Today is the "Double Eleven" day. From the perspective of the major industries in A shares, many sectors benefit from the "Double Eleven" effect. Among them, the post office recently stated at a press conference that during the "Double Eleven" period (November 11-16), there will be a peak season in the express delivery industry, and the daily average express delivery business volume is expected to reach 490 million. In addition, sectors such as shipping, e-commerce, cosmetics, and home retail have benefited.
Double "Eleventh" logistics peak is coming.
On November 10th, SF Airlines' 61st new capacity (B757-200F) was refitted and successfully flew from Chengdu to Shenzhen Baoan International Airport, officially listed as SF Airlines. The freighter fleet has been put into operation on air routes, and it will make every effort to help the second wave of "Double Eleven" logistics peak. Since entering the "Double Eleven" logistics peak period, SF Airlines once exceeded 180 daily flights, reaching the highest peak in history. The commissioning of the 61st new capacity will intuitively increase the capacity of the fleet and optimize the structure of the fleet. It will provide more favorable support for the scheduling of flights and the effectiveness of the aviation network during the peak period. ", 2021 Spring Festival logistics peak to do a good job of capacity reserves.
"External demand in the shipping sector is recovering, and the demand for container shipping is picking up, and freight rates remain high. COSCO SHIPPING will directly benefit; Oil Shipping will pay attention to the optimization of the supply side of oil transportation in the medium term, and pay attention to COSCO Shipping Energy and China Merchants Shipping. Recommend SF Holdings and Yunda , Spring Airlines, Shanghai Airport, COSCO SHIPPING Holdings, Dongbai Group, Shandong Expressway.” Zhang Xiaoyun, a researcher at Industrial Securities, also analyzed that the epidemic has shown an important role in express delivery and people’s livelihood, with large room for growth and large-scale competition entering the later stage, and the trend of head concentration has accelerated. It is recommended that SF Holdings and e-commerce express delivery leader Yunda shares with obvious favorable policies and substantial growth in business volume; and in the supply chain sector, it is recommended to pay attention to relevant supply chain leaders such as cross-border e-commerce and logistics, and pay attention to Xiamen Xiangyu, Dongbai Group, and Feili Da, Wuchan Zhongda, C&D shares. What
needs to mention is that multiple e-commerce platforms announced their participation in "Double Eleven" and extended the sales period. Jingdong announced that "Double Eleven" will start on October 21 and will last for 22 days as of November 11. Tmall announced that there will be two sales periods for Double Eleven, November 1st to 3rd, and November 11th. The pre-sale will start on October 21st. Emerging content e-commerce companies such as Kuaishou and Douyin have begun to participate in the "Double Eleven" to seize market share. Live broadcasting has become the mainstream of "Double Eleven", the head anchors have significant ability to carry goods, and content marketing capabilities and traffic effects have become the key to the sales of goods. In this regard, Galaxy Securities analyst Yang Xiaotong believes: "The potential of new consumption still needs to be explored. During the epidemic, the rapid growth of e-commerce live broadcast will bring dividends to the upstream and downstream of the industrial chain."
cosmetics and home retail have benefited from the "Double Ten" According to the transaction rankings of the first wave (November 1st-November 3rd), local men's and women's wear, home textiles and sportswear brands with strong e-commerce operations and a certain brand appeal continue to be on the sales list Leading. Among them, Bosideng, Hailan House, Semir, Peacebird, Luolai, Fuanna, Anta, Li Ning, etc. entered the top ten in their respective categories. In the beauty and skin care category, local brands in the makeup category performed well, Perfect Diary, Huaxizi Rank the top two. Shi Hongmei, an analyst at
Orient Securities, believes: "Considering the valuation switch in the fourth quarter, the valuation of most leading companies in 2021 has fallen to the historical bottom area, and the attractiveness has further increased. We continue to be optimistic about the excess return opportunities of leading companies under the logic of industry recovery. Investment. On the other hand, the first choice is still high-prosperity sportswear, cosmetics, e-commerce and other deterministic tracks. Among them, the cosmetics sector is optimistic about Proya and Marumi in the medium and long term. It is recommended to pay attention to Shanghai Jahwa, which may have greater upward flexibility in the future after adjustment. Leading textile and apparel accessories with stable valuations or significant improvement in terminal recovery. It is recommended to pay attention to Disu Fashion, Hailan Home, Fuana, Luolai Life and Peacebird. Leading e-commerce companies are optimistic about Antarctic e-commerce. Other industries that benefit from include home retail, etc. "With the stimulation of the'Double Eleven' shopping promotion, the home retail end is still expected to maintain a good boom. Under the e-commerce model, a leader with a wide range of stores and strong store operations is expected to achieve better drainage and conversion effects. Zhang Kailin, an analyst at Dongxing Securities, suggested paying attention to Gujia Home Furnishing, Dream Baihe and other targets. In the fourth quarter of the tissue paper, it is expected that the performance of leading paper companies will be stable due to the adjustment of promotional policies and the launch of "Double Eleven" e-commerce. In terms of business channels and product upgrades, leading companies have maintained a goodIn the future, it is recommended to continue to pay attention to Zhongshun Jierou and Vinda International. Reporter Zhang Zhao
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