Report released this week
DEA shares: from January to February 2022, the net profit attributable to the parent company was + 38% year-on-year, increasing brand construction and broadening channel network
Chow Tai Seng Jewellery Company Limited(002867) : from January to February 2022, the net profit attributable to the parent company was + 36%, which made a good start. The provincial representative model will be improved throughout the year and channels will be expanded continuously
Beijing United Information Technology Co.Ltd(603613) : release of operating data from January to February, with revenue of more than 95% year-on-year and net profit attributable to parent company of more than 90% year-on-year
Zero comment from January to February 2022: consumption data improved significantly driven by the annual goods Festival and catering
Comments on Shanghai Jahwa United Co.Ltd(600315) 2021 annual report: rapid growth of high gross profit skin care and continuous improvement of profitability
Industry view of this week (this week refers to March 14 to March 20, 2022, the same below)
Event: in March 15, 2022, the national health and Health Commission issued the “New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)”. The new version of the treatment plan is based on the careful study of the transmission characteristics and case characteristics of the variant strains such as delta and the Olympic Games, and in-depth analysis of the relevant research results. What marginal changes in prevention and control does the new scheme convey?
The ninth edition of the diagnosis and treatment plan still adheres to the general policy of “dynamic clearing”. On March 17, Xi Jinping General Secretary presided over a meeting of the Standing Committee of the Political Bureau of the CPC Central Committee to analyze the epidemic situation of covid-19 pneumonia, deploy and strictly grasp the epidemic prevention and control, and emphasize the need to adhere to the general strategy of “external defense input and internal defense rebound” and the general policy of “dynamic zeroing”, and comprehensively grasp the epidemic prevention and control and economic and social development.
The new scheme is more scientific, accurate and targeted. The ninth edition of the plan is a revision based on the national anti epidemic practice in the past two years, especially on the observation and research of clinical cases of delta virus and Omicron virus. Antigen detection, nucleic acid detection and classified admission are proposed to adjust the case discovery and admission strategy in response to the rapid transmission of Omicron virus. Antiviral treatment, traditional Chinese medicine treatment, release of isolation management and adjustment of discharge standards are to implement the goal of more scientific and accurate prevention and control, and achieve the maximum prevention and control effect at the least cost.
In the future, the level of scientific and accurate prevention and control will be further improved. On March 18, Wang Hesheng, director of the National Bureau of disease control and prevention, attended the press conference of the Information Office of the State Council and said that the next step would be to further improve the level of scientific and accurate prevention and control: strictly implement the pre inspection and triage and first diagnosis responsibility system, improve the multi-point trigger early warning mechanism, and promote the monitoring mode of “antigen screening and nucleic acid diagnosis”. Guide local scientific and accurate prevention and control to minimize the impact on economic and social development.
It is suggested to pay attention to: the tax-free leader China Tourism Group Duty Free Corporation Limited(601888) , which benefits from travel recovery, the three hubs Shanghai International Airport Co.Ltd(600009) , Beijing Capital Airport, Guangzhou Baiyun International Airport Company Limited(600004) , and the aviation leaders Air China Limited(601111) , China Eastern Airlines, China Southern Airlines Company Limited(600029) , etc.
Risk warning: repeated epidemic situation; The prosperity of terminal consumption decreased; Intensified market competition, etc.
