"Double Festival" or promoting large -scale consumption returns to the air inlet food and beverages, such as the three fields of opportunities to scan

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"Double Festival" or promoting consumer consumption to return to Fengkou food and beverage, such as the three fields of opportunities, scan the reporter Zhao Ziqiang, the reporter Zhao Ziqiang, with the coming of the Mid -Autumn Festival and the National Day "Double Festival", the consumer peak season officially launched. Investment opportunities contained in the large consumption field of the A -share market have also begun to receive close attention from investors. Analysts interviewed in the industry generally believe that my country has continuously introduced consumer policies, and has been well digested for pessimistic expectations for early pessimism. Offline consumption demand has gradually recovered. The related sectors such as food, beverage, home appliances, and games involved in large consumption have become relatively optimistic about institutions. The direction. The short -term adjustment of the food and beverage sector provides the historical data of configuration opportunities. It shows that the food and beverage sector has a better excess income in September. In the past 10 years, the food and beverage industry index has risen 6 times in September, with an average increase of nearly 2%; Winning the Shanghai and Shenzhen 300 Index, the average of 1.36 percentage points. Since September, as of September 9, the food and beverage industry index has performed weakly, a cumulative decrease of 4.51%, and the Shanghai Stock Exchange Index (cumulative rose 1.87%during the period). Nevertheless, the stock price of 12 food and beverage stocks still increased. The performance of related companies related to the food and beverage industry has maintained a stable growth. Flush data shows that among the 84 listed companies in the food and beverage sector, 78 companies have achieved a year -on -year increase in net profit of their mother -in -law in the first half of this year, accounting for more than 60 %. Deng Haiqing, chief economist of AVIC Fund, told a reporter from the Securities Daily that in the first half of the year, the overall operating performance of the food and beverage industry was relatively weak. After the announcement of the semi -annual report data, it was further confirmed. index. With the advent of the "double festival" consumption season and the launch of consumer policies in various places, the sales performance of the food and beverage industry is expected to recover. Data from Flush Shun shows that since July, as of September 9, a total of 39 food and beverage companies have obtained intensive investigations such as public funds, securities firms, insurance capital, sunshine private equity, QFII and other institutions. Investigating the institution, Fuling mustard has accumulated a total of 383 institutions, reaching 383, and 268 and 209 companies including Ganyuan Food and Qiaqia Foods participating in the survey. From the survey feedback, Everbright Securities believes that at present, the fundamental outlook of the segmented faucet of the liquor sector is still stable. With the smooth progress of the "double festival" preparation and the release of the valuation of the sector The follow -up driving force of the sector; the monthly sales feedback of all casual foods with the stock preparation of the peak season is relatively positive, the industry's fundamentals are stable, and the sector has been adjusted to provide configuration opportunities. Regarding the segmented track liquor, Ping An Securities said that when the Mid -Autumn Festival is coming, all liquor manufacturers are actively preparing for the Mid -Autumn Festival. At present, the performance of the interim reports has been landed. ; The second quarter of the second quarter is affected by the epidemic in the second quarter, and it is expected to achieve consumption replenishment. The new blue ocean of the household appliances "replace the old" in the market. In the context of promoting consumption, the "replacement of the old for the old" has become an important measure to stimulate the vitality of the industrial. Recently, the good policy of the home appliance industry has been introduced, further upgrading and green consumption of household appliances. On July 28, 13 departments including the Ministry of Commerce issued the "Notice on Promoting Several Measures on Promoting Green Smart Appliances Consumption" and proposed that the national home appliances were "replaced with old new" activities to promote green smart home appliances to the countryside, and to strengthen the recycling of waste appliances. Recently, the steady growth and continuation policy of many places will promote consumption as a "highlight" to actively promote the recovery of demand for the home appliance market. For example, on August 31, the General Office of the Hubei Provincial People's Government issued the "Notice on Further Stimulating Several Measures for Economic Growth Stability and Stable Economic Growth", which increased to increase consumption efforts of household appliances and encourages local appliances to issue consumer coupons for individual consumers in the field of home appliances. , Or subsidize the purchase of home appliances by individual consumers to stimulate the vitality of the home appliance consumer market; provincial finances issued consumer vouchers from the government from June 2022 to December 2022 or fiscal investment in consumer subsidies at a rate of 50% Give subsidies. In this regard, analysts generally believe that as low carbonization, greening, and intelligence have become a new trend of home appliance consumption. The peak season. The support of the policy and