After the market became popular, the stockholders were anxious: What did they do? How to put it? Where to put it? Multi-company response
Sino-Singapore Jingwei client, June 4 (Xiong Siyi) On the evening of the 3rd, a number of A-share companies intensively responded to investor questions. The vast majority of questions and answers revolved around a keyword-"land-sharing economy".
During the two sessions this year, Yang Baoling, the deputy of the National People's Congress, suggested that while further strengthening the regulation of city management, it should be tailored to local conditions and release the greatest vitality of the "land-sharing economy". According to incomplete statistics, up to now, there have been relevant opinions to encourage the stalls economy in Xuchang, Henan, Changchun, Jilin, Pengzhou, Sichuan, Huaihua, Hunan, Chengdu, Shaanxi, and Zhengzhou.
A large number of Yichang citizens went out to visit the night market. Photo by Tian Yaoping, China News Network
In fact, A-share investors have seen another investment opportunity from Wuling's soaring share price on June 3, and intensively questioned "smashing" at potential vendors of stall products, supporting service facilities and even venue suppliers.
Can these products be set up?
The Sino-Singapore Jingwei client inquired about the interaction of the Shenzhen Stock Exchange and found that the vendors of farm products represented by agricultural products (000060) have attracted the most intensive attention from investors. An investor pointed out, "When it comes to stalls, there may not be more authentic, more convenient and more grounded than selling vegetables."
Image source: Shenzhen Stock Exchange
In this regard, agricultural products frankly stated, “At present, the country encourages the market share economy. In compliance with the relevant requirements of the city management government departments, the market share economy will further promote the development of the city’s vegetable markets and markets, promote the demand and convenience of agricultural product procurement, and enhance the wholesale of agricultural products. Market circulation and supply."
Insulation cup manufacturer Hals, home textile supplies manufacturer Mengjie and Luolai Life, fur trader Huasi and other companies have all received attention because their products may be put on the market. However, as of 22:00 on June 3, the above companies did not make a clear response.
Will these products be used for stalls?
Another type of company has also received attention as a provider of supporting service facilities. Among them, Guoguang Electric, Zhejiang Yongqiang, etc. were asked whether the speakers and outdoor products produced could be used in the night market; Changhong Meiling, Foran Energy and others were required to explain that the food stall business may need to be equipped with refrigerators, gas, etc. Constitutes a positive influence; the smooth operation of providing services such as enterprise registration has also been repeatedly asked "whether there is a business to serve individual industrial and commercial households".
Image source: Shenzhen Stock Exchange
According to replies from existing listed companies, Changhong Meiling stated that “the stall economy will not have a significant impact on the company”; Zhejiang Yongqiang stated that “in terms of stall management, you can consider choosing the company’s straight umbrella/hanging umbrella, folding shed/sunshade, etc. A series of products, including tables and chairs made of metal..."; the smooth operation stated that "the company is committed to corporate Internet services, providing corporate registration, taxation, intellectual property, investment and financing and other services."
The most eye-opening thing was an investor’s question about Qiaoyin Environmental Protection, “As the first private operation of pure sanitation, will the land-sharing economy drive the company’s order volume?” Unfortunately, Qiaoyin Environmental Protection said, "The land-sharing economy has not yet had a significant direct impact on the company's orders."
Where is the stall?
Products and supporting service facilities are available. Where should the booth be placed? Zhangjiajie, a listed company, said, “The booths in the scenic area are originally rented to the relevant merchants...It is only subject to the relevant regulations of the world’s natural heritage and scenic area management, and some areas cannot be arbitrarily set up stalls...” Operation, generally no new booths are currently provided."
You A shares said, "The company's main business is department store retailing. Its business premises such as department stores and shopping malls have fixed business hours. The in-store venues are not suitable for stalls. The outer squares or street passages of stores are in government departments. It can be used to develop the night market economy under standardized management.
Image source: Shenzhen Stock Exchange
There are also some investors who "broken their hearts" for the development of listed companies. Investors in Hefei Department Store said, "The management of the company should be aware of the crisis... You can consider participating in the stock and holding some of the market's product source companies to enhance the company's core competition. force."
Investors in Haining Picheng suggested that “the company’s management should take the lead in trying to spread out the sales first, and then gradually promote it if the effect is obvious.” The investor of Business treasure pointed out, “The company has hundreds of industry supply information platforms, such as jewelry network Wait, is it possible to provide a source of supply for the stall vendors?" Su Changchai's investors said, "It is recommended to vigorously produce three-wheel diesel agricultural vehicles to strongly support the stall economy."
Brokerage: "land-economy economy" is good for consumption
Regarding the “land-sharing economy” of investors’ diligent concerns, Guorong Securities stated that the current epidemic prevention and control has turned to normalization, promoted the resumption of work and production, resumed the time lost by the epidemic, and made up for the economic losses caused, which allowed mobility It is self-evident that merchants operate, or “plan” temporary markets on the road, and completely loosen the “land-sharing economy”.
Shen Xinfeng, chief macro of Northeast Securities, pointed out that there are three benefits of liberalizing the market share: 1. Increase employment and entrepreneurship, invigorate the economy and generate income for the people; 2. Reduce costs and lower commodity prices; 3. Convenience and benefit.
Deng Lijun, head of the Northeast Securities Strategy Group, believes that the “land-sharing economy” has attracted attention and benefits the consumer industry. According to the review, after the relevant policies of the "land-economy economy" are liberalized, the market performance of the consumer industry will be improved to a certain extent, and the improvement will be more obvious under the weak market trend, but the overall improvement is limited. Specific to the industry level, food and beverages have a better appearance than leisure services and commercial trade, and the market performance of low-end consumer goods such as beer and condiments will also improve.
Guosheng Securities said that in the future, the original ecological land-sharing economy will continue to be the goal pursued by the A-share investment knights. (Sino-Singapore Jingwei APP)
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