On April 26th, April 26th, A-share retail sector reopened the rising tide of price limit in A-share retail sector on April 26th, the rising tide tide of price limit was lifted again on April 26th, April 26th, April 26th, April 26th, April 26th, April 26th, April 26th, April 26th, April 26th, A-share Retail sector of A-share Retail sector, and Berry Genomics Co.Ltd(000710) 00715 \ ( Zhongbai Holdings Group Co.Ltd(000759) . SZ), Nanning Department Store Co.Ltd(600712) ( Nanning Department Store Co.Ltd(600712) . SH), Fujian Dongbai (Group) Co.Ltd(600693) ( Fujian Dongbai (Group) Co.Ltd(600693) . SH) also realize the first board.
In addition, Wushang group ( Wuhan Department Store Group Co.Ltd(000501) . SZ), Xinjiang Youhao(Group)Co.Ltd(600778) ( Xinjiang Youhao(Group)Co.Ltd(600778) . SH), Chang Chun Eurasia Group Co.Ltd(600697) ( Chang Chun Eurasia Group Co.Ltd(600697) . SH), Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) ( Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) . SH), Liqun Commercial Group Co.Ltd(601366) ( Liqun Commercial Group Co.Ltd(601366) . SH) and other stocks also rushed to the daily limit.
The interface news reporter noted that recently, thanks to the frequent positive effects of encouraging consumption at the policy level, there have been frequent changes in the A-share retail sector.
With the recovery of the epidemic situation in the jewelry and catering sectors, it is pointed out that the impact of the epidemic situation will be gradually alleviated from the optional and tax-free transactions to the recovery of the market in the hotel and catering sectors, followed by the analysis of the epidemic situation.
In terms of policy, the general office of the State Council recently issued the opinions on further releasing consumption potential and promoting the sustainable recovery of consumption (hereinafter referred to as the opinions), proposing to promote the healthy and sustainable development of consumption platforms. Accelerate the cultivation and construction of international consumption center cities. Actively build a number of regional consumption centers, improve infrastructure and service environment, and improve circulation efficiency and consumption carrying capacity. Support qualified regions to rely on the pilot free trade zone and cooperate with foreign institutions to build foreign-related consumption zones. All regions are encouraged to build a number of healthy and green consumption clusters with complete facilities, rich business forms around the themes of Commerce, culture, tourism and sports, steadily and orderly promote the transformation and upgrading of existing pedestrian street facilities and business forms, and actively develop smart business districts.
The opinions pointed out that we should promote the construction of a quarter hour convenient life circle in the city and optimize the allocation of community life and consumption service complexes. The “China brand day” and the national consumption promotion month will be held at a high level. Support all regions to establish a mechanism to promote the normalization of consumption and cultivate a number of characteristic activity brands. We will continue to do a good job in China International Import Expo, China Import and export commodities fair, China International Trade in services fair and China International Consumer Goods Expo. Improve the policy of duty-free shops in the city, and plan to build a number of duty-free shops in the city with Chinese characteristics.
On April 21, the Ministry of Commerce said that it would accelerate the development of new consumption, accelerate the integration of Wuxi Online Offline Communication Information Technology Co.Ltd(300959) consumption, and encourage the development of new business forms, new models and new scenes. The new consumption field mainly involves new retail, e-commerce, online consumption and other industries.
Haitong Securities Company Limited(600837) recently, the research report said that based on the strategic basis of adhering to expanding domestic demand, the central and local governments have recently issued various policies to stimulate consumption and stabilize growth, strive to tap the consumption potential of residents, promote the expansion and quality improvement of total consumption, and constantly consolidate the basic role of consumption in economic development. Especially in the context of the recent sporadic and frequent outbreaks of the epidemic, local governments have also introduced various specific measures, including issuing consumption vouchers, increasing tax cuts and fees, and providing epidemic prevention subsidies, for the catering industry, wholesale and retail industry, sports and tourism and other industries greatly affected by the epidemic, so as to stabilize people’s consumption and ensure the healthy and orderly development of retail service enterprises.
Haitong Securities Company Limited(600837) research report believes that with the implementation of the above policies, it will not only promote the release of consumption potential and boost residents’ consumption confidence, but also bring positive performance contributions to relevant consumer enterprises.
Sealand Securities Co.Ltd(000750) research report pointed out that the short-term epidemic has put pressure on optional consumption, but the consumption upgrading is still the general trend, and the long-term growth potential of optional consumption can be expected; And the epidemic will eventually usher in an inflection point, waiting for the recovery of the consumer sector after the epidemic, and offline terminal retail may rebound, giving the commercial trade industry a “recommended” rating.
However, the interface news reporter noted that although there is an inevitable need for consumption repair after the epidemic, for short-term soaring stocks, the hot money market is still the mainstream and there is a great risk of catching up.
According to the recent dragon and tiger list data of Zhongxing Shenyang Commercial Building Group Co.Ltd(000715) , Shanghai Xujiahui Commercial Co.Ltd(002561) , Guangzhou Grandbuy Co.Ltd(002187) and other board stocks, brother Zhao, Shenzhen Gang, happy coast and other well-known hot money frequently go in and out, with obvious short-term and t-making phenomena.
On April 26, Zhongxing Shenyang Commercial Building Group Co.Ltd(000715) released the first quarterly report of 2022. The company’s main revenue was 210 million yuan, a year-on-year decrease of 9.17%; The net profit attributable to the parent company was 19.077 million yuan, a year-on-year decrease of 17.85%; Deducting non net profit of 190402 million yuan, a year-on-year increase of 12.43%.
Yinchuan Xinhua Commercial (Group) Co.Ltd(600785) the first quarterly report shows that the company achieved an operating revenue of 1.722 billion yuan, a year-on-year increase of 2.81%; The net profit attributable to the shareholders of the listed company was 426942 million yuan, a year-on-year decrease of 15.49%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 367596 million yuan, a year-on-year decrease of 22.86%.
It is worth noting that Better Life Commercial Chain Share Co.Ltd(002251) ( Better Life Commercial Chain Share Co.Ltd(002251) . SZ), the leading stock in the previous sector, turned red strongly when it fell to the limit recently, with an amplitude of 17.61% and a turnover rate of 27.27%. Finally, it closed at 10.46 yuan, an increase of 2.35%.
Previously, Better Life Commercial Chain Share Co.Ltd(002251) harvested 8 boards in 12 days and doubled the share price directly in 10 trading days. However, after trading on April 22, Better Life Commercial Chain Share Co.Ltd(002251) disclosed the announcement of performance forecast and apology in 2021. The company expects a net profit loss of 170210 million yuan in 2021 and a non net profit deduction of 410450 million yuan. Since then, on April 25, the stock directly fell to the limit.
On April 26, the Shenzhen Stock Exchange issued a letter of concern to Better Life Commercial Chain Share Co.Ltd(002251) requesting to check whether the shareholders Nyingchi, Tencent and JD bonneng used inside information to accurately reduce their holdings.
