Special comments on the industry: according to the monitoring data of business staff, the scale of Amoy skin care industry in February 2022 was 13 billion yuan, a year-on-year increase of + 32%, which stopped falling month on month and improved significantly.
Among domestic brands, the growth rate of Proya Cosmetics Co.Ltd(603605) , official flagship store Gmv of Winona has exceeded 100%, significantly higher than the growth rate of the industry, and baicaoji, MARUMI and gazelle have also increased by 60% – 80%. Among international brands, the growth rate of medium and high-end brands Lancome, Estee Lauder and Shiseido is higher than that of the market.
In February, the scale of Amoy beauty industry was 4.4 billion yuan, with a year-on-year decrease of – 10%, and the decline narrowed month on month.
Among domestic brands, Caitang increased by 25% year-on-year and bucked the trend in February. The new cutting-edge brands perfect diary and huaxizi have not improved, with a year-on-year decrease of 50% – 60%. Among international brands, NARS increased by 400% year-on-year due to new products. The decline of Volkswagen brand is equivalent to that of the market.
From January to February, the overall market of Amoy skin care decreased slightly by 3%, and the prosperity of color makeup was still low.
Among the domestic brands, only Proya Cosmetics Co.Ltd(603605) , Winona and baicaoji are skin care brands, and only Caitang, a cosmetics brand, maintains growth. Among international brands, L’Oreal and Estee Lauder’s medium and high-end brands have maintained growth. Shiseido’s NARS grew rapidly.
Market review of this week: this week, the commerce and retail sector closed at 362850 points, down 2.63%, 1.69 percentage points lower than Shanghai and Shenzhen 300 (down 0.94% this week). The sector ranked 24th among 29 primary industries. Among the segments, general retail fell by 2.06%, trade fell by 1.89%, franchise chains fell by 5.06%, e-commerce and services fell by 2.25%, and professional market operations fell by 1.50%. The companies with the top five stock gains are Shenyang Cuihua Gold And Silver Jewelry Co.Ltd(002731) (17.60%), St renle (13.14%), Guangdong Highsun Group Co.Ltd(000861) (9.09%), Leysen Jewelry Inc(603900) (8.92%), Maoye Commercial Co.Ltd(600828) (8.13%); The top five companies whose stocks fell were Chow Tai Seng Jewellery Company Limited(002867) (- 16.54%), Shandong Hiking International Co.Ltd(600735) (- 13.14%), Shanghai Aiyingshi Co.Ltd(603214) (- 11.18%), Zhe Jiang Dong Ri Limited Company(600113) (- 10.58%) and ST Quanye (- 8.77%).
Important industry news of the week:
[Internet] financial committee heavyweight meeting to stabilize market sentiment (wind)
[Internet] central bank: steadily promote and complete the rectification of large platform companies as soon as possible (wind)
[Internet] explain the layoffs of Tencent’s business groups in detail, and the proportion is not as high as 30% of online transmission (36 krypton)
Announcements of key companies:
Shanghai Jahwa United Co.Ltd(600315) : on March 17, the company issued its annual report for 2021.
BiliBili: on March 16, the company announced that it would strive for voluntary conversion to the dual main listing on the main board of the Hong Kong stock exchange.
