What is the prospect of Gaole stock?

Generation Z young consumers have become one of the main consumers in China's consumer market, and the tide play blind box is accelerating under the guidance of companies such as POP MART. As a traditional toy manufacturer, Gaole Co., Ltd. (002348) is increasing its investment in tidal blind boxes to promote the transformation and upgrading of its product line.

The 20021semi-annual report recently disclosed by gaole co., ltd. shows that the domestic sales of toy business of gaole co., ltd. in the first half of 20265438 was+0.10.8 billion yuan, a year-on-year increase of 56.52%. It fully shows the good growth trend of the domestic market.

It is worth noting that Gaole shares have accelerated the transformation to the blind box layout. At present, the company has set up a special tide play business department, which is responsible for the research and development, marketing and operation of products such as blind boxes. The company will further explore the tide play market and continuously increase its share in the domestic toy market.

The impact of the epidemic will gradually decline.

China is the world's largest producer and exporter of toys, known as the "World Toy Factory". More than 70% of the products sold in the world toy market are made in China. Eye of the Sky survey shows that toy-related enterprises in China have increased by more than 654.38+0.2 million for two consecutive years.

However, affected by the epidemic situation at home and abroad, the demand of the toy industry declined and the export orders decreased, which led to the decline of sales revenue of some toy enterprises. In the first half of this year, Gaole achieved operating income of about 654.38+84 billion yuan, down 8.72% year-on-year; Affected by rising raw material prices and overseas epidemics, the net profit loss in the first half of the year was about 35.55 million yuan.

Since the outbreak of novel coronavirus epidemic in China in early 2020, Gaole Co., Ltd. has set up an emergency working group to deal with the epidemic, comprehensively implemented various measures for epidemic prevention and control, and steadily promoted the resumption of work and production. Although the epidemic situation in COVID-19 has been effectively controlled in China, the overseas epidemic situation is still grim. For example, if the new epidemic continues to spread around the world, it will bring adverse effects to the production and operation of various industries around the world to varying degrees.

Gaole Co., Ltd. said on the interactive platform that in the first half of 2002/KLOC-0, the operating income of toys and related businesses of Gaole Co., Ltd. was 65,438+63 million yuan, a year-on-year increase of 12.94%, accounting for 88.70% of the company's total operating income; In the first half of 200210, due to the shortage of some electronic parts and insufficient shipment, the income from toy export business was 45.2525 million yuan.

When the export business was blocked for a short time, Gaole Co., Ltd. actively explored the domestic market and seized the market opportunity. In the first half of 2002 1. 1.8 billion yuan, up 56.52% year-on-year. In the first half of 2002/kloc-0, the domestic sales revenue of toy business accounted for 72.22% of the total revenue of toy business; It fully shows the good growth trend of the domestic market.

Gaole shares said on the interactive platform that it is expected that the domestic toy business will maintain a high growth throughout the year. In the future, the company will continue to grasp the hot spots of market consumption and launch high value-added toy products suitable for the market to further enhance the profitability of toy business.

At present, in addition to toy manufacturing, Gaole shares also have some Internet education businesses. In this regard, Gaole shares said on the interactive platform that the new "double reduction opinions" of the Ministry of Education have little impact on the company's current business. The company will take the initiative to assume social responsibility, fully cooperate with the school to carry out after-school services, actively explore the development of after-school related services, focus on basic custody services, and expand services in combination with quality to meet the diverse needs of students and promote their healthy growth.