In the middle of the year, the happiest thing is to get the special offer you want. What's happier than getting a special offer? I bought shares in the e-commerce platform three months ago.

The great promotion ushered in the final conclusion in 618. I don't know if you have stayed up late to snap up. Although it is not clear how much the east-west discount is, it is true that the stock prices of the major e-commerce platforms are much higher, so let's take a look at the following set of data.

BABA's share price has exceeded US $220 per share, up 31.00% from the lowest price of US $169.95 per share this year on March 23rd.。

JD.com 's share price is about US $60 per share, up 86.48% from the lowest price of US $32.70 per share this year on March 16th.。

Pinduoduo's share price hovered at $80 per share, up 158.28% from its lowest price of $30.20 for the year on March 16th.。

Meituan's share price stood at HK $170 per share, which is 70.10 Hong Kong dollars per share lower than the price for the year on March 19th, with a cumulative increase of 145.93%.。

The three major U. S. stock indexes closed mixed on Wednesday. The Dow closed down more than 170 points.Pinduoduo rose by more than 6% and JD.com by 1.7%, both reaching record highs.Just today, JD.com will officially log on to the Hong Kong Stock Exchange.

618 Shopping Festival is still popular.

This year's mid-year promotion has been under way since May. And today (June 18) has also become the closing day of the major platforms.

According to public information, so far, including electronics, catering, automotive and other industries online transactions are hot.

1、3C:According to Beijing Business DailyWithin the first hour of sale on June 16, 25 brands and categories in Tmall's 3C industry grew more than tenfold.。

According to Tmall, tableware disinfector in 1 minute and live oxygen machine in 7 minutes exceeded the whole day of last year. In addition, in the first hour, the turnover of health pots, healthy bacteriostatic electric water heaters, alpha egg robots, electronic shoe cabinets, floor washers and Xinfeng air conditioners increased by 10 times, 30 times, 33 times, 36 times and 58 times respectively.

According to Tmall's data, on June 16, the turnover of Apple Inc's series of products on Tmall's platform, including iPhone, iPad, Mac, Airpods, Apple Watch, etc., exceeded the full-day scale of last year. This year is also the first time for Apple Inc's official flagship store to participate in Tmall 618.

2、In terms of catering:According to the announcement of ele.me, the turnover of ele.me catering merchants online on Tmall nearly doubled during the 618 period compared with the same period last year Among them, KFC sold more than 10 million yuan in just one hour and sold more than 1 million finger-sucking chicken. McDonald's Corp has sold more than 1.4 million hamburgers during Tmall's period, and Starbucks Corp's 400000 Dragon Boat Festival ice dumplings have also sold out ahead of schedule.

3、For automobiles:According to Tmall's dataFrom June 1 to 16, Tmall platform brought more than 120000 orders to car companies, nearly twice as much as in the same period last year.。

According to Chinanews.com, Tmall opened only 16 minutes on June 16, and the turnover of Alibaba Health Information Technology's vaccination service exceeded that of last year. According to news from Alibaba Health Information Technology, this year, its joint medical institutions provided HPV vaccines in stock on Tmall, such as domestic 2 price, import 4 price, 9 price and so on. As of June 10, the number of people booking HPV vaccination had increased 11-fold compared with the same period last year.

It is worth noting that this year's live online shopping festival once again shone brilliantly. According to Tmall's dataIn the first seven hours of June 16, the transaction volume of live streaming on Taobao increased by more than 250% compared with the same period last year.During the whole period of Tmall, there have been 13 studios with a cumulative transaction of more than 100 million.

Listed companies are involved in "live broadcast of online celebrities"

In the above, in addition to sales data, live broadcast is definitely a bright spot of 618 this year.

According to Wind, so far, more than 70 A shares have been involved in the concept of "live broadcast of online celebrities". Excluding the media and Internet sectors, there are a total of 26 consumer stocks, including food and household consumption. The details are as follows:

This year's 618, the meaning is not simple.

The market is extremely concerned about this year's 618 Shopping Festival because of its significance.

