Looking ahead to next week, we believe e-commerce concept stocks will be sought after by the market. Among them, e-commerce concept stocks led by Suning and Yonghui will ferment. On the one hand, offline retail fundamentals are lackluster, and there is no possibility of significant improvement in the short term. Therefore, the increased concentration of e-commerce, close cooperation with offline giants, and a reasonable division of labor may be a reversal in the futureconsumptionAn important means of decline. In the short term, we think Suning and Yonghui are leaders in their respective industry segments, which may bring about a wave of e-commerce hype. In addition, withState-owned enterprise reformIn advancing, we believe that regions led by Chongqing and Shenzhen may take the lead in reforms and breakthroughs, soChongqing Department StorewithTianhong Shopping MallIt's also a subject you can pay attention to. Next week we recommend targets:Yonghui supermarket,Lao Feng Xiang, Chongqing Department Store, Tianhong Shopping Mall,Dongbai GroupandCommerce City.
This week's Shanghai Stock ExchangeComposite IndexThe Shenzhen Compositional Index rose and fell by 2.20% and 3.06%, respectively, and the Shenwan Commercial Trade Index rose and fell by 0.99%. At the same time, it fell below the Shanghai Composite Index and the Shenzhen Index.
The decline in the retail sector this week was 0.99%, ranking 25th among the 28 industries in the Shenwan Level 1, down from last week's 12th place of increase. In terms of industry, only 2 of the 28 Shenwan Tier 1 industries declined this week, namely leisure services and non-banking.finance, down 1.26% and 0.37%, respectively; while construction materials, automobiles, transportation, and electrical equipment rose the most, rising 8.36%, 6.07%, 5.91%, and 5.26%, respectively, due to infrastructure investment,New energyIt is the result of catalytic concepts on topics such as mergers and restructuring of automobile and shipbuilding companies, and distribution networks. Individual stocks in the retail industry had mixed ups and downs this week. 45 stocks rose, 14 stocks were suspended, and 12 fell. What is the biggest increaseXi'an People's LivelihoodIt rose 33.16% in one week, mainly because the company acquired 100% of the shares in the Supply and Marketing Group to create a nationwide O2O distribution platform for urban and rural materials. At the same time, the company suspended trading on December 22. The Shenzhen Index rose 19.61% during this period, making up for the company's gains. What was the biggest drop this weekMaoye LogisticswithEveryone is happyIt fell 24.61% and 19%, respectively, in one week, both as a result of making up for the decline.