具体上市公司方面，据Choice数据统计，①Nanji e-commerce released the institutions' research summary on Friday, stating that the daily sales of the Nanji brand's light luxury series recently reached 18 million GMV. The Baijiahao brand has already established a presence on channels like Douyin, Alibaba, and vipshop. In the secondary market, Nanji e-commerce closed on Friday with a three-day consecutive gain. ② An overview of the sectors that institutions focused on this week (attached list), along with a list of listed companies (attached stocks) and the latest research in the e-commerce industry.
According to a report from Caixin on November 24 (Editor: Xuan Lin), as of today, a total of 285 listed companies in the Shanghai and Shenzhen stock markets have received institutional research this week. In terms of sectors, electronics, electrical utilities, and machinery had the highest frequency of institutional research. In addition, public utilities and eco-friendly concept sectors have seen increased attention.
In specific subfields, auto parts, special equipment, and the electrical sector ranked as the top three areas of institutional focus. Additionally, institutions have increased their attention on consumer electronics and military industry electronics.
Regarding specific listed companies, according to Choice data, Sichuan Guoguang Agrochemical, Suzhou Tianmai, Yidao Information, Beijing Labtech Instruments, Chow Tai Seng Jewellery, and Shenzhen Laibao Hi-Tech received the most research, all reaching three times. In terms of the number of institutional visits, Zhejiang Jinke Tom Culture Industry, Chow Tai Seng, and Foxconn Industrial Internet ranked the highest with 84, 74, and 74 visits respectively.
From a market performance perspective, e-commerce and controllable nuclear fusion concept stocks performed actively this week. Nanji e-commerce released the institutions' research summary on Friday, stating that the daily sales of the Nanji brand's light luxury series recently reached 18 million GMV. On an annual basis, Douyin accounted for the highest proportion, roughly around 80%, followed by Tmall, video accounts, Kuaishou, and pdd holdings. The Baijiahao brand targets urban fashionable white-collar workers and trendy youth groups and has established a presence on Douyin, Alibaba, vipshop, video accounts, jd.com, offline channels, etc. Vipshop will also be a key channel for development in 2025.
In the secondary market, Nanji e-commerce closed on Friday with a three-day consecutive gain.
Guangbo Group Stock announced its institutions' research summary on Wednesday, stating that its creative products primarily enter the domestic sales market through the domestic dealers' network. Meanwhile, the company is increasing its online sales development efforts and recently opened the Guangbo Trendy Toys flagship store on Tmall and the official flagship store for Guangbo model toys on pdd holdings. In the secondary market, Guangbo Group Stock closed on Friday recording four gains in six days.
Winner Medical released its institutions' research summary on Monday, indicating that during the singles' day sales period, the All Cotton Era continued to accelerate its third quarter growth, with all-channel sales exceeding a 20% year-on-year increase. Key product categories such as cotton soft towels/wash towels, infant bath towels, baby wraps/blankets, etc., ranked first in sales in their respective categories on Tmall and jd.com. The company insists on developing both online and offline simultaneously, as offline channels can provide a very good experiential scene to better showcase product differentiation, thereby benefiting online and O2O sales, and vice versa.
On Friday, Kewei Medical released the summary of the institutional research, indicating that since the beginning of this year, the company has deepened the implementation of a product-focused strategy, with significant growth in core products. At the same time, it has made efforts in multi-channels such as shelf e-commerce and interest e-commerce, with online channels maintaining steady growth. The company has developed an e-commerce operation strategy centered around categories, enhancing the market share and profitability of core products through multidimensional measures such as product iteration and upgrades, structural adjustments, optimized placement strategies, refined management, and improved service systems.
On Friday, FuErJia released the summary of the institutional research, stating that the two largest online platforms for the company are Tmall, which is shelf e-commerce, and Douyin, which is interest e-commerce. The two platforms serve different purposes; Tmall primarily adopts a traditional e-commerce model focused on selling goods, while Douyin, as an interest e-commerce platform, is more focused on promoting new products.
On Wednesday, Aladdin released the summary of the institutional research, indicating that the company employs an e-commerce model with good cash flow, low debt ratio, and minimal financial expenses, making the overall cost ratio controllable. After the overseas website was opened, orders began to come in gradually; as overseas warehousing continues to improve, subsequent sales speed will continue to accelerate. In terms of sales strategy, the company still relies on the e-commerce model and collaborates with dealers for sales.
On Tuesday, Ninebot released the summary of the institutional research stating that during the entire cycle of the 2024 Singles' Day sales (from October 14 at 20:00 to November 11 at 23:59), Ninebot's self-operated channel sales in the China region exceeded 1.543 billion yuan, a year-on-year increase of 61%. Among them, online sales reached 1.035 billion yuan, a year-on-year increase of 83%. The total omni-channel sales of smart electric vehicles reached 1.474 billion yuan, a year-on-year growth of 63%, with online sales of 0.99 billion yuan, a year-on-year increase of 88%. The total omni-channel sales of smart short-distance transportation reached 68.56 million yuan, a year-on-year increase of 21%, with online sales of 42.17 million yuan, a year-on-year increase of 16%.
Regarding controllable nuclear fusion, Suzhou Hailu Heavy Industry released the summary of the institutional research on Monday. The company has accumulated rich manufacturing and management experience in the civilian nuclear energy field and has completed the manufacturing tasks for the first pieces of several projects both internationally and domestically. The equipment supply types include but are not limited to the 2nd generation + reactor types, 3rd generation reactor types (Hualong One, Guohe One, AP1000, VVER, EPR), 4th generation reactor types (high-temperature gas-cooled reactor, sodium-cooled fast reactor, thorium-based molten salt reactor), and thermonuclear fusion reactor (ITER) as well as other major domestic and international nuclear power models. In the secondary market, Suzhou Hailu Heavy Industry's stock hit the limit on Thursday.
On Friday, Sichuan Guoguang Agrochemical released the summary of the institutional research, indicating that for many years, the company has adhered to microwave and vacuum as the main technical paths while integrating materials science, optics, automation, electronics, and nuclear physics to develop and produce products such as microwave solid-state devices, nuclear industry equipment, and vacuum measurement control components for pressure vessels, which are widely used in radar, satellite communication, nuclear industry, new energy, and other fields. "Star Mimicking Device" as a controlled nuclear fusion device belongs to the field of nuclear fusion and is an important business area within the company's nuclear industry sector. The company has been actively engaging with and keeping up with the development and research of related projects. In the secondary market, Sichuan Guoguang Agrochemical's stock closed up more than 10% on Thursday.
