upward fundamentals of the recovery of tourism economy are stable, and the prosperity has increased steadily.
Main line: the future of the binary universe has come. The underlying technical architecture of metauniverse includes network environment, virtual and real interface, data processing, authentication mechanism, content production and so on. Various capitals accelerate the promotion of metauniverse business. With the current technical maturity, we believe that the fastest applications are games, virtual people, film and television, cultural tourism, advertising and marketing and other industries.
Main line 3: the rise of new consumption. ① The rise of national tide: on the demand side, generation Z consumers have become the mainstream consumer group. This intergenerational population has a strong sense of national identity, pays attention to the pursuit of personalization, and is willing to pay for the brand value of IP; On the supply side, domestic brands pay more attention to the mining of Chinese preferences, and products are specially customized for Chinese attributes, which is more in line with Chinese consumption needs and more efficiently stimulate potential consumption vitality. ② Cultivating diamonds: under the background of the declining supply of natural diamonds and the reform of the global diamond consumer market, with the improvement of synthetic technology of synthetic diamond single crystal and consumers’ awareness and acceptance of cultivated diamonds have increased significantly. ③ Medical beauty: Medical Beauty: we are firmly optimistic about the medium and long-term high outlook of the medical beauty industry; Beauty makeup: with the rise of value economy, the beauty loving population continues to expand, the products become more diversified, superimposed with the driving force of new media marketing, and the growth of the industry continues to achieve new breakthroughs.
Risk warning: global epidemic control; Regulation of national policies; Industry regulatory risk; Increasing downward pressure on the economy
