Report released this week
Comments on Q1 performance forecast of Henan Liliang Diamond Co.Ltd(301071) 2022: net profit attributable to parent company + 128% ~ 152% year on year, cultivating double prosperity of diamond and industrial diamond
Comments on Performance Forecast of Proya Cosmetics Co.Ltd(603605) 2022q1: “section 3.8” performed well, and the net profit attributable to the parent company increased by 35% – 45% at the same time “
Performance forecast of Beijing United Information Technology Co.Ltd(603613) 2022q1: the net profit attributable to the parent company increased by about 91% and the industrial Internet developed rapidly
Industry view of this week (this week refers to March 28 to April 3, 2022, the same below)
Recently, the medical beauty cosmetics sector showed a bottom rebound trend. From March 16 to April 1, 2022, shenwanmei care industry rose by 12.3% as a whole, led by leading targets. Recently, shenwanmeihu has shown a bottom rebound trend as a whole. It has shown a rebound trend since March 16, 2022, with an increase of 12.3% from March 16 to April 1. The reason for this is that the valuation of the Shenmei sector has rebounded by about 40% every year since 2021, and the current valuation of the Zhongmei sector has rebounded slightly since 2021; Second, the expected performance of the annual report and the first quarterly report of the sector’s leading companies are relatively excellent. The targets with high growth from March 16 to April 1 are also the leading targets with large market value and excellent performance expectation in 2022q1, of which Yunnan Botanee Bio-Technology Group Co.Ltd(300957) / Imeik Technology Development Co.Ltd(300896) / Proya Cosmetics Co.Ltd(603605) / Bloomage Biotechnology Corporation Limited(688363) range increased by 24.5% / 20.1% / 19.1% / 16.9% respectively.
Yimei: the prosperity of the industry remains the same, and the promotion of new products is relatively smooth. We pay attention to Imeik Technology Development Co.Ltd(300896) , Bloomage Biotechnology Corporation Limited(688363) , etc. In 2022q1, the medical and beauty industry as a whole maintains a high outlook, among which the promotion of new products by upstream enterprises is relatively smooth. For example, the feedback from product terminals such as Imeik Technology Development Co.Ltd(300896) ‘s yubai angel and panda needle is good. After the implementation of the new deal of Shuiguang needle, it will also catalyze the upstream products with strong formality, such as “Hi body series”. We expect that the growth rate of its revenue and net profit attributable to its parent in 2022q1 will be 60% ~ 70% Bloomage Biotechnology Corporation Limited(688363) of the cosmetics sector still maintained strong growth. After optimizing the team and product structure, the medical and American sector has a good momentum of development. We expect that in 2022q1, its revenue growth rate will be about 50% and the growth rate of parent net profit will be 20% ~ 25%. We expect that the middle reaches medical and American institutions will be affected by the epidemic to a certain extent due to the forced closure of stores under the epidemic in many places since March.
Cosmetics: the main listed enterprises have made a good start, and the multi platform development is smooth. They pay attention to Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) , etc. The major cosmetics listed companies in 2022q1 had a good start. According to the announced operating data, the revenue / net profit attributable to the parent company in Proya Cosmetics Co.Ltd(603605) 1-february increased by about 30% / 35% respectively, and the revenue of cosmetics in 6 Allwin Telecommunication Co.Ltd(002231) -february increased by 146.7% respectively. According to the statistics of tiktok, “3.8 sections” Proya Cosmetics Co.Ltd(603605) and Winona are ranked Tmall and Jo TOP10. We expect the revenue growth rate of 2022q1 Yunnan Botanee Bio-Technology Group Co.Ltd(300957) to be about 45%, and the growth rate of net profit attributable to the parent company to be 45% ~ 50%; We expect the revenue growth rate of 2022q1 Proya Cosmetics Co.Ltd(603605) to be 30% ~ 40%, and the growth rate of net profit attributable to parent company to be 35% ~ 45%. Recommend Imeik Technology Development Co.Ltd(300896) , Bloomage Biotechnology Corporation Limited(688363) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Proya Cosmetics Co.Ltd(603605) and other leading targets in medical beauty and cosmetics in 2022q1.
Risk warning: repeated epidemic situation; The prosperity of terminal consumption decreased; Intensified market competition, etc.
