With Double Eleven Coming, How Many Retail Stocks Are Expected To Come To The Fore At The End Of The Year?

According to the world clothing shoes and hats net, the annual " Double Eleven "The national shopping feast is imminent, and all the major retail platforms and businesses are ready to go. The relevant pre-sale activities are also on the scene: presale, buy gifts, deposit, all kinds of red envelopes, various coupons, etc., and all kinds of fancy rules are dazzling. The industry believes that "double eleven" has become New retail Once again, the important nodes of the market concern, the vertical electricity providers with a rising market share, and actively embracing the tradition of the electricity supplier channel. brand And Internet marketing agents are benefiting from the new bonus of online shopping development.

However, the flush statistics show that the overall performance of the 104 stocks in the commercial trading sector is not ideal this year. Only 10 stocks were outperforming this year, accounting for less than 10%. So how many retail stocks are expected to benefit from the "double eleven" billion feast at the end of the year when the new retail concept is heating up?

　　 New retail formats emerge

As an annual retail examination, the annual "double eleven" Shopping Festival has become a battleground for big retailers.

The "double eleven" Shopping Festival originated in 2009, Tmall's first "singles day" half off promotion, when the number of merchants involved and promotion efforts were limited, but the turnover was far beyond the expected effect, so this date became a fixed date for Tmall to hold large-scale promotional activities. In recent years, with the continuous marketing investment and diversified promotion methods, the participation of "double eleven" has been increasing. In 2012, Jingdong, Dangdang, Amazon and No. 1 store participated in the "double eleven" development into a trade event.

Changjiang Securities believes that the development course of Tmall's "double eleven" in the past eight years is a process of rapid expansion of sales scale, increasing participation in brand threshold and continuous upgrading of consumption convenience. Data show that in 2016, Tmall's "double eleven" sales amounted to 120 billion 700 million yuan on that day, compared to the first 50 million yuan sales corresponding to the annual compound growth rate of over 200%.

In 2017, the "double eleven" is about to open, and the major retailers have been ready. Alibaba, Jingdong, Suning and other retail entities have launched their own "double eleven" strategy. In fact, since mid October, the major e-commerce platforms have been scrambling to launch game rules and time, and most promotional activities will be released from November 6th to 11.

With this consumer "chopping hand" Carnival is about to open, the new retail concept once again aroused concern in the industry. In the Galaxy Securities view, "double eleven" attribute is no longer the meaning of sales promotion sales node meaning is so simple, the current positioning is more like the new retail framework double line integration development integration scene change point.

In fact, since last year, the new retail format characterized by the integration of online and offline industries has been on the rise in the whole country, triggering a hot wave among consumers and investors. For example, at present, dozens of boxes of fresh horses are being opened in the country, which is the "net red" of the retail industry. In recent years, various new retail formats have come to the fore. Besides box and horse, there are also Yonghui super species, big rhyme flying cattle, RISO, SP ce, Xinhua capital, BBK fresh food, the Century Lianhua whale election, the collection of micro stores, the sharing of new retail economy, and many new retail intelligence stores that international brands try to build. In view of this, the coming "double eleven" will be the best stage for testing all kinds of new retail formats.

　　 Focus on the four quarter allocation of leading targets

Compared with the "double eleven" before the opening of the major retail enterprises and platforms, hot sales promotion, smoky, retail stocks this year, the overall performance is relatively quiet, quite cool.

Flush statistics showed that only 15 of the 104 stocks in the commercial trading sector rose positively this year, accounting for only 14.42%, and only 10 out of the big market stocks (the Shanghai Composite Index gained 8.64% this year), accounting for less than 10%; and this year, the number of stocks falling more than 20% reached 50, accounting for nearly 50%.

However, some of the stocks in the plate are outstanding, and Yonghui supermarket is the best among them. The stock has risen to 93.32% this year, leading to other stocks ahead of the plate (excluding new shares listed this year). It began to accelerate in September 15th, and hit a new high of 9.94 yuan in October 31st, with an increase of nearly 40%. In the first three quarters of 2017, the company achieved operating income of 43 billion 307 million yuan, an increase of 17% over the same period last year, and realized net profit of 1 billion 392 million yuan, an increase of 70.74% over the same period last year, exceeding market expectations. With Yonghui Yun's two new industries, Yonghui life and super species gradually mature, and the company speeds up the pace of expansion, Zhongtai Securities believes that the company continues to increase the number of super species and Yonghui life convenience stores, laying a solid foundation for its development of technology based retail businesses, and is also in line with the direction of new retail exploration.

In addition, Xiamen China World Trade Center, Wangfujing and sunning cloud business all increased by more than 20% this year, while the A, products Zhongda, Chongqing department store and Dong Bai group rose by 10% to 17% this year.

The "double eleven" national shopping feast is in sight. Can we inject a stimulant into the weak retail sector? Or how many retail stocks are expected to stand out at the end of the year?

China and Thailand securities believe that the main focus of this year's "double eleven" lies in the integration of two line models, and online and offline interactive promotions. The intensity of 2017 is expected to be substantially higher than that of last year. Another need to be concerned is the huge increase in overseas purchases. At present, the "double eleven" has become the global carnival. The shopping festival will bring about the upgrading of the overall scale of cross-border e-commerce. It is suggested that the cross-border export electricity supplier should be focused on the double line mode.

Galaxy Securities said that in the three quarter, the volume of online retail sales slowed down seasonally. At present, optional consumption presents a continuous warming trend, and continues to favor the high elastic gold jewelry sector and the high-end high-end department stores with good foundation and gradual improvement in management efficiency. In addition, with the launch of Jingdong's "unbounded retail", under the background of double line integration, the retail infrastructure will become extremely plasticized, intelligent and collaborative, and the value of department stores and supermarket offline outlets will continue to appear.

In the view of Everbright Securities, the retail industry is still in a dormant period. The focus of the market is still online and offline interaction and this year's "double eleven" sales. It believes that the service efficiency and experience of the electricity supplier will become an important factor in the success. It is still recommended for optional consumption. The sales volume of women's clothing, jewellery and cosmetics will be warmer in terms of terminal data, which is conducive to the revival of department stores' business, and is relatively good for the national department stores. Supermarkets are optimistic about inflection supermarkets.

Judging from the performance, the commerce and trade sector now has 25 forecasts for 2017 annual reports, of which 15 are pre - rated, accounting for 60%. Tianhong shares, small commodity city, Jiangsu Guotai, Shenzhen SEG and Ai Shi De all predicted that the net profit growth limit of 2017 will exceed 50%. CITIC Securities said that looking forward to the future, consumption upgrading and integration will promote the prosperity of the industry. It is estimated that the growth rate of retail companies revenue in 2017 will be about 10%, with high profit elasticity and better performance in the leading and middle and high-end sectors.

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