New retail challenges and opportunities coexisted, and 11 performance holding growth stocks were investigated by institutionsp align=”center” style=”text-align:left;”> new retail sector full screen trading limit
online retail is active
On April 18, the three indexes collectively opened low in the morning, and then rebounded rapidly. The new retail sector showed the same situation, with strong shocks. Companies in the sector were trading at full screen, with strong trading in mubang high tech, Yinchuan Xinhua Commercial (Group) Co.Ltd(600785) and other stocks Better Life Commercial Chain Share Co.Ltd(002251) rose to the daily limit in the morning, fell down in the afternoon, and failed to successfully impact the sixth board.
Yinchuan Xinhua Commercial (Group) Co.Ltd(600785) at present, the company is mainly engaged in the retail and wholesale of department stores. The main commodities include cultural goods, clothing, shoes and hats, knitwear and textiles, household appliances and furniture, clock and watch technology, non-staple food, etc.
In terms of news, the economic data of the first quarter of 2022 were released as scheduled today, and the national economy started smoothly on the wholep align=”center” style=”text-align:left;”> In the first quarter, the national per capita consumption expenditure was 6393 yuan, a nominal increase of 6.9% over the previous year, and a real increase of 5.7% after deducting the influence of price factors.
The per capita consumption expenditure on food, tobacco and alcohol of residents in China was 2084 yuan, an increase of 4.9%, and the per capita consumption expenditure on clothing was 453 yuan, an increase of 3.6%; The per capita residential consumption expenditure was 1435 yuan, an increase of 6.7%.
Market sales maintained growth, and online retail was more active in the first quarter, the total retail sales of social consumer goods was 108659 billion yuan, an increase of 3.3% year-on-year
In addition, the approaching May Day holiday is also a major factor in the recovery of new retail businessp align=”center” style=”text-align:left;”> in 2021, the global retail industry reached US $27 trillion
Compared with traditional retailing, new retailing takes consumers as the center and welcomes customers actively; The trend of digitalization, personalization, whole scene and socialization is obvious.
Driven by consumption upgrading and emerging technologies, the new retail industry is booming. At present, the new retail industry Wuxi Online Offline Communication Information Technology Co.Ltd(300959) accelerates the integration, and new marketing emerges one after another, showing the characteristics of Omni channel, digitization, socialization and so on. The new retail ecosystem composed of data, supply chain, logistics, payment and finance has been continuously improved to promote the segmentation of people and categories.
According to the analysis report on the market prospect and future investment strategy of China’s new retail industry from 2020 to 2025 released by the Institute of industry research and development, the retail sales of 100 key large retail enterprises in China increased by 22.5% in the first half of 2021, and the scale of the global retail industry will reach US $27 trillion by 2021 predicts that by 2035, artificial intelligence can bring an additional growth of more than $2 trillion to the new retail industry, that is, an additional growth of 36%
Insiders believe that new retail challenges and opportunities coexist . In the short term, the dividend of Internet population growth tends to be exhausted, and the industry competition is becoming increasingly fierce. It puts forward higher requirements for upstream and downstream players of the new retail industry chain, testing the marketing ability and refined operation ability. In the long run, with the help of emerging information technology means such as 5g, big data and artificial intelligence, new and old retail enterprises will be given more capabilities, the overall efficiency of the industry is expected to be greatly improved, and the market scale will also be acceleratedp align=”center” style=”text-align:left;”> capital position increase list:
11 performance holding growth shares were investigated by institutions
With the rapid development of various new retail formats in the market segments, a number of new retail benchmarking enterprises with development potential have emerged.
According to the statistics of securities times · databao, up to now, there are more than 140 new retail companies involved, with a total market value of nearly 1.37 trillion. Those with large market value include Gree Electric Appliances Inc.Of Zhuhai(000651) , Tsingtao Brewery Company Limited(600600) , Chenguang shares , etc.
In terms of market performance, compared with the end of last year, compared with the end of last year, the market performance of the last year, compared with the end of last year, a sharp callback of the 456 etc.
In terms of performance, in 2021, the performance of Xinjiang Winka Times Department Store Co.Ltd(603101) Guangdong Chj Industry Co.Ltd(002345) Guirenniao Co.Ltd(603555) Guirenniao Co.Ltd(603555) Inzone Group Co.Ltd(600858) and other companies increased by more than 100%, and the latter two companies reversed their losses.
Further, the organization predicts that the net profit will increase by more than 10% in 2022 and 2023, and there are only 11 new retail companies surveyed by more than 10 organizations in the year, including Guangdong Chj Industry Co.Ltd(002345) , Shenzhen Aisidi Co.Ltd(002416) , Shanghai General Healthy Information And Technology Co.Ltd(605186) , etc.
Guangdong Chj Industry Co.Ltd(002345) obtained surveys from 356 institutions during the year, and the share price fell by more than 15% during the year. The company is one of the leading enterprises in China’s jewelry industry, and its net profit is expected to increase by more than 15% this year and next year.
Bestore Co.Ltd(603719) and Zhejiang Aokang Shoes Co.Ltd(603001) are surveyed by more than 100 institutions. The net profit growth of the former this year and next year is expected to continue to exceed that of 2021, and that of the latter this year may exceed 100%.
The valuations of these 11 companies are generally low, basically within 50 times, of which Shenzhen Aisidi Co.Ltd(002416) , Guangdong Chj Industry Co.Ltd(002345) and other stocks are less than 20 times.
