"Double 11" Is Gradually Approaching The Major Electricity Supplier Platform Has Begun To Warm Up.

The rapid development of electricity providers has also put forward higher requirements for the technical guarantee of mobile payment and network security.

In recent years, with the rapid rise of the mobile Internet industry and the spreading of O2O payment channels, mobile users have gradually developed the habit of using mobile devices to complete pactions. The scale of the mobile payment market has increased rapidly, and many listed companies have also been involved in the mobile payment industry chain. The arrival of the "double 11" will also bring opportunities to the relevant companies.

Although the recent market has always maintained a concussion mode, structural opportunities still emerge one after another.

The distance from the "double 11" is still three weeks away, and the major electricity supplier platforms have begun to warm up, which has also made the market of sensitive smell ahead of schedule.

Analysts said that at present, many consumers have gradually adapted to the shopping form of e-commerce, and the online shopping craze represented by "double 11" has also formed a new consumption phenomenon.

The industry expects this year.

During the period, the volume of express delivery is expected to exceed 1 billion. In November, the volume of express business above designated size is expected to reach 4 billion, an increase of 60% over the same period, or will create a record of the highest monthly volume of business in the history of express delivery.

"Double 11"

The turnover of high turnover and the business volume of express industry will bring direct catalytic effect to the express delivery sector.

In addition, this week, as the first express delivery unit in China, A has been accelerating the listing process of the express delivery companies such as Shun Feng, rhyme and Shentong. This will also contribute to the performance of the logistics sector.

Guo Jin analysts believe that in the "double 11" short term high volume of pactions and express business volume, investors can focus on the recent active targets, such as the express pass and the intended to be applied to the backdoor, aidixi, rhyme and the new sea shares borrowed by the shin Feng backdoor new materials.

In the long run, the express industry is now facing the best opportunity for development. Based on the characteristics of the express business standardization and the small scale of the customers, the express industry is expected to produce giants, and also has the investment value.

In addition, the domestic industrial upgrading consumption demand is gradually leading the production and manufacturing, so the supply chain will be the core competitiveness of the enterprise. As the "double 11" logistics competition is not only the competition of the express company, but also the supply chain competition, the logistics pressure caused by the mass business will provide the opportunity for the future supply chain to upgrade the industry.

High quality supply chain and logistics enterprises such as Yi Ya Tong, Huamao logistics, Chuan Hua shares and Pu Lu Tong can also focus on it.

The annual consumption boom of "double 11" brings about a rapid increase in sales, which will also significantly increase the annual performance of offline stores and online stores.

According to this logic, the commercial department stores with internet gene are worth digging.

For example, Su Ningyun, a joint venture with Alibaba, set up a leading company in the pformation of "Internet + retail", such as Wangfujing, Yong Hui supermarket and Hongqi chain.

Other analysts believe that from the past "double 11" sales data, maternal and child, home textiles, women's clothing, furniture, mobile phones, large household appliances, sports outdoor and other categories of sales are more, and in the top sales of enterprises, a large number of A share listed companies, such as clothing category.

The life of home textiles, such as fuanna and Luo Lai, the beauty group of the major electric appliances, the Qingdao Haier, and the food such as food and food, and so on.

Referring to the current domestic situation, enterprises that get payment data through their own channels in the short and medium term are worth paying close attention to.

In addition, the "double 11" electricity supplier festival also needs good protection of network security. For this reason, analysts pointed out that information security as an important part of national security, policy support will continue to strengthen, and the continuous improvement of the national network security awareness will also help the continuous release of related needs. The plate is expected to become a theme investment variety across the cycle, which deserves continuous attention.