How does buying roses, watching movies and booking hotels affect the romantic economy of Chinese Valentine's Day on listed companies?
Sino-Singapore Jingwei Client, August 25th (Zhang Yanzheng) Buying roses, watching movies, choosing restaurants, booking hotels... This year's Qixi Festival (August 25) is half a month later than usual, except for lovers. , Flowers, hotels, film and television and other related industries are also looking forward to making a fortune during the festival.
According to incomplete statistics from reporters from China-Singapore Jingwei, there are currently more than 900 listed companies in A-shares related to flowers, restaurants, movies, hotels and other related concepts. Affected by the new crown pneumonia epidemic in the first half of this year, such "romantic economy" industries suffered heavy losses. Now, as the summer vacation is coming to an end, colleges and universities across the country have made clear the time to return to school, the main force of "romantic economy" consumption-college students are returning to school in batches, and couples are also restarting the "romantic economy" model.
In the secondary market, concept stocks related to film and television, hotel and catering, and online travel all rose to varying degrees. As of the close on August 24, the film and television index was 1284.22, an increase of 0.05%; the hotel and catering index was 8,528.73, an increase of 1.41%; the online travel index was 5,070.35, an increase of 0.71%.
Flower listed company "withers"
On the Qixi Festival, sending flowers is essential. A reporter from China-Singapore Jingwei checked the third-party life service platform and found that this year's flower delivery can no longer make an appointment and an accurate delivery time, and only guarantee delivery on the same day. The booking page says, “Chinese Valentine’s Day is approaching. Due to the unstable price of the festive flowers, the order booked in advance may make up the difference.” Take 99 red roses sold in some flower shops in Beijing as an example, the flower bouquets are priced from 668 yuan to 698 yuan. Not waiting.
Notes for ordering bouquets
Cui Rongxia, a grower at the Rose Town Flower Base in Rizhao, Shandong, told the China-Singapore Jingwei reporter that the flower business for this year's Qixi Festival is not as good as this year's Valentine's Day. Cui Rongxia’s family planted five acres of flowers in the local area, mainly planting roses, Flange and other varieties, and was responsible for supplying flowers to sales outlets in North and East China.
Cui Rongxia said that during the epidemic, some losses were recovered by selling flowers online, but this summer was particularly rainy, and the flower greenhouses of local growers were flooded. Not only was the number of surviving flowers very small, but the flower heads were generally small. "In previous years, the shed price of 20 roses was about 5 to 6 yuan, and now the shed price of roses has risen to 27 yuan. Although the selling price is higher than in previous years, the purchase of flower seedlings, fertilizers, packaging materials and other expenses are excluded. After working hard for half a year, almost every grower is still at a loss."
As the largest flower trading market in Asia, Kunming Dounan Flower Market has become the "weathervane" of the national flower market and the "barometer" of flower prices. According to data from the Kunming International Flower Auction and Trading Center, on August 24, the total number of auction transactions was about 4.6 million, of which the transaction volume of the Flower Auction Center was 3.77 million. Compared with August 21, the transaction volume fell 42.5% and 33.3% respectively. In addition, the transaction rate of long roses on the 24th was 96.9%, the highest price was 4.88 yuan per branch, and the average price of each grade was 0.28 yuan to 1.21 yuan per branch.
In addition to the market downturn, in recent years, some flower concept stocks in the secondary market have gradually "withered".
On December 24, 2019, Huaji.com, which has nearly 10,000 flower franchise stores, announced that its stocks would cease to be listed on the SME board; on July 22 of the same year, Aishang Flowers, once known as the “first share of flower e-commerce” The company was forced to delist for failing to disclose the annual report. Wind industry data shows that at present, 55 A-share listed companies including Hongyue Flower and Wanfang Horticulture are included in the business scope of flower planting and gift flower services.
4 new films get together "Tanabata File"
On the Qixi Festival, which exudes a sweet taste, the cinema has become a dating mecca for many lovers. According to the information of the professional version of Maoyan, 4 films will be screened on the Chinese Valentine’s Day (August 25th), including 3 romance films and character films "I am waiting for you at the end of the world", "Buckwheat grows crazy" and "Little Women" Anita Mui.
