Report summary
According to the data of the business consultant, in December, small kitchen appliances increased by 0%, personal care appliances (including massage) decreased by 1%, and the online sales of the cooker industry increased by + 10% year-on-year, which was significantly better than that in November; In the fourth quarter, there was a single digit decline in the online sales of personal care and kitchen electricity industry, and the cooking utensils were flat.
In terms of branches, in the kitchen small household appliances sector, December Zhejiang Supor Co.Ltd(002032) and Mofei performed well, with monthly online sales of + 13% and + 10% respectively year-on-year, and monthly sales of Jiuyang, Xiaoxiong and Beiding declined. For Gehu small household appliances, the sales growth of Feike in December was 18%, from negative to positive; Rongtai, Shenzhen Breo Technology Co.Ltd(688793) , Xiamen Comfort Science & Technology Group Co.Ltd(002614) continued to grow rapidly.
This week, the bank’s commerce and retail sector closed at 4082.26 points, up 1.04%, outperforming Shanghai and Shenzhen 300 (down 2.39% this week) by 3.43 percentage points. The sector ranked 12th among 29 primary industries. Among the segments, general retail fell 0.32%, trade rose 0.12%, franchise chains fell 2.20%, e-commerce and services rose 1.37%, and franchise market operation rose 0.89%. The top five companies with individual stock growth were Beijing Cuiwei Tower Co.Ltd(603123) (46.63%), Beijing Kingee Culture Development Co.Ltd(002721) (26.30%), Beijing Urban-Rural Commercial (Group) Co.Ltd(600861) (21.82%), Fujian Oriental Silver Star Investment Co.Ltd(600753) (10.91%) and Guangdong Chj Industry Co.Ltd(002345) (10.71%); The companies with the top five declines in individual stocks were supply and marketing Daji (- 14.62%), * ST Hongtu (- 13.36%), Telling Telecommunication Holding Co.Ltd(000829) (- 10.68%), * ST Hemei (- 8.70%) and * ST Quanye (- 8.01%).
Important industry news of the week:
[business retail] on New Year’s day, the clerk’s box office is hot, and the number of scheduled shows has set a record
[commercial retail] skiing has become a new hot spot, and the income of ski resorts and surrounding service industries has increased sharply
Kwai Fu technology is still continuing at the end of the year.
[Internet] wechat banking (wechat payment) digital RMB wallet Online
