[summary of the research report]
July 20, 2020Shanghai Composite IndexClosed at 3314.15 points, up 3.11%Deep syndrome component indexIt closed at 13448.85 points, up 2.55% on a daily basisConsumer industryThe first-tier index closed at 13169.44 points, up 0.16%. Among them, the top three companies in the consumer industry are:Bao Lingbao(002286 and 10.04%),La Fang Jia Hua(603630 and 10.01%)Taoism is complete.(002852) 10.01%). Affected by the epidemic, China's total retail consumption in June was-11.40% compared with the same period last year, and that month was-1.8% compared with the same period last year. Online retail grew rapidly, up 7.3% in the first half of the year compared with the same period last year. Recommend the main line of investment: 1) CPI still occupies a high position, and the required industries will continue to benefit; 2) the overall consumer behavior during the epidemic will be affected for a long time, and online channels are recommended to build excellent enterprises; 3) consumption that demand is suppressed during the epidemic but has already begun or will make up for in the future. Related subject matter:Marumi shares、A good product shop、Three squirrels、Yonghui supermarket、Zhou Dasheng、Red flag chain、Every family is happy.、Peraiya、Lao Fengxiang.