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From 0:00 to 0:30 on November 11, the real-time transaction volume of Tmall Double 11 exceeded 372.
3 billion yuan, creating a milestone of new consumption
.
In the early morning of November 12, Jiang Fan, President of Taobao and Tmall, revealed to the media that according to the same period and the same caliber, the GMV during the double 11 period this year increased by 103.
2 billion compared with the same period last year, and the growth rate was 26%, which is the highest in the past three years.
growth rate
.
Jiang Fan said that Double 11 is the result of the participation of the entire society and economy
.
On the 11th Carnival, Xiaoba was deeply touched.
Among the 498.
2 billion yuan, there was also Xiaoba's "hard work" late at night, which properly solved his daily needs for the next year
.
Behind the double 11 carnival, the demand for hundreds of thousands of tons of plastic is rising!
Behind the double 11 carnival, the demand for hundreds of thousands of tons of plastic is rising!After this carnival of hundreds of billions of dollars, the boom of express delivery followed
.
In just a few days, it will bring hundreds of thousands of tons of packaging demand
.
Double 11 home appliances are on fire! The stock price has skyrocketed again, soaring by 200 billion in a month!
Unsurprisingly, under the Double Eleven carnival, home appliance stocks soared again!
First of all, from the battle report situation, the battle report of the Double Eleven home appliance brand is very brilliant
.
On November 12, the performance of the three major A-share indexes was sluggish, but home appliance stocks were still strong
.
Statistics show that since the beginning of this month, affected by the Double Eleven sales, the home appliance index has risen by more than 12%, the market value of the sector has soared by more than 200 billion, and the total market value has approached 2 trillion
.
At the same time, in the past week, the "smart capital" northbound capital has even more bargain-hunting home appliance stocks
.
In the eyes of fund managers, the follow-up consumer areas such as home appliances still have long-term investment value, especially the premium or long-term existence of leading companies
.
The group of super big white horse beauty takes off again!
On the morning of November 12, the share price of Midea Group opened higher, then rose rapidly, and returned to the 90 yuan mark during the session, with a market value exceeding 630 billion yuan
.
As of noon, the share price increase narrowed to 2.
15%, and the share price closed at 89.
99 yuan
.
The total market value of Gree Electric Appliances is more than 390 billion yuan, and the market value of Haier Group is more than 180 billion yuan.
The total market value of Midea Group is about 1.
6 times that of Gree and 3.
5 times that of Haier
.
From the perspective of capital flow, the main capital inflow exceeded 660 million that day, and the main net inflow exceeded 180 million
.
Since September this year, Midea Group has been frequently sought after by market funds, and its stock price has skyrocketed
.
Data shows that since September 10th, in just two months, Midea Group’s share price has risen by more than 25 yuan, an increase of nearly 40%, and its market value has soared by more than 170 billion yuan
.
In fact, the sharp rise in the share price of Midea Group is also closely related to the recovery of the industry's prosperity and the substantial growth in performance
.
According to the official Weibo data of Midea Group, in the third quarter of this year, Midea Group’s domestic sales revenue was 38.
8 billion yuan, a year-on-year increase of 21.
6%; its export sales revenue was 23.
5 billion yuan, an increase of 18% year-on-year.
In the third quarter, overseas orders increased by more than 50%, which shows that overseas market demand has grown.
larger
.
Data show that since November, the home appliance index has risen by more than 12%, and the market value of the sector has increased by more than 200 billion
.
In the past month, the home appliance index has risen by more than 15%, and Invento has risen by more than 48%.
The stock prices of big domestic brands such as Robam Electric, Hisense Appliances, Bull Group, Gree Electric, and Midea Group have all risen by more than 20% within the month.
.
Home appliance stocks become "sought-after goods" by institutions
In addition to being sought after by market funds, home appliance stocks have also become popular stock holdings for institutional funds
.
Taking Midea Group as an example, as of the third quarterly report of this year, the fund held more than 540 million shares in Midea Group, with a shareholding ratio of over 7.
9%
.
Among the changes in the top ten tradable shares, Bank of Merrill Lynch and Singapore government funds increased their holdings of Midea Group, becoming the most popular stocks for foreign investors
.
According to Shenzhen Stock Exchange data, as of November 11, stocks with foreign investors holding more than 24% of the shares include: Midea Group, Gree Electric Appliances, China Testing, Tigermed, Glodon, Venus, and Sophia
.
Except for Midea Group (with foreign investors holding 26.
36% of the shares), the shareholding ratios of foreign investors in the other 6 stocks are all in the range of 24% to 26%
.
According to the analysis of Huatai Securities, after China resumed the utilization rate of production capacity, the export side has climbed very obviously, including cross-border e-commerce, many manufacturing industries, and the export side has clearly increased
.
The export of the entire Chinese household appliances, and even the manufacturing industry, will continue to rise
.
The latest report released by CICC mentioned that domestic demand in China's home appliance market basically recovered in the third quarter, and overseas business exceeded market expectations
.
White appliances have strong configuration properties in the volatile market, and household air conditioners are coming out of the industry trough.
In the third quarter, the export value of China's home appliance industry increased by 40% year-on-year, not only because of the overseas epidemic that caused orders to shift to China, but also because the globalization of Chinese corporate brands exceeded expectations
.
This year's epidemic has a huge impact on the economic environment.
Many industries are struggling to survive, but it has to be said that it is a great opportunity for the plastics market.
I hope that partners in the industry will continue to "ride the wind and waves"!
