農村電商概念股橫空出世，供銷大集、友阿股份等8股強勢封板
農村電商概念股盤中再度整體走強，供銷大集（000564.SZ）、友阿股份（002277.SZ）、農產品、豐樂種業、雲圖控股等8股漲停，史丹利、新洋豐大漲7%以上，華英農業、司爾特、新希望等多股跟漲。
來源：同花順
其中，供銷大集今日股價一字板漲停，截至收盤，報收2.32元/股，成交量近15萬手，總市值139.4億元。
來源：富途
友阿股份今日早間開盤走勢活躍，午後一度拉昇至漲停封板，截至收盤，報收4.07元/股，換手率5.7%，成交量近79.4萬手，總市值56.7億元。
來源：富途
消息面上，據人民日報，國家主席20日來到柞水縣小嶺鎮金米村。近年來，金米村依靠網上直播賣貨、發展木耳等產業擺脱了貧困。國家主席表示，電商作為新興業態，既可以推銷農副產品、幫助羣眾脱貧致富，又可以推動鄉村振興，是大有可為的。
在此前3月，在農業農村部、人社部印發的方案中提出，跨界配置農業和現代產業要素，吸引返鄉留鄉農民工在休閒旅遊、健康養生、共享農莊、農村電商等新業態就業。
同時，據國家郵政局發佈的綱要中，表示要提升服務農村電商、跨境電商、智能製造、零售新業態等的質量和水平，支持即時遞送等新業態新模式發展，加快產業數字化轉型，拓展人工智能、區塊鏈等重點技術應用範圍。
值得注意的是，今年中央“一號文件”已經提出，有效開發農村市場，擴大電子商務進農村覆蓋面，支持供銷合作社、郵政快遞企業等延伸鄉村物流服務網絡，加強村級電商服務站點建設，推動農產品進城、工業品下鄉雙向流通。
此外，供銷大集依託優勢航線資源整合優勢商品，統籌規劃城鄉實體經銷網、城鄉電子商務網、城鄉物流配送網“三網”佈局。據業績預報，供銷大集2020年第一季度預計歸母淨虧損1.8-2.8億元，同比大幅下跌60%-149%。
來源：供銷大集2020年第一季度業績預告
這主要歸因於公司銷售商品主要是農副食品、防疫用品、消毒物品等低毛利生活防疫必須品，受疫情影響，超市門店客流明顯大幅下降，這導致公司商業批發零售業務收入同比大幅下降，公司營業收入減少約50%。
同時，友阿股份預計2020年第一季度歸母淨利潤2779-3968萬元，同比大幅下跌76%-83%。這主要歸因於在報告期內，受新冠肺炎疫情影響，客流大幅下降，且疫情期間公司下屬各門店根據地方疫情防控相關規定進行了階段性暫停營業，造成公司一季度營業收入同比大幅下降。
同時，租金、員工薪酬、折舊攤銷等費用繼續支出，導致公司利潤同比下降。
來源：友阿股份2020年第一季度業績預告
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
