Christmas drives the growth of the three main lines of 'gift concept stocks'
Fluttering snowflakes are dotted with Christmas gifts, and young children are waiting eagerly for Santa's presence. In the A-share market, Christmas gift concept stocks have also received investors' attention. The advent of Christmas will drive the export of a series of Christmas products such as holiday lights, pet supplies, toys, gifts, Christmas hats, and will affect the performance growth of related companies. The United States and Europe have entered the peak Christmas consumption season, pushing up my country's exports and rebounding significantly. According to data released by the General Administration of Customs on December 8, China’s monthly export value in November exceeded the US$200 billion mark for the first time, reaching US$202.21 billion, a year-on-year increase of 12.7%, breaking the export record set in December last year and setting a new record high. Industry insiders believe that the upcoming Christmas in Western countries has boosted the seasonal rise in demand and higher prices, which has led to the recent increase in export orders from Chinese domestic companies. In November, new export orders for China's textile, automotive, household appliances, electromechanical and other industries increased significantly. From January to November, exports of seven categories of labor-intensive products such as clothing, textiles, footwear, furniture, plastic products, luggage and toys totaled US$418.17 billion, an increase of 11.1%, which was faster than the overall level of exports and accounted for 18.8 of the total export value. %. In this regard, analysts pointed out that Christmas is very popular in many countries and regions. People give gifts to each other and the atmosphere is good. Therefore, investors can deploy Christmas gift concept stocks from three main lines. First, listed companies in toy export category. For example, Gaole shares, the company is mainly engaged in the research and development, production and sales of children's toys, with a proportion of more than 90% of its own brand products. It is the largest domestic export company of electric trains, wire-controlled simulation aircraft, magnetic learning writing boards, and robot toys. The company's electric trains are mainly exported to the United States, Europe, Latin America and other countries, and the export market share is in an absolute leading position; while the wire-controlled simulation aircraft and magnetic learning writing board are in the leading position in the United States, Latin America, and Europe. At the same time, the company Girls toys are second only to Mattel, the world's largest toy manufacturer, in the mainstream 29cm specification in the market. In addition, Huawei shares are also worthy of attention. The company is one of the well-known leading companies in my country's toy industry, and one of the only two companies in my country's toy industry that have both the 'China Famous Brand' and 'China Famous Brand' certificates. The company has a first-class quality management system in the industry. In January 2008, it became the first and only enterprise in China's toy industry that has been granted the 'Exemption from Inspection' certificate by the General Administration of Quality Supervision, Inspection and Quarantine of the People's Republic of China. The company's products are divided into five categories: smart toys, plastic toys, model toys, animation toys, and other toys. The sales revenue of smart toys accounts for about 50% of operating revenue, which is the company's main source of sales revenue and profit; It is sold in Europe, the United States and other countries and regions, and it is a partner of Italian GP, u200bu200bDisney and other international giants. Second, listed packaging companies. For example, Jinjia Co., Ltd. is committed to the research and production of high-end packaging printed matter and packaging materials. Its main product cigarette labels adopts new packaging materials and advanced packaging printing technology, integrated arts and crafts and styling design, which are obviously different from other packaging and printing products. Accumulatively developed, designed and printed more than 100 brands and more than 400 specifications of cigarette labels for more than 50 large and medium-sized cigarette factories across the country, and the sales volume of cigarette labels ranks first in the country. In addition, Hexing Packaging has focused on the research and development, design, production, sales and service of medium and high-grade corrugated boxes for the past ten years. The output of corrugated boxes ranks first in the market share of Fujian Province, and its production capacity and scale have entered the top ten of my country's corrugated cardboard industry. name. Third, Christmas cards drive demand for paper, and listed companies in the paper industry are expected to benefit. For example, Chenming Paper has an annual production capacity of more than 6 million tons. The product structure has been developed from ordinary offset paper to include writing paper, double offset paper, light coated paper, newsprint, and coated paper. , White cardboard, tissue paper and other product series, have become the company with the most product varieties in China's paper industry. The proportion of the company's high-end products will further increase in the future. In 2012, the company produced 3.93 million tons of machine-made paper, an increase of 530,000 tons from 3.4 million tons in 2011, an increase of 15.59%.