Hot spots in the industry this week: ① on January 17, the national development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future; ② On January 18, the National Bureau of statistics released the CDP data of 2021; ③ On January 20, the National Bureau of statistics released the data of per capita disposable income of national residents in 2021; ④ On January 21, lianshang.com released the sales ranking of 125 shopping malls in 2021.
Market performance: last week (2022.1.17-2022.1.21), CS trade retail index fell (- 1.40%), outperforming Shanghai Stock Index (0.04%), Shanghai and Shenzhen 300 index (1.11%), and Shenzhen Component Index (- 0.86%). Since the beginning of the year, the industry index has decreased by 2.50%, outperforming Shanghai and Shenzhen 300 (- 3.26%), Shenzhen Composite Index (- 5.57%) and Shanghai Composite Index (- 3.22%). Compared with other industries, the commerce and retail sector ranked 16th in the rise and fall of CITIC’s 30 industry categories last week, down 6 from the previous week.
E-commerce and agent operation sector: Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) wholly owned subsidiary participated in the investment fund and issued an announcement on the share reduction plan of shareholders holding more than 5%. The proposed investment fund meets the company’s long-term development needs and is conducive to the company’s further development around its main business and industrial chain.
Supermarket sector: New Hua Du Supercenter Co.Ltd(002264) release the announcement of pledge of some shares of shareholders.
Gold and jewelry sector: Chow Tai Seng Jewellery Company Limited(002867) release the briefing on the company’s new self operated stores in December; Leysen Jewelry Inc(603900) issued the announcement of performance pre reduction in 2021.
Department store and comprehensive business sector: Wangfujing Group Co.Ltd(600859) announced the opening of Dong’an Ruijin, which is the first buyer department store of the company; Rainbow Digital Commercial Co.Ltd(002419) issued a notice of abnormal stock movements, which confirmed that Tianyou brand Maotai Baijiu liquor has been sold in Wuxi Online Offline Communication Information Technology Co.Ltd(300959) channel of Tianhong supermarket, and the income generated by the sale of the commodity will not have a significant impact on the company’s current business performance. Beijing Cuiwei Tower Co.Ltd(603123) , Guangzhou Grandbuy Co.Ltd(002187) and Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) issued the announcement of performance increase in 2021
Other chain sectors: Shenzhen Aisidi Co.Ltd(002416) release the announcement of the transfer of the equity of the wholly-owned subsidiary of its participating company; Red Star Macalline Group Corporation Ltd(601828) announce the resignation of directors; Kidswant Children Products Co.Ltd(301078) issued the announcement of performance pre reduction in 2021.
Cosmetics sector: Shanghai Jahwa United Co.Ltd(600315) released the annual performance forecast. The company has steadily promoted the effective implementation of the “123 business policy” strategy. In terms of brand promotion, it has determined the differentiated brand development strategy. Each fist brand in the brand matrix has certain advantages in influence and market share. Liushen, Yuze, baicaoji and other brands have excellent performance, The sales of skin care products with high gross profit increased rapidly.
Individual protection sector: Xinlong Holding (Group) Company Ltd(000955) release the announcement of performance pre reduction in 2021.
Recommended target: keep the logic of Omni channel configuration unchanged. It is recommended to focus on retail channel Tianhong Department Store (002419. SZ), Wangfujing Group Co.Ltd(600859) (600859. SH), Yonghui Superstores Co.Ltd(601933) (601933. SH), Jiajiayue Group Co.Ltd(603708) (603708. SH), Chengdu Hongqi Chain Co.Ltd(002697) (002697. SZ), Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) (300755. SZ), Hangzhou Onechance Tech Corp(300792) (300792. SZ), Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) (605136. SH); And Shanghai Jahwa United Co.Ltd(600315) (600315. SH), Proya Cosmetics Co.Ltd(603605) (603605. SH), Guangdong Marubi Biotechnology Co.Ltd(603983) (603983. SH), Yunnan Botanee Bio-Technology Group Co.Ltd(300957) (300957. SZ), Hangzhou Coco Healthcare Products Co.Ltd(301009) (301009. SZ), Hangzhou Haoyue Personal Care Co.Ltd(605009) (605009. SH), Winner Medical Co.Ltd(300888) (300888. SZ), Chongqing Baiya Sanitary Products Co.Ltd(003006) (003006. SZ) of consumer products.
Risk warning: the risk of insufficient market confidence; Risk that the progress and effect of transformation are lower than expected.
