New Oriental brings goods "out of the circle", and many A-share companies claim to have cooperation
Securities Times reporter Li Manning
Since New Oriental's bilingual live broadcast "out of the circle", from the soaring stock price of Hong Kong stock New Oriental Online to the daily limit trend of the A-share education sector, the enthusiasm of investors and the fans in the live broadcast room have risen together.
The big A shares, which have always been good at digging concepts, have also ushered in a new theme - the concept stocks of New Oriental Live Streaming.
A reporter from Securities Times e Company noticed that dozens of listed companies have received messages from investors on the interactive platform and were asked whether they have cooperated with Dongfang Selection, the official live broadcast room of New Oriental Online.
Up to now, Guolian Aquatic Products introduced that the company has cooperated with Dongfang Selection for three phases; I miss you, said that the company's MISS YOU brand has cooperated with Dongfang Selection; Ximai Foods also said that it has cooperated with Dongfang Selection live broadcast platform.
In addition, Zuming Co., Ltd. said that it has recently contacted Dongfang Selection for related new products, and has not yet officially cooperated.
Joy Home said that it is actively communicating with Dongfang Selection.
Many companies cooperate with New Oriental
In the past two days, a group of investors have poured into the interactive platform, and they have gathered together to propose cooperation with Dongfang Selection.
Many investors' questions are unabashed, and they go straight to the popularity of whether they can use the New Oriental bilingual live broadcast to bring goods.
Guolian Aquatic Products recently stated on the interactive platform that as of now, the company has carried out three phases of cooperation with Dongfang Selection, mainly to promote the company's shrimp dumplings and other pre-made dishes to the market.
Guolian Aquatic Products revealed that it will cooperate with the platform to promote the live broadcast of pre-made dishes such as grilled fish and seasoned crayfish.
However, there is uncertainty about the impact of the partnership on the company's business.
It can also be seen from the live broadcast room of Dongfang Selection that Guolian Jade White Shrimp is one of its hot-selling fresh products.
Guolian Aquatic is an established company in the aquatic industry, but its performance has been poor in recent years.
Net profit loss for three consecutive years from 2019 to 2021.
Entering 2022, the company will divest the upstream farming business, focus on the development of the main food business, and find a new outlet, planning to bet on the prepared vegetable industry.
Guolian Aquatic Products previously stated that the prefabricated vegetable sector is becoming a new growth point for the company.
On June 16, Guolian Aquatic also responded to the progress of the layout of the prefabricated vegetable sector.
According to reports, Guolian Aquatic Products will set up the Industry Promotion Department after the upstream segment is stripped.
On the one hand, the Ministry of Industry Promotion is mainly to empower farmers in terms of technology and guide the direction of breeding.
On the other hand, the Ministry of Industry Promotion will support upstream breeding, for example, it will connect with the country's poverty alleviation policy and rural industry revitalization policy, and cooperate with some financial institutions to help large-scale farmers develop.
In addition, Guolian Aquatic said that it has conducted a corresponding demonstration and research on the prefabricated vegetable industry fund, but it has not been implemented at present.
Also said that there is a cooperation with Dongfang Selection and I miss you so much.
The leading company in the jujube industry said that the company's MISS YOU brand has cooperated with Dongfang Selection.
In addition, in recent years, the company has focused on the live broadcast e-commerce sector, opened flagship stores on short video live broadcast platforms such as Douyin and Kuaishou, and accelerated cooperation with major anchors + store self-broadcasting + amateur word-of-mouth communication to help the company's performance steadily improve. At the same time, it has also comprehensively promoted the online and offline products of the same style and the same price.
Ximai Foods stated on the interactive platform on June 14 that the company has cooperated with the Dongfang Selection live broadcast platform.
The company attaches great importance to the layout of new media channels, with good sales in Douyin and Kuaishou, and has increased investment in self-operated live broadcasts.
There are also listed companies that are in contact with the selection of the East.
For example, Zuming Co., Ltd. said that it has recently contacted Dongfang Selection for related new products, and has not yet formally cooperated.
Happy Home said that it will continue to pay attention to and participate in online live broadcast sales, and is currently actively communicating with "Oriental Selection".
The education sector hits the limit
On the afternoon of June 16, the total number of live broadcast fans of "Oriental Selection" exceeded 10 million, and now it has reached about 10.59 million fans.
A week ago, the live broadcast room had fewer than one million fans.
At the same time, the stock price of Hong Kong stock New Oriental Online soared.
On the 16th, the stock rose nearly 80% during the session.
As of the close, the stock was quoted at HK$28.60 per share, an increase of nearly 73%. In just 5 trading days, New Oriental Online has risen more than 5 times.
The stock price has risen by more than 750% in the past 20 trading days.
The aforementioned A-share New Oriental live streaming concept stocks are expanding. Guolian Aquatic Products rose nearly 5% on the 16th. I really miss you hitting the daily limit in the afternoon, and finally closed up more than 5%. The share price of Ximai Foods has achieved the daily limit.
Compared with the new live streaming concept stocks, the A-share education sector has benefited first, and has been rising for the past two consecutive days.
On June 16, the Shenwan Education Index soared by nearly 6% in a single day, and the Wind Education Index soared by 9.22%.
In terms of individual stocks, more than 10 stocks such as Kede Education, Doushen Education, Zhonggong Education, Qualcomm Education, ONLY Education, and Xueda Education gained the daily limit.
Driven by New Oriental Online, education stocks in Hong Kong also soared across the board. Tianli Education rose 105.06%, Guangzheng Education rose 49.48%, and Siile Education rose 44.87%.
Along with this New Oriental live broadcast boom, the attention of the entire education sector has increased significantly, and the transformation effect of education and training institutions has become the focus.
A recent research report from GF Securities believes that after the double reduction, education and training institutions seek transformation, and new businesses begin to grow.
The increased attention in the education sector is due to the recent stabilization of industry regulatory policies. Under the strict supervision in the early stage, the market value of leading companies has fallen sharply, and the current valuation is obviously undervalued.
CITIC Securities also stated in the report "Education: Looking at the Transformation of Education and Training from the Outbreak of Dongfang Selection" that Dongfang Selection is a cross-border reuse of content R&D and organizational operation capabilities accumulated by leading education and training companies for a long time. A very successful transformation, it is expected to gradually become one of the important businesses of New Oriental Online and New Oriental in the future.
At the same time, the transformation of other education and training companies is also in progress: TAL, based on its original teaching, research and technical advantages, explores the field of technology and content service providers in addition to learning services; Youdao is in the field of intelligent hardware, adult training and quality The fields are developing rapidly, and the business has formed a certain volume; Gaotu's exploration in the field of adult and literacy is also gradually effective.
With the return of competition to rationality, the profit models of various companies are also constantly being optimized, and it is expected to gradually usher in normalized profits.