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haitong sec: Consumer expectations repaired + new round of optimization and transformation starts, paying attention to marginal changes in 4Q retail.
It is expected that retail end demand may recover in the fourth quarter, but there is still some short-term pressure on performance. It is advisable to pay attention to sub-sectors with significant marginal changes (especially leading ones).
Guosen: In 2024, the overall stable growth of the november 11 shopping festival-related e-commerce promotion, with intensified differentiation of beauty brands.
As of October 30, 2024, the total sales of november 11 shopping festival-related reached 845 billion (including comprehensive e-commerce monitoring period: October 14-October 30, live e-commerce monitoring period: October 8-October 30), refreshing the historical sales record for October.
gtja: In Q3, the retail sales of cosmetics decreased month-on-month during the off-season. The Hong Kong stock beauty companies' positions increased month-on-month.
In the third quarter, the cosmetic industry has a relatively dispersed structure, with significant differences in the operating pace of each company against the backdrop of overall weak demand in the industry.
Guolian Securities: In the third quarter of 2024, the company's commercial sector fund holdings increased, continuing to be bullish on strong alpha leaders.
In Q3 2024, the social services, commercial retail, and beauty care heavyweight in fund holdings ratios were 1.73%, 1.09%, 0.33% respectively, with a month-on-month change of +0.50pct, +0.70pct, -0.05pct respectively;
HK stocks surge | Huge Biotech (02367) rises more than 4% with impressive performance in singles' day sales, first-hour sales of Copa Beauty Collagen Stick surpassing one billion.
Juhao Bio (02367) rose more than 4%, as of the deadline for submission, up 4.3%, trading at 54.6 Hong Kong dollars, with a turnover of 0.119 billion Hong Kong dollars.
Existing for over 14 years, Yunfeng RMB Fund Phase I may successfully come to an end.
①Shanghai Yunfeng has had a commercial change, with the registered capital reduced from 0.29 billion RMB to 10 million RMB; ②Yunfeng Fund stated that it has currently established five batches of RMB investment funds and four batches of USD investment funds. The settlement of early funds indicates that the company is further optimizing its strategy and portfolio, strengthening the investment layout of subsequent funds.
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