Industry hot spots this week: ① on March 15, the National Bureau of statistics released the data of main economic indicators from January to February; ② On March 15, the “March 15” Party of China Central Television exposed a number of industrial chaos; ③ On March 17, Deloitte Consulting released the industry report “reshaping the food retail industry”.
Market performance: all indexes fell last week (2022.3.142022.3.18). The CS retail trade index (- 2.63%) fell more than the Shanghai index (- 1.77%), the Shenzhen Component Index (- 0.95%) and the Shanghai and Shenzhen 300 index (- 0.94%). Since the beginning of the year, the industry index has fallen by – 11.35%, and the Shanghai Stock Index (- 10.68%), Shanghai and Shenzhen 300 (- 13.65%) and Shenzhen Component Index (- 17.02%) have all fallen significantly. Compared with other industries, the commerce and retail sector ranked 25th in the rise and fall of CITIC’s 30 industry categories last week, down 14 from the previous week.
Franchise chain sector: Changhe releases annual performance announcement. Among them, the total revenue of retail business, EBITDA and EBIT were HK $173601 billion, HK $16.034 billion and HK $12.46 billion respectively, which can be seen from the operation of Watsons stores under the company.
E-commerce and agent operation segment: Hangzhou Onechance Tech Corp(300792) issued an announcement on the first repurchase of the company’s shares. This repurchase will enhance the market’s information and recognition of the company’s future development prospects, improve the company’s long-term incentive mechanism, fully mobilize the enthusiasm of the company’s managers and core backbone, and promote the healthy, stable and long-term development of the company.
Cosmetics sector: Shanghai Jahwa United Co.Ltd(600315) release the annual report of 2021. Skin care category has jumped to become the largest business category of the company. In 2021, the company focused on the increase of the proportion of skin care business lines with high gross profit, the concentration of SKUs with high gross profit of various brands and cost control. At the same time, the company adopted diversified channel operation, laid out online multi platform, private domain operation and offline smart retail transformation
Supermarket sector: Jiajiayue Group Co.Ltd(603708) announced the plan for non-public offering of A-Shares in 2022 Beijing Urban-Rural Commercial (Group) Co.Ltd(600861) issue the annual report for 2021.
Gold jewelry sector: Chow Tai Seng Jewellery Company Limited(002867) announce the announcement of main business data from January to February 2022 Shenyang Cuihua Gold And Silver Jewelry Co.Ltd(002731) issue the annual report of 2021 Mclon Jewellery Co.Ltd(300945) issue an announcement on foreign investment Guangdong Chj Industry Co.Ltd(002345) released the performance express for 20202021.
Department store and comprehensive business sector: Zhongxing Shenyang Commercial Building Group Co.Ltd(000715) set up a wholly-owned subsidiary Hefei Department Store Group Co.Ltd(000417) issue an announcement on the resignation of directors and general manager Anhui Andeli Department Store Co.Ltd(603031) issue an announcement on pledging shares of subsidiaries New Hua Du Supercenter Co.Ltd(002264) issue New Hua Du Supercenter Co.Ltd(002264) major asset sales and related party transactions report.
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.
