Views this week. Last week, the light manufacturing industry was underperforming the broader market, and our recommended portfolio was generally weak. Among them, our recommended Bangbao Puzzle (77.89, -1.410, -1.78%) outperformed the Shanghai and Shenzhen 300 (3257.53, -6.960, -0.21%) index at 1.09pct., and due to the company’s board of directors’ review of the high-rate transfer plan. Trading will be suspended for one day on April 1. This week, we will continue to focus on recommending Bangbao Puzzle, focusing on its development trajectory following the industry leader Lego, extending the educational and cultural fields from the building block educational toy industry; continuing to recommend Guanhao High-tech ( 10.77, -0.020, -0.19%) (the exclusive supplier of VAT special invoices and general paper) and Donggang shares (32.66, -0.030, -0.09%) (exclusive printer of VAT general invoices); from industry data From a good perspective, we recommend custom-made furniture leader Sofia, solid wood furniture leader Meike Home Furnishing (13.15, 0.010, 0.08%), and Yihua Wood (12.18, 0.290, 2.44%) with a complete layout of the pan-furniture industry chain.
Bogou suggested this week to focus on the recommended building block educational toy leader in the household light industry, Bangbao Puzzle (a leading brand of plastic building block educational toys in China, with a unique teaching aid—textbook—teacher training marketing model. IPO fundraising projects will be effective Solve the company's capacity bottleneck problem and resume faster business development), Internet + Pan-furniture industry chain Yihua Wood (independent export brand, complete industrial chain, privatized Huadali, and further complement product layout and overseas markets; Y+ Ecosystem , To create the most complete closed loop of Internet + pan-home, to achieve resource integration and coordination, and large room for equity investment to increase value; employee shareholding plan, fixed increase of controlling shareholders, to ensure the company's long-term growth. Controlling shareholders increase their holdings, showing recognition of the company's long-term value And maintenance), Meike Home Furnishing (multi-brand strategy is smoothly promoted (ART opening and franchise revenue exceeds expectations); category expansion, launching the new Rehome brand, and making efforts to expand home furnishing; jointly developing MobileFirst projects with IBM and Apple to improve precision marketing and channels Management, promotion of the big home + Internet strategy, a variety of equity incentive tools and fixed increase of the controlling shareholder to ensure long-term growth) and Sophia (42.89, -0.500, -1.15%) (promote the big home strategy to meet the customer's whole-house customization needs, offline Channel expansion and sinking, online multi-dimensional promotion of O2O, establishing a joint venture company with Shanghai Mingjiang to promote the intelligent transformation of the home furnishing industry; employee + dealer shareholding plan to demonstrate confidence in mid- to long-term development) and Hailun Piano (27.01, -0.360) , -1.32%) (fast-growing domestic piano brand; offline Hailun piano classroom joins expansion and equity investment integration art education alliance simultaneously, and through non-public investment smart piano and Internet interactive education platform, to achieve online and offline resource complementarity) .
The paper industry focuses on recommending Guanhao High-tech (the VAT reform will accelerate until May 1st, and the company will be the only supplier of value-added tax invoices (including special invoices and general invoices). Income flexibility is huge. China Chengtong has become a state-owned capital operation. Pilot enterprises and companies may indirectly benefit from Chengtong’s asset management and capital operation, the board of directors deliberated and approved the investment in the establishment of Chengtong Zhongcai Internet joint venture, the goal of lottery paperless and Internet + tax invoice services).
The packaging and printing industry recommends Origen (25.06, 0.450, 1.83%) (participated in COFCO's mixed reform, continued to focus on industry integration, core customer Red Bull has a worry-free growth, rapid expansion of the two-piece can business, and cooperated with industrial funds to develop new products and new customers , With the use of the variable QR code weapon to create an integrated packaging platform service provider, spend a huge amount of money to deploy the sports industry from multiple perspectives, and guarantee the company’s long-term growth with the fixed increase of major shareholders, major customers, strategic investors and management teams) and Donggang Shares (electronic invoices, paperless lottery tickets, and electronic file storage systems continue to make new progress, and resolutely transform to an information technology service provider; as a general value-added tax invoice printer, it will also benefit from the full implementation of the business reform and increase; shareholders increase their holdings , Promote the employee stock ownership plan, bind the interests of all parties).
Important company reminders of major events this week *ST Silver Pigeon: Withdrawal of ST Deli shares (14.25, 0.070, 0.49%): Performance Announcement Origen: Performance Announcement Anni Shares (32.00, -0.920, -2.79%): A general meeting of shareholders is held