Industry hot spots this week: ① on the 18th, the Bureau of statistics released data for the first quarter. China’s GDP was 270178 billion yuan, a year-on-year increase of 4.8%, and the total retail sales of social consumer goods was 108659 billion yuan, a year-on-year increase of 3.3%; ② On the 22nd, the China Consumer Association released the annual report on the protection of consumers’ rights and interests in China (2021); ③ On the 22nd, lianshang.com launched the list of “top 20 Chinese boutique supermarket chain brands in 2022”.
Market performance: last week (2022.4.182022.4.22), CS retail trade index fell (- 3.50%), outperforming Shanghai Stock Index (- 3.87%), Shanghai and Shenzhen 300 index (- 4.19%), and Shenzhen Component Index (- 5.12%). Since the beginning of the year, the industry index has fallen by – 8.15%, outperforming Shanghai and Shenzhen 300 (- 18.77%), Shenzhen Component Index (- 25.61%) and Shanghai index (- 15.19%). Compared with other industries, the commerce and retail sector ranked seventh in the rise and fall of CITIC’s 30 industry categories last week, unchanged from the previous week.
E-commerce and agent operation: the war report of Jingdong home and Jingdong 415 local shopping festival was released. During the promotion period, the one-day sales of FMCG category reached a historical peak; The sales of mother and baby, vegetables, pets, home, computer digital, mobile phones, household appliances and other categories have more than doubled year-on-year; Supermarket merchants also continued to make efforts in the promotion Guangzhou Ruoyuchen Technology Co.Ltd(003010) issue the annual report of 2021 and the first quarter report of 2022 Nanji E-Commerce Co.Ltd(002127) issue the annual report for 2021.
Other chain sectors: Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) released the report for the first quarter of 2021. The company’s operating revenue increased, mainly due to the continuous expansion of Huazhi fidelity chain brand effect, grasping the market demand, better coping with the epidemic situation, orderly marketing scheduling, significant improvement in market response ability and operation efficiency, and continuous improvement in the distribution capacity of chain stores, The continuous increase in the number of direct supply terminal outlets is caused by the continuous and substantial increase in operating revenue.
Franchise chain segment: Easyhome New Retail Group Corporation Limited(000785) release the annual report of 2021.
Gold and jewelry sector: DEA shares issued the annual report of 2021 and the report of the first quarter of 2022. Under the positive influence of brand communication optimization, brand influence expansion, channel construction capacity and further improvement of operation level, the company’s operating performance continued to grow rapidly Fiyta Precision Technology Co.Ltd(000026) released the first quarter report of 2022.
Supermarket sector: Gaoxin retail issued a profit warning. In the face of many uncertain market factors and macro factors, Gaoxin retail continued to build its stores into “offline experience center and online performance center”, adhered to the strategy of “multi industry and all-channel development”, and focused on its own ability construction, improved commodity power and built the ability of fresh supply chain; Pay attention to the supply enterprises in Shanghai New Hua Du Supercenter Co.Ltd(002264) release the report on the implementation of major asset sales and related party transactions.
Department stores and comprehensive business sectors: Wangfujing Group Co.Ltd(600859) release the annual report of 2021 Hefei Department Store Group Co.Ltd(000417) , Chongqing Department Store Co.Ltd(600729) release the first quarter report of 2022 Liqun Commercial Group Co.Ltd(601366) the implementation of the plan for the concerted action of major shareholders to increase the shares of the company has been completed.
Individual protection sector: Winner Medical Co.Ltd(300888) (in 2021, the rise of global ocean freight and the shortage of comprehensive transportation capacity resources led to the delay of shipment of goods sold in foreign trade, the shortage of energy pushed up the price of raw and auxiliary materials, resulting in the rise of production costs of manufacturing enterprises, and the growth of total retail sales of social consumer goods faced short-term pressure after the outbreak of the epidemic in 2020), Hangzhou Coco Healthcare Products Co.Ltd(301009) (the rise of raw material costs and transportation costs led to the decline of gross profit) Proya Cosmetics Co.Ltd(603605) (the company improves the competitiveness of product differentiation, implements the “big single product strategy”, and the sales momentum is steadily improving) releases the annual report of 2021 and the report of the first quarter of 2022 Jahen Household Products Co.Ltd(300955) (the company’s cosmetics business revenue increased significantly, and the cooperation with existing customers in daily chemical product OEM / ODM and plastic packaging business continued to deepen) released the annual report for 2021.
What’s recommended: keeping the logic of the omnichannel configuration intact, the logic of the omnichannel configuration intact, and the recommendation focuses on the retail channel category of rainbow’s department store ( Rainbow Digital Commercial Co.Ltd(002419) . SZ ( Rainbow Digital Commercial Co.Ltd(002419) . SZ), the Wangfujing Group Co.Ltd(600859) . SH), Hangzhou Onechance Tech Corp(300792) ( Hangzhou Onechance Tech Corp(300792) . SZ), Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) ( Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) . SH); As well as the Shanghai Jahwa United Co.Ltd(600315) Winner Medical Co.Ltd(300888) . SZ), Chongqing Baiya Sanitary Products Co.Ltd(003006) ( Chongqing Baiya Sanitary Products Co.Ltd(003006) . SZ).
Risk warning: the risk of insufficient market confidence; Risk that the progress and effect of transformation are lower than expected.
