What's the latest information about the new retail concept stocks?

Analysts said that from the front-line retail enterprises collectively touching the net to the recent online e-commerce giants laying out physical retail, the new retail format with deep integration of online and offline has become the development trend of the industry, which will also cause the market to reassess the value of the traditional retail sector, thus pushing up the stock price of related concept stocks.

In the news, first of all, following Ali's participation in Sanjiang Shopping in June 5438+065438+ 10, the stock price soared. On the 23rd, Yonghui Supermarket and An Baili announced that Yonghui Supermarket sold all its 237 million shares of Lianhua Supermarket to Guo Yi Fresh Food (Ali), accounting for 21./kloc-. Secondly, the opening of Amazon Go physical supermarket, the offline retail store of international e-commerce giant Amazon, has increased the market's attention to the new retail field; Third, with the approach of New Year's Day and Spring Festival, the big consumption field represented by retail is welcoming the peak season.

In fact, the development trend of online and offline deep integration of retail industry has been recognized by management and industry leaders. On June 5438+065438+ 10, the General Office of the State Council issued the Opinions on Promoting the Innovation and Transformation of Physical Retail, which specifically mentioned "promoting online and offline integration" to provide policy support for the development of the "new retail" model; Ma Yun, Chairman of the Board of Directors of Alibaba Group, also said in his speech at the Yun Qi Conference on 20 16 that there will be no such thing as e-commerce in the next 20 years. Online and offline and logistics must be combined to create a real "new retail", which shows that the industry giants are optimistic about the huge commercial value of "new retail".

In terms of investment strategy, analysts said that from the perspective of value investment, leading department stores with low valuation are preferred. "New Retail" advocates the deep integration of online and offline and pays attention to the consumer experience. Leading enterprises have already achieved forward-looking layout. After Rainbow Shopping Mall and Wangfujing took the lead in breaking through the traditional shopping mode of department stores, from physical stores to online and offline omni-channel integration, Ewu merchant A tried to diversify the business format of consumption scenarios. Forward-looking strategic layout makes leading companies take the lead in achieving performance growth. Most listed companies in department stores have rich properties and abundant cash flow. It is suggested to pay attention to four stocks, among which supermarkets and convenience stores suggest to pay attention to BBK and *ST Renle, which have a wide radiation area, rich outlets and great performance flexibility, and department stores suggest to pay attention to Ewushang A and Wangfujing, which have low valuation and good fundamentals.

65438+February 28th news, for reference only.