The new tiktok test emphasizes "grass planting", tiktok box, and explore the way of electricity supplier.
This week tiktok (APP) January 5th tested the grass planting level entrance, and highlighted the importance of "content grass" in the interest business layout. Tiktok has also launched an independent APP, "shaking box", which focuses on "content grass". It is a trend electronic platform that integrates short video, live goods, tidal products and grass planting. It is content with street culture, high-end fashion, tiktok, make-up skin care, etc. We notice tiktok continues the jitter design language in the appearance, and the front page pushes the tiktok videos and live rooms in video streaming. At the same time, it has also set up a "shopping" page with e-commerce characteristics to meet the retrieval needs of users through the "search trend good things" search box, and make up for the weakness that e-commerce only relies on algorithms to recommend goods. Tiktok and shopping mall data are connected with each other to protect consumers\' tiktok experience. Tiktok tiktok and jitter shop will also bring convenience to businesses. Tiktok tiktok tiktok has more comprehensive business license and platform qualifications, such as publications and medical devices, as an independent APP. This also brings more possibilities for subsequent application development of jitter box. Tiktok tiktok has been closed from the online shopping cart to the third off chain in recent years, and has completed the ecological closed-loop. Then, it has put forward "interest business", and the jitter continues to exert power in the field of electricity supplier. The tiktok box tiktok is not only conducive to the main station's "grass planting" content, but also a supplement to the existing interest in the electricity supplier ecosystem, and is another important new exploration in the field of electricity supplier.
Industry tiktok: prefab, Sili kinetic energy, Hua Xi Zi, jitter, electricity supplier, downstairs, etc.
[prefabricated dishes] meituan buys vegetables. The sales of prefabricated dishes in 2021 increased by 4 times compared with 2020.
[Sili kinetic energy element] Sili kinetic energy elements 516 and 532 have been approved and can be used in the pilot area of Lecheng, Hainan.
[huaxizi] Bloomage Biotechnology Corporation Limited(688363) Li Huiliang, former chief technology officer, joined huaxizi.
[tiktok tiktok] jitter electric business released "2021 annual report on the development of electricity tiktok"
[downstairs] daily Youxian takes a wholly-owned stake in the service provider of unmanned convenience store "downstairs".
Plate Market Review
This week (from January 4 to January 7), the retail trade index closed at 3010.94 points, down 2.40%, 0.75 percentage points lower than the Shanghai Composite Index (down 1.65% this week), ranking 20th among the 31 primary industries. Among the retail segments, the multi format retail segment performed better this week. In terms of individual stocks, this week, Beijing Cuiwei Tower Co.Ltd(603123) (+ 46.6%), Beijing Urban-Rural Commercial (Group) Co.Ltd(600861) (+ 21.8%) and Jiangsu Holly Corporation(600128) (+ 11.7%) rose higher.
Investment suggestion: focus on beauty economy and gold jewelry sector
Investment main line 1 (face value economy): focus on recommending domestic beauty products leader Proya Cosmetics Co.Ltd(603605) , medical beauty products leader Imeik Technology Development Co.Ltd(300896) , whole industry chain layout leader Bloomage Biotechnology Corporation Limited(688363) , sensitive muscle repair leader Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , cosmetics ODM leader Fujian Green Pine Co.Ltd(300132) ;
Investment main line 2 (e-commerce new retail): sink the market, pay attention to the development of community group buying in winter, and benefit the target meituan; Cross border e-commerce highlights Xiamen Jihong Technology Co.Ltd(002803) ;
Investment main line 3 (gold jewelry): focus on the gold jewelry sector with sustained high prosperity, and focus on recommending Chow Tai Seng Jewellery Company Limited(002867) (multi-faceted empowerment of provincial generation model), benefiting the targets of Chow Tai Fook and Guangdong Chj Industry Co.Ltd(002345) .
Risk tips: macroeconomic risks, repeated epidemics, intensified industry competition, etc.