Guojin Securities said that this 618 is the first platform-wide large-scale promotion after the epidemic, firing the first shot to stimulate consumption, and the promotion is unprecedented.

Caitong Securities Hong Jiran research report pointed out that waiting for 618 to test demand resilience.

Cai Wenjuan of Tianfeng Securities said in the research newspaperThis 618 event will be an important reference index for both the subsequent changes in consumption trends and the revenue of individual enterprises in the second quarter.。

According to the report, JD.com and Tmall pushed 10 billion yuan in subsidies during this year's 618 promotion season. JD.com has the biggest concessions than in previous years. This year, JD.com brought "super 10 billion subsidies" and joined forces with many brands to bring hundreds of billions of concessions.

Not only that, in order to achieve better results, the major platforms have unanimously extended the activity time this year.

According to the Tianfeng Securities Research report, from the timing of the activities of various e-commerce platforms, the pre-sale period, good start and re-sale period of this year's activities have been extended to varying degrees; in addition, Tmall platform separately divided the second pre-sale time before 618. for the major brands in the trading volume on the day of the event Xu Li.

Goldman Sachs Group previously released a report that China's online retail sales showed obvious signs of recovery in May, mainly benefiting from increased consumer demand, government support policies and merchant promotional activities. in addition, the month-long "618 Shopping Festival" began at the end of May, major e-commerce companies such as BABA, JD.com and Pinduoduo have actively deployed various promotional activities and distributed billions of RMB coupons.Online consumption is expected to reach a record-breaking peak in June.。

According to data previously released by the National Bureau of Statistics, retail sales of consumer goods totaled 3.1973 trillion yuan in May, down 2.8% from a year earlier. (excluding the price factor, the actual decline is 3.7%. Except for special instructions, the following is nominal growth). The decline was 4.7 percentage points lower than the previous month. Of this total, retail sales of consumer goods other than cars totaled 2.8597 trillion yuan, down 3.5 percent.

In additionFrom January to May, the country's online retail sales totaled 4.0176 trillion yuan, an increase of 4.5 percent over the same period last year and 2.8 percent higher than that of January-April.. Among them, the online retail sales of physical goods totaled 3.3739 trillion yuan, up 11.5 percent, accounting for 24.3 percent of the total retail sales of consumer goods. Among the online retail sales of physical goods, food and household goods increased by 37.0 percent and 14.9 percent, respectively, while clothing goods decreased by 6.8 percent.

At the same time on the shopping spree, don't forget the e-commerce stocks

In fact, compared with the big boost in the middle of the year, the stock prices of the major e-commerce platforms performed more brightly.

Affected by multiple negative factors such as the epidemic in the first quarter, the stocks of many e-commerce platforms performed poorly. But since then, related stocks have soared. Where:

For BABA, the share price reached a stage high of 231.14 US dollars per share at the beginning of the year, then fell to a low of 169.95 US dollars per share, then began to rise gradually and is now back above 220 US dollars per share. It has increased by more than 30% in less than three months.

JD.com, the stock price showed a volatile trend in the first quarter of this year, as low as $32.70 / share, and then a strong upward trend, and break through the $60 / share barrier. The increase in three months is close to 90%.

For Pinduoduo, the trend during the year was similar to that of JD.com, which was volatile in the first quarter, reaching a low of US $30.20 per share, and then rose strongly and broke through the US $80 per share mark. The increase was more than 150% in three months.

In addition, on Tuesday and Wednesday, the share price of Pinduoduo hit a new high, breaking through the $100 billion mark for the second time and exceeding JD.com 's market capitalization.

Meituan, after hitting a stage low of HK $70.10 per share in mid-March, began to climb rapidly and has now broken through the HK $170m / share mark. On Wednesday, Meituan closed up 0.23% at HK $172.40 per share, a record high, with a market capitalization of HK $1.0047 trillion and an intraday share price as high as HK $175.90. Just the day before, Meituan's share price hit a new high, with its market capitalization exceeding HK $1 trillion for the first time.

