Social service education Weekly – point of view
Education industry
China’s education index rose or fell – 3.30% this week. Stocks with large gains and losses: gaotu group (+ 24.31%), Beijing Jingyeda Technology Co.Ltd(003005) (+ 17.14%), together education technology (- 14.58%), New Oriental (- 13.26%), thinking Music Education (- 10.74%), Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) (- 9.79%) and hope Education (- 9.02%). Viewpoint: 1) on the whole, the education industry still maintains a cautious rating, and the opportunities mainly come from the individual stock level. 2) It is recommended to pay attention to New Oriental online. K9 discipline business was stripped off on December 31, and the negative factors were cleared. We believe that the company’s resources are expected to tilt towards university adult business and achieve strong growth. In addition, the company is actively transforming to institutions and live broadcasting. The process of new business from 0 to 1 is worthy of attention. The bottom logic lies in the brand, human resources Material resources and other factors remain strong.
Wine travel catering
This week, the hotel catering and leisure (Changjiang) / Consumer Service HK (CITIC) index rose or fell by 0.43% / 8.48%. Stocks with large gains and losses: jiumaojiu (+ 18.75%), Tongcheng travel (+ 14.75%), Ctrip group-s (+ 9.00%), Huazhu group-s (+ 8.57%), Tongqinglou Catering Co.Ltd(605108) (- 20.14%), China Quanjude(Group) Co.Ltd(002186) (- 14.33%), Zhengzhou Qianweiyangchu Food Co.Ltd(001215) (- 14.06%). Viewpoint: 1) the State Council issued the “14th five year plan” for tourism development, and timely launched the action to promote inbound tourism, which is beneficial to the wine tourism and catering industry and the overall strength of the head wine tourism company. 2) Tongqinglou Catering Co.Ltd(605108) , China Quanjude(Group) Co.Ltd(002186) are subject to the overall callback of the concept of prefabricated dishes. 3) With the promotion of the research and development of vaccines and covid-19 specific drugs and the focus on the recovery of catering tourism, the sector is expected to usher in the restoration of valuation and operating data. 4) It is suggested to actively pay attention to the whole catering and tourism sector, the first is Shanghai Jin Jiang International Hotels Co.Ltd(600754) , and pay attention to Ctrip group-s, Huazhu group-s, Tongcheng Yilong, Haidilao and jiumaojiu in Hong Kong stocks.
Beauty care
The beauty care (Shenwan) index rose or fell – 3.90% this week. Stocks with large gains and losses: Shanghai Jahwa United Co.Ltd(600315) (+ 13.41%), Aoyuan Beauty Valley Technology Co.Ltd(000615) (- 17.95%), Jieya shares (- 14.45%), Winner Medical Co.Ltd(300888) (- 13.18%), Hangzhou Nbond Nowovens Co.Ltd(603238) (- 12.85%), Shenzhen Leaguer Co.Ltd(002243) (- 11.24%).
Viewpoint: 1) the policy of medical and American sector has gradually become stricter, and the market uncertainty has increased. 2) In the medium and long term, with the improvement of consumers’ recognition of domestic cosmetics and the strength of domestic cosmetics products, high-quality domestic brands will continue to increase their market penetration. 3) Shanghai Jahwa United Co.Ltd(600315) due to high performance and good pre increase, the increase this week was large.
