Beauty brand rules & Discount list of “618 Shopping Festival” e-commerce platforms: 1 Tmall vs Tiktok &2022vs2021: tmall platform has increased the discount compared with the past, and has extended the time line of the whole promotion activity compared with Tiktok. 1) platform activity time: tmall and JD are basically the same as 2021, from May 26 to June 20, and from May 23 to June 20, respectively. Tiktok has compressed the time line compared with 2021, and the activity period is from June 1 to June 18; 2) Platform discount strength: according to the official information of tmall, the full discount of tmall platform has been upgraded from full 300 minus 40 to 300 minus 50 in the same period last year. In addition, there are 25 measures to help businesses, covering five aspects: financial subsidies, logistics dredging, flow subsidies, special measures for epidemic situation and technology upgrading. Measures have been taken to promote the recovery of platform consumption; 3) Platform discount products: the cutting-edge brands on the Tiktok platform have more discounts, such as off&relax, Caitang, Jihuo brands, etc; 4) Platform rules: the tmall platform is more diversified in terms of consumer activity rules. In contrast, Tiktok will support the main resources to the anchor and talent, giving full play to the advantages of the live e-commerce platform. 2. International brand vs Chinese brand: according to our calculation, compared with international brands, domestic brands have adopted greater discounts, and the number of active SKUs has increased compared with the same period in 2021, but the discount is basically the same as that in the same period.
Sf Diamond Co.Ltd(300179) increased capital to acquire Tianxuan semiconductor, and increased CVD layout to cultivate diamonds. On May 17, the company signed a capital increase agreement with Tianxuan semiconductor and Gongqingcheng Xingda. The company plans to increase capital to Tianxuan semiconductor by 92.25 million yuan and 7.75 million yuan respectively in cash with Gongqingcheng Xingda. After the capital increase, the company holds a total of 53.22% equity of Tianxuan semiconductor. After the transaction is completed, Tianxuan semiconductor will be included in the scope of the company’s consolidated statements. The company always focuses on the superhard material industry and continues to develop and explore the application market of diamond. This acquisition can realize the company’s business coverage in the field of CVD diamond, which is fully in line with the company’s strategic planning and conducive to improving the company’s core competitiveness.
Sinomach Precision Industry Co.Ltd(002046) implement the restricted equity incentive plan to demonstrate the confidence in revenue and performance growth. The company issued the restricted stock incentive plan on May 16, 2022. This equity incentive plan is consistent with the company’s development strategy, which shows the company’s confidence in revenue and performance growth, helps to consolidate the stability of core team members, improve the enthusiasm of employees, further optimize the company’s cash flow and capital situation, and further improve the company’s core competitiveness.
Investment suggestion: be optimistic about domestic medical beauty brands, recommend Imeik Technology Development Co.Ltd(300896) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Bloomage Biotechnology Corporation Limited(688363) , Proya Cosmetics Co.Ltd(603605) and Shanghai Jahwa United Co.Ltd(600315) , and pay attention to Lushang Health Industry Development Co.Ltd(600223) , Nanjing Cosmos Chemical Co.Ltd(300856) , Jahen Household Products Co.Ltd(300955) . Cultivate the diamond sector to maintain high prosperity, continue to recommend Henan Liliang Diamond Co.Ltd(301071) , North Industries Group Red Arrow Co.Ltd(000519) , and suggest paying attention to Henan Huanghe Whirlwind Co.Ltd(600172) , Sf Diamond Co.Ltd(300179) , Beijing Worldia Diamond Tools Co.Ltd(688028) and Sinomach Precision Industry Co.Ltd(002046) ; Optimistic about the prosperity of gold and jewelry sector, it is recommended to pay attention to Chow Tai Seng Jewellery Company Limited(002867) , Chow Tai Fook, Guangdong Chj Industry Co.Ltd(002345) and Mclon Jewellery Co.Ltd(300945) .
Risk tip: the promotion of new products is not as expected; The demand for diamond cultivation is less than expected; Macroeconomic growth declined.
