Hot! Hot! Hot! Local temperature exceeds 40 ℃! Which listed companies or benefits?

Hot! Hot! Hot! Local temperature exceeds 40 ℃! Which listed companies or benefits?
14:08, June 16, 2024 21st Century Economic Report

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At 6:00 on June 16, the Central Meteorological Station continued to issue a yellow high temperature warning:

On the 16th, the intensity and scope of high temperature in North China, Huang Huai River and other places will be weakened, but it is expected that there will still be 35~36 ℃ high temperature weather in northwestern Inner Mongolia, southern Xinjiang basin and east, Hexi in Gansu, central Hebei, Beijing, northwestern Shandong, eastern and southern Henan, Anhui, northeastern Hubei, northern Hainan Island and other places in the daytime, including northwestern Inner Mongolia The highest temperature in the southern Xinjiang basin, eastern part, southeast Henan and other regions is 37~39 ℃, and the local temperature in the southern Xinjiang basin can reach more than 40 ℃.

The high temperature weather in eastern North China, Huanghuai River, Jianghuai River and other places will develop again on 17-19. It is expected that there will be 37~39 ℃ high temperature weather in the southern Xinjiang basin and the eastern part of Xinjiang, the northwest of Inner Mongolia, Beijing Tianjin Hebei, and the northwest of Shandong in the daytime on the 17th, and the local temperature can reach more than 40 ℃.

From the perspective of listed companies, many companies seize the demand for cool products in hot weather, covering "food, clothing, housing, transportation" and other aspects.

   Happy Home (300997.SZ) It was mentioned in the newly disclosed investor relations record form that the company actively laid out coconut shark coconut water series products, increased brand promotion, launched coconut shark brand ambassador Online and offline Multi channel coordinated development, offline promotion of sports events and online communication through interest e-commerce are conducive to both brand building and traffic introduction, promoting the transformation of consumers, and arranging the summer ready to drink market in advance.

   Kesi Shares (300856.SZ) He said that the market demand for sunscreen products is good at present, and the company's orders and sales are normal.

Some listed companies mentioned on the investor interaction platform that the intense heat has a positive impact on the company's performance. The reporter noted that this is particularly prominent in the power industry.

   GCL Energy Technology (002015.SZ) He said that when the company replied to investors' questions, it said that the huge increase in electricity demand caused by high temperature weather would have a positive impact on the company's operation.

   Jade horse shading (300993.SZ) It was mentioned on the investor interaction platform that the functional sunshade fabric produced by the company is a new type of green material that integrates sunshade, dimming, energy conservation and environmental protection, and can also have special functions such as flame retardant, antibacterial, antifouling, formaldehyde removal, anti-static, waterproof and oil repellent. The sunshade effect is good, especially in high temperature environments, The products will have a positive effect on the company's performance.

   Hefei Department Store (000417.SZ) He said that in order to meet the peak consumption season and seize the consumer market, the company accelerated the primary agency of liquor, gave full play to the advantages of local liquor group buying, and increased the promotion of seasonal craft beer market. The company launched 9200 pieces of popular beer, nearly 60000 bottles, in two months.

(Statement: The content of this article is for reference only, and does not constitute investment advice. Investors shall operate accordingly at their own risk.)

This article is synthesized from China Weather, China Securities News, Wind

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Editor in charge: Liu Wanli SF014

Xinjiang Inner Mongolia

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