the promotion of festival promotion, the "replacement of the old" by the home appliances is expected to start the new blue ocean in the market. Since September, as of September 9, the home appliance industry index has performed active, the home appliance industry index has risen by 4.36%, and the performance of the Shanghai Stock Exchange Index (1.87%during the period). Flush data shows that among the 84 listed companies in the home appliance sector, 47 companies have achieved a year -on -year increase in net profit of their mother -in -law in the first half of this year, accounting for more than 50 %. Deng Haiqing said that as a post -real estate industry chain, the home appliance sector is affected by the investment and sales of the real estate sector, and the overall market expectations are poor. With the announcement of the semi -annual report, the industry's leading corporate revenue and profits showed strong toughness, which caused market capital allocation needs, making the overall performance of the sector stronger than the Shanghai Stock Exchange Index. With the gradual recovery of the real estate market and the upgrading of the product upgrade and export of the home appliance industry, the leading varieties of the home appliance industry with stable performance may bring better returns to investors. With multiple favorable boosters, the institution has a high attention to some home appliance companies.

Data from Flush Shun shows that since July (as of September 9), a total of 28 household appliance companies have obtained intensive investigations including public funds, securities companies, insurance capital, sunshine private equity, QFII and other institutions. Five companies including Dunan Environment and Jiuyang Co., Ltd. have participated in the survey of more than 100 and above. Liu Youhua, deputy director of the Wealth Research Department of Paiwang.com, told reporters: "Optimistic investment opportunities in the home appliance industry. In the first half of the year, due to the influence of domestic macro surfaces in the first half of the year, residents' willingness to consumption decreased, which led to the pressure of performance. It is expected to usher in the bottom of the bottom; the peak consumption season of Mid -Autumn Festival and National Day is approaching. Merchants will launch various promotional activities one after another to help enhance the willingness to consume residents; the cost end is expected to usher in an inflection point to help enhance corporate profitability; real estate policy continues to relax It is expected to drive the real estate market to recover, thereby stimulating the demand for the home appliance sector. "The game industry has a better growth game industry and is called" cash cow ". It is expected to benefit in the" double festival "consumer air outlet. In terms of market, since July, under the weak A -share affairs, the game sector has strengthened the market. Since July (as of September 9), the game industry index has shown a trend of shocking. The industry index has risen by 0.72%, and the performance of the Shanghai Stock Exchange Index (cumulative falling -4.02%during the period). In terms of performance, Tonghua Shun data shows that in the first half of this year, 10 of the 32 listed companies in the game sector reached a year -on -year increase in net profit, accounting for more than 30 %. Among them, the new product of the top company of the sub -sector online game was launched, and the revenue of the driving sector was further up. The income of the online game sector was 63.38 billion yuan, an increase of 13.0%year -on -year, and the growth rate was stable. The performance of the game company is also a strategic layout from going to sea. According to the "China Game Industry Report from January to June 2022" by the China Institute of Game Industry and Gamma Data, in the first half of 2022, the actual sales revenue of the Chinese game market in the first half of 2022 was 147.789 billion Yuan, a decrease of 1.8%year -on -year. Among them, from January to June, the actual sales revenue of the overseas market independently developed games in my country was US $ 8.989 billion, a year -on -year increase of 6.16%. According to the information of the official website of the National Press and Publication Administration, 45, 60, 67, 69, 67, 69, 67, and 69 were distributed on April 11, June 7, and July 1st, respectively. Version Number. Deng Haiqing believes that the regulatory authorities' continuous release of the game version number may have some support for the performance of the game company. The re -release of the game version number and the game out of the game will bring a certain increase in performance growth to the game company. With the continuous release of operating performance, the game sector has better configuration value. Galaxy Securities said that at present, the quality trends of the game industry and the dividend of the sea are obvious. Excellent games can break through the performance of better flowing water. The game is still in the dividend period, and it can also contribute a certain increase to the company. In the long run, the game industry still has better growth. Manufacturers with strong R & D strength will enjoy dividends, and market concentration and head stability will increase. In terms of investment opportunities in the game sector, Liu Youhua said that the game sector is expected to usher in the restoration market. Although the growth rate of the game industry has slowed down, the growth momentum is still there. The continuous upgrade and the increasingly rich game content, the game is increasingly fitted with reality; the game version number has resumed normalized distribution, and more good games will be born in the future to drive the development of the game industry.

