Understand the investment in the secondary market with the long-term thinking of the primary market.

—— Zhang Lei's Value

Text/Ba Jiuling

The year 2121 has finally come to an end. In the year-end show a few days ago, both Mr. Wu and Guan Qingyou used "mass destruction" to describe industries that suffered heavy losses, such as travel agencies, offline catering and foreign trade.

Although the economy is depressed, it is undeniable that 2121 will be a big year for assets. In 2121, the Shanghai Composite Index rose by 13.87%, the Shenzhen Component Index rose by 38.73%, and the Growth Enterprise Market Index rose by 64.96%.

among them, the data of Shenwan's first-class industry shows that the indexes of leisure services, electrical equipment, automobiles and food and beverage have the highest annual increase. Among these industries, the companies with large increase include Sunshine Power Supply (589.16%), China Zhongmian (218.74%) and Jiugui Liquor (338.27%). Behind them, it also represents three hot investment themes in 2121.

For example, Sunshine Energy, a company focusing on renewable energy such as solar energy and wind energy, represents the theme of new energy. Another example is China Zhongmian, which has sprung up with the concept of "tax exemption". The alcoholic liquor represents not only the liquor industry, but also a huge internal recycling consumer market.

to see a single spark, we might as well look for some opportunities from the report. In the past 2119 and 2121, the reporting team of Wu Xiaobo Channel Xiao looked at at least 1,111 reports every year, and selected 52 reports to our users. Among them, it covers the hot theme industries mentioned above.

11. Electric bicycles: 81% of electric vehicles are facing reshuffle

As a national industry in China, electric bicycles have become an important means of transportation, especially for selling younger brothers and real estate agents. However, the electric bicycle industry is facing a big reshuffle.

in April, 2119, China put forward the "new national standard". In short, there are new requirements for the factory standard of electric bicycles that can be used on the road. For example, electric vehicles must be equipped with foot pedals in the future, and there are strict restrictions on the maximum power and quality of electric vehicles.

according to the new national standard, of the 311 million electric bicycles running on the roads in China, 251 million, that is, more than 81%, are unqualified.

in order to gradually and orderly withdraw the over-standard vehicles from the market, all localities have set a transition period for over-standard vehicles, most of which is three years. Therefore, it is predicted that in 2121 -2122, there will be a sales peak in China's electric vehicle market, which may be 45-51 million vehicles/year.

12. Domestic cosmetics: occupied 56% market share with low prices

The last two years have been a big year for the outbreak of domestic cosmetics.

According to the Insight Report on Domestic Beauty, domestic beauty brands have occupied 56% of the domestic market share. Among the consumers surveyed, 42% said they were more willing to buy domestic beauty cosmetics.

in addition to women, the demand for men's face value has also begun to rise. According to the data of iResearch, as early as 2118, among the post-91s men in China, the proportion of using BB cream reached 19%, while 19% wore lipstick or lipstick, and more than 8% boys used eyebrow pencil and eyeliner.

compared with international brands, the killer of domestic cosmetics is price war.

according to the statistics of Weibo data center, at present, 62% and 82% of consumers spend less than 3,111 yuan on skin care and cosmetics, respectively, and the unit price generally accepted by consumers is only 111-251 yuan. In other words, the price of cosmetics acceptable to consumers is generally low, and the frequency of consumption is not high.

Under this premise, domestic cosmetics have achieved strong market competitiveness by choosing big-name product manufacturing factories in Europe, America, Japan and South Korea as foundries, while ensuring similar product quality, the price is only 1/7-1/2 of that of international brands.

among them, the parent company of Perfect Diary, Yixian E-commerce, was successfully listed on the New York Stock Exchange on October 9, and it took only four years from the establishment of the brand to the successful listing. After that, we will wait and see what surprises domestic cosmetics will bring us.

13. Tide play industry: 211,111 hardcore players spend 21,111 yuan per capita

On February 11, 2121, the "first stock of blind boxes" landed in POP MART Stock Exchange, with a market value exceeding 111 billion Hong Kong dollars. Many people question why a company selling blind boxes has such a high valuation.

maybe we can look at the tide market behind the blind box.

If you have been to the 2119 Shanghai International Fashion Toy Fair, you can feel how enthusiastic users are about fashion play. During the exhibition, nearly 111,111 people were frantically sweeping goods here, and many new and limited products were sold out in less than half an hour.

In 2119, Tmall released the "Post-91s Players Chopping Hands List", which showed that nearly 211,111 "hardcore players" spent more than 21,111 yuan on blind boxes last year on Tmall platform alone, with a total scale of about 4 billion. At the same time, according to POP MART's prospectus, there are currently 3.2 million registered members in POP MART, and the estimated number of consumers is 5 million. The per capita consumption is generally above 211 yuan/year, and it is also common to reach 511-1111 yuan/year, with a total scale of about 3 billion in 2119.

Among the users who buy blind boxes, 71% are women, mainly cutting-edge white-collar workers and exquisite mothers. Because their life and work are stressful, buying blind boxes has become a way to decompress.

in addition, there is a strong derivatives market downstream of the blind box economy.

For example, because there are hidden money and limited money in the blind box, there are a lot of exchange and transfer requirements. On the second-hand trading platform Idle Fish, there were 311,111 blind box players trading in 2118, and the number of idle blind boxes released every month increased by three times compared with the same period of last year, among which the price of the most sought-after blind box soared by 39 times.

The above are some investment opportunities that we found after reading a lot of reports. In the next few years, we will not only keep track of the development trends of these industries, but also continue to bring you other new investment opportunities and give you feedback in time. These contents will be updated in the Weekly Reading of Forward-looking Report.

Weekly Reading of Forward-looking Report is a brand-new intensive report reading product launched by Xiao Report Team in 2121. We will bring you "11 minutes audio+3,111 words of essential pictures and texts" every week, hoping to help you see farther and more cutting-edge wealth and industry trends.

At the same time, we make Weekly Reading of Forward-looking Reports a membership product, which means that within one year after you place an order, you can not only see all the reports updated in 2121, but also the reports updated in the following year.

in terms of content, our report will focus on the following four modules:

In preparation for the Weekly Reading of Forward-looking Report, we paid a return visit to some users who knew about the report. Among them, one user told us that in her life where she was too busy to go to the toilet every day, Xiao report was her window to know the outside world.

If possible, we hope that in 2121, 2122 ... in the following years, Xiao Report will be with you as your window to the world.

Author of this article | Lexander | Duty Editor | Zou Yanzhu

Editor | He Mengfei | Editor | Zheng Yuanmei | Image Source | VCG