Overall, on Friday, individual stocks in the A-share market fell more or less, and more than 3000 stocks fell. The number of declining stocks in the two cities increased significantly in the afternoon of last Friday. The turnover of Shanghai and Shenzhen stock markets was 1107 billion, 13.5 billion compared with the previous trading day. On the disk, covid-19 testing, medical devices, chemical pharmacy, traditional Chinese medicine and other sectors led the rise, while coal, tourism, education, natural gas and other sectors led the decline. As of Friday's close, the Shanghai index fell 0.96%, the Shenzhen Composite Index rose 0.09% and the gem index rose 1.18%. The net inflow of northbound funds throughout the day was RMB 282 million, including a net outflow of 753 million from Shanghai Stock connect and a net inflow of 1.035 billion from Shenzhen Stock connect.
The three major US stock indexes closed mixed on Friday, with the S & P 500 index up 0.08%, the NASDAQ up 0.59% and the Dow down 0.56%. Most popular Chinese stocks rose, pinduoduo rose by more than 4%, Jingdong and BiliBili rose by more than 3%. Gambling stocks rose, with sands group up more than 14% and Yongli resort up more than 8%. Bank stocks fell collectively, JPMorgan Chase fell more than 6%, Morgan Stanley fell more than 3%, Goldman Sachs fell more than 2%, Citigroup and Bank of America fell more than 1%.
At today's morning meeting of securities companies, China Securities Co.Ltd(601066) said that the policy guaranteed that consumption was "open and stable", and was optimistic about the recovery of consumption in the Spring Festival and the whole year; China International Capital Corporation Limited(601995) believes that the spring festival sets the tone of the whole year, and the contribution rate of head films is high; Open source securities proposed that the popularity of prefabricated vegetable tracks has increased, supermarket enterprises compete to layout, and opportunities and challenges coexist.
China Securities Co.Ltd(601066) : the policy ensures that consumption "opens the door stably" and is optimistic about the Spring Festival and the recovery of consumption throughout the year
On January 16, the national development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future, emphasizing that on the premise of accurate and effective epidemic prevention and control, we should seize the opportunity of the consumption peak season of traditional festivals such as the Spring Festival and the Lantern Festival, adapt to the changes of residents' consumption habits and the needs of improving quality and upgrading, tap consumption hotspots and growth points, and strive to achieve "open door stability" of the economy throughout the year. Despite the periodic disturbance of the epidemic, under the tone of "stable growth" of the government, further stimulating the vitality of the consumer market, stabilizing and expanding residents' consumption, and continuously giving full play to the role of consumption as an engine of economic growth has become an important direction of current economic work. With the frequent spring breeze of consumption policy, residents' consumption is expected to be gradually released, and they are firmly optimistic about the Spring Festival and the recovery of consumption in 2022.
CICC: the spring festival sets the tone of the whole year, and the contribution rate of head films is high
The Spring Festival box office (including service fee, the same below) gradually increased from RMB 1.45 billion in 2014 to RMB 7.84 billion in 2021, which promoted the recovery of the film market after the epidemic, and the proportion of the annual box office also rose to 16.7%. At the same time, among the top 5 films at the annual box office, the films released in the Spring Festival accounted for 1-2 seats. With the gradual formation of people's film viewing habits during the Spring Festival, the Spring Festival archives gradually carry more cultural symbol attributes other than commercial value attributes, and their importance is becoming more and more stable.
Looking forward to 2022, China International Capital Corporation Limited(601995) believes that new year's day has made a good start, and the industry demand remains stable. The spring festival may be of reference significance for whether the normalization recovery and box office growth can be realized throughout the year.
It is expected that the box office head effect of films in the Spring Festival will still be prominent, the channel will sink or continue, and the proportion of users' gender and age will be more balanced; Among the fixed films, "shuimen bridge of Changjin Lake" is expected to lead the box office by virtue of its previous reputation, industrial production and patriotic emotional core. Meanwhile, "miracle stupid child" and "Four Seas" are also expected to win the favor of the audience in terms of film plot, actor level and production quality.
open source Securities: the popularity of prefabricated vegetable track has increased, supermarket enterprises are competing for layout, and opportunities and challenges coexist
In recent years, the popularity of prefabricated dishes has continued to increase. Near the Spring Festival in 2022, the demand and attention have increased significantly under the stimulation of "local Chinese New Year". From the demand side, the prefabricated dishes can meet the large purchase volume, strong planning, high timeliness and cost sensitive needs of customers such as takeout, group meal and rural kitchen at the B end, and can meet the dual needs of young workers for convenience and delicacy at the C end. From the supply side, taking the supermarket channel as an example, its prefabricated dishes mainly come from professional food manufacturers and private brands.
At present, China's professional food manufacturers include not only listed companies such as Suzhou Weizhixiang Food Co.Ltd(605089) , Fu Jian Anjoy Foods Co.Ltd(603345) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , but also start-up companies such as Zhenwei xiaomeiyuan, xuweishi and wangjiadu. Supermarkets are an important channel for them to reach C-end customers. In terms of supermarket enterprises, some supermarkets in Europe and America (Sam's club store, etc.) have earlier practiced and created their own brands of prefabricated dishes. In recent years, supermarkets such as HEMA and Jiajiayue Group Co.Ltd(603708) in China have also begun to layout this business. For example, through the brand "HEMA workshop", HEMA provides five categories of clean vegetables, seasoned meat, processed meat, semi-finished products and prefabricated vegetables around the needs of three meals a day, and uses the full temperature layer system all over the country to achieve "30 minutes"; The traditional supermarket leader Jiajiayue Group Co.Ltd(603708) focuses on the self built central kitchen to improve the quality and operation efficiency of prefabricated dishes from the aspects of raw materials, processing, transportation and sales. For supermarket enterprises, on the one hand, the layout of prefabricated vegetable business can bring opportunities for the growth of store passenger flow and the improvement of the added value of fresh products. On the other hand, it also brings challenges in many business links such as formula research and development, finished product production, sales and storage.