The "double festival" is expected to help the e -commerce sector to strengthen nearly 50 % of the concept stocks. For example, on September 9th, Douyin e -commerce launched the "Douyin 921 Good Material Festival" promotion activity for the first time. From September 9th to September 21st, new surprises were every day. At the same time, the e -commerce concept sector has also received investor attention. Oriental Fortune Choice data shows that on September 9, the e -commerce concept sector continued to rise after opening. As of the closing, the sector increased by 1.45%as a whole to win the Shanghai Stock Exchange Index (up 0.82%). Since September, as of the closing of September 9, the e -commerce concept sector has been adjusted to a certain amount, and the cumulative decline has fallen by 1.72%during the period. A total of more than 12%of individual stocks such as shares, bonded technology, Dangbang Lighting, Mu Gao Di, Sanxiong Aurora, and Renren Music have exceeded 12%. In an interview with the Securities Daily reporter, Liu Wenting, a wealth researcher, said that driven by many factors such as low valuation and style conversion, the e -commerce concept sector is expected to get out of the rebound. Online retail was originally in a recovery trend. The arrival of the Mid -Autumn Festival and National Day consumption season is expected to improve market demand, thereby further driving the recovery of the online retail market and helping the e -commerce concept sector to strengthen. Regarding the development trend of the e -commerce industry, Hua'an Securities stated that vertical e -commerce is squeezed by comprehensive e -commerce and urgently needs to be refined and professional operations to enhance competitiveness. The development of vertical e -commerce is mainly divided into two stages. The first stage is the early development of the industry. The infrastructure such as logistics and supply chains is incomplete. E -commerce companies can cut into single categories to enhance consumer trust, and gradually expand category, grow up, grow up In order to comprehensively e -commerce and achieve large -scale operations, such as JD.com takes the opportunity of self -built logistics and expand from 3C category to full category operations. The second stage is that the comprehensive e -commerce has occupied a monopoly position. It can rely on its scale advantage to cut into specific tracks and achieve dimension reduction strikes on vertical e -commerce. The possibility of vertical e -commerce grows into comprehensive e -commerce at this stage is very small. It should also play the advantages of "small and precise", focus on single categories, realize differentiated operations, increase the added value of products and services, thereby meeting consumers' personalization need. In terms of performance, in the first half of this year, among the 311 listed companies in the e -commerce concept sector, 126 companies have achieved a year -on -year increase in net profit, accounting for more than 40 %. In recent years, the field of live e -commerce has also achieved rapid development. Guosheng Securities pointed out in its research report that at present, the penetration rate of live e -commerce has reached 14.3%. With the continuous improvement of the market scale and the continuous improvement of the policy side, the industry has gradually moved towards standardization and has entered the third stage of development. The industry's growth is still motivated, and the anchor, platform and service providers have changed. Regarding the investment opportunities of the e -commerce concept sector, Wang Chunxiu, manager of Dongtuo Investment Fund, told the reporter of the Securities Daily that the e -commerce concept sector has continued to adjust the number of active users. Essence When the "double festival" comes, the e -commerce concept sector may have a rebound. It is optimistic about e -commerce companies with a complete transformation and a high proportion of live e -commerce business. In the past month, some institutions have expressed their optimism about e -commerce concept stocks. Specifically, 155 stocks have given "buying" or "increase holdings" and other optimistic rating, accounting for nearly 50 %, of which Betai Nii The number of optimism is the most, 50 times, Perlaya, Wuliangye, mango super -media, and Gu Jiajia have won 48, 45, 38, and 36 times, respectively.

