This week’s market:
The social services (Shenwan) sector index rose or fell by – 0.86% in the week, ranking 16th among the rise and fall of Shenwan industry.
Shanghai Stock Index (- 1.65%), Shenzhen Component Index (- 3.46%), Shanghai and Shenzhen 300 (- 2.39%) and gem index (- 6.80%).
The top five gainers of social service industry: Zhejiang Meorient Commerce & Exhibition Inc(300795) (+ 24.43%), Yunnan Tourism Co.Ltd(002059) (+ 17.30%), Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) (+ 14.86%), Shenzhen Anche Technologies Co.Ltd(300572) (+ 14.29%), Tongqinglou Catering Co.Ltd(605108) (+ 11.31%);
The top five declines in social service industry: Dongguan Kingsun Optoelectronic Co.Ltd(002638) (- 9.87%), China Sports Industry Group Co.Ltd(600158) (- 8.27%), Beijing Fengshangshiji Culture Media Co.Ltd(300860) (- 6.91%), Dlg Exhibitions & Events Corporation Limited(600826) (- 6.88%) and Centre Testing International Group Co.Ltd(300012) (- 6.66%).
Industry news trends:
Cheng chaogong of Tongcheng Research Institute: 8 forecasts of tourism in 2022
Tiktok electricity supplier: Sales of domestic brands increased by 667% in 2021.
The most noteworthy point of the hotel industry in 2021: Marriott and Hilton turn losses into profits, focusing on small and medium-sized enterprises and local enterprises
“Shang Xiaomei”, the first virtual digital person in the hotel industry, went online
Highlights appear frequently, and the consumer market has ushered in a “good start”
Core view:
Main line 1: the recovery of offline travel sector is expected. In the short term, the epidemic situation shows a multi-point distribution trend, the pressure of prevention and control increases in some areas, and the offline consumption of catering and tourism is still under pressure. In the future, with the stability of epidemic prevention and control and the relaxation of policies, consumer demand for catering, tourism and tax exemption is expected to be released intensively and rapidly. In the medium and long term, the disturbance of the epidemic is expected to accelerate the liquidation of offline consumer industries and the transformation and upgrading of business formats, and is optimistic about the anti risk ability of industry leaders.
Main line: the application of binary universe accelerates the landing. The underlying technical architecture of metauniverse includes network environment, virtual and real interface, data processing, authentication mechanism, content production and so on. All kinds of capital accelerate the promotion of meta universe business. With the current technical maturity, we believe that the fastest applications are games, virtual people, film and television, cultural tourism, advertising and marketing and other industries.
Main line 3: the rise of new consumption. ① The rise of national tide: domestic brands pay more attention to the mining of Chinese preferences, and products are specially customized for Chinese attributes, which is more in line with Chinese consumption needs and more efficiently stimulate potential consumption vitality. ② Cultivating diamonds: with the improvement of synthetic technology of synthetic diamond single crystal and the obvious improvement of consumers’ awareness and acceptance of cultivated diamonds, the market attention and market demand of cultivated diamonds have increased significantly. ③ Medical beauty: Medical Beauty: we are firmly optimistic about the medium and long-term high outlook of the medical beauty industry; Beauty makeup: with the rise of beauty economy, the beauty loving population continues to expand, the products become more diversified, superimposed with the drive of new media marketing, and the growth of the industry continues to achieve new breakthroughs.
Risk warning: global epidemic control; Regulation of national policies; Industry regulatory risk; The downward pressure on the economy has increased.
