Jay&Nbsp; Chemical Digital Textile Printing Ink Appears On The Market.

As of 1, more than ten retail listed companies released their annual performance notice or amendment notice last year. Reporters noted that, including the first business shares, Tianhong shopping malls, including a number of department stores enterprise Business is lower than expected, even downgrading expected performance. According to the analysis, the overall environment of the retail market is becoming more and more important due to the macroeconomic situation.

　 Performance expectations are generally down

Guoxin Securities yesterday analyzed that in the company's key tracking, 12 companies have announced their expected performance. According to the company's analysis, in addition to Yonghui supermarket, Chao Hongji, Suning Appliance and the company's expected performance, the company, including Tianhong shopping mall, Xinhua Department store and logistics company, lowered their expectations.

Reporters learned that the Tianhong Mall (002419) issued a notice in January 30th last year. profit It is expected to fall by 10 percentage points. The announcement shows that the company's net profit in 2011 was expected to grow by 25%-50% over the same period last year, and is expected to grow by 15%-25% compared to the same period last year.

The expected performance of people's happiness (002336) decreased more significantly. According to the company's "2011 Annual notice of revision notice" shows that the data previously disclosed is expected in 2011, the company's net profit increased by 0-10% over the same period last year. After correction, the company expects its performance to decline by 20%-30% compared with the same period last year, with a performance reduction of 20%.

In addition, market analysts believe that after the asset restructuring of the first business shares, although some 770% of the performance increased, but still lower than expected before the market.

Department stores are most affected by the environment

Retail industry believes that retail stocks have lowered their expected performance, mainly due to poor consumer market environment in the fourth quarter of last year. While Yonghui supermarket and step by step supermarket share are supported by consumers just now, Suning Appliance has the policy support of household appliances replacing the old, home appliances going to the countryside and energy saving subsidies, so it has not been seriously affected. As of last November 30th, Suning only used household appliances to replace old ones, which led to a total turnover of 70 billion yuan.

"Compared with general merchandise stores, they do not enjoy it. Discount Most of the goods supplied by the government are not necessities of life. Therefore, under the premise of inflation, the first thing to be cut down is the sales volume of the department stores. The personage thinks, because inflation causes price rise, low price as business strategy of online retail development, seize the department store original market.

In addition, some securities analysts believe that Beijing department stores and supermarkets are generally hit by the market. In the fourth quarter of last year, the growth of retail sales of consumer goods in the market decreased significantly, and the growth rate dropped to a single figure, which was significantly lower than the national average. The above analysts believe that this is probably the first reason for the first quarter of last year's share price fell 29%.

　 The second half is expected to become better.

The industry believes that this year's consumption outlook is still not optimistic. In the past Spring Festival holiday, sales of key retail and catering enterprises in China were 470 billion yuan, an increase of 16.2% over the same period last year. But compared with last year, the growth rate has dropped. In view of the poor performance of the market since the fourth quarter of last year, Beijing's major businesses are actively taking measures. Zhou Qing, vice president of the Department Store (Group), said that in recent years, the rapid growth of department stores has been down. "If we want to really seize market opportunities in the dull market, it is important to cultivate the internal strength of enterprises and enhance the level of meticulous operation and management of enterprises."

Fu Yuehong, general manager of new Lufthansa MALL, believes that the introduction of characteristic The store format and the function combination of shopping malls are important means to improve passenger flow and improve performance. At present, the mall has reached a cooperation intention with more than ten provinces and cities, and has set up a large collection of local commodities in the past year in the form of counters.

Guoxin Securities analyst said that the company is cautiously optimistic about the trend of retail stocks this year, and believes that this year's performance will be better than last year. "From time to time, May may be a turning point in the upward trend of industry data."