The logistics industry index will rise by nearly 9% within a month of month. It is expected that in September, it will gradually step out of the off -season reporter Yao Yao Yao Yao is expected to drive the growth of the material flow industry in the traditional "double festival" traditional consumption season. Since September (closed on September 9) The accumulated increase in the A -share fellow flower Shun logistics industry sector has reached 8.98%, ranking among the top list of the fellow flower Shun industry. In terms of individual stocks, in the 48 stocks of the logistics sector, a total of 46 only increased during the month, accounting for over 90 %. Among them, Tianshun, Debon, and Jianfa's three shares have increased by more than 20%. In this regard, Xu Yong, vice chairman of the China Transportation Association Express Branch, told a reporter from the Securities Daily: "Recently, the good news of the logistics industry policies has continued. In the second half of each year, the logistics express industry will enter the peak season. In addition to the Mid -Autumn Festival and National Day, it also There are 'Double 11' 'Double 12', etc., companies in the logistics express industry often gain a wave of dividends during this period. "The policy is good for catalytic logistics sectors in the second half of the year, and multiple favorable policies are continuing to catalyze the logistics sector. Policy support is an important factor in the recent strengthening of the logistics sector. On August 12, the State Post Office, Human Resources and Social Security issued the "Implementation Plan for Professional Skills Professional Skills Industry in Postal Express Industry"; on August 24, the Fujian Provincial Department of Industry and Information Technology and Fujian Provincial Department of Finance issued the "About the implementation of helping logistics companies relieve relief Notice of Difficult Policies ". At the routine briefing meeting of the State Council's policy held on September 5, Li Fei, assistant minister of the Ministry of Commerce, said that it will introduce policies to support cross -border e -commerce overseas warehouses as soon as possible, support logistics enterprises, cross -border e -commerce platforms and cross -border e -commerce platforms and Professional subjects such as large cross -border e -commerce sellers build overseas warehouses. Assistant Minister of Finance Owen Han said that new special bonds will be issued through the issuance of logistics infrastructure such as transportation infrastructure, energy, agricultural and forestry water conservancy, ecological and environmental protection, social undertakings, urban and rural cold chains, etc. Strategic projects, affordable settlement projects, and construction of new energy projects and new infrastructure projects. Wu Qihong, chief researcher of Guangzhou Wanlong Securities Consulting Co., Ltd., told the "Securities Daily" reporter: " The advancement will change the logistics pattern of western my country. "The recovery pattern has not changed in recent years. Thanks to the rapid development of my country's e -commerce market, the business volume of logistics and express delivery has continued to grow rapidly. Judging from the performance report of listed companies in the first half of the 2022, the performance of head logistics companies has improved significantly. Among them, Debon's share performance was the highest, and the net profit attributable to mothers in the first half of the year increased by 501.63%; the net profit of SF Holdings and Shentong Express also increased significantly, an increase of 230.61%and 228.94%, respectively. From the data released by the State Post Office, the reasons for the significant growth of logistics companies, the number of business volume of the national express industry in the first half of the year completed a total of 5122 billion pieces, an increase of 3.7%year -on -year; of which in June, the courier business volume reached a new year in the year and completed 10.26 billion pieces. A year -on -year increase of 5.4%. On September 5, the "China Express Development Index Report in August 2022" released by the State Post Office showed that the my country Express Development Index in August was 311, an increase of 12.9%month -on -month. In August, the national express delivery business volume is expected to reach 9.6 billion, a year -on -year growth rate of 4.5%. It is expected that it will gradually get out of the industry's off -season in September, and the number of courier business is expected to reach about 10 billion yuan a month. In the past month, 21 of the 48 stocks in the logistics sector, 21 stocks have given "buy" or "increase holdings" and other optimistic rating, accounting for 43.75%. Among them, the four shares of Yuantong Express, Yunda, SF Holdings, and Jianfa shares are optimistic about the number of rated times. According to statistics from the Securities Daily, from 2012 to 2021, the logistics sector index increased in 7 years in September, which were in 2013, 2014, 2015, 2017, 2018, 2019 and 2021. The annual decline, and the average increase in ten years reached 2.05%. Wu Qihong believes: "Although it is disturbed by multiple factors this year, the recovery pattern of the overall" increase in price increase "in the industry has not changed. In the second half of the year, the performance of the express industry will continue to improve. Investors can focus on the leaders in the domestic express delivery industry. "Recommended reading

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