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haitong int'l: Taotian brand-driven, TikTok gift box bestsellers november 11 shopping festival-related cosmetics leader multi-platform growth
During the november 11 shopping festival-related, Douyin achieved high growth with an increased share of commodity cards; the contribution of the Taotian platform's GMV exceeded 50%, and brand collaboration created additional growth. The growth momentum of domestic products is strong, with leading brands experiencing multiple bursts of activity.
Yonghui Superstores Completes Sales of Stake in Chengdu Hongqi Chain; Shares Down 5%
Haitong Securities: Consumer expectations repaired + new round of optimization and transformation initiated. Pay attention to marginal changes in 4Q zero batch.
It is expected that retail terminal demand may recover in the fourth quarter, but there is still some pressure on short-term performance. It is recommended to focus on sub-sectors with significant marginal changes (especially leading ones).
CN¥2.95 - That's What Analysts Think Yonghui Superstores Co., Ltd. (SHSE:601933) Is Worth After These Results
China Grocery Market Insights & Forecast 2024-2028, With Profiles of Leading Players Walmart, JD, Alibaba Group, Sun Art Retail Group, Yonghui Superstores and China Resources Holdings - ResearchAndMarkets.com
Yonghui Supermarket: Yonghui Supermarket Co., Ltd. Third Quarter Report 2024
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