The global / national average daily newly confirmed cases this week were - 2.0% / - 16.1% month on month. This week (March 21-march 26), there were 1.66 million new confirmed cases worldwide, down 2.0% from last week; The average daily number of confirmed cases in 31 provinces (autonomous regions and municipalities) and Xinjiang production and Construction Corps increased by 1836, down 16.1% from last week.
Singapore, Poland and other countries further relaxed epidemic prevention measures, and Indonesia abolished the quarantine policy for inbound passengers. (1) Myanmar: it is planned to resume international air travel from mid April. (2) Singapore: China's epidemic prevention measures will be further relaxed from March 29, and most restrictions on fully vaccinated passengers entering Singapore will be lifted from April 1. (3) Indonesia: from March 23, overseas passengers to Indonesia no longer need to be quarantined. (4) Poland: on March 24 local time, it was announced to cancel almost all epidemic prevention and control measures still being implemented. (5) China: Shenyang resumed the operation of Chinese passenger flights at Taoxian International Airport from March 21; Since March 22, Xi'an has resumed normal travel, and many scenic spots have resumed opening.
On March 25, several measures of Guangdong Province to promote the recovery and development of difficult industries in the service industry were issued. While proposing 13 inclusive relief support measures, it also proposes a number of special relief measures for catering, retail, tourism and other industries. Among them, the supportive measures of inclusive relief mainly include tax reduction and fee reduction, rent reduction, financial support, etc; For the catering industry, guide Internet platform enterprises such as takeout to further reduce the service fee standard of merchants in the catering industry and reduce the operating costs of relevant catering enterprises; For the retail industry, support the construction of County commercial system, further strengthen the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system, and improve Shenzhen Agricultural Products Group Co.Ltd(000061) circulation backbone network; For the tourism industry, we will continue to implement the policy of supporting travel agencies to withdraw the deposit for tourism service quality, and encourage the government, government organs, enterprises and institutions to purchase accommodation, conference, catering and other services from relevant enterprises.
Several companies issued performance announcements in 2021: (1) catering: in 2021, jiumaojiu achieved a revenue of 4.180 billion yuan / yoy + 54.0%, and a net profit attributable to the parent company of 340 million yuan / yoy + 174.0%; In 2021, Haidilao achieved a revenue of 41.112 billion yuan / yoy + 43.68%, with a net loss attributable to the parent company of 4.163 billion yuan. (2) Makeup: in 2021 Yunnan Botanee Bio-Technology Group Co.Ltd(300957) achieved revenue of 4.022 billion yuan / yoy + 52.6%, and net profit attributable to parent company of 863 million yuan / yoy + 58.8%. (4) Hotel: in 2021, Huazhu achieved a revenue of 12.787 billion yuan / yoy + 25.4%, with an adjusted EBITDA of 15.5% RMB 7.1 billion, positive year-on-year, net loss of RMB 260 million / yoy + 86.0%. (5) After adjustment, the net profit of Yonghe medical was 3.2 billion yuan / yoy + 1.9 billion yuan, and the net profit of Yonghe medical was 3.2 billion yuan / yoy + 1.9 billion yuan in 2021.
Investment and financing of the industry this week: the new generation of national beauty brand "mistine" is an independent brand under the cosmetics company betterway (Thailand) Co., Ltd. recently completed a round of financing of 200 million yuan; The new perfume brand "melt season" is the first brand of Verse China, and has completed over ten million RMB angel financing recently.
Risk tip: macroeconomic fluctuation risk, repeated epidemic situation and intensified industry competition.
