Net Red Economy Heating Up, Such As Han Holdings Value Return To Usher In The Draught

Net red "share" is also crazy!

In January 2nd, A shares made their debut in the new year, and the Shanghai stock index hit a new high of nearly 8 months. Among them, A shares on Saturday, gravity media, China wide natural selection, mango hypermedia, LaFang Jahwa, Shun network technology, perfect world, Antarctica, and many other stocks crazily raise the tide of trading.

Under the hot wave of the A share net red economy concept, RUHN.US, as a professional "net red first stock", has also been active after the opening of the US stock market, and the share price has been rising step by step. At the close, it rose 23.82% to close at $8.68, with a sharp increase in turnover. Intraday shares, such as culvert shares, saw a record high of $9.29, a nearly 9 month high.

In fact, the concept of net red economy that detonated the market is not a fresh product of being born out of nowhere. As early as 2016, the concept of "net red" was raised in the capital market. Recently, because of Li Jiaqi, Li Ziqi, Wei Ya, Zhang Dayi and other super net red frequently exposed to heat up, and won the mainstream media point praise, net red economy once again attracted market attention, on Saturday, gravitational media and such as Han holdings and other related targets have also been sought after.

According to Zhitong finance and economics APP, the net red economy is represented by all kinds of fashion people. It takes the taste and vision of net red as the leading factor, chooses money and visual promotion, gathering popularity on social media, and relying on a large number of fans to conduct targeted marketing, thus turning fans into a process of purchasing power.

With the maturity of the business mode, the net red has gathered a large number of fans, and it can realize through e-commerce, advertising, reward, payment service, offline activities and so on. The net red economy also has a relatively complete commercial chain. According to AI consulting data, in 2018, the size of China's net red economy exceeded two trillion yuan. At the same time, with the continuous growth of the number of net red fans and fans, the market size and liquidity of the net red economy have also increased, which is already the hottest draught.

Such as Han holdings as the root of Hong Miao's "net red first stock", is the only shareholder of Alibaba net red company, and Alibaba is also an important partner such as Han holdings. Unlike other Internet red stocks, such as Han holdings, as the largest business incubator in China, has been a TOP1 incubator in the industry and has reached strategic cooperation with micro-blog, jitter, fast hand and B station.

According to the Frost&Sullivan data, according to the 2018 revenue statistics, such as Han holdings is China's largest net red operator, accounting for about 5% of the market share. It is the pioneer and market leader of China Red net electricity supplier.

As of September 30, 2019, such as Han holdings signed a total of 146 active Internet users in China's mainstream social media platform red net, and covered 188 million fans group; the total number of cooperative brands in 845, including Estee Lauder, Shiseido, Lancome, Clinique, Chanel, Ke Yan, La Mer, La Mer, Hun, Hun, Panasonic, OPPO, and other well-known brands.

From the perspective of business mode, there are two main businesses, such as product sales and service business. Among them, the service business belongs to the platform mode, that is, the company matches the net red with the third party stores or businesses to promote the sale of the third party shop products, or provide advertising services for the third party businesses on the social media platform of red net; the product sales business belongs to the self operated mode, that is, the company owns and operates online stores on the third party e-commerce platform, and most of the stores operate under the net red name, and through the sales of self-made products to customers, especially the account fans who are managed by the network social media, the company generates revenue.

According to the Q2 results of the 2020 fiscal year of the Han holding company, under the two wheel drive of product sales and service business, such as Han holdings, GMV reached 924 million 400 thousand yuan (the same below), an increase of 32% compared with the same period last year, and net income reached 272 million 700 thousand yuan, up 15% over the same period last year. Under the non US accounting standards, the net profit attributable to the parent company is adjusted to 2 million 480 thousand yuan, which is realized by turning losses into profits, and is expected to achieve the annual profit target.

Under the trend of continuous good performance, such as Han holdings's stock price took the lead, it has obviously strengthened since the second half of 2019, and has gained more than 150%. This means that, such as Han holding business is moving towards healthy development and is recognized by the market.

It is worth mentioning that in the boom of the net red economy, the live broadcast of the electricity supplier shows the vitality of continuous explosion. Take Taobao as an example, according to the list of Taobao live data, Taobao's live GMV in 2017 was about 20 billion, and its explosive growth rate increased to 100 billion in 2018. In fact, in 2019, the most popular selling mode of China's e-commerce channel is the Red Net live broadcasting. According to the Everbright Securities research team forecast, in 2019, the direct seeding electricity supplier realized the "great leap forward" scale, or will exceed 400 billion.

In this context, such as Han holdings also opened up the live broadcast business. Take Zhang Dayi as an example, in September 22nd, Zhang Dayi first tested the water live broadcasting business as a anchor. In a short span of 6 hours, he recommended more than 30 selected products to fans, and 2 million 750 thousand people watched them to achieve more than 60 million GMV.

According to the analysis of the insiders, such as Han Holdings has always stressed the need to expand the channel of Red Net realisation. With a large number of shoulders and waist net red increasing the live broadcast business, the direct broadcasting business is expected to become another important driving force for business growth.

In fact, the direct seeding of the business outlet is also well received by the agency. Everbright Securities said that live broadcasting business is not only a substitute for traditional shelf electric business, nor is it a simple upgrade version of TV shopping in history, but it improves the link efficiency between consumers and brands from the perspective of the entire industrial chain.

CITIC Securities pointed out that the live broadcast of e-commerce is of great value to businesses, users and platforms. Its rise is not a short-term phenomenon. It is the general trend of increasing competition under the background of intensified competition. With the active promotion of major platforms, industrial specialization and technological innovation, the industry is expected to continue to develop rapidly. Therefore, it is necessary to give the rating of the "live stronger than the big city" rating of the live broadcast industry. This means that such as Han holdings as the head net red business, has reached strategic cooperation with micro-blog, jitter, fast hand, B station and other platforms, and is expected to benefit from the rise of the live broadcast of e-commerce.