According to data from the professional version of Maoyan, as of 8:20 on August 25th, the pre-sale box office of the movie "I'm Waiting for You at the End of Time" was 152 million yuan, and 643,000 people said "want to watch", and the film became a couple on Chinese Valentine's Day this year. Our most anticipated movie. The pre-sale box office of "Buckwheat Going Crazy" starred by Ma Sichun, Zhong Chuxi and other actors was 20.765 million yuan, and 141,000 people said they "want to watch". The pre-sale box office of the other two films is low, of which "Anita Mui" pre-sale box office is only 28,000 yuan.
It is worth noting that the four-day war film "Yao Hundred" has continued its momentum. According to Maoyan data, on the afternoon of August 24, the box office of the film broke 100 million in a single day, the highest box office on Monday since the resumption of work. The box office exceeded 900 million yuan in 4 days after the release, and the box office exceeded 800 million yuan in the first weekend. On August 22, the single-day box office was 232 million, and on August 23, the single-day box office was 256 million, both breaking the global record of single-day box office in 2020.
The producers or distributors of the above-mentioned films involve listed film and television companies such as Huayi Brothers, Alibaba Pictures, and Enlight Media. Wind industry data shows that currently, 51 A-share listed companies including Hengdian Film and Television and Tangde Film and Television are included in the business scope of film production or distribution.
Photo by Zhang Yanzheng, new latitude and longitude in the cinema data map
On the whole, movie theaters were closed in the first half of this year, and related listed film and television companies became performance "hardest hit areas." The financial report shows that in the first half of 2020, Wanda Pictures suffered the worst, with a net profit loss of 1.567 billion yuan, a year-on-year decrease of 398.81%; Guangguang Media's net profit was 20.572 million yuan, a year-on-year decrease of 80.46%. In the first quarter of this year, Huayi Brothers had a net loss of 143 million yuan, a year-on-year decrease of 52.64%.
Caixin Securities pointed out that with the normalization of theater prevention and control measures and the strengthening of public viewing confidence, it is expected that with the release of new films and high-quality blockbusters in the future, ticket prices are expected to rise to normal levels in previous years and theater recovery will accelerate.
Catering hotel tours, arrangements!
In addition to watching movies, sweet lovers naturally have to solve the problem of food and accommodation.
Ctrip data shows that in 2020, the popularity of five-star hotels on Qixi Festival will increase by 12% over last year, and the proportion of five-star hotels booked after 1995 will increase by 19%, becoming the fastest growing group of "opening rooms on Qixi Festival". Among them, users in Jiangsu, Zhejiang, Shanghai and the Pearl River Delta prefer to go to the Gaoxing Hotel for a romantic meal for two. Qunar data shows that nationally, the number of hotel bookings on Qixi Festival has increased by 40% compared with the same period last week; Shanghai has become the city with the highest number of hotel bookings on Qixi Day, and the popularity of hotel bookings in Guangzhou and Beijing ranks second and third in the country.
In addition, catering and tourism companies that have suffered heavy losses due to the epidemic have also done their best to carry out various "Chinese Qixi Festival" marketing activities. On the day of the Qixi Festival, Haidilao planned a "confession event" in offline stores in mainland China, and more than 6000 electronic screens helped lucky fans "confess to the wall"; Shanghai Disney Resort not only returned to the firework show, but also launched on August 25 Around Mickey Minnie’s couple dolls; Chongqing Happy Valley even launched a special night ticket for Qixi Festival of 77 yuan per person. You can also play Maya Beach Water Park for free on Qixi Day.
New latitude and longitude in the travel information map
On August 24th, the "2020 Qixi Tourism Consumption Trend Report" released by Tongcheng Travel showed that the 85-95 generations of economic freedom were the most active in arranging play items, but the post-95s who were initially economically capable were not to be outdone and followed closely. Afterwards. Among the various types of scenic spots, water world, playground, aquarium and other types are favored by couples. At the same time, men have also become intimate and romantic. The number of male users searching for scenic spots on the Tongcheng Travel platform has increased by approximately 69% year-on-year.
Cheng Chaogong, the chief researcher of the Tongcheng Research Institute, said that as the epidemic improved, people's long-suppressed travel consumption demand began to be released, and the popularity of domestic travel began to gradually recover. The demand for outbound travel has been replaced by more frequent domestic and peripheral travel. It is believed that this wave of travel and entertainment will reach its peak again in the coming Mid-Autumn Festival and National Day Golden Week.
Wind industry data shows that currently, there are 135 A-share listed companies engaged in catering services, and 77 A-share companies that include travel and accommodation business. (Zhongxin Jingwei APP)
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