According to the analysis of Ping an Securities Research News, BABA has obvious mass advantages among the three giants, and the ecosystem is well built, and it is expected that he will maintain a leading advantage in the foreseeable future; JD.com 's self-built logistics has been recognized by the market in the epidemic and is now out of the predicament of declining growth; Pinduoduo has a bright growth rate, and 10 billion subsidies will continue to support the company to challenge BABA.The Big three have their own obvious advantages, and the report believes that this highly competitive situation will remain for a long time.。

Dongxing Securities Research newspaper commented that maintaining the "optimistic" rating of the e-commerce industry is mainly based on:

first,The adverse impact of the epidemic on the e-commerce industry has been completely eliminated and recovered strongly.The epidemic has also accelerated the transfer of daily necessities to online consumption habits. According to BABA performance presentation meeting data, Tmall online physical goods payment GMV showed a strong recovery in April, and continued to improve in May.

Second,The discounts and activities promoted by 618 are expected to reach a high level, and the "strong recovery of optional consumption + strong e-commerce live streaming" may lead to the rapid growth of e-commerce turnover as a whole.。

JD.com landed in Hong Kong stock market and became the "new stock king of three materials".

In fact, today is not only a carnival day in the middle of the year, but also a day for JD.com to officially land in Hong Kong stocks.

JD.com, who is about to land in Hong Kong stocks, has already attracted the attention of the market. Right here.On Wednesday, JD.com rose nearly 8% at the beginning of the dark session, with a total market capitalization exceeding 750 billion Hong Kong dollars.。

Last Thursday, JD.com Group's IPO ended with a fixed price of HK $226,000 per share and a public offering of about HK $29.771 billion. According to the published subscription results, JD.com has 397000 subscribers in this offering, making it the most popular new shares in the Hong Kong stock market since 2020, surpassing NetEase, Inc, who subscribed 371000 earlier.

In addition, according to the number of subscriptions, the frozen capital of JD.com 's public offering reached HK $280.8 billion, which also exceeded the previous HK $260 billion of Peijia Medical-B.

According to the clawback mechanism previously set by JD.com Group in its prospectus, because the Hong Kong public offering was more than 100 times oversubscribed, some of the international offering shares were allocated to the Hong Kong public offering. As a result, the proportion of the Hong Kong public offering has been raised from 5% to 12%. Calculate according to thisJD.com has also become the new stock with the highest total amount of capital raised, the largest number of subscribers and the highest scale of frozen capital in the Hong Kong stock market this year.。

According to the prospectus provided by JD.com, JD.com 's latest shareholding situation: Liu Qiangdong holds 448.5 million common shares, accounting for 15.1% of the shares, with 78.4% of the voting rights. Tencent holds 527.2 million common shares, accounting for 17.8 per cent, the largest shareholder with 4.6 per cent voting rights. Walmart Inc holds 289 million common shares, accounting for 9.8 per cent, with 2.5 per cent voting rights.

Since BABA Group officially listed on the Hong Kong Stock Exchange in November last year, a number of Chinese-listed stocks have returned to the Hong Kong stock market. Meanwhile,The Hong Kong stock market is also actively promoting the inclusion of relevant individual stocks in the Hong Kong Stock Connect.。

On June 12, the Hang Seng Index Company issued an announcement sayingThe rule that the overall proportion of stocks with different rights in the same share shall not exceed 10% in the Hang Seng Composite Index and other related indices will be abolished.And the index review will be implemented in August.

At the same time, it is also disclosed that for secondary listed companies, unless individual index compilation methods are described separately, for secondary listed companies from the Greater China region (that is, Hong Kong, mainland, Macao and Taiwan), the market capitalization of the company is calculated only on the basis of its share capital registered in Hong Kong.

On May 18, Hang Seng Index companies announced that companies with different rights of the same shares and secondary listed companies were allowed to be included in the Hang Seng Index and Hang Seng China Enterprises Index for the first time, and the upper limit of equity weight of individual components in the index was set at 5%.