Download by
Scanning QR Code
No Stock Yet
Bank of China Securities: Demand for cosmetics fell in December, and elasticity can be expected to be restored in 2023
The Zhitong Finance App learned that Bank of China Securities released a research report saying that due to the spread of the epidemic in December 2022, total retail sales of social consumer goods fell 1.8% year on year, and retail sales of cosmetics fell 19.3% year on year, and the decline widened. On the online side, overall cosmetics sales on the Taosu platform fluctuated in December 2022. Sales of major brands of key companies declined, and high-quality new brands performed well. Overall, leading brands have a strong long-term competitive advantage and are expected to achieve good growth in the context of the recovery of the retail environment in the post-pandemic cycle. Investment advice: As platform traffic is limited and the overall growth rate of the industry slows, the Matthew effect is increasing
Changes in the beauty care sector boosted Bethenny's rise by more than 5%
Bettany: Shareholder Sequoia Juye plans to reduce its holdings by no more than 2.5%
Bank of China Securities: The penetration rate of collagen in the beauty care field is rapidly increasing, leading companies are expected to achieve efficient growth
The Zhitong Finance App learned that Bank of China Securities released a research report stating that benefiting from the development of extraction technology and the promotion of the downstream face value economy, the fields of medical aesthetics, functional skincare products and medical dressings are driving the rapid growth of the collagen industry, and the penetration rate in the beauty care sector has increased rapidly. From the perspective of the industrial chain, high-quality targets cover the middle and lower reaches of the industrial chain, and have strong R&D capabilities and profitability. As policies and regulations are strictly enforced, leading enterprises are expected to achieve efficient growth by relying on their own strong product strength and consumer stickiness. Recommended attention: Huaxi Biotech (688363.SH), Aimei (300896.SZ), Giant Biotech (02367)
Caixin Securities: Consumer demand is expected to bottom up and the valuation of the beauty care sector is the most cost-effective
The Zhitong Finance App learned that Caixin Securities released a research report saying that looking ahead to next year, the relaxation of the epidemic prevention policy is combined with strategies to expand domestic demand, and domestic consumer demand is expected to bottom up and rise. Looking at the industry level, loosening expectations of epidemic prevention boosted the sector's rise. The three major sectors of beauty care, social services, and commercial retail all performed well. Under the impact of the epidemic in 2022, the social services sector's performance improved the most. Currently, the valuation of the beauty care sector is the most cost-effective. In the beauty care sector, trends in the cosmetics industry have been improving for a long time. On the performance side, internal performance is divided, and the certainty of leading core companies continues to be realized. Investment advice: Focus on recommending Aimei
Changes in the beauty care sector boosted Aoyuan Miya by more than 6%
Changes in the beauty care sector boosted Guangzhou Langqi by more than 5%
Changes in the beauty care sector boosted Novon's shares by more than 8%
Changes in the sector | Remediating medical and aesthetic chaos in many places guides the healthy development of the industry, and changes in the beauty care sector rise
The Zhitong Finance App learned that on December 15, due to news that rectifying medical and aesthetic chaos in many places is leading the healthy development of the industry, the A-share beauty care sector fluctuated and rose. As of press release, Qingdao Jinwang (002094.SZ) rose and stopped, while stocks such as Shanghai Home Chemical (600315.SH), Bethenny (300957.SZ), Lafang Home Chemical (603630.SH), and Reliability Co., Ltd. (301009.SZ) followed suit. Recently, activities to rectify chaos in the medical beauty industry have been carried out in many places. Among them, the Market Supervision Bureau of Yichun City in Jiangxi Province carried out popularization campaigns on laws and regulations related to the medical and aesthetic industry. GuangDong
Bettany: Zhenli Consulting plans to reduce its shares by no more than 3%.
Loading...
No Stock Yet