NEEQ retail industry quarterly report, vending machines welcome the golden development period

As of the end of the second quarter of 2017, there were 141 NEEQ companies in the retail industry: all retail NEEQ companies had revenue of 23.2 billion yuan in the first half of 2017, +1% year-on-year; net profit was 524 million yuan, +331% year-on-year. In the second quarter, a total of 47 companies had transactions with a total transaction volume of 464 million yuan. The total market value of the transaction companies was 32.651 billion yuan. The average TTM P/E ratio was 56.5 times, the P/B ratio was 21.4 times, and the EV/EBITDA was 25.3 times. A total of 10 companies in the NEEQ retail industry issued additional shares, with a total number of 49.45 million additional shares, with a total amount of 403 million yuan, and an average additional issuance of 38.5 times earnings. In the second quarter, there were 5 newly listed companies in the retail industry on the NEEQ and 4 delisted companies. Newly listed companies include Sanyiupu (tea wholesale and retail and high-end dark tea customization), Zhengzheng e-commerce (imported commodity sales and e-commerce integrated services), Wo Nong shares (agricultural material circulation business and agricultural technical services), Banghui Auto parts (commercial vehicle accessories sales), Bai Fashion (glasses product retail and supporting optometry glasses), and the 4 delisting companies are Enshi Commercial, Licheng Department Store, Business Capital, and Jiuxian.com. At present, the hot companies on the NEEQ of the retail industry include: Kidswant (mainly engaged in the retail of maternal, infant and child products and value-added services), Dongtian Fashion (providing fashion hairdressing styling services), Aoji e-commerce (cross-border export retail e-commerce), Shundian Co., Ltd. (mainly selling household appliances), Baby Grid (an e-commerce importer of vertical maternal and child products). The vending machine industry has ushered in a golden period of development: ① China's vending machine industry has a broad growth space. In 2016, the number of vending machines in China was about 200,000 units. It is still in the embryonic stage. There is still much room for improvement. It is estimated that in 2020, the number of vending machines in China will reach 1.38 million, with a CAGR of 55.9% from 2015 to 2020; ②The new third board company Youbao Online will create unmanned retail in China by virtue of its first-mover advantage and business upgrade The leading company achieved revenue of 1.009 billion yuan in the first half of 2017, a year-on-year increase of 14.89%, and its parent net profit was 76.72 million yuan, a year-on-year increase of 54.26%. It is expected to share the industry's rapid growth dividend in the future. Cross-border e-commerce continues to boom: ① The core feature of cross-border e-commerce is to use Internet technology to shorten circulation links and upgrade the efficiency of traditional foreign trade. Under the influence of consumption upgrades, policy guidance and other factors, the business format is expected to continue to grow at a high speed. It is expected that by 2020, The scale of cross-border e-commerce trade in China will reach 12 trillion yuan, with a compound growth rate of approximately 20.1% from 2015 to 2020; ②Excellent cross-border e-commerce companies are favored by capital, and Xunxing shares announced in July that they intend to use cash of 1.014 billion yuan. The 65% equity interest in the chain of yuan purchase price corresponds to about 28 times P/E in 2016, and cross-border e-commerce is being favored by industrial capital. As a long-term partner of Youbao's sales equipment, we are constantly committed to the production and research and development of machinery and equipment, strictly controlling the factory quality of each machine, and actively following up after-sales service. At present, nearly 60,000 lattice cabinet vending machines have been put on the market. , Accounting for 85% of the total industry share. Excellent quality assurance has won a good reputation in the industry. The above information is provided by the vending machine. Please mark the reprint. Previous post: Fresh vending machines are profitable and the domestic market has huge prospects