State Council Executive Meeting To Promote Consumption Of Mainstream Electricity Providers Have Fought Against Double 11

Last week, Shanghai Composite Index, Shenzhen stock index and Shanghai and Shenzhen 300 (2513.172, 0.62, 0.02%) rose 5.12%, 3.84% and 4.92% respectively.

The textile and garment sector rose 5.18%, of which the textile sector rose 5.09% and the clothing sector rose 5.27%.

In terms of stocks, German cotton shares (14.60, -0.20, -1.35%), Maison culture (30.20, -0.69, -2.23%), leading shares (11.79, 0.08, 0.68%) were among the top gainers; Jialin Jie (4.96, -0.21, -4.06%), Xin Yang Feng, and Inner Mongolia development (7.71, 0.20, 2.66%) were among the top ones.

Li Keqiang, premier of the State Council, chaired the executive session of the State Council on October 29th.

The meeting pointed out that consumption is an important engine of economic growth, and is the great potential of China's development. First, we must increase revenue so that the masses can "consume"; two, we need to improve the social security system so that the masses can "dare" to consume; three, we must improve the consumption environment and let the masses "wish" to spend.

The meeting called for 6 major areas of consumption: first, to expand the consumption of information such as mobile Internet and Internet of things; two, to promote green consumption and to promote energy-saving products; three, to stabilize housing consumption; four, to upgrade tourism and leisure consumption; five, to increase the consumption of educational styles, to improve the charging policy of private schools, and to expand Sino foreign cooperation in running schools; six, to encourage the consumption of health care for the elderly.

Benefit subdivision analysis: Internet and IOT are good providers of electricity and wearable devices.

The faster growth of China's electricity providers and the earlier layout of O2O will benefit from the Internet promotion policy. Companies with wearable device development will benefit from the IOT promotion policy.

Stable housing consumption positive

The demand for home textiles consists of daily replacement and conspicuous consumption.

Conspicuous consumption is divided into wedding celebrations, moving to new homes and gifts. Among them, the demand for relocation will benefit directly from the stable housing consumption policy.

Upgrading tourism and leisure consumption will benefit outdoor industries, including outdoor products, outdoor equipment and outdoor services.

Recommendations should be focused on:

(20.700, -1.14, -5.22%), Mei Bang dress (11.40, -0.19, -1.64%), Luo Lai home textile (25.64, -0.20, -0.77%), Jiaxin silk (11.88, 0.39, 3.39%), Xun Xing shares (14.80, -0.24, -1.60%), Jiangsu broad-minded (18.57, -0.11, -0.59%).

The mainstream electricity providers have recently released their strategies to meet the "double 11". Amazon China announced on the 29 day that this year's "double 11" will play the leading role in the international brand, and today it will open the overseas six major sites, direct mail service in China, which indicates that Amazon is pulling the offensive of "Hai Tao".

Tmall's "double 11" strategy has played the slogan of "buying the whole world and buying the whole world".

Renowned Analysys International Analysys International [micro-blog] believes that "Hai Tao" has met consumers' demand from price to personalization, leading to the recent layout of online shopping by e-commerce giants, such as Ali online cat international, Jingdong online shopping, and "Hai Tao" will become a new driving force for online shopping growth in the future.

Gucci appointed the new CEO of Greater China; UGG boosted Deckers's performance far beyond expectations; BELLE's first half net profit increased by 7.6%; Beyonce and Topshop Topshop set up a joint venture to promote sports brand; Nike CEO hinted at cooperating with apple to develop wearable products; Semir apparel (35.18, -0.67, -1.87%), Mei Bang dress, Lu Tai A (9.37, -0.06, -0.64%) and other companies issued three quarterly reports, and the controlling shareholder of the Pathfinder reduced, rouge resumed, red bean shares (5.69, 0, 0.00%) planned non-public offering matters to continue suspension, and the major asset restructuring of 8.53 shares, 8.53).

328 grade cotton spot 14786 yuan / ton (0.12%); American cotton CotlookA 70 cents / pound (0.29%); viscose staple fiber 11950 yuan / ton (-0.25%); polyester staple fiber 8278 yuan / ton (-0.14%); long staple cotton 27100 yuan / ton (-1.45%); inside and outside cotton price difference 838 yuan / ton